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Tickers appearing most often in the latest published notes.
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Financial News Agency, July 16th, TSMC’s U.S. stocks fell 2% in overnight trading after TSMC announced its second quarter results.
The Trump administration has secured another $100 billion in U.S. chip investment commitments. (Bloomberg)
TSMC’s U.S. stocks fell nearly 5% before the market opened, after the company announced its second-quarter financial report
Financial News Agency, July 16th, the U.S. optical communications sector continued its decline before the market opened, with Coherent falling nearly 5%, Corning and Credo falling more than 3%, and Marvel Technology falling more than 2%.
[US stock storage sector generally fell before the opening, SK Hynix fell more than 5%] Financial News Agency reported on July 16 that the US stock storage sector generally fell before the opening. SK Hynix fell more than 5%, SanDisk fell more than 4%, Western…
Artificial intelligence company Anthropic is in talks with multiple banks to arrange a multibillion-dollar credit line, a move aimed at boosting its cash reserves ahead of a planned initial public offering this year, according to people familiar with the matte…
China Financial News Agency reported on July 16 that TSMC’s U.S. stocks fell 3% before the market opened.
A Bank of America Securities report analyzed that in the context of AI infrastructure upgrades, 800VDC DC power supply and optical interconnection have become the core technologies to solve computing power consumption and data transmission bottlenecks. 800VDC…
The UBS report pointed out that the new Hungarian government will operate more in line with the EU policy framework. The existing Chinese battery material investment projects have limited operational risks and can resume production only by meeting environmenta…
Share Repurchase Stock repurchase, also known as Share Repurchase or Buyback in English, refers to a listed company purchasing its own company's shares directly from the securities market or through an investment bank, thereby reducing the number of shares cir…
The Bernstein report uses two indicators, ROA and cost return, to compare the stable asset returns of traditional managed REITs and emerging AI infrastructure companies. The report pointed out that Equinix (EQIX.US) has higher returns than Digital Realty (DLR.…
Morgan Stanley raised three core debates around the memory cycle: AI spending, long-term agreement revaluation, and cycle position. It pointed out that DRAM contract prices are expected to peak in the fourth quarter of 2026, and DRAM and NAND inventories have…
Nvidia CEO Jensen Huang on Wednesday recalled a key turning point in the company's history: Sega's last-minute investment allowed the troubled chipmaker to survive, develop over the long term and eventually become a giant in the field of artificial intelligenc…
Before the U.S. stock market opened, memory chip concept stocks generally fell. SK Hynix fell about 5%, SanDisk fell about 4%, Western Digital fell about 4%, and Seagate Technology fell about 3%. TSMC fell about 2% after announcing its second-quarter earnings.
Announced plans to invest an additional US$100 billion to expand U.S. chip production capacity. This company is NVIDIA, Leading global companies that supply chips have also raised their revenue forecasts and annual capital expenditure plans. After the implemen…
The Goldman Sachs report pointed out that China's real estate market prices and rents have continued to stabilize, but the supply-side weakness still exists. The decline in first- and second-hand housing prices in June was basically the same as in May. First-l…