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Taiwan Semiconductor Newsroom
Nvidia (NVDA.US) was downgraded due to valuation concerns, while Advanced Micro Devices (AMD.US) and Taiwan Semiconductor (TSM.US) are still favored.
Pierre Ferragu, an analyst at New Street Research, downgraded Nvidia's rating from Buy to Neutral.
Overnight News: US stocks closed higher. The growth rate of US non-farm employment and wages both slowed down. The Federal Reserve released its semi-annual monetary policy report. Nvidia's rating was downgraded, which is rare.
For more global financial news, please visit 24/7 real-time financial news. Market closing: Non-farm data strengthens rate cut expectations. Nasdaq and S&P hit record highs again. Top 20 US stock trading volume on July 5: Tesla rose for the eighth consecutive day, with an increase of more than 27% this week. US WTI crude oil fell 0.86% on Friday, rising 2% this week. Popular China concept stocks did not rise or fall on Friday, with TSMC rising 0.8% and Chinese electric vehicle stocks falling overall. European stocks closed generally lower, with the Euro Stoxx 50 index down 0.19%. Macro: Major Democratic donors further pressure - more than 100 wealthy businessmen jointly wrote to ask Biden to withdraw. Biden's trust.
10 Information Technology Stocks Whale Activity In Today's Session
This whale alert can help traders discover the next big trading opportunities.Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scan
Today's Analyst Rating | Microsoft Price Target Raised to $480 by Raymond James, Apple Price Target Raised to $260 by Melius Research
Jul 5, Wall Street analysts have updated their stock ratings today including $Microsoft(MSFT.US)$ and $Apple(AAPL.US)$.
The Fed's Ambivalence: What Investors Can Expect from Its Dovish Shift
While the Federal Reserve has kept interest rates unchanged, recently released economic data such as PCE, CPI, and the unemployment rate suggest that inflation is trending in the right direction, leading the market to believe that a cycle of decreasing interest rates will begin soon. However, the debate continues; it's not about "whether or not," but rather "when and how" rate cuts will occur.
Countries are gearing up to compete for the semiconductor market. Japan's semiconductor equipment sales increased by 15% this fiscal year.
Due to the impact of ai driving memory capacity spending recovery, the sales of semiconductor manufacturing equipment in Japan is expected to grow by 15% in the year ending March 2025.
ASML Stock Is an AI Chip Hero. Why It's Set for a Fresh Boost.
ASML Holding has been a major beneficiary of the artificial-intelligence boom. The chip-manufacturing equipment supplier could be in line for further gains after its coming earnings report.
Top Gap Ups and Downs on Wednesday: BHP, RIO, BCS and More
Gaps can show signals that something important has happened to the fundamental or the psychology of traders that accompanies this market movement.
Today's Analyst Rating | Microsoft Price Target Raised to $480 by Raymond James, Itau Unibanco Upgrades Apple to Hold
Jul 3, Wall Street analysts have updated their stock ratings today including $Microsoft(MSFT.US)$ and $Apple(AAPL.US)$.
Jibang Consulting: AMD (AMD. US) and Nvidia (NVDA.US) drive the development of FOPLP through demand, with estimated production dates falling in 2027-2028.
The estimated time for mass production of FOPLP packaging technology in consumer IC and AI GPU applications may fall between the second half of 2024 and 2026, and between 2027-2028 respectively.
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
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.
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.
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 $Apple(AAPL.US)$.
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.
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.
The US chip industry is facing a labor shortage, and the Biden administration is investing heavily to address it.
The Biden administration is launching a program to train a workforce in the United States for semiconductor production in order to avoid the threat of a labor shortage to domestic semiconductor production.
Overnight News: US Supreme Court made a favorable ruling on Trump's exemption rights. Federal Reserve's Williams said he still believes the Fed will bring the inflation rate back to 2%.
For more global financial news, please visit 7x24 live financial news. Market close: US stocks rose on the first day of the second half of the year, with Apple driving the Nasdaq to a historic high. In the top 20 US stock turnover on July 1st: Apple's May shipments in China increased by over 40% and the stock price hit a record high. Popular China concept stocks had mixed gains and losses on Monday, with Lixia Wei Xiaopu rising and Taiwan Semiconductor falling by 0.8%. US WTI crude oil closed up 2.3% on Monday, breaking $83 per barrel. Major European stock indexes closed higher, with the Euro Stoxx 50 up 0.74%. Macro: The US dollar jumped to a daily high as the Supreme Court rules in favor of Trump's exemption.
Today's Analyst Rating | Itau Unibanco Upgrades Apple to Hold, NVIDIA Price Target Raised to $175 by Cantor Fitzgerald
Jul 1, Wall Street analysts have updated their stock ratings today including $Apple(AAPL.US)$ and $NVIDIA(NVDA.US)$.
Intense capital expenditure in the chip industry chain! Taiwan Semiconductor and Hynix are expanding production significantly.
Taiwan Semiconductor's capital expenditures are expected to reach $36 billion in 2025, the second highest in history, mainly for the research and production capacity expansion of the most advanced processes such as 2nm. SK Hynix of South Korea plans to invest as much as $74.8 billion by 2028, of which 80% will be used for research and production of HBM chips.