Direxion Daily MSFT Bear 1X Shares (MSFD) News

Moving Beyond "Not Ruling Out": SK Hynix Conducts On-Site Selection for Front-End Wafer Fab in the U.S. as Pressure from AI Giants Forces Restructuring of Memory Supply Chain

Over the past month, SK Hynix has intensively surveyed potential sites for front-end memory wafer fabrication plants in the United States, directly responding to urgent demands and pressure from U.S. AI chip customers for supply chain localization. Previously, while advancing its plan to issue American Depositary Receipts (ADRs) in the U.S., SK Hynix stated that it "did not rule out establishing a memory chip manufacturing base in the United States." This vague intention has now evolved into concrete business action.

wallstreetcn19:06

MSFT Could Emerge as Big Tech's Free Cash Flow King in 2027 While GOOGL, META Stay Negative: Analyst

Microsoft Corp. (NASDAQ:MSFT) could emerge as Big Tech's strongest free cash flow generator in 2027, while Google's parent, Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc. (NASDAQ:

Benzinga18:42

AI Killing Software? Analyst Says 'I Don't See a Software Apocalypse'

Hyperscalers and major technology companies such as Microsoft Corp. (NASDAQ:MSFT) and NVIDIA Corp. (NASDAQ:NVDA) are increasingly shaping the AI investment cycle, with Dan Ives, partner and senior

Benzinga18:41

Lam Research to Spend More Than $3 Billion Expanding Its Global Chip R&D Network, CEO Tim Archer Says 'The Pace of Innovation Is Relentless'

Lam Research Corp. (NASDAQ:LRCX) said Thursday it plans to invest more than $3 billion over the next five years to expand its global research and development lab network, increasing experiment

Benzinga17:55

JPMorgan Raises Microsoft (MSFT.US) Price Target to $625, Citing Accelerated Growth Driven by AI Infrastructure and Copilot

JPMorgan published a research report raising Microsoft's (MSFT.US) target price from $550 to $625, maintaining an "Overweight" rating. The new target is based on 24 times the projected 2028 earnings per share of $26.05. The bank believes the market has underestimated the profit potential of Microsoft's applications business and Copilot. It expects the Productivity and Business Processes (PBP) segment to account for approximately 45% of the company's earnings, with mid-term revenue maintaining low double-digit growth. The report noted that Microsoft's artificial intelligence infrastructure build-out is accelerating growth in Azure and the M365 commercial cloud, driven by products such as Copilot.

AASTOCKS17:36

Betting on the AI computing boom while hedging against crowded trade unwinding! UBS Group aggressively bought Micron and Nasdaq call options in Q2, while increasing holdings of Eli Lilly and Co calls and index puts.

UBS Group’s latest 13F filing serves as a textbook example of highly professional and precise disclosure, revealing a barbell strategy that combines a continued long position on the structural boom in AI computing power with active management of tail risks associated with crowded trades.

Zhitong Finance17:35

Market Chatter: OpenAI, Anthropic Cut AI Prices to Compete With Cheaper Chinese Rivals

Microsoft-backed (MSFT) OpenAI and Amazon- (AMZN) and Alphabet-backed (GOOG, GOOGL) Anthropic are releasing cheaper AI software to fend off challenges by cheaper Chinese rivals, the Financial Times

MT Newswires17:13

Another prominent short-seller questions the AI boom: The biggest vulnerability may lie with two companies

The real-life inspiration behind the film "The Big Short" warns that if OpenAI and Anthropic fail to meet growth expectations, the massive capital expenditures of AI giants could face pressure on returns, thereby disrupting the valuation logic across the entire industry.

Golden10 Data17:05

Dow Jones Top Company Headlines at 5 AM ET: DeepSeek Lifts AI Model Prices Fourfold | Charter ...

DeepSeek Lifts AI Model Prices Fourfold China's DeepSeek is hiking prices for its flagship V4 models amid fierce competition among artificial intelligence players, though its latest prices remain

Dow Jones17:00

Jensen Huang’s Urgent Orders and Tech Giants’ Rush for Chips in South Korea: SK Chairman Warns of Severe Memory Shortage Next Year

AI demand is akin to a "war effort"!

Gelonghui Finance16:53

Morgan Stanley's Q2 Holdings: Increased Positions in AI Hardware Stocks Such as Micron Technology (MU.US), Reduced Exposure to S&P and Traditional Sector Equities

Morgan Stanley's total market value of holdings in the second quarter stood at $1.89 trillion, up 13.9% quarter-on-quarter from $1.66 trillion in the previous quarter.

Zhitong Finance16:39

Costs are rising across the board, from memory modules to operating systems! Microsoft (MSFT.US) has raised Windows licensing fees by 7%-10%, and global PC shipments may see their first decline in nearly a year.

Amid a rush for memory chips in AI data centers that has already triggered "chip inflation," Microsoft's Windows licensing fees have further intensified pressure on the PC industry.

Zhitong Finance16:07

Top economists: Oil prices hold above $80, Fed unlikely to raise rates in September

With both the CPI and PPI cooling, market bets on a Federal Reserve rate hike in September have receded, but this does not mean the interest rate market has entered a "dovish frenzy." Institutions warn that at the Jackson Hole symposium at the end of the month, Governor Waller may adopt a hawkish stance to bolster anti-inflation credibility.

Golden10 Data14:29

Bleeding-Edge AI Meets Cutting-Edge Finance. Is This Peak AI? -- Barrons.com

By Andy Serwer Quick, what's the world's hottest new asset class? How about "compute," the computational or processing power required to create artificial intelligence, which, perhaps predictably,

Barron's13:30

FDE×Harness -- Shifting from Model Capabilities to Enterprise-Scale Deployment

The true bottleneck for enterprise AI no longer lies in model capabilities, but in the ability to stably embed AI into core business processes. A latest research report by analysts at Guotai Haitong points out that the synergy between Frontline Deployment Engineers (FDE) and the Agent runtime system Harness is becoming a key pathway for large-scale implementation—the former transforms on-site experience into reusable assets, while the latter ensures stable execution of intelligent agents. The value chain is shifting from "whose model is stronger" to "who can deliver production systems and who can reuse one experience for the next."

wallstreetcn11:42

Dow Jones Top Company Headlines at 9 PM ET: Charter Gets Final State Approval for $21.9 Billion Cox Deal | Applied ...

Charter Gets Final State Approval for $21.9 Billion Cox Deal Cable and broadband providers have received regulatory clearance from California after agreeing to some concessions on affordability. ----

Dow Jones09:00

Express News | OpenAI Is on Track to Generate Annualized Revenue of More Than $40 Billion - Bloomberg News

Breakings05:49

Microsoft Options Spot-On: On August 13th, 442.69K Contracts Were Traded, With 4.36 Million Open Interest

On August 13th ET, $Microsoft(MSFT.US)$ had active options trading, with a total trading volume of 442.69K options for the day, of which put options accounted for 33.56% of the total transactions,

Futu News04:30

Berkshire Bought Alphabet Stock in Q2 -- and Maybe Microsoft Too -- Barrons.com

By Andrew Bary Berkshire Hathaway bought more than $23 billion of stocks in the second quarter, one of its most active periods for purchases in several years, including at least $10 billion of

Barron's04:07

Oracle Has 30% Upside, JPMorgan Says. The Market May Be Missing Its AI Transformation.

For much of the AI boom, Oracle Corp (NASDAQ:ORCL) has been viewed as a legacy software company racing to catch up with cloud leaders. JPMorgan believes that perception is increasingly outdated.

Benzinga02:49