AI Market Mood: Stock Dashboard
SMC
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Latest News:
Intel stock rallies on Trump funding, TSMC hopes - Quartz very bullish
INTC NVDA TSM JEF
Summary: Intel stock surged more than 8% to trade above $24 per share on Thursday amid speculation about increased U.S. government support and a possible collaboration with TSMC. Investors expect Intel to benefit from the Trump administration's efforts to boost U.S. chipmaking capacity.
Full articleMeta in talks to acquire AI chip startup FuriosaAI – report - DCD - Data Center Dynamics neutral
META NVDA TSMC
Summary: Meta is potentially looking to acquire FuriosaAI to reduce reliance on Nvidia for chip development. FuriosaAI plans to enter mass production of its RNGD chip with a focus on performance per watt. Additionally, other companies like OpenAI are also developing their own custom AI training chips to lessen dependence on Nvidia.
Full articleBaird notes supply chain talk of Intel fab spinoff with TSMC involved - TipRanks.com somewhat bullish
TSM INTC
Summary: There are discussions about potential involvement of the U.S. government in TSMC sending engineers to Intel's fab, with the possibility of spinning off Intel's fab into a new entity jointly owned by TSMC and Intel.
Full articleBaird Cites Supply Chain Chatter That "TSMC Would Send Engineers To Intel's 3nm/2nm ... somewhat bullish
INTC
Summary: Intel is potentially considering a closer collaboration with TSMC to revive its struggling fabrication units, according to Baird analyst Tristan Gerra. Intel may spin off its fab into a new entity jointly owned by TSMC and Intel, with TSMC running operations. Despite Intel's overall market share decline, it saw a slight increase in desktop MPU share in Q4 2024. Intel was among the top stocks bought by Congress members in 2024.
Full articleIntel Stock Rises on TSMC Deal Rumors -- A Turnaround in the Making? - Yahoo Finance somewhat bullish
INTC TSM
Summary: Intel stock rose 4% on potential tie-up with TSMC, speculation about semiconductor fabrication unit joint venture emerged triggering stock surge.
Full articleApple's A16 Chips Now Being Manufactured in Arizona TSMC Plant - MacRumors somewhat bullish
AAPL TSM
Summary: Apple's A16 chips are now being manufactured at TSMC's Arizona plant, aligning with previous reports suggesting production would start in 2024. The move signifies Apple's confidence in the US facility. The development supports the goals of the $39 billion CHIPS and Science Act signed into law by President Biden.
Full articleOne of the biggest AI stocks of the year hit with downgrade from JPMorgan - Yahoo Finance very bearish
SMCI
Summary: Super Micro Computer (SMCI) stock has plummeted more than 30% due to a delay in its annual report following accusations of accounting manipulation by Hindenburg Research. JPMorgan analysts downgraded the stock to Neutral and slashed its price target. Other analysts from Barclays and CFRA also downgraded the stock recently.
Full articleTSMC and Samsung co-developing a bufferless HBM4 memory chip, its first partnership in AI somewhat bullish
005930.KS 2330.TW
Summary: Samsung has announced a partnership with TSMC to co-develop bufferless HBM4 memory chips for future AI chips, aiming to strengthen their positions in the AI chip market.
Full articleThe Zacks Analyst Blog Highlights NVIDIA, Super Micro Computer, Dell, Bank of America ... very bullish
NVDA SMCI
Summary: NVIDIA and Super Micro are being discussed for their potential in the AI hardware market, with projections showing significant growth. Super Micro is seen as having more room to grow and being less expensive than NVIDIA. Super Micro has a Zacks Rank #2 (Buy) with very strong return on equity (ROE).
Full articleTSMC's first European plant builds momentum for the EU's chip ambitions—but a key Intel ... neutral
TSM
Summary: Taiwan-based TSMC breaks ground on its first European plant, receiving approval for Germany's €5 billion in state aid for the $11 billion project. The joint venture with European companies aims to double Europe's share of global chip production by 2030.
Full articleDow, Nasdaq Up Triple Digits as VIX Takes a Breather - Schaeffer's Investment Research very bullish
WYNN UPST SMCI
Summary: Dow Jones and Nasdaq are up; S&P 500 is higher. Tech stocks are rebounding as the 10-year Treasury yield climbs. VIX is pulling back sharply from highest level since March 2020. Options bulls target Wynn Resorts, Limited (WYNN) stock. Upstart Holdings Inc (UPST) reports strong performance, while Super Micro Computer Inc (SMCI) is down after missing earnings estimates.
Full articleDow Jones Today: Major US Indexes Poised to Open Higher as Mega-Cap Stocks Rise very bullish
NVDA MSFT AAPL META GOOGL AMZN DIS NVO CVS SMCI
Summary: Major U.S. indexes moved higher on Wednesday, led by gains in major tech companies, as the market looks to extend its comeback from steep losses earlier in the week. Investors are digesting a slew of earnings reports. Meanwhile, the yield on 10-year Treasurys rose for the second straight day, and crude oil prices increased, driven by concerns in the Middle East.
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