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Crypto Stocks Thrust Into Trading Focus as Bitcoin Hunts for $100K Price, IBKR Says
Dell's Results and Guidance Were 'Lumpy,' but Wall Street Is Keeping the Faith
Nvidia's Journey To The Top With $3.5 Trillion Market Capitalization: How The AI Chip Giant Transformed Post-COVID
Super Micro Computer Makes Slight Recovery During Wednesday Pre-Market After After Ending Loan Agreements With Major Banks
Another winner in nvidia's supply chain: resistor leader weishi's orders exceeded expectations, with two major product categories in high demand.
① Well-known analyst Guo Mingzhu stated today that the order situation for Vishay's MOSFETs and polymer tantalum capacitors has exceeded expectations. ② Due to being included in the GB200 supply chain, MOSFET production capacity is already fully loaded by 2025, and there is a supply-demand imbalance for polymer tantalum capacitors. ③ Various opinions suggest that the competition among power device manufacturers surrounding AI servers has already begun, and passive components are also expected to continue thriving.
The hottest concept of American stocks since November: quantum computing.
Recently, the concept of quantum computing has become popular, with leading quantum computing stocks in the U.S. doubling in price, and Quantum rising 523% in a week. IonQ predicts that by 2030, the quantum computing market size will grow to 65 billion dollars, and by 2040 it will rise to 850 billion dollars.
Asia Markets Mixed as Investors Assess Economic Data in the Region; Eyes on PCE Inflation Data
"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.
US stocks closed | The three major indices rose together, with Dow Jones and S&P hitting new highs; tariff threats dragged down auto stocks, general motors fell 9%
Waiting for PCE inflation, the Fed's November minutes support gradual rate cuts, temporarily suppressing US bond yields and the dollar while gold rallies. The Dow turns higher at the end of the day, hitting new highs for three consecutive days, while small cap stocks fall from the highest level in six days, with chip stocks down more than 1%, but nvidia rebounds by 0.7%. Tesla reverses its decline, Nio falls by 7.7%, Amgen's weight loss drug once fell by more than 12%, and Dell falls more than 9% after hours.
Nvidia Blackwell Supplier Vishay Intertechnology Likey To See Upside Courtesy Of AI Frenzy: Analyst
10 Information Technology Stocks Whale Activity In Today's Session
Texas Instruments Unusual Options Activity
Vishay Jumps After Named Winner on Nvidia AI Server Demand: TF
BTIG's Krinsky: 'It's Time to Look at Restaurants' – EAT Reaches All-time High
Analyst-Ming Chi Kuo Says "Vishay: The Hidden Key Winner in Nvidia's AI Servers and RTX 50 Series Supply Chain; Vishay 3.0 Strategy Shows Promise and Drives Robust Growth From 2025 Onward" - Medium
Qualcomm To Provide Connectivity Products And AI-Enabled Chipsets To Honeywell For Various Industrial Applications
Analog Devices Climbs After Double-digit Q4 Growth; Semi End-markets Recovering?
Trump reshapes the technology industry investment: chip stocks are abandoned, software stocks are sought after.
Wall Street is withdrawing from the chip industry due to high valuations and the trade war-related risks during the Trump administration.
The Trump Cabinet 2.0 "Dream Team" is unveiled! Understand the economic views of the officials in one image.
The major team of Trump's Cabinet 2.0 has gradually taken shape, characterized by: first, loyalty is prioritized, and overall policy inclination is largely consistent with Trump; second, many candidates come from the business and financial sectors; third, the attitude towards China is generally tough.
The increase reached 2.5 times for nvidia! Will the "cryptocurrency mogul" microstrategy continue to ride the waves?
MicroStrategy's stock price has skyrocketed nearly 500% this year, and its strategy of buying more bitcoin has prompted analysts to continue raising the target price.