Is winter really coming? Micron's financial report slaps Goldman Sachs in the face, global chip stocks partying together.
①This Thursday, global chip stocks usher in a frenzy. After Micron Technology released a bright financial report, SK Hynix and Tokyo Electron Ltd. unsponsored ADR also brought bullish news, driving the chip stocks in the USA, Japan, and Europe markets to generally rise; ②In stark contrast to the continuous good news, a pessimistic report titled 'Winter is Coming' was published by Morgan Stanley just half a month ago.
Bain: The surge in demand for ai may once again sound the 'alarm' for chip shortages.
A report from Bain shows that the demand for semiconductors centered on AI and devices supporting AI, such as smart phones and laptops, is surging, which may lead to the next round of global chip shortages.
Harris released a brand new policy proposal to attract voters, vowing to settle the score with Trump on economic issues!
①Harris outlined her vision of the "opportunity economy" on Wednesday; ②She pledged to support investments in manufacturing and small businesses, as well as provide tax breaks and child care subsidies for families, in order to build a strong middle class and drive economic growth.
SA Charts: Intel Sole Year-to-date Decliner Among Major Chipmakers
Trump promotes the "New American Industrialism," warning US trading partners that "your jobs will flow to the USA."
To revitalize usa manufacturing, Trump advocates for "large tax cuts domestically and increased tariffs internationally," and plans to establish low-tax, low-regulation zones on federal lands.
Texas Instruments Unusual Options Activity
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