Core Viewpoint - The article highlights a significant rebound in the U.S. stock market, particularly in the semiconductor sector, driven by optimistic forecasts for DRAM prices by Goldman Sachs, which predicts a substantial increase in prices for 2026 [1][3][4]. Semiconductor Sector - The U.S. stock market saw a strong performance with major indices rising, particularly the Dow Jones, which increased by over 1%, and the S&P 500 approaching historical highs [1][3]. - Semiconductor stocks experienced a collective surge, with the Philadelphia Semiconductor Index rising by 1.7%. Notable performers included SanDisk, which surged over 15%, and Western Digital, which rose nearly 8% [3][4]. - Analysts suggest that capital moving out of precious metals and cryptocurrencies is seeking new investment opportunities, with the storage chip sector poised to attract this influx of funds due to strong fundamentals [3][4]. DRAM Price Forecast - Goldman Sachs has significantly raised its price forecasts for DRAM, predicting a 90%-95% quarter-over-quarter increase in Q1 2026, following a 45%-50% increase in Q4 2025. This outlook exceeds previous market expectations [4]. - In the PC DRAM segment, TrendForce has adjusted its price forecast for Q1 2026 to a 105%-110% increase, surpassing Goldman Sachs' earlier estimate of 80%-90%, indicating potential for further price increases [4]. Economic Indicators - The ISM reported a surprising rise in the U.S. manufacturing PMI for January, jumping from 47.9 to 52.6, indicating expansion and the fastest growth rate since 2022, driven by robust new orders and production [6]. - The new orders index reached 57.1, a significant increase from the previous 47.7, while the production index also showed strong growth, suggesting a rebound in factory activity after a prolonged period of contraction [6]. - Employment index recorded 48.1, indicating a slowdown in job losses within the manufacturing sector, although it remains below the expansion threshold [6].

Market Overview - On February 2, US stock indices closed higher, with the Dow Jones up 1.05%, S&P 500 up 0.54%, and Nasdaq up 0.56% [1] - Major technology stocks showed mixed results, with Apple rising over 4% and Nvidia falling nearly 3% [2] Technology Sector - The Philadelphia Semiconductor Index increased by 1.7%, with Micron Technology up over 5% and Intel up nearly 5% [2] - SanDisk's stock surged over 15% due to better-than-expected earnings, while Western Digital and Seagate also saw gains [3] - NAND flash memory prices are expected to rise by over 30% according to reports from SK Hynix and SanDisk [3] Energy Sector - The energy sector experienced declines, with ExxonMobil down over 2% and Chevron down more than 1% [3] - WTI crude oil futures fell by 4.71%, closing at $62.14 per barrel, while Brent crude oil futures dropped by 4.36% to $66.30 per barrel [4] Cryptocurrency Market - Bitcoin prices rose above $78,000 after previously dipping to around $74,560, with significant market volatility leading to over 170,000 liquidations [4] - Bitcoin ETF saw a net outflow of $1.61 billion in January 2026, indicating liquidity issues in the market [4] International Relations and Trade - A trade agreement between the US and India was announced, reducing tariffs on Indian goods from 25% to 18%, effective immediately [5] - India is expected to increase its procurement of US products, including energy and agricultural goods, valued at over $500 billion [5] - The Indian stock index Nifty 50 saw a rise in futures, and the Indian Rupee strengthened against the US dollar following the trade announcement [6]

I’ve covered Texas Instruments ( TXN ) on several occasions, most recently on June 2 nd last year, which can be found here . At that point in time, I provided aEarly 30s 'buy and hold' investor trying to achieve financial freedom to the greatest extent possible. Main focus within dividend growth investing & value. I've been investing for 10+ years and worked across several industries including finance, logistics, oil and pharma. Holding a Graduate Diploma within Accounting and MSc within Business Administra ...

德州仪器上月末发布2025年第四季度及全年财务业绩。2025年该公司数据中心终端市场营收同比增长 64%，达到15.91亿美元，占全年整体收入的9%。 其数据中心业务口径覆盖数据中心计算、网络、电源、散热相关领域，该终端市场收入已连续七个季度 实现上升。公司表示，在数据中心相关业务中看到诸多潜在机会，若资本对数据中心领域的投资持续， 相关业务有望延续当前增长势头。 2025年德州仪器全年营收176.82亿美元，同比增长13%；第四季度营收44.23亿美元，同比增长10%。该 企业预计2026年第一季度营收将处于43.2亿至46.8亿美元区间。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：观察君 ...

Impressive growth in an important product segment was the secret sauce behind Texas Instruments' (NASDAQ: TXN) double-digit stock rise over the past few trading days. On Tuesday, the company posted its first quarterly earnings release this still-young year, and while it missed on key fundamentals, it still provided plenty of reason to become (or remain) bullish on its stock. With that blustery tailwind, Texas Instruments finished the week up by more than 11% in value, according to data compiled by S&P Gl ...

