Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
Taiwan Semiconductor Manufacturing (TSM) Receives a Buy From Barclays
NVIDIA (NVDA.US) flash crash! The "Technology Spring Festival Gala" does not show short-term Bullish signals, traders are massively selling Call Options.
Traders abandon bullish options bets as NVIDIA's stock price declines.
Unusual Options Activity: EXE, NVDA and Others Attract Market Bets, EXE V/OI Ratio Reaches 282.5
Shares of Companies Within the Broader Technology Sector Are Trading Lower Amid Overall Market Weakness Following Recent Economic Data and a Rise in Yields. Also, the Sector May Be Falling in Response to a Recent Pullback in NVIDIA as Investors...
Taiwan Semiconductor Options Trading: A Deep Dive Into Market Sentiment
NVIDIA announced the launch of a series of new chips, Software, and services, prompting a rise in Asian chip stocks.
NVIDIA CEO Jensen Huang announced the launch of a series of new chips, Software, and services aimed at maintaining the company's leading position in AI computing. On Monday, Huang opened the USA Consumer Electronics Show (CES) in Las Vegas, showcasing the company's new products while providing a vision for how AI will shine throughout the economy. The company hopes its products will be at the core of the future Technology world, which will have 1 billion humanoid Siasun Robot&Automation, 10 million automated factories, and 1.5 billion self-driving Autos and trucks. As companies rush to deploy new AI computing devices, there is growing interest in NVIDIA products.
TSMC Analyst Sees AI, Advanced Nodes Driving Growth In 2025
Top Gap Ups and Downs on Monday: TSM, NVO, PG and More
Market Climbed Monday Just Past Santa Rally High Water Mark | Wall Street Today
AMD and Nvidia Overtake Intel in Key Markets, Challenging Its Leadership
10 Information Technology Stocks Whale Activity In Today's Session
The Semiconductors Index rose nearly 4%, with NVIDIA and Taiwan Semiconductor expected to close at new highs! What has happened to the chip stocks?
NVIDIA has broken through the $150 mark for the first time since last November, with semiconductor stocks in Asia, Europe, and the USA experiencing widespread gains. AI demand stimulated Foxconn's revenue to reach a record high in the fourth quarter of last year, becoming the main reason driving chip stocks to lead. Meanwhile, Microsoft and OpenAI have released positive signals regarding AI demand, and the market also anticipates a significant speech by Jensen Huang on Monday, all of which have boosted market sentiment.
Micron Technology Climbing 1% in Chip-Stock Rally
Shares of Semiconductor and AI Stocks Are Trading Higher in Possible Reaction to Microsoft's Plan to Invest Approximately $80 Billion Into AI Data Center Development in Fiscal 2025.
Express News | Shares of Semiconductor and AI Stocks Are Trading Higher in Possible Reaction to Microsoft's Plan to Invest Approximately $80 Billion Into AI Data Center Development in Fiscal 2025
TSMC Stock Surges 5%, Hits All-Time High With $892 Billion Market Cap
U.S. stock market movements | Taiwan Semiconductor (TSM.US) rose nearly 5% to hit a new all-time high. Goldman Sachs stated that this year's revenue will achieve a growth of 26.8%.
On Monday, Taiwan Semiconductor (TSM.US) opened up nearly 5%, reaching a record high of 218.10 USD.
Countdown to Jensen Huang's "CES Personal Show"! A speech concerning "AI faith" is about to make a huge impact.
NVIDIA's investors expect Jensen Huang's speech at CES to trigger a new round of breakthroughs in stock prices; the market's core focus will be the demand outlook for NVIDIA's Blackwell AI GPU and humanoid robots.
The Nasdaq Futures rose more than 1% before the market opened, chip stocks strengthened, and Taiwan Semiconductor is expected to reach a new high | Highlights for tonight.
① Trump is reportedly considering implementing universal tariffs only on key imported Commodities; ② NVIDIA's AR glasses patent revealed, with no backlight design for a more natural experience; ③ Microsoft has suspended construction of part of the OpenAI Datacenter in Wisconsin; ④ Xpeng Autos and Volkswagen China announced a partnership to build a super fast charging network.