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Another winner in nvidia's supply chain: resistor leader weishi's orders exceeded expectations, with two major product categories in high demand.
① Well-known analyst Guo Mingzhu stated today that the order situation for Vishay's MOSFETs and polymer tantalum capacitors has exceeded expectations. ② Due to being included in the GB200 supply chain, MOSFET production capacity is already fully loaded by 2025, and there is a supply-demand imbalance for polymer tantalum capacitors. ③ Various opinions suggest that the competition among power device manufacturers surrounding AI servers has already begun, and passive components are also expected to continue thriving.
Why Nutanix Shares Are Trading Higher By 9%; Here Are 20 Stocks Moving Premarket
How are two Chinese e-commerce platforms competing to be the top player in the usa during Black Friday?
① Temu and Shein invested heavily in online marketing during the traditional Western shopping season of "Black Friday," intensifying market competition; ② Sales for Temu and Shein in the first half of November grew by 18% and 16% respectively, successfully squeezing the market share of traditional retailers such as amazon; ③ Experts point out that retailers relying on search advertising have to rethink their strategies to survive.
Needham Reiterates Hold on Analog Devices
Analog Devices Analyst Ratings
SoftBank Eyes Investing $1.5B in OpenAI Through New Tender Offer - Report
SpaceX's Starlink Direct-To-Cell Service Gets Commercial License From FCC: Here's What It Means
Hawkish or Dovish? Exploring Clues from FOMC Minutes and Upcoming Economic Data
Trading reminder: U.S. stocks will be closed on Thursday for Thanksgiving and will close three hours early on Friday.
November 28 (Thursday) is the Thanksgiving holiday in the usa, and the US stock market will be closed for one day. November 29 (Friday) is the day after Thanksgiving, and the US stock market will close three hours early.
Michael Saylor's MicroStrategy Plunges 23% In 5 Sessions While Bitcoin Slips Under 6%: Gary Black Quips 'Don't Say I Didn't Warn You'
Jack Dorsey, Larry Ellison Among Elon Musk's Twitter Backers Set To Gain Windfall From XAI Deal
Forex Today: Market Focus Shifts to US Data Dump Ahead of Thanksgiving Holiday
HP, CrowdStrike And 3 Stocks To Watch Heading Into Wednesday
US Core PCE Inflation Set to Hold Steady, Raising Doubts on Further Federal Reserve Rate Cut
The strong upward trend of U.S. stocks has sparked a wave of IPO recovery, bringing new hope to private equity.
The return of private equity-backed initial public offerings (IPOs) to the United States is expected to make a comeback.
SMCI Stock Slumps 10% As Loan Agreements With Banks End Amid Ongoing Nasdaq Challenges
OpenAI's Sora Video Model Leak Exposes Deep Rift With Artists — Unpaid R&D, PR Puppets, And Content Approval Fury: What You Need To Know
"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.
CrowdStrike Holdings, Inc. (CRWD) Q3 2025 Earnings Call Transcript Summary
Cathie Wood's Latest Tesla Dump: Ark Sells $18M Worth Of Stock