UBS's Global Equity Focus List: Stocks Within 'Enabling Technology'
Why Big Tech Became a Huge Wreck Across the Nasdaq Last Night
US-China Tensions Escalate Over Chips
Will there be only one interest rate cut next year? The Federal Reserve suddenly releases hawkish signals, causing Wall Street to collectively fall into panic.
The Federal Reserve lowered interest rates by 25 basis points as expected on Wednesday, but this did not stop investors from mass selling off risk Assets.
Express News | Shares of Semiconductor Companies Are Trading Lower Amid Overall Market Weakness Following the Fed's Rate Decision to Cut Rates by 25 Basis Points
Who's Next To Join Tesla, Broadcom In $1 Trillion Club? Over 50% Say The World's Biggest Retailer
Before the Federal Reserve's decision, the rally of U.S. stocks faltered, the Nasdaq said goodbye to record highs, the Dow fell for nine consecutive days, Broadcom dropped over 4%, Chinese concept stocks rebounded against the trend, and Bitcoin reached a
The Dow Jones has seen its first nine consecutive declines since 1978; NVIDIA has seen four consecutive declines, while Tesla has risen over 3% against the trend, hitting new highs for three consecutive days. Chinese concept stocks rebounded nearly 2%, with PDD Holdings rising nearly 3% and Bilibili increasing over 4%. Salaries in the United Kingdom have grown faster than expected, with two-year UK bond yields rising 10 basis points in one day. The USD has rebounded; the Canadian dollar has hit a more than four-year low since the pandemic; Bitcoin surged over $0.108 million during trading, hitting a new historical high for two consecutive days. Crude Oil Product has fallen for two consecutive days, with US oil dropping more than 2% at one point; Gold has hit a new low for the week.
Here's How Much You Would Have Made Owning Taiwan Semiconductor Stock In The Last 5 Years
Industry Comparison: Evaluating NVIDIA Against Competitors In Semiconductors & Semiconductor Equipment Industry
Check Out What Whales Are Doing With TSM
The CEO of Taiwan Semiconductor admitted to having secret meetings with Musk, promising "as long as the payment is made, chips will definitely be provided."
① Wei Zhejia stated that Musk believes multifunctional robots are the direction to strive for, rather than Autos; ② Musk is concerned that no one will supply him with chips, to which Wei Zhejia responded "as long as you are willing to pay, you will definitely have your chips"; ③ Wei Zhejia believes that robots combine Semiconductors, Software, and precision Machinery, making them the best representation of AI applications.
ASIC or GPU: Nvidia Faces a Significant Competitor
ASICs are booming, and Technology giants are competing for the 3-nanometer project! Morgan Stanley: Taiwan Semiconductor will participate in all production, and World Semiconductor has even greater potential for growth.
Morgan Stanley believes that the ASIC market size is expected to reach $30 billion by 2027. Currently, several key 3nm projects are nearing finalization. Analysts expect that the tape-out of Heshin Electronics' 3nm project in early 2025 will serve as a strong catalyst for the stock price, helping to alleviate investors' concerns over competition from Marvell in the 3nm project.
Elon Musk Reportedly Told TSMC's Chairman In A Recent Secret Meeting That Optimus Robots – Not Cars – Are Tesla's Future
Why did Masayoshi Son offer 100 billion dollars to please Trump, and why are technology giants rushing to present gifts?
The threshold of Trump's estate has been "trampled".
Market Chatter: Biden Preparing Trade Probe Into Legacy Chips Made in China
Taiwan Semiconductor Unveils $20 Billion Arizona Chip Fab, Apple Named Key Customer
10 Information Technology Stocks Whale Activity In Today's Session
Express News | "Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times
Former Google CEO Eric Schmidt Calls for 'Unplugging' AI Systems When They Reach Certain Capability