Financial Associated Press, July 25 th, DA Davidson raised Intel's target price from US$77 per share to US$100
Financial Associated Press, July 25th, DA Davidson raised Intel's target price from US$77 per share to US$100.
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Financial Associated Press, July 25th, DA Davidson raised Intel's target price from US$77 per share to US$100.
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Financial Associated Press, July 25th, DA Davidson raised Intel's target price from US$77 per share to US$100.
The consumer graphics card market, which has just had a quiet half year amid the "AI price hike", is facing a new storm. According to hardware media BenchLife, NVIDIA has issued another price increase notice for GPU packages (GPU + video memory chips) to downs…
This week, Tesla's second-quarter performance fell short of expectations. The stock price fell by about 14.5% the day after the earnings report was released, and its market value evaporated by about US$214.5 billion. Musk’s other space exploration technology c…
Bond investors are seeking higher yields as the market reprices the higher risks of financing artificial intelligence (AI). The progress of Meta’s latest $12 billion data center financing shows that investors’ risk premium on artificial intelligence-related de…
The U.S. Department of Defense announced Thursday it signed a blockbuster 10-year contract with Oracle worth approximately $7 billion. For this veteran software company that has been ignored by investors this year, this order is a "timely rain". Boosted by the…
International oil prices rebounded rapidly! Recently, Brent crude oil has been rising from lows, once approaching the $100 mark, with a weekly increase of more than 12%. There has been a correction in crude oil prices today, but the overall performance is stil…
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China Financial News Agency reported on July 25 that SK Hynix announced a long-term artificial intelligence memory partnership with Nvidia.
Latest close on July 24, 2026: $92.32 (-7.9% on the latest daily bar). HMA21 / HMA55: $94.25 / $108.21. 200DMA: $65.76. Relative volume: 1.68x the 20-day average. Latest comparable filing period: 2026 Q2 ending 2026-06-27; filed 2026-07-24. Comparable growth:…
A Morgan Stanley report pointed out that Chinalco’s Baotou plant has an aluminum production capacity of 1.46 million tons, is 62.5% self-sufficient in electricity, and has an average electricity price of less than 0.4 yuan/kWh, with outstanding cost advantages…
Latest close on July 24, 2026: $260.01 (-8.1% on the latest daily bar). HMA21 / HMA55: $263.09 / $292.72. 200DMA: $187.91. Relative volume: 0.78x the 20-day average. Latest comparable filing period: latest period. Valuation snapshot: trailing P/E 302.3x; forwa…
JPMorgan Chase's report shows that Digital Realty Trust's quarterly performance was strong, with outstanding performance in newly signed leases, backlog of orders, and construction starts. The pricing environment continued to improve, and the cash release spre…
Although IBM lowered its constant currency revenue guidance, it maintained guidance for a 100 basis point year-on-year increase in profit margins. Accordingly, HSBC slightly raised its EPS forecast for the next few years. However, given that IBM's expected pro…
Morgan Stanley believes that the market focus is on management’s stance on Stripe’s potential acquisition offer (approximately $60.50). Independent operations face challenges such as wallet competition and technical debt, and brand checkout growth is only abou…
The Deutsche Bank report pointed out that Meta advertising returns continue to improve, the reconstruction of AI infrastructure promotes faster product cycles, and subscriptions and potential cloud sales are forming a clear direct monetization layer for AI. Th…
The HSBC report pointed out that China’s auto industry is showing a trend of weak demand and continued consolidation. The penetration rate of electric vehicles is increasing, but pricing pressure and high inventory continue to suppress industry profits. Resear…
The Barclays report pointed out that Alphabet is launching a TPU-as-a-service (TPU-aaS) model, building AI infrastructure outside Google Cloud through SPV and partners such as Blackstone and Broadcom, and selling TPU computing power directly to customers such…