9/27 [Strength and weakness materials]
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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.
Costco in Charts: Total Company Adjusted Comparable Sales Stand at 6.9% in FQ4
Guo Mingxi: Meta AR glasses Orion will be mass-produced as early as 2027, positioning to replace mobile phones and computers.
Christopher Kuo from TF International Securities stated that Meta's internal product roadmap indicates that Orion could enter mass production as early as 2027. Before Orion is officially mass-produced, Meta may introduce a lower-spec version. Orion is positioned to replace smart phones and tablets, with its main selling points being the integration of AI technology and spatial computing.
Wall Street Today | MU Leads, Chinese Stocks Follow while S&P 500 Hits Highs
Costco GAAP EPS of $5.29 Beats by $0.23, Revenue of $79.69B Misses by $340M
Chinese Retail Stocks Climb Most in Two Years, Market in the Green Thursday
Google Expands on Data Center, Cloud Infrastructure in South Carolina
Fed Watch: Fed Officials Focus on Banking, No New Comments on Economy, Monetary Policy
Meta Analysts Highlight AI, VR Advances, See Growth Pushing It Toward Apple-Like Valuation
American Eagle Sues Amazon for Trademark Infringement: Report
Ubisoft Faces Challenges: Star Wars Outlaws' Sales Struggles, Assassin's Creed Shadows Delay, Employee Strikes Ahead
Micron's Share Price Rally Boosts Appeal of $115 Call Options as Earnings Beat
OpenAI CEO Says Leadership Shakeup Aims to Flatten Structure, Elevate New Leaders
10 Consumer Discretionary Stocks Whale Activity In Today's Session
10 Information Technology Stocks With Whale Alerts In Today's Session
Meta's Connect Showings Brings It 'One Step Closer' to Being AI Company: Baird
Looking At Alphabet's Recent Unusual Options Activity
Dell Technologies Posts On X "Join Us on October 10 as We Reveal With Nvidia How AI Is Reducing OPEX, Boosting Revenue, and Transforming Operations."
The Analyst Landscape: 43 Takes On Meta Platforms