Technology stocks are experiencing another outbreak igniting bullish sentiment in the market, seizing intraday rotation opportunities remains crucial.

Track the entire lifecycle of the main sector.

cls.cn21:25 ET

The chip company's financial report season has kicked off, as "polarization" sweeps the industry: demand for ai chips explodes, while non-ai products are all declining.

Semiconductor equipment giants led the decline last week, underperforming the entire US chip sector; Gabelli expects this divergence to persist in the long term.

Zhitong Finance21:18 ET

Gene Munster Predicts 'Bull Market Driven By AI' Amid TSMC's Stellar Performance

BenzingaOct 18 09:21 ET

jpmorgan significantly increased its shareholding in nxp semiconductors (NXPI.US)! Betting heavily on the revival of automotive chips with real gold and silver.

This latest global strategy move has increased JPMorgan's total stake in NXP Semiconductors to 20,140,077 shares.

Zhitong FinanceOct 18 04:31 ET

TSMC's Profit Beat Lifts Nvidia, Boosting Demand for Call Options

Luzi Ann SantosOct 17 12:26 ET

The logic of the ai chip is too strong! Both asml holding and taiwan semiconductor's performance are very bullish for nvidia (NVDA.US).

On Thursday, nvidia, the dominant player in ai chips, hit a record high driven by taiwan semiconductor's strong financial report.

Zhitong FinanceOct 17 10:40 ET