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Industry insiders broke the news to the media that Samsung Electronics plans to build a new DRAM manufacturing plant in its Giheung Semiconductor Park, with a planned monthly production capacity of 100,000 wafers, and the total investment scale of the project…
Tickers appearing most often in the latest published notes.
Industry insiders broke the news to the media that Samsung Electronics plans to build a new DRAM manufacturing plant in its Giheung Semiconductor Park, with a planned monthly production capacity of 100,000 wafers, and the total investment scale of the project…
Special topic: Focus on the second quarter financial report of US stocks in 2026 Dutch semiconductor equipment manufacturer ASML raised its performance guidance for the second time in fiscal 2026. Chip manufacturers and other chip manufacturers are acceleratin…
The United States restarted military operations against Iran last week, and the ceasefire agreement between the United States and Iran has actually ended, casting a shadow over global markets. At the same time, a professional report pointed out that the United…
The group launched a three-part eurobond issuance on Wednesday. A day earlier, the company released results and issued $10 billion in bonds in the United States. Goldman Sachs hopes to raise at least 1.5 billion euros ($1.7 billion) in the benchmark-sized deal…
On July 15, Foreign Ministry Spokesperson Lin Jian hosted a regular press conference. A reporter from Bloomberg News asked that the United States is pushing for the introduction of a new sanctions bill against Russia. It was led by the late Republican Senator…
SK Hynix led gains across Asia's technology sector on Wednesday The U.S. semiconductor sector closed higher overnight The logo of the SK Hynix office building in Seongnam, South Korea, Tuesday, June 30, 2026. The U.S. semiconductor sector suffered a sharp sell…
Alibaba's U.S. stocks rose nearly 4% before the market opened, and Apple rose more than 1%
News broke on Wednesday that payment company Streep and private equity firm Advent Capital planned to jointly acquire PayPal in a deal worth $53 billion. Affected by this news, PayPal's stock price rose sharply before the market opened. Payments company Streep…
Goldman Sachs conducted an in-depth analysis of Lp(a), a genetic risk factor that affects approximately 1.4 billion people worldwide, independent of other factors. Development is currently entering a critical validation phase. Novartis/IONIS's HORIZON phase II…
The report believes that the market's concerns about the impact of Walmart's price investment on profits are excessive, and the company can use tariff rebates to hedge costs and continue to gain market share. The unsubsidized EBIT profit margin of core U.S. e-…
A J.P. Morgan report shows that global pure electric vehicle (BEV) sales increased by 11% month-on-month to 1.045 million units in June, with China's BEV penetration rate increasing by 1 percentage point to 43%. Although spodumene trading has been weak recentl…
AI is booming, and leading U.S. banks are following suit. The fate of Wall Street banks has been deeply bound to this AI wave. Where will they go after this carnival? Last night, four of the five largest investment banks on Wall Street - JPMorgan Chase, Bank o…
SpaceX's stock price fell for the third consecutive trading day, and the closing price was close to the initial public offering (IPO) issue price. This trend not only casts doubts on the market's future performance of this historic large-scale IPO, but also re…
China Financial News Agency, July 15th, it is reported that Amazon will provide satellite Internet services to South Africa’s largest Internet provider.
Morgan Stanley believes that AI-driven and AI-native development are significantly improving the efficiency of Japanese IT service companies. Leading companies have achieved productivity growth of several to hundreds of times through full-process AI applicatio…
On Thursday, media quoted news that Stripe, a financial technology company jointly owned by the United States and Ireland, and Advent International, an American private equity company, jointly proposed to acquire PayPal, an established online payment company i…
The four major U.S. banks released eye-catching quarterly reports. Why are these banks considered AI concept stocks?