I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure:I/we have a beneficial long position in the shares of TSM, NVDA, AVGO, ASML either through stock ownership, options, or other derivatives. I wrote t ...

Superhard Materials - The Ministry of Commerce and the General Administration of Customs announced export control measures on superhard materials, rare earth equipment, and other related items, effective from November 8 [1] - The production and sales ratio of superhard materials in China remains high, indicating a balanced supply-demand relationship, with diamond wire and micro-powder products nearing 100% [1] - The market for CVD diamond films is expected to exceed 5 billion yuan by 2030, indicating significant growth potential [1] Semiconductor Industry - TSMC reported a September sales figure of 330.98 billion NTD, a year-on-year increase of 31.4%, with Q3 revenue reaching 989.9 billion NTD, surpassing analyst expectations [2] - The demand for high-end chips driven by AI investments from global tech giants is providing strong support for TSMC's performance [2] - The semiconductor industry is anticipated to experience a full recovery by 2025, with improved profitability for companies [2] Humanoid Robots - Cloud Deep Technology launched the DR02 humanoid robot, featuring IP66 protection for outdoor operations [3] - The industry is on the verge of mass production, with major companies like Tesla and domestic leaders receiving significant orders [3] - The humanoid robot sector is expected to enter mass production by 2026, driven by advancements from leading companies [3] Rare Earths - Export controls on certain rare earth items will be implemented starting November 8, 2025, expanding previous measures [4] - China holds a dominant position in the global rare earth market, with 68.57% of production and 39.21% of reserves [4] - The new export control measures are expected to strengthen China's competitive advantage in the entire rare earth supply chain [4] Physical AI - XPeng Motors announced significant breakthroughs in physical AI, enhancing its ability to simulate the physical world [5] - The development of a large-scale physical AI model is seen as crucial for advancing autonomous driving and robotics [5] - The commercialization of physical AI is accelerating, with practical applications emerging in various sectors [5] Two-Dimensional Semiconductors - Fudan University's research team developed the world's first two-dimensional-silicon hybrid architecture chip, which could revolutionize traditional storage architectures [6] - This technology is expected to provide new pathways for chip development in the post-Moore's Law era [6] - The two-dimensional semiconductor technology is recognized as a key solution to global semiconductor challenges [6] Hydrogen Energy - A research team from Tokyo University of Science developed a high-performance solid electrolyte capable of reversible hydrogen absorption at 90 degrees Celsius [7] - The magnesium-hydrogen battery constructed from this electrolyte shows promising hydrogen storage capacity, nearing theoretical limits [7] - This advancement is expected to play a significant role in renewable energy storage and fuel cell vehicles [7]

and we bring in Diane King Hall to take a look at some of the uh movers to watch here on Wall Street. I mean, Delta's been one that we got to keep an eye on. You know what, Diane.Let me just see how Delta kicked it off uh before we get to your name that you're watching. It's 6% 6 and a half% there for Delta. You're also watching some of the tech names, right.>> Yes. Yeah. Yeah.Yes. Not surprised by that move in Delta uh strong results that it had. But let's talk chips, right.And what's going on in the chip ...

台积电(TSM.US)跌超1.5%，报299.9美元。消息面上，台积电公布，2025年9月合并营收约为新台币 3309.8亿元，环比减少1.4%，同比增加31.4%。2025年1至9月累计营收约为新台币27629.64亿元，同比 增加36.4%。(格隆汇) ...

Group 1 - Major financial institutions such as JPMorgan Chase & Co., Wells Fargo & Company, Goldman Sachs Group Inc., BlackRock Inc., and Citigroup Inc. are set to report earnings next Tuesday pre-market [1] - Following the major financials, Bank of America Corporation and Morgan Stanley will report earnings next Wednesday [1] - Taiwan Semiconductor Manufacturing Company Ltd., a key player in the tech sector, will report earnings next Thursday pre-market [1] Group 2 - Significant earnings reports earlier in the week include PepsiCo Inc. on Thursday before the market opens and Johnson & Johnson next Tuesday pre-market [1] - ASML Holding N.V. is also expected to release important technology earnings next Wednesday pre-market, alongside healthcare leader Abbott Laboratories [1]

Chip Foundry TSMC Tops Estimates For September Sales 10/09/2025TSMC, which makes chips for Nvidia, AMD, Broadcom and Apple, finished the third quarter strong. TSM stock was flat. 10/09/2025TSMC, which makes chips for Nvidia, AMD, Broadcom and Apple,... Dow Jones futures were little changed early Thursday, along with S&P 500 futures and Nasdaq futures. China will tighten exports of rare earths, with implications for the global economy and U.S. trade talks, while lifting rare earths companies. Nvidia (NVDA) c ...

