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Barclays Weighs in on Nvidia Blackwell Ramp, Apple iPhone Cuts and Other Chip News
Today's Analyst Rating | NVIDIA Price Target Raised to $189 by Evercore, Taiwan Semiconductor Price Target Raised to $240 by Barclays
Express News | DigiTimes Reported Earlier, TSMC Adjusts Chip-on-Wafer-on-Substrate (CoWoS) Capacity Plans Amid Trump 2.0 Uncertainty
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Earnings Report Preview | "The Most Important Stocks in the World" nvidia (NVDA.US) is about to announce its results! Will the "AI Faith" stir up another huge wave?
The global company with the highest market cap, referred to by goldman sachs as the "most important stock on Earth," the ai chip giant nvidia, will announce its third quarter results for the fiscal year 2025, ending in October, on Thursday, peking time.
TSMC's American Fabs Could Dilute Its Margin Long Term -- Market Talk
Are good days coming? American technology companies are looking forward to Trump 2.0, which will be crucial in reducing regulations.
①With Trump winning the election, many American technology company executives feel excited because Trump's victory means that the United States' fiscal spending is expected to increase, trade regulations will be relaxed, which is crucial for technology enterprises; ②Although Trump's anti-monopoly agenda is still uncertain, people seem to be increasingly optimistic that compared to Biden, he will take a less interventionist approach towards giant monopolies.
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China Data Point to Gradual Improvement, but Tariff Risk Looms
To welcome Trump 2.0! The opening ceremony of taiwan semiconductor's factory in Arizona is reported to be postponed until January next year.
①There are reports that the taiwan semiconductor's Arizona factory opening ceremony scheduled for December 6 has been postponed to January or February next year; ②The delay in the opening ceremony is said to be to coordinate with the new President Trump's inauguration ceremony. If delayed, the current President Biden, who was originally scheduled to attend the opening ceremony, may no longer attend; ③taiwan semiconductor has received a $6.6 billion subsidy and $5 billion loan from the usa government, with an estimated total investment of $65 billion in its Arizona factory.