Core Viewpoint - Texas Instruments Incorporated (NASDAQ:TXN) has shown strong performance in the semiconductor industry, with a notable increase in stock price and positive earnings guidance despite a slight revenue miss in the fourth quarter [2][3]. Financial Performance - Texas Instruments reported $4.42 billion in revenue for the fiscal fourth quarter, which was slightly below analyst expectations of $4.44 billion [2]. - The company provided guidance for the first quarter, projecting revenue between $4.32 billion and $4.68 billion, and earnings per share between $1.22 and $1.48, surpassing analyst estimates of $4.42 billion and $1.26 per share [2]. Analyst Sentiment - Following the earnings report, UBS raised the price target for Texas Instruments shares from $245 to $260, maintaining a Buy rating due to a strong backlog and stable revenue trends [2]. - Jim Cramer highlighted the company's performance during the earnings call, praising the quality of the conference call and the company's achievements in the industrial and data center sectors [2][3]. Market Position - Texas Instruments' stock has increased by 15% over the past year and 17% year-to-date, indicating strong market performance [2]. - The company is recognized for its disciplined approach and lower inventory levels, contributing to its positive outlook in the semiconductor market [3].

Market Overview - U.S. stock markets are expected to open lower due to a tech-led sell-off and ongoing corporate earnings digestion [1] - Nasdaq 100 futures declined 1.06%, S&P 500 futures fell 0.86%, and Dow futures slipped 0.81% [2] - Precious metals, including gold, saw significant declines, with gold's price dropping 2.8% to $5,205 per ounce [2] - Oil prices have also retreated amid easing geopolitical tensions in the Middle East [2] Major Market Indexes - On January 29, 2026, the S&P 500 closed down 0.1% at 6,969.01 after nearing its all-time high [3] - The Dow Jones Industrial Average gained 55.96 points, or 0.1%, finishing at 49,071.56 [3] - The Nasdaq Composite fell 0.7% (172.33 points) to 23,685.12, indicating a shift towards defensive sectors [3] Economic Data and Events - Key economic data releases today include the January jobs report, focusing on payroll growth, unemployment rates, and average hourly earnings [4] - Upcoming data includes the January ISM manufacturing index, December job openings, and housing starts [4] - Japan's Tokyo CPI is also being monitored as a leading indicator for national inflation trends [4] Federal Reserve Appointment - Anticipation surrounds President Trump's nomination of Kevin Warsh as the next Federal Reserve chair, which could lead to rising U.S. Treasury yields [5] - Warsh is known for his inflation hawk stance and criticism of the Fed, potentially signaling a shift in monetary policy [5] Corporate Earnings and Stock Movements - Major companies reporting earnings include Exxon Mobil, Chevron, American Express, Verizon, and Regeneron Pharmaceuticals [6] - Microsoft experienced a 10% drop despite strong quarterly results, as investors focused on future growth and investments [7] - Tesla's stock fell 3.5% despite exceeding profit expectations, with CEO Elon Musk redirecting focus to future ventures [11] - Sandisk Corporation surged over 19% in premarket trading after reporting exceptional earnings driven by AI demand [11] - Apple reported a 16% year-over-year revenue increase but saw flat premarket trading [11] - Southwest Airlines stock rose 18.7% despite missing profit forecasts, buoyed by an optimistic earnings outlook [11] - IBM's stock climbed 5.1% after surpassing profit and revenue expectations [11] - ServiceNow dropped 9.9% despite reporting stronger-than-expected profits [11] - Texas Instruments saw a market surge of over 7% following a favorable capital return strategy [11] - Other notable premarket movers include Deckers Outdoor Corporation up 12.71% and ResMed Inc. up 3.95% [11]

算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广？ 优势物料，特价出售 | 品牌 | 型号 | 年份 | 数量 | | --- | --- | --- | --- | | 美光 | MT41K256M16TW-107:P | 25+ | 10K | | SK海力士 | H5CG48AGBDX018N | 25+ | 12800 | | | MT25QL128ABA8E12-0AAT | 25+ | 10K | | 美光 | TR | | | | --- | --- | --- | --- | | 美光 | MT25QL128ABA8E12-0SIT | 25+ | 10K | | 美光 | MT29F2G08ABAGAH4-IT:G | 25+ | 10K | | 美光 | MT29F4G08ABADAH4-IT:D | 25+ | 10K | | | TR | | | | | MT29F1G08ABAFAH4- | | | | 美光 | AAT:F TR | 25+ | 10K | | 美光 | MT41J128M16JT-125:K TR | 25+ | ...

国家知识产权局信息显示，德州仪器公司取得一项名为"具有可调整偏置的预驱动器级"的专利，授权公 告号CN113315500B，申请日期为2021年2月。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 作者：情报员 ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] Company Overview: Texas Instruments (TXN) - Texas Instruments currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 2 (Buy), suggesting a favorable outlook compared to the market [3] Price Performance - Over the past week, TXN shares increased by 0.9%, outperforming the Zacks Semiconductor - General industry, which rose by 0.39% [5] - In the last month, TXN's price change was 24.6%, compared to the industry's 20.76% [5] - Over the past quarter, TXN shares rose by 32.16%, while the S&P 500 only increased by 1.56% [6] - In the last year, TXN shares are up 19.92%, compared to the S&P 500's 16.34% [6] Trading Volume - TXN's average 20-day trading volume is 7,505,243 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, four earnings estimates for TXN have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $6.05 to $6.24 [9] - For the next fiscal year, one estimate has moved upwards, with no downward revisions during the same period [9] Conclusion - Given the strong momentum indicators and positive earnings outlook, TXN is positioned as a promising investment opportunity with a Momentum Score of A [11]