Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global chip stocks partying together.
①This Thursday, global chip stocks usher in a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. unsponsored ADR also brought bullish news, driving the chip stocks in the USA, Japan, and Europe markets to generally rise; ②In stark contrast to the continuous good news, a pessimistic report titled 'Winter is Coming' was published by Morgan Stanley just half a month ago.
Honeywell & Qualcomm Partner to Develop AI-Enabled Agent Solution
Express News | Philadelphia Semiconductor Index up 4%
Express News | Shares of Semiconductor and Chip Stocks Are Trading Higher Following Strong Earnings From Micron
Qualcomm, Broadcom, Marvell Stocks Rise. The AI Run Gets Boost After Micron's Strong Outlook.
Express News | Broadcom up 1.6%, Qualcomm up 2.4%, Applied Materials up 5.4%
JackItUp : nothing special, just cut price
Liaml JackItUp : 只能说没有创新了，
Simon 5183 : Each has its own market, apple designs its own CPU for the iphone while qualcomm manufactures CPUs for android phones, they each have their own strengths.