TSMC's Utilization Rate Could Rise in 2H -- Market Talk

0306 GMT - TSMC continues to be a buy for Deutsche Bank, which sees robust demand for its chips, fueled by AI. The chip maker's utilization rate of production lines could rise in 2H with blended utili

WSJ23:07 ET

Unusual Options Activity: AAL, LVS and Others Attract Market Bets, AAL V/OI Ratio Reaches 250.0

EST Jul 2nd Afternoon Delivery - In the last two hours of trading, 6 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options trends.

Moomoo News13:30 ET

Taiwan Semi Could Be One of Mizuho's Favorite Semiconductor Longs

Mizuho raised their price target for Taiwan Semi (TSM) to TWD1,170 per share in a note Tuesday, with analysts at the firm saying it could be one of their favorite semiconductor longs.

InvestingJul 2 11:12 ET

Today's Analyst Rating | Microsoft Price Target Raised to $489 by Bernstein, Itau Unibanco Upgrades Apple to Hold

Jul 2, Wall Street analysts have updated their stock ratings today including $Microsoft(MSFT.US)$ and $Apple(AAPL.US)$.

Moomoo NewsJul 2 09:22 ET · Ratings

Don't miss the low-key winners in the AI boom! US semiconductor equipment giants are gathering momentum for a new round of growth.

Zhī tōng cǎi jīng App learned that Wells Fargo & Co, a Wall Street commercial banking giant, recently released a research report stating that semiconductor equipment giants KLA Corp (KLAC.US) and Applied Materials (AMAT.US), as well as lithography equipment manufacturer ASML Holding (ASML.US), are among the most preferred semiconductor equipment stocks that are expected to benefit from the AI ​​boom. Wells Fargo & Co stated that although the entire semiconductor equipment sector has set a new historical high, it may lead to a short-term correction trend and trigger a more difficult profit expectation and target stock price setting, but still bullish on the stock price trend of these industry leaders, with the institution reiterating its 95 target price for KLA Corp.

Zhitong FinanceJul 2 04:08 ET

As the mid-year financial report is approaching, AI stocks are facing the "financial Olympics". The consequences of failing to meet expectations will be severe.

The market has high hopes for AI technology giants, with second-quarter profits of AI six giants, including Nvidia, expected to grow by 30% year-on-year, far exceeding the 5% growth rate of the other 494 component stocks of the S&P 500. However, historical data shows that high-growth stocks with high valuations often face greater downside risk if they fail to meet expectations.

wallstreetcnJul 2 00:48 ET