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Options Traders: Read This AMD Earnings Preview
Schaeffers Investment Research· 2025-07-28 18:43
Group 1 - Advanced Micro Devices Inc (AMD) stock increased by 4% to $173.04 after UBS raised its price target from $150 to $210, marking the highest trading level in nearly a year [1] - AMD has seen significant options activity, with 5,499,770 calls and 2,768,896 puts exchanged in the last 10 sessions, making it the fourth most popular stock in terms of options volume [2] - The stock has experienced a 43% increase in 2025, breaking out of an uptrend channel that began from a 12-month low of $76.48 on April 8 [5] Group 2 - The options market is anticipating a 10.4% price swing following the upcoming earnings report, which is larger than the average move of 6.4% observed over the last two years [7] - AMD's Schaeffer's Volatility Scorecard (SVS) is at 90 out of 100, indicating that the company has consistently outperformed volatility expectations over the past 12 months [8]
Is Qualcomm Stock a Smart Buy Before Q3 Earnings Release?
ZACKS· 2025-07-28 17:46
Core Insights - Qualcomm is set to report its third-quarter fiscal 2025 earnings on July 30, 2025, with revenue and earnings estimates at $10.36 billion and $2.68 per share respectively [1] - The earnings estimate for fiscal 2025 has decreased by 0.26% over the past 60 days, while the estimate for fiscal 2026 has declined by 1.99% [1] Earnings Performance - Qualcomm has a four-quarter earnings surprise average of 6.43%, having beaten estimates in each quarter, with the last reported quarter showing a surprise of 0.71% [3][4] Earnings Predictions - The company has a positive Earnings ESP of +0.60% and a Zacks Rank of 3, indicating a likelihood of an earnings beat for the upcoming quarter [5][6] Recent Developments - Qualcomm launched the Snapdragon 7 Gen 4 Mobile Platform, enhancing AI performance and gaming capabilities, which has gained traction among leading OEMs like HONOR and vivo [7][8] - The company has been selected by e& to enhance digital infrastructure in the UAE and is involved in Saudi Arabia's Vision 2030 initiative, focusing on AI and 5G technologies [9] - Recent acquisitions include Autotalks for V2X technology, MovianAI for generative AI capabilities, and a definitive agreement to acquire Alphawave Semi for approximately $2.4 billion, aimed at enhancing AI capabilities [10][11] Market Performance - Over the past year, Qualcomm's stock has decreased by 10.3%, underperforming the industry growth of 41%, while competitors like Broadcom have seen significant gains [12] Valuation Metrics - Qualcomm's shares are trading at a forward P/E ratio of 13.44, which is lower than the industry average of 34.13 and below its historical mean of 16.97, indicating a relatively cheaper valuation [13] Strategic Focus - The company aims to lead in AI innovation through strategic acquisitions and R&D initiatives, targeting various industries including smartphones and automotive [16] - Qualcomm is experiencing strong demand in the premium handset market but faces margin pressures in the mid-range segment due to competition from low-cost chipmakers [17] Competitive Landscape - Despite challenges, Intel remains a significant competitor in chipset development, particularly in the AI PC sector, which could impact Qualcomm's expansion in that area [18] Long-term Outlook - While current earnings estimates show bearish sentiment, Qualcomm's focus on AI initiatives and diversification of its portfolio positions it well for long-term growth, particularly in high-end smartphones and IoT [20]
Tesla and Samsung ink $16.5B chips deal
CNBC Television· 2025-07-28 17:42
Tesla signing a major deal with Samsung to manufacture AI chips for Tesla cars. Christina parts Neville has got the details in today's tech. Hey Christina.>> Hi Melissa. Well, this is Samsung's biggest foundry win yet. 16.5% billion dollars.You talked about it, equivalent to roughly 8% of its 2024 sales or total revenues and runs over the next eight years with Elon Musk even suggesting the total amount is quote likely to be several times higher. Samsung will manufacture Tesla chips. They're called AI6 and a ...
BXMX Delivers Income In Place Of Growth
Seeking Alpha· 2025-07-28 17:27
Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional services working across industries that include O&G, OFS, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary.Investment recommendations are built upon the entirety of the investment ecosystem rather than considering a company independently.Analyst’s Disclosure:I/we have a beneficial l ...
Elon Musk is going founder mode on Tesla's $16.5 billion chip deal with Samsung
Business Insider· 2025-07-28 17:26
Two particular lines in Elon Musk's posts about Tesla's new chip deal highlight just how far his "founder mode" approach extends. In this case, right down to his stated terms of Tesla's manufacturing agreement with Samsung. In a $16.5 billion deal, Samsung will produce Tesla's new AI6 chip from the manufacturing plant it is building in Taylor, Texas, which is expected to open in 2026.Located outside of Austin, Samsung's plant is close to where Musk moved in 2020, and where his company Tesla later moved in ...
ARM to Post Q1 Earnings: Should the Stock be in Your Portfolio?
ZACKS· 2025-07-28 17:26
Key Takeaways ARM is projected to report Q1 EPS of 34 cents on $1.04B in revenue, with earnings down