HORIZON CORE EQUITY ETF (STOX) News

Citi TMT Conference: NPO Takes the Lead; Testing is the Bottleneck for CPO; Optical Interconnects are the "Next HBM"

Citi believes that NPO has replaced CPO as the preferred near-term trading thesis, while lasers and optical fibers are being positioned as the "next HBM," with expectations of supply shortages driving a new valuation narrative for related assets.

Zhitong Finance19minutes ago

Apple's Weird iPhone Curse: AAPL Stock Drops on Launch Day, Jumps the Next — Every Year for Almost 20 Years

Apple Inc.'s (NASDAQ:AAPL) shares have a strange habit around iPhone launches: they tend to slip on the day of the big reveal, only to bounce back and finish higher the very next session, a pattern

Benzinga14:11

Stock Market: Will S&P 500 Open Up or Down Today?

U.S. stock futures are pointing to a mixed open early Wednesday, with tech and benchmark futures edging higher even as Brent crude surges toward $100 per barrel amid escalating U.S.-Iran military

Benzinga13:48

Apple is set to launch its first foldable iPhone, the iPhone Duo, with an expected starting price of $2,000.

Apple is set to hold a new product launch event, with its first foldable smartphone, the iPhone Duo, as the centerpiece. The device is expected to have a starting price of $2,000, reaching nearly $3,000 for top-tier models, and could go on sale as early as October. It will support features such as multitasking and compatibility with the Apple Pencil.

Golden10 Data13:12

NVIDIA is set to appear at the Goldman Sachs Communications and Technology Conference on Thursday, with markets closely monitoring these key issues.

1. NVIDIA will participate in the Goldman Sachs Communacopia + Technology Conference on September 10, where its executive team is expected to discuss corporate strategy, market demand, and financial outlook; 2. The industry is closely monitoring NVIDIA's views on the mass production of Vera Rubin, its CPU business, memory supply, and U.S. chip export control policies; 3. Market participants anticipate that NVIDIA's stock price may rise significantly in the following days.

cls.cn13:08

Apple Might Be Planning to 'Surprise and Shine' at iPhone 18 Launch Event, but Crypto Bettors Are Already Betting on Foldables and More

Anticipation is building among tech enthusiasts for Apple Inc.'s (NASDAQ:AAPL) "Surprise and Shine" event scheduled for Wednesday, with prediction markets wagering on the expected announcements.What

Benzinga12:36

$30 Trillion Knowledge Work, $30 Trillion Consumer Market—Navigating the Era of AI Inference

Morgan Stanley believes that AI will reshape the $20–30 trillion knowledge-work market and the $30 trillion consumer market, with corporate AI spending potentially reaching $800 billion by 2027. Open-source models are driving down token prices, triggering explosive growth in demand; multiple monetization pathways are yielding returns of 25%–50%. Global computing capacity is projected to surge from 35 GW to 145 GW, but power supply and regulatory bottlenecks have become the most critical physical constraints for the next phase.

wallstreetcn11:54

Quantitative Trading Giant: Memory Chips Have Firmly Secured the “Semiconductor Throne”

Mehdi Hosseini, an analyst at quantitative trading giant Susquehanna, recently stated that memory has become the "king" of the semiconductor industry and believes that "memory's dominant position

Zhitong Finance11:34

Citi TMT Conference: NPO Takes the Lead, CPO Bottleneck Lies in Testing, Optical Interconnects Are the "Next HBM"

Citi documented key takeaways from its interview with Lightmatter’s management. Management indicated that Near-Packaging Optics (NPO) will enter the market in 2027 and achieve widespread adoption by 2028, while the timeline for the large-scale deployment of Co-Packaged Optics (CPO) remains unchanged at 2028–2029.

wallstreetcn11:20

Quantitative Trading Giant: Memory Chips Have Firmly Claimed the "Semiconductor Throne," Bullish on Micron and SanDisk!

① Analysts at quantitative trading giant Susquehanna stated that memory has become the "king" of the semiconductor industry and believe that "the dominance of memory will continue." ② He argued that investment in AI data centers is poised to double the chip industry's revenue this year to $1.5 trillion, with memory chips serving as the "primary driver" of this growth.

cls.cn11:12

The True Significance of GPT-6 Astra: Shifting the “AI Narrative” from “Demand Debates” back to “Physical Bottlenecks”

Morgan Stanley believes that the release of GPT-6 Astra will shift the focus of the AI narrative from “whether demand is excessive” to “whether physical supply can keep pace.” The leap in capabilities brought by Astra will trigger more AI revenue scenarios. However, shortages of ABF substrates, manufacturing bottlenecks for HBM4E, and a 38-gigawatt power gap are the hard constraints truly limiting the realization of AI dividends. The firm recommends the following priority order: AI computing power as the top priority, followed by networking; selective allocation for memory; and analog chips as an early-cycle hedge.

wallstreetcn10:46

F-Stars: Shares continue to surge as the company launches its Water-Cooled GPU Container DC-PKG service.

