Microchip Upgrades PolarFire FPGA Edge AI Sensor Board

Seeking Alpha19:24

U.S. optical communications stocks plunged—why did a Reuters report from an old investigation suddenly become bearish?

Why has the optical communications sector underperformed the broader semiconductor segment so severely?

US Stock Investment Network16:33

Citing concerns over debt risk, Bank of America downgraded Broadcom's credit rating to neutral.

Broadcom's fundamentals remain strong, but the potential credit risk stemming from the XPV platform is emerging as a new variable for bond investors. Bank of America Securities downgraded Broadcom's credit rating from 'Overweight' to 'Neutral.' The firm noted that significant uncertainty still surrounds the XPV platform jointly established by Broadcom, Blackstone, and Apollo, and as the platform scales up, related risks could continue to exert pressure on Broadcom's bond spreads. In a report published on August 10, Bank of America analyst Tom Curcuruto pointed out that since early June, Broadcom's bond spreads relative to those of other A-rated semiconductor companies have widened by approximately 20 to 30 basis points. Currently,

wallstreetcn16:13

Top 20 by Trading Volume | NVIDIA partners with Wall Street giants to plan a $500 billion bet on AI infrastructure; SpaceX rises another 4%, pushing its share price back above the IPO level; Meta releases compact AI models; Intel issues $15 billion in add

NVIDIA, the most actively traded stock on U.S. markets, declined 2.86% with a turnover of $25.189 billion. On Monday, August 10, according to the Financial Times citing informed sources, Wall Street giants including Apollo, Blackstone, Global Infrastructure Partners (a BlackRock company), Brookfield Asset Management, Goldman Sachs, and KKR are in discussions with NVIDIA regarding a $500 billion AI infrastructure financing arrangement, which could be officially announced as early as today. The report noted that the participating firms will form a consortium to establish a dedicated investment fund, with proceeds earmarked specifically for AI chip procurement, power generation, and data center construction.

Futu News06:50

U.S. Market Close | All three major indices ended slightly lower, with the semiconductor index down nearly 3%; the optical communications sector opened higher but closed lower, as Coherent dropped over 14% and Lumentum fell more than 8%; escalating tensio

The semiconductor sector collectively suffered losses. Arm Holdings plunged 5.21%, leading the decline, followed by Marvell Technology down 4.65%. AMD and NVIDIA each fell 2.86%, Micron Technology dropped 1.89%, and Broadcom declined 1.25%. Optical communications emerged as the worst-performing subsector within the AI segment. The yield on the 10-year U.S. Treasury note rose by 3 basis points to 4.68%, while the 30-year yield hit 5.21%. WTI crude oil surged 5.26% to reclaim the $82 mark, with Brent crude rising in tandem by 5.14%.

wallstreetcn06:38

Retail Investors Bought the July Dip in These 5 Stocks: Schwab Data

Retail investors continued to buy the dip in July, but the latest trading data from Charles Schwab suggests they were becoming choosier with their bets.The latest Schwab Trading Activity Index, or

Benzinga02:38