SK Hynix’s U.S. stock price rose 5.5% before the market opened
SK Hynix’s US stock price rose 5.5% before the market opened, to US$160.6 per share, after falling 4% previously. The stock closed sharply down 13.7% on the previous trading day.
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View allSK Hynix’s U.S. stock price rose 5.5% before the market opened
SK Hynix’s US stock price rose 5.5% before the market opened, to US$160.6 per share, after falling 4% previously. The stock closed sharply down 13.7% on the previous trading day.
Overseas Research and Selection Daily 0717: Goldman Sachs: TSMC increases capital expenditure to strengthen AI boom, benefiting the European semiconductor industry chain
JPMorgan Chase: U.S. stock market deleveraging has not yet ended and will still face volatility pressure in the coming months JPMorgan Chase said in its latest research report that the investor deleveraging process that began in June is still continuing, and t…
$ARM
Billionaire's AI agent "takes it upon itself" to make money by selling NFTs and buys a robot dog as its "flesh body"
American billionaire, author, speaker, and inspirational mentor Tony Robbins revealed that his personal AI agent "Bartok" independently purchased and mailed a robot dog to him without his permission. Robbins explained during a podcast episode with U.S. Secreta…
Benchmark Mythos! Microsoft is preparing an AI vulnerability detection tool that may be released this month
Microsoft is preparing a new artificial intelligence (AI) vulnerability detection tool, similar to the Mythos model owned by artificial intelligence company Anthropic, to meet the growing needs of enterprises for cybersecurity defense spending. According to a…
July 17, 2020 - Bank of America raised the target price of GE Aerospace stock from $365 to $405
July 17, 2020 - Bank of America raised the target price of GE Aerospace stock from $365 to $405
$GE
July 17, 2020 - Wells Fargo lowered Netflix's target share price from US$105 to US$80
July 17, 2020 - Wells Fargo lowered Netflix's target share price from US$105 to US$80
Netflix's third-quarter revenue guidance fell short of expectations, and its stock price plummeted more than 9% before the market opened
Special topic: Focus on the second quarter financial report of US stocks in 2026 It fell more than 9% in pre-market trading. The core reason was that the company's third-quarter performance guidance was lower than market expectations. Platform user viewing act…
Space X breaks! One chart to review the performance of the top ten IPOs
Following the intraday "break" on the previous trading day, SpaceX's stock price fell again on July 16, closing at $131.11, officially falling below the issue price of $135. In just one month, SpaceX completed its rapid decline from the “$3 trillion myth” to t…
Analysis & data
View allHong Kong real estate and integrated enterprise performance preview: starting an upward earnings cycle (J.P. Morgan)
J.P. Morgan's performance preview pointed out that Hong Kong real estate and conglomerates will end the 2-3 year earnings downward cycle and start a multi-year upward cycle. It predicts that overall profits will increase by 9% year-on-year and dividends per sh…
Technology hardware in Greater China: Computing infrastructure construction, servers, AI hardware and components (Morgan Stanley)
The Morgan Stanley report pointed out that there are investment opportunities in AI GPU, ASIC server upgrades, and AI infrastructure hardware. The report provides a detailed analysis of the growth in demand for core components such as AI servers and edge AI to…
Historical patterns may explain why Nvidia’s stock price is undervalued
Judging from the surface data, NVIDIA ( : NVDA) The current share price valuation is puzzling. The company's latest quarter revenue surged 85% year-over-year, but the current price-to-earnings ratio is only 32 times, which is the same as the average price-to-e…
$NVDA
First coverage of Tango Therapeutics: Innovation pipeline leads revolution, given positive rating (J.P. Morgan)
J.P. The ORR of the core asset vopimetostat combined with a RAS inhibitor in the treatment of pancreatic cancer is as high as 92%, and the 6-month PFS rate is 90%. The data is extremely amazing. This means that the drug is expected to become a blockbuster drug…
Memory stocks "de-crowded"
The reason why memory stocks are among the top decliners is that they are exposed to several highly sensitive variables at the same time: AI server demand, high-bandwidth memory supply and demand, traditional dynamic random access memory and flash memory price…
Evening News; The global technology stock sell-off is spreading, and the front part of the US stock storage concept order has risen; JPMorgan Chase said that US stocks st…
Hong Kong stock market: On July 17, the three major Hong Kong stock indexes fell. The Hang Seng Technology Index fell more than 5% in the afternoon, and finally closed down 4.37%; the Hang Seng Index fell 1.78%, and the China National Index fell 2.18%. On the…
$AMD
Financial News Agency, July 17 th, Bank of America Global Research lowered the target price of Netflix from US$125 to US$105
Financial News Agency, July 17th, Bank of America Global Research lowered the target price of Netflix from US$125 to US$105.
Benchmark Mythos! Microsoft is preparing an AI vulnerability detection tool that may be released this month
Benchmark Mythos! Microsoft is preparing an AI vulnerability detection tool that may be released this month
Chemical investment: Specialty and bulk products are both excellent, and companies in the middle are under pressure (Bernstein)
Bernstein's chemical industry research report believes that in current chemical industry investment, specialty chemicals and bulk chemicals each have their own advantages, and companies positioned in the middle of the two are facing greater operating pressure.…