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Bullish on HBM business, Bank of America Merrill Lynch's "Five Reasons" are bullish on sk hynix.
With stable orders from nvidia and slow progress in competitors'HBM3e technology, along with sk hynix set to mass ship 12-layer HBM products in the fourth quarter, Bank of America predicts that by 2025, sk hynix may occupy nearly 60% of the global market share, with sales expected to increase by 38% to reach $15.8 billion, benefiting from HBM business with over 60% operating margin. Bank of America raised SK hynix's target stock price from 0.24 million Korean won to 0.28 million Korean won.
nvidia hits a new high is a sign! Since the Fed cut interest rates in September, the logic of the US stock market has changed again.
Is this rebound the beginning of technology stocks regaining dominance in the US stock market, or is it a short-term rebound in the ongoing rotation of US stocks, with the market closely watching the current US earnings season.
Nvidia hits a new closing high in four months: will it challenge the global market cap NO.1 again?
①Nvidia's stock price hit a new all-time high closing on Monday (October 14) after a four-month hiatus; ②This irreplaceable chip manufacturer in the AI era seems to be poised to surpass Apple once again and become the company with the highest market cap in the world.
After microsoft, Google took action to build 6-7 small nuclear reactors, AI driving nuclear power renaissance.
Google plans to purchase electrical utilities from nuclear power plant operators for 6-7 small modular nuclear reactors (SMRs) with a total capacity of 500 megawatts to meet the increasing demand for electrical power. This means that Google will become the first company to commission the construction of a new nuclear power plant to power its datacenter.
Options Market Statistics: NVDA Options Pop as Its Shares Reach Its Highest Closing on Record
The CEO is bullish, but Wall Street is bearish? There is a significant divergence in earnings expectations for the US stock market this earnings season.
Analysts expect that the s&p 500 constituent companies will see a year-on-year profit growth of 4.2% in the third quarter, while these companies' own guidance predicts a growth of 16%. This difference implies that corporate performance is likely to exceed Wall Street expectations.