"Treading on Air" Two major chip giants unexpectedly warming up in the AI wave, but difficult to shake the logic of chip stocks: fundamental reversal must rely on AI.
Maybank analyst stated that intel and Samsung's gap in ai is "difficult to narrow in the short term"; Allspring analyst stated that Samsung needs to make "difficult decisions".
Tech stocks in the US stock market are experiencing a strange phenomenon: exceeding expectations in performance is no longer impressive, investors want more.
1. For investors, the performance of large technology companies in the US stock market has exceeded expectations and can no longer satisfy them; 2. This week, technology companies have successively released quarterly financial reports, with most exceeding revenue and profit expectations, yet the market response has been brutal; 3. Some opinions believe that the dismal stock prices are due to overly high market expectations, while others claim it is a technical profit-taking pullback.
"Recovering lost ground" is now in sight! Intel (INTC.US) Q4 guidance exceeds expectations, market sentiment is optimistic.
Intel (INTC.US) announced its third-quarter financial report after the Thursday market close in Eastern Time. The fourth-quarter revenue guidance slightly exceeded expectations, sparking optimistic sentiment that the company is capable of regaining some market share.
US stocks closed: 'Big Seven' all defeated, S&P and Nasdaq hit the largest decline in nearly two months.
1. PHLX Semiconductor Index fell more than 4%; 2. The China Concepts Stock Index dropped 1.3%; 3. Apple's Greater China revenue fell short of expectations; 4. Guo Mingchi: The possibility of super micro computer suspension or delisting is increasing.
Apple Analyst Ming-Chi Kuo Post On X, "Broadcom Currently Supplies Over 300 Million Wi-Fi+BT Chips (Hereafter Referred to as Wi-Fi Chips) per Year to Apple. However, Apple Will Rapidly Reduce Its Reliance on Broadcom. With New Products in 2H25 (E.g.,...
Election Brings One Certainty for Tech Stocks -- More Uncertainty -- Barrons.com
scarlight OP 景川 : I don't think I have ever included a word like investigation in my writing?
Don't translate it to another language it may cause confusion
景川 scarlight OP : against this word is even worse.
scarlight OP 景川 : Your grammar is quite bad. I don't understand what you are saying
景川 scarlight OP : Your grammar thing is meaningless to us unfortunately.
景川 : The anawers are so up on the table, but you merely summaries it with "interesting and against it"? Its more showing people in fear and misunderstanding and try to cut corner for the conclusion. You'd better upgrade your boundaries of seeing the world. I know its extremely hard, esp when someone standing within "the language" manipulated "high walls building around", but please just try harder.