Expectations

Is the HBM market landscape about to shift? Nvidia's Rubin shipments are expected to increase, leading to a race between storage giants.

While HBM3E prices continue to climb, leading storage manufacturers have launched a new round of market share battles s...

Stock
2026-01-12
Is the HBM market landscape about to shift? Nvidia's Rubin shipments are expected to increase, leading to a race between storage giants.

Demand is booming! Broadcom's Q4 results exceed expectations, with AI chip sales expected to double in the current fiscal quarter.

After the US stock market closed on Thursday (December 11), the world's leading semiconductor... With technology so...

Stock
2026-01-12
Demand is booming! Broadcom's Q4 results exceed expectations, with AI chip sales expected to double in the current fiscal quarter.

US pre-market trading: Futures for all three major stock indexes rose; US November ADP employment figures fell short of expectations.

U.S. stock index futures rose across the board in pre-market trading on Wednesday, while most major European indices al...

Stock
2026-01-12
US pre-market trading: Futures for all three major stock indexes rose; US November ADP employment figures fell short of expectations.

US pre-market trading: Expectations for a December rate cut by the Federal Reserve rise, with futures for all three major stock indices increasing.

U.S. stock index futures rose across the board in pre-market trading on Wednesday, while major European indices also ge...

Stock
2026-01-12
US pre-market trading: Expectations for a December rate cut by the Federal Reserve rise, with futures for all three major stock indices increasing.

Creativity lost out to cost-effectiveness? Apple's "thinnest iPhone ever" sees initial sales fall far short of expectations.

In September of this year, Apple The company launched the iPhone 17 series, including the "thinnest iPhone ever&qu...

Stock
2026-01-12
Creativity lost out to cost-effectiveness? Apple's "thinnest iPhone ever" sees initial sales fall far short of expectations.

Nvidia supplier Foxconn's Q3 profits significantly exceeded expectations, and it announced an OpenAI collaboration next week.

① Hon Hai Precision Industry Co., Ltd. ( Foxconn) ① Net profit in the third quarter was NT$57.67 billion, a 30% increas...

Stock
2026-01-12
Nvidia supplier Foxconn's Q3 profits significantly exceeded expectations, and it announced an OpenAI collaboration next week.

Two ways to "play" with AI: OpenAI will still be burning money three years later, while Anthropic will start making money?

① The world's two most valuable AI startups are adopting drastically different business growth strategies; ② OpenAI...

Stock
2026-01-12
Two ways to "play" with AI: OpenAI will still be burning money three years later, while Anthropic will start making money?

Storage leaders surge to new highs! Price hike cycle ignites across the board; Goldman Sachs doubles SanDisk's target price.

Memory chip stocks have increased fivefold in the past two months Manufacturer SanDisk (SanDisk) continued to rise in p...

Stock
2026-01-12
Storage leaders surge to new highs! Price hike cycle ignites across the board; Goldman Sachs doubles SanDisk's target price.

US pre-market: Futures for the three major stock indexes are mixed; US October ADP employment figures exceed expectations.

U.S. stock index futures were mixed in pre-market trading on Wednesday, while most major European indices declined. As ...

Stock
2026-01-12
US pre-market: Futures for the three major stock indexes are mixed; US October ADP employment figures exceed expectations.

Three major tech stocks released their earnings reports; Google rose over 6% in after-hours trading, while Microsoft's Meta data plummeted.

This week marks the peak of earnings season for US stocks, with star tech stocks taking center stage. After Wednesday&#...

Stock
2026-01-12

Daily Options Tracking | Multiple Put Orders Surge Over 4 Times, Supermicro's Earnings Report Falls Short of Expectations

I. Overview of US Stock Index Options Trading volume in the US stock index options market has declined slightly, while ...

Stock
2026-01-12
Daily Options Tracking | Multiple Put Orders Surge Over 4 Times, Supermicro's Earnings Report Falls Short of Expectations

Goldman Sachs strategists are optimistic about the performance of European stocks this year; undervaluation may attract US capital inflows.

Goldman Sachs, a top investment bank The group's strategists said European stocks are poised for a boost this year ...

Articles
2026-01-12
Goldman Sachs strategists are optimistic about the performance of European stocks this year; undervaluation may attract US capital inflows.