Clash between internet-famous investment firms and the 'white-haired stock guru': What stocks does the report that triggered a CPO sell-off actually favor?

SemiAnalysis believes that the growth rate of CPO is about to slow down, a view Serenity disputes.

BlockBeatsJun 10 18:32

SemiAnalysis report cited delays in two key technologies, triggering a sharp decline in 'optoelectronics' stocks, sparking heated online debate over CPO.

SemiAnalysis reported that mass production of 800V DC and CPO has been delayed until after 2028, causing a sharp decline in U.S. optical communications stocks. Meanwhile, in an interview, an NVIDIA executive stated that CPO volumes will ramp up in the second half of the year.

wallstreetcnJun 10 11:00

Express News | ‘White-Haired Oracle’: Believes companies will accelerate the large-scale deployment of CPO, with Scale-Out expected to ramp up significantly in the second half of this year.

BreakingsJun 10 09:45

Overnight news on June 10: Chip stocks showed weak rebound momentum; U.S. equities experienced sharp intraday volatility; Trump stated Iran shot down a helicopter; U.S. military launched a 'defensive' strike against Iran.

Market Close on June 10: Nasdaq and S&P Indices Decline; Chip Stocks Show Weak Rebound Top 20 Most Active U.S. Stocks by Trading Volume on June 10: Nuvalent Soars Over 39% Following Acquisition by GSK Most Chinese ADRs Fall on June 10: Himax Technologies Drops 10.13%, Pony AI Falls 4.13% Commodities Roundup: Oil Price Decline Narrows, Copper Prices Flat, Gold Prices Fall European Stocks Decline; Ericsson and Nokia Plunge Macro: Trump Confirms U.S. Military Strike on Iran U.S. Officials: U.S. Forces Struck Iranian Air Defense and Radar Systems near Strait of Hormuz Trump Claims Iran Shot Down a U.S. Apache Helicopter

Global Markets UpdateJun 10 06:45

Shares of Semiconductor Companies Are Trading Lower Amid Overall Market Weakness as Investors Rotate Out of Growth Stocks.

BenzingaJun 10 01:37

U.S. Market Close | Chip stocks led a rebound in U.S. equities, with the semiconductor index rising over 5%; memory and optical communications sectors both strengthened, Micron gaining nearly 10% and AAOI surging more than 11%; Middle East tensions eased,

Chip stocks led the rebound in U.S. equities on Monday, with the Philadelphia Semiconductor Index surging 5.6% in a single day. The S&P 500 closed up 0.3%, while the Nasdaq Composite rose 0.86%. The Dow Jones Industrial Average lagged behind, declining 0.16%. The software sector showed virtually no signs of recovery, with a cumulative three-day loss of 11%, entering a technical correction territory.

wallstreetcnJun 9 06:23