Shares continued to rise sharply. NTTPC Communications and Getworks have announced the launch of "Water-Cooled GPU Container DC-PKG," a bundled solution that combines containerized data centers, NVIDIA accelerated computing servers, integrated monitoring tools, and monitoring and operational support services. The service will commence on September 8. This initiative aims to address the growing number of companies seeking to leverage AI but facing challenges in establishing infrastructure and operational frameworks.

Fisco Japan09:28

New CEO’s Debut and Foldable Screen Unveiled: A Guide to the Key Highlights of Apple’s 1:00 AM Launch Event

Tonight's Apple event marks the debut of new CEO Ternus, with three key highlights: the first foldable iPhone will have a starting price of approximately USD 2,099 (around RMB 14,085), making it the most expensive iPhone in Apple's history; the Pro series is expected to see a price increase of USD 150 to 200 due to surging memory costs; and the standard iPhone 18 will be delayed until spring 2027, breaking Apple's decade-long release convention. Additionally, Apple Intelligence may officially launch in China.

wallstreetcn09:01

Xiao K Morning Brief | DeepSeek Significantly Cuts Pricing for Flash Series Models; Qualcomm and Amazon Plan to Jointly Build AI Data Centers

① Day 5 of the 2026 National Reimbursement Drug List (NRDL) negotiations: Multiple pharmaceutical companies introduced blockbuster drugs, including radiopharmaceuticals and new CAR-T therapies; ② Corning signs a multi-billion dollar fiber optic supply agreement with Verizon; ③ Industry insiders: Tight supply and demand for mature-node chips may persist until 2028.

cls.cn08:44

There are no investment trust subscriptions scheduled for today [Investment Trust Subscription Schedule].

Set Date Fund Name Management Company Investment Target Region Investment Target Assets--------------------------------------------------------------------------9/10 SMBC Prime Japanese Short-Term

Fisco Japan07:01

U.S. Stock Market Close | Amgen's sharp decline drags the Dow Jones down over 1%; AI stocks surge against the trend, with CRWV and LITE jumping 11%, while Intel and BE rise more than 9%; gold falls for the third consecutive session, oil prices approach $1

The S&P 500 Index fell 0.58%, while a sharp 10% drop in Amgen dragged the Dow Jones Industrial Average down by 1.18%. In contrast, the Philadelphia Semiconductor Index rose more than 1% for the day. Optical networking stocks posted the strongest gains: Lumentum surged 11.04% to $978.54, Corning rose 7.58% to $165.99, Coherent gained 7.10% to $301.88, and Applied Optoelectronics advanced 5.70% to $111.55.

wallstreetcn06:25

What is the story behind Apple's foldable smartphone, rumored to cost no less than $2,000?

① Gurman revealed that Apple formally advanced its foldable iPhone project around 2020, as Tim Cook insisted on initiating the project after observing the market success of Huawei and Samsung products in Asia; ② Due to memory shortages and cost overruns, Apple is considering raising the starting price from the initially planned $1,999 to $2,199, with the top-tier model potentially approaching $3,000.

cls.cn05:21

Is AI computing power perpetually insufficient? IREN CEO: Supply curve struggles to keep up with demand

① The CEO of IREN stated that global computing power supply may never keep pace with AI demand, noting that the current boom in AI data center construction differs fundamentally from past investment cycles; ② IREN has transformed from a cryptocurrency mining company into a new cloud computing firm backed by NVIDIA, raising approximately $19 billion over the past 12 months for AI infrastructure development.

cls.cn05:20

Amid escalating tensions between the U.S. and Iran, crude oil prices continued to rise, halting the dollar's decline, while the yen remained firm on speculation of accelerated rate hikes by the Bank of Japan; USD/JPY moved from 154.40 yen to 153.46 yen.

[London Market Overview] In the London foreign exchange market on the 8th, the USD/JPY pair traded in a narrow range. The yen initially strengthened on expectations of accelerated monetary tightening by the Bank of Japan, with the pair falling to as low as 153.73 yen. However, supported by firm crude oil prices and U.S. long-term interest rates, the dollar recovered, pushing the pair up to 154.28 yen. The EUR/USD fell to $1.1608 amid dollar buy-backs but rebounded to $1.1616 as dollar buying subsided. The EUR/JPY followed the USD/JPY trend, moving from 177.86 yen to 179.44 yen despite downward pressure.

Fisco Japan04:57

OpenAI’s enterprise business shows “strong momentum,” with CFO reporting a 32% month-on-month growth in July

OpenAI's enterprise business growth momentum is accelerating further. According to CNBC, OpenAI Chief Financial Officer Sarah Friar stated at a Goldman Sachs conference that the company's enterprise business has recently performed "very strongly." She revealed that OpenAI's overall annualized revenue run rate increased by 20% month-on-month from June to July, with the enterprise business growing by 32% month-on-month in July. Friar noted that while OpenAI's consumer business is also growing at a "quite robust pace," the performance of the enterprise business is more prominent. Enterprise customers are becoming an important driver of OpenAI's commercial expansion.

wallstreetcn04:55