Key Points The S&P 500 is a diversified index featuring 500 stocks from 11 different economic sectors. The index has delivered a compound annual return of 10.5% since its inception in 1957. The iShares Core S&P 500 ETF is a very low-cost way to invest in the S&P 500. 10 stocks we like better than iShares Trust - iShares Core S&P 500 ETF › The S&P 500 index has delivered an average annual return of 10.5% since it was established in 1957, but it's on track for a far better gain of 18% in 2025. Alt ...

Group 1 - Taiwan Semiconductor (TSM) is set to report earnings on January 15, with the options market anticipating a 6.3% price movement in either direction for TSM stock [5] - The article discusses the potential for an options trade that assumes TSM shares will remain within the expected range following the earnings report [5] - TSM is highlighted as a leading AI chip manufacturer, earning a spot on IBD's top-rated stock lists [5][8] Group 2 - The S&P 500 has reached record highs, with notable performances from tech stocks including Nvidia and Google, which are showing buy signals [8] - The article mentions that small-cap stocks are leading a post-Fed rally, with companies like GE Vernova, Palantir, and Taiwan Semiconductor being in focus [10] - Broadcom is noted as the latest AI giant to experience a decline following earnings, indicating volatility in the tech sector [10]

展望未来，韬盛科技表示将聚焦国家战略需求，坚持高端化、规模化发展。公司将以客户需求与技术趋 势为导向，持续加大研发投入，致力于攻克高端测试接口核心关键技术，打破海外垄断，加快国产替代 进程，进一步扩大市场份额，巩固行业领先地位，致力于成为全球半导体测试接口领域的领先品牌。 在技术层面，韬盛科技已累计开发超过4,000种芯片测试接口技术方案，并具备高速高频测试探针的自 主研发与制造能力，能够满足从研发到量产阶段高低温、大电流、高功耗等严苛测试需求。公司已成功 突破微纳精密制造等关键技术瓶颈，形成了一系列自主工艺。 市场方面，公司已构建了覆盖半导体全产业链的广泛客户生态。报告期内，公司服务客户超700家，其 中包括在AI芯片领域深度服务的沐曦、摩尔线程等头部企业，在自动驾驶领域成为地平线第一大测试 接口供应商，并覆盖理想、蔚来等知名车企。在存储领域，公司为长江存储开发了首个支持512颗芯片 并行测试的国产DSA测试接口，助力存储产业链关键环节自主化。 依托在测试接口领域的技术积累，公司正向技术壁垒更高的晶圆测试探针卡领域纵深拓展。目前，其 MEMS探针卡已在AI芯片客户实现商业化落地，并在存储领域取得突破：2D ...

Nvidia stock was modestly lower in early trading on Tuesday as the chipmaker failed to claw back some of the losses suffered in the previous session, with investor attention centred on its recently di... ...

I’m a retail investor based in Sydney with three years of experience focusing on achieving financial independence through strategic investments in AI-driven companies. Although I don’t come from a traditional finance background, I’ve developed a strong passion for understanding how artificial intelligence is transforming the global economy. Over the past few years, I’ve become increasingly fascinated by the possibilities of AI—how it’s reshaping industries, driving innovation, and creating new investment fr ...

Let's stay on topic here. Uh talk a bit more about semiconductors of course as well. Biggest gainers of the year outperforming some of the hyperscalers in fact in the so-called AI trade.Nvidia, Broadcom, AMD, Intel. All of them up more than 40% year to date. Joining us to talk about what we saw and really more what we can expect in 2026 is Stacy Rasgen.He's senior semiconductor analyst at Bernstein. Stacy, good to have you. Um does it just keep going next year.The journal writes a long story today, you know ...

