Nasdaq-100 Shake-Up: These 6 Stocks Are In, 6 Are Out — And It Could Trigger Big Moves

Benzinga19:01

JPMorgan Storage Market Outlook: Giant's market value to approach $1 trillion this year, $1.5 trillion by 2027.

JPMorgan predicts that memory chips are entering the longest boom cycle in history: leading manufacturers' market capitalization will approach one trillion US dollars this year and surge to 1.5 trillion by 2027, with an increase of over 50%. The growing demand for HBM continues to encroach on traditional DRAM production capacity, with AI inference consuming three times the memory required for training. This supply-demand gap will persist until 2027. A forecast indicates that DRAM prices will soar by 53% in the fiscal year 2026, and robust growth in the enterprise market will fully offset pressures from the consumer segment.

wallstreetcn14:32

Rocket Lab, Warner Bros., And Carvana Are Among the Top 10 Large-Cap Gainers Last Week (Dec. 8-Dec. 12): Are the Others in Your Portfolio?

Benzinga00:31

How to understand the sell-off in tech stocks on Friday? The higher the market expectations, the more severe the selloff.

Investor confidence was severely shaken by Broadcom's disappointing earnings guidance and rumors of Oracle project delays, triggering a sharp market sell-off. Broadcom's shares plummeted 12% on Friday, while the Philadelphia Semiconductor Index fell 5%, marking its largest decline in months. The equity sell-off even spilled over into the bond market, with significant spikes observed in the yield premiums of AI giants' bonds. This chain reaction may be prompting a critical question: how much patience does the market still have for the promised returns of AI?

wallstreetcnDec 14 11:06

A Day of AI Shocks: Oracle and Broadcom Plunge, Fermi Nearly Halved in a Day

While the market was still reveling in the grand narrative of AI, Wall Street experienced a brutal 'bloody day' on Friday Eastern Time.

Zhitong FinanceDec 13 20:17

JP Morgan Maintains Overweight on Ciena, Raises Price Target to $250

BenzingaDec 13 03:43 · Ratings