Express News | Industry insiders: Taiwan Semiconductor's German factory will start construction at the end of the year and begin production at the earliest by the end of 2027.
Express News | Taiwan Semiconductor stated that so far Typhoon "Gemei" has not affected factories in Taiwan, China.
Taiwan Semiconductor Options Spot-On: On July 26th, 103.55K Contracts Were Traded, With 1.82 Million Open Interest
On July 26th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 103.55K options for the day, of which put options accounted for 45.46% of the total
Express News | Hedge fund FengHe's 13F disclosure shows a large increase in market cap of positions: they closed out positions in Tal Education and Alibaba, and added positions in Taiwan Semiconductor and PDD Holdings.
The Federal Reserve's most concerning inflation data has been released: basically in line with expectations, and the consensus on interest rate cuts remains unchanged.
Against the background of the core PCE price index slightly higher than expected in the second quarter, the Bureau of Economic Analysis slightly revised its May data.
Bank of America's strategy director: The dominance of tech giants is just one "bad employment report" away from ending.
① Since its last high on July 10th, the Nasdaq 100 index has fallen by almost 9%. ② Nevertheless, there is still an increase of over 30% compared to the stage low in October last year. ③ Harnett believes that if the US economy shows a slowdown trend, the tech giants in the US stock market will further loosen their grip.
US stocks rose in early trading, with growth tech companies seeing a general increase. Nvidia and Meta both rose more than 2%.
3m rose by over 13%, and the company raised its full-year profit expectations; Coinbase rose by over 6%, with three people joining the board of directors, including an OpenAI executive and a former US Deputy Attorney General.
Express News | The three major U.S. stock indexes opened higher collectively, with the Dow Jones up 0.63%, the Nasdaq up 0.87%, and the S&P 500 index up 0.68%. Chip stocks are generally up, with Arm Holdings up more than 4%, Asml Holding and Nvidia up more than 3%, Qual
US Stock Market Outlook: Core PCE is higher than expected! Three major indices are strong, and growth tech stocks are booming before the market opens; Wedbush is not afraid of the cooling of the "AI fever": the valuation of growth tech stocks is more heal
BlackRock co-founder: If Trump is elected US president, it will pose a risk to US stocks. Fierce local competitors, iPhone's market share in China dropped out of the top five for the first time in four years. Deckers rose more than 12% before the market, Q1 profit and revenue exceeded expectations, and raised its full-year profit forecast.
Global stock market "big rotation": AI technology giants are being sold off, and the "transparent" sector is becoming popular.
Investors are selling off the artificial intelligence giants and turning to small underperforming stocks and defensive stocks.
Express News | Bank of America said that the economic downturn will further weaken the bullish momentum of large technology stocks.
Amkor Technology (AMKR.US) receives chip funding and signs preliminary terms of up to 0.6 billion US dollars.
Amkor Technology (AMKR.US) has reached a non-binding preliminary memorandum of understanding with the US Department of Commerce. As part of the Chips and Science Act, the company will receive up to $0.4 billion in proposed direct funding.
Express News | Taiwan Semiconductor: German plant is progressing as planned, and the Arizona plant in the USA is also progressing smoothly.
What's going on? Institutions: The US stock market "will soon peak, and bear market will begin".
The level of 'off-market cash' for retail investors and investment companies in the USA has hit a historic low, and the US stock market is already 'running out of steam'.
Express News | HSBC: Asian AI stocks may be approaching their peak.
Express News | Taiwan Semiconductor fell by 6.5%, due to a two-day trading halt caused by a typhoon.
Taiwan Semiconductor Options Spot-On: On July 25th, 213.08K Contracts Were Traded, With 1.81 Million Open Interest
On July 25th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 213.08K options for the day, of which put options accounted for 36.89% of the total
Investors' patience with large technology companies' spending on ai may be running out.
Google parent company Alphabet's stock price has fallen 7% since the release of its earnings report on Tuesday due to a combination of high artificial intelligence spending and slowing advertising growth. Softness in core business and high investment in AI infrastructure are the main reasons. The market's reaction to the company's second-quarter performance indicates that investors have limited tolerance for tech giants' investment in the field of AI.
Technology stocks are crashing! Has the AI market dream rate collapsed? Can they still be bought in the US stock market?
What is the reason for the almost crash-like decline of the technology sector led by Nasdaq? What are the warning signs? And why did the Dow and some traditional stocks resist the decline and even reach new highs?
Chip Stock Sell-off Opens Door for Long-term Plays: Analyst
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