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Intel Value Trap: The Potential 18A To 14A Shift In Foundry
Seeking Alpha· 2025-07-03 17:51
Core Insights - Intel Corporation is facing increasing revenue exposure in China amid geopolitical and regulatory challenges [1] - Concerns have been raised regarding the impact of U.S. semiconductor export curbs initiated in late 2022 on Intel's business [1]
X @Investopedia
Investopedia· 2025-07-03 16:30
President Donald Trump’s administration has lifted export license requirements it imposed recently for chip design software sales in China, as Washington and Beijing move toward a trade deal. https://t.co/oKZ2P9iNh0 ...
Chip stocks pop as U.S. eases China chip curbs
CNBC Television· 2025-07-03 16:22
Welcome back. The US lifting chip software curves on China. Our Christina parts has the details with cadence design Christina popping almost to the top of the S&P.Yeah. Yeah. One of the the big movers today and that's because the Trump administration is showing an abrupt reversal of a sixe chip design software export restriction uh to China and it really like you mentioned sent shares of Cadence and Synopsis both up.Cadence up five% Synopsis almost 5%. In exchange, chi China will likely smooth the permit pr ...
Patrick Moorhead: The U.S. lifting China restrictions is a positive sign for chip software designers
CNBC Television· 2025-07-03 15:13
Tech is boosting the S&P 500 and the Nasdaq. We're at new records. The Nasdaq is aiming for what would be its eighth positive session of the last nine.And this morning, uh, this is as the US lifts export controls on chip design software to China. Who are the companies at play here. Uh, Gen Cadence Design, Synopsis, Seaman's also getting a lift.Joining us now to discuss more insights founder and chief analyst Patrick Morehead. Patrick, obviously we can see it's good for some of these names. Uh is it a conclu ...
ExxonMobil's Golden Pass JV Seeks U.S. Nod to Re-Export LNG
ZACKS· 2025-07-03 14:01
Key Takeaways XOM's joint venture Golden Pass has requested U.S. approval to re-export LNG starting October 2025. The LNG cargo would be used to cool liquefaction trains - an essential step before full-scale operations. Golden Pass aims to be the ninth U.S. LNG exporter, with first shipments expected later this year.Exxon Mobil Corporation’s (XOM) joint venture with QatarEnergy, Golden Pass LNG, has requested U.S. regulatory approval to re-export liquefied natural gas (“LNG”) starting Oct. 1, 2025, per a ...
Market sunrise 07/03/2025
Yahoo Finance· 2025-07-03 14:00
Hello and welcome to the latest edition of Market Sunrise. We've got another packed show for you this morning. The question of the day is, will President Trump's big beautiful bill get passed before the July 4th holiday.Well, also coming up in today's show, we'll take a look ahead to the US unemployment report and how the tears of a finance minister moved the markets. Stick around too to hear more from our exclusive interview with the secretary general of the OECD. I asked him whether AI would take away our ...
X @外汇交易员
外汇交易员· 2025-07-03 12:47
美国5月自中国进口商品环比减少26.3%,对中国出口环比减少19.9%。 ...
X @Bloomberg
Bloomberg· 2025-07-03 12:46
Canada’s share of exports destined for the US shrank to the smallest proportion since at least 1997, excluding the Covid pandemic, while shipments to other countries reached a new high. https://t.co/NfAX2xXD7f ...
X @Bloomberg
Bloomberg· 2025-07-03 12:06
ECB officials highlighted potential dangers for exporters from gains in the euro https://t.co/z6STD8MXt4 ...
3 Brilliant LNG Stocks to Buy Now and Hold for the Long Term
The Motley Fool· 2025-07-03 11:05
In the energy space, one of the fastest-growing markets is liquified natural gas (LNG). The market is growing quickly as Asian countries shift from coal to natural gas to help reduce emissions. And with an abundance of natural gas, the U.S. LNG export market is taking off. Shell predicts LNG demand to rise by 60% by 2040, showing the long-term growth of this market. Let's look at three stocks best positioned to benefit from growing U.S. LNG exports that you can buy and hold for the long term.Energy Transfer ...