Goldman Sachs' financial report preview: Bullish on AMD and ARM, bearish on Intel.

Goldman Sachs expects that AMD's Q2 performance and guidance are expected to meet market expectations, and the data center business may achieve double-digit growth. ARM's Q2 performance and guidance both exceed market expectations, and the compound annual growth rate of revenue in the next three years may reach 23%. In contrast, Intel's Q2 performance and guidance may disappoint Wall Street, and its server CPU market share is still being squeezed by peers.

wallstreetcn23minutes ago

Qualcomm Analyst Ratings

Benzinga06:38 ET · Ratings

S&P 500 Notches Best Day Since June As Investor Sentiment Improves: Fear Index Moves To 'Greed' Zone

Benzinga02:28 ET

US institutional investors survey: Nvidia still the most popular, Broadcom catching up, concerns with Micron, bearish on AMD.

According to Citigroup's survey, with Broadcom acquiring more AI customers and adding value from VMware, it is catching up with Nvidia as the largest holding for investors, while investor sentiment towards Nvidia has cooled down.

wallstreetcn23:49 ET

What is the ' Trump trade ' exactly? Is the market really sure?

The previously heated "Trump trade" is cooling down, as Wall Street has realized that the impact of the policies promoted by Trump's campaign may be self-contradictory.

wallstreetcn23:48 ET

Options Market Statistics: Big Tech Stocks Surge on Monday, Boosting S&P 500 and Nasdaq Gains

Options Newsman20:49 ET