GPU/CPU Stocks Mixed in Trading, Qualcomm Down 6%
2 Stocks Breaking Out Post-FOMC With One Thing in Common
AMD Stock Breaks $524 as Helios Demand Puts $548 and $572 in Focus
GPU/CPU Intraday Broad Gains, AVGO Up Nearly 4%
Stock Market Today: Dow Wavers As Oil Extends Losses; Apple, AMD In Buy Zones (Live Coverage)
Pre-market: Semiconductors Rally Broadly; Alphabet, Meta Lead Tech Giants; Bitcoin Breaches 77K, Crypto Stocks Surge
quad witching happens four times a year and it seems to suggest high volatility, which should be good for option premiums.
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
It's the last trading day of this hectic week, where we've seen low downs prior to FED's decision as well as the post rate hike's uptrend. Today could be another consolidating day as investors digest the mid to long term implications of the recent rate hike (and potentially 1 more rate hike this year).
Nvidia's Jensen Huang said at a UK AI summit that Nvidia will sell twice as many chips next year as this year — chip stocks surged across the board the day after the Fed's hike. Let's dig in 👇💬 Chip s...
AMD, TSMC and OSAT Channel Check:
1. AMD's AI GPU production (MI455/MI450) is expected to remain 100% at TSMC CoWoS in 2027. Production estimates land at a mid-point of 600k units for both SKUs next year per recent MS forecasts.2. While ASE and Amkor still lead OSAT capacity, their capacity ramps are rumoured to be progressing slower than expected. This means that TSMC may be required to support CoWoS-L wafers for AMD's Venice CPU prodction which would further constrain internal capacity for MI455/MI450 production. Per MS, this would equate to TSMC supporting ~80k CoWoS-L for Venice production.$AMD(AMD.US) $Taiwan Semiconductor(TSM.US) $Amkor Tech(AMKR.US) $Advanced Semiconductor Engineering(ASX.US)