Market Overview - US stock index futures showed mixed movements before the market opened, with Dow futures up 0.13% and S&P 500 futures up 0.04%, while Nasdaq futures were down 0.04% [1] - European indices also displayed varied performance, with Germany's DAX up 0.35%, UK's FTSE 100 down 0.29%, and France's CAC40 up 0.39% [2][3] - WTI crude oil prices fell by 0.34% to $62.34 per barrel, and Brent crude oil prices decreased by 0.30% to $66.05 per barrel [3][4] Market Sentiment - Concerns about a potential bubble in the US stock market are rising, as the S&P 500 index has rebounded 36% since April, reaching valuation levels comparable to previous "overheated" periods [4] - The VIX index has started to rise, indicating that institutional investors are worried about a market correction if AI-driven trading falters [4] - Traders are increasing protective positions ahead of earnings reports from major tech companies like Apple, Alphabet, and Microsoft [4] Economic Data and Trends - The global bond market is experiencing stagnation, but traders are preparing for significant economic data releases once the US government shutdown ends [5] - There is a notable decline in foreign central banks' holdings of US Treasury bonds, which have dropped to a ten-year low, raising questions about foreign investors' appetite for US sovereign debt [5][6] - The Canadian Pension Plan Investment Board has warned that continued fiscal pressure on the US could jeopardize the status of US Treasuries as a safe-haven asset [6] Company Performance - Delta Air Lines reported Q3 earnings that exceeded expectations, with adjusted revenue up 4.1% year-over-year to $15.2 billion and adjusted EPS of $1.71, surpassing market forecasts [7][8] - PepsiCo's Q3 revenue grew by 2.7% to $23.94 billion, also exceeding expectations, although core EPS was slightly below the previous year [8] - Taiwan Semiconductor Manufacturing Company (TSMC) saw a 30% year-over-year increase in Q3 revenue, driven by significant investments in AI by major US tech firms [8] - Lloyds Banking Group warned of potential additional provisions due to a compensation plan for mis-sold auto loans, which could have a substantial financial impact [8]

Group 1 - The article emphasizes the rapid development of artificial intelligence (AI) technology, presenting extensive opportunities in the market [2] - Xiaopeng Motors is set to announce significant breakthroughs in physical AI at its upcoming AI Technology Day, focusing on a foundational model that utilizes the largest dataset ever for physical AI [4] - The partnership between NBA China and Alibaba Cloud aims to enhance fan experience through AI and cloud technology, including the introduction of a "360-degree real-time replay technology" [5][6] Group 2 - Solana's 375ai has completed a $5 million funding round led by Delphi Ventures, focusing on capturing physical world data to better understand consumer behavior [7] - TSMC reported a 30% year-over-year revenue increase in Q3, driven by substantial investments in AI from major U.S. tech companies, with total revenue reaching approximately $32.5 billion [8] - Alphabet plans to invest €5 billion (approximately $5.8 billion) in Belgium over the next two years for cloud and AI infrastructure, creating 300 new jobs [10][11] Group 3 - Bank of America reported a 54% increase in traffic for Google's AI assistant Gemini in September, driven by the popularity of its new AI image generation tool [12] - Sensor Tower data indicates a significant rise in mobile users for AI applications, with Gemini adding 8 million daily users in September [13] - NVIDIA's CEO confirmed participation in funding for Elon Musk's xAI, expressing excitement about the investment opportunities in generative AI [14]

Futures tied to the S&P 500 (ES=F), Nasdaq 100 (NQ=F), and Dow Jones Industrial Average (YM=F) hovered just above the flat line in early trading. The E-mini S&P 500 December contract stood at 6,802.00, up 0.75 points, or 0.01%, as of 6:15 AM ET. The S&P 500 and Nasdaq Composite closed at new all-time highs on Wednesday, extending Wall Street’s rally after a brief pause earlier in the week. Sentiment strengthened following the release of Federal Reserve September meeting minutes, which showed officials rema ...

Group 1 - Major U.S. stock index futures are experiencing slight declines, with Dow futures down 0.02%, S&P 500 futures down 0.07%, and Nasdaq futures down 0.11% [1] - Chinese concept stocks are mostly down, with Alibaba down 1.71%, Li Auto down 1.21%, and Xpeng down 2.85% [1] - The Israeli military has ceased operations in Gaza, leading to a slight decline in spot gold prices, which fell 0.09% to $4038 per ounce [1] Group 2 - The U.S. has approved Nvidia to export chips worth billions to the UAE, following a bilateral AI agreement, resulting in Nvidia's stock rising by 1.1% [1] - OpenAI's CEO Sam Altman anticipates significant future deals and increased demand for upcoming products, indicating a strong investment in infrastructure [2] - JPMorgan CEO Jamie Dimon warns of increased risks of a significant U.S. stock market correction in the next six months to two years due to geopolitical tensions and economic uncertainties [2] Group 3 - HSBC plans to privatize Hang Seng Bank for approximately $13.6 billion, with HSBC's shares dropping over 6% following the announcement [2] - TSMC reported a 31.4% year-over-year increase in September sales, with third-quarter revenue also exceeding analyst expectations, although TSMC's stock fell by 0.33% [3]