Group 1 - Nvidia's stock has experienced a slight decline but remains above a critical level, with plans to begin shipping its H200 China chip in mid-February using existing stock [5] - The company intends to resume production of the H200 chip, with new orders anticipated in the second quarter of 2026 [5] - The performance of AI stocks is closely tied to OpenAI's success, which significantly influences market movements [6] Group 2 - The stock market is currently seeing a downturn, with the Dow Jones falling from record highs, while Nvidia and Tesla are under scrutiny [10] - Palantir and Nvidia are highlighted as leading stocks that are nearing buy points as the year comes to a close [10] - The market is experiencing volatility, with profit-taking expected in quantum computing stocks amid a roller coaster year [8]

以下文章来源于科创板日报 ，作者黄心怡 《科创板日报》注意到， 此次交易涉及到多家上市公司 。电连技术曾公告，公司参与投资的建广广连持有21.17%飞特控股股权，飞特控股通 过英国全资孙公司FTDI Holding Limited持有FTDI 80.2%的股权。华鹏飞则持有建广广鹏43.29%权益份额，建广广鹏持有飞特控股9.76%股 权。 对于英国政府强制出售的行政命令，中资企业曾于2024年12月提起司法复核，并申请了临时救济或暂停最终命令的效力。但英国高等法院在 2025年2月驳回了该申请。 科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 本月月底，中国建广资产管理有限公司（简称"建广资产"）持股的英国USB桥接芯片设计公司FTDI，将被强制出售。 2021年12月，中国半导体投资机构建广资产以4.14亿美元完成对英国芯片设计企业FTD I80.2%股权的收购，被视为中资在高端模拟芯片领域 一次战略性布局。 然而不到三年，这一交易却遭遇挫折。2024年11月5日，英国政府突然依据《2021年国家安全与投资法》（NISA）中的"回溯审查"条款，对这 项收购发起追溯审查，并发布 ...

Industry Overview - The Artificial Intelligence arms race is entering a decisive phase, shifting focus towards scale, monetization, and competitive advantage, with 2026 expected to distinguish long-term winners from those failing to integrate AI-native business models [1] - AI has transitioned from an experimental add-on to a core growth driver and customer retention pillar for many companies by 2025, with major players embedding AI deeper into their products and workflows [2] AI Infrastructure Growth - Global AI spending is projected to exceed $2 trillion in 2026, up from an estimated $1.5 trillion in 2025, with a significant portion allocated to AI infrastructure, driving demand for semiconductor chips [4] - The global AI infrastructure market is expected to reach $758 billion by 2029, fueled by strong demand for compute and storage hardware, with continued investment momentum anticipated in 2026 [5] Key Beneficiaries - NVIDIA, Marvell Technology, and Micron Technology are identified as direct beneficiaries of the AI arms race, with their technologies being crucial for the expansion of AI inference workloads [3] Company Highlights: NVIDIA - NVIDIA is at the forefront of the AI revolution, benefiting from demand for its Hopper 200 and Blackwell GPUs, which are essential for training and inference of large language models [6] - The company’s full-stack approach, integrating hardware, software, and developer tools, creates a powerful ecosystem that is difficult for competitors to displace [7] - In Q3 fiscal 2026, NVIDIA's revenues surged 62% year-over-year, with non-GAAP earnings per share rising 60%, and the earnings estimate for fiscal 2026 is $4.65 per share, reflecting a 55.5% year-over-year increase [8] Company Highlights: Marvell Technology - Marvell Technology develops custom XPU silicon and has strategic collaborations with Amazon Web Services and NVIDIA, enhancing its role in AI computation and networking [9][10] - In Q3 fiscal 2026, Marvell's data center revenues reached $1.52 billion, a 37.8% increase year-over-year, with an earnings estimate of $2.84 per share for fiscal 2026, indicating an 80.9% year-over-year increase [11] Company Highlights: Micron Technology - Micron Technology is capitalizing on the AI-driven memory and storage markets with its HBM3E solutions, which are gaining traction among hyperscalers and enterprise customers [12] - The company reported strong customer interest in its HBM3E portfolio, which is expected to drive significant revenue growth, with an earnings estimate of $31.36 per share for fiscal 2026, reflecting a 278.3% year-over-year increase [14]

Investors with a lot of money to spend have taken a bearish stance on NVIDIA (NASDAQ:NVDA).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with NVDA, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 3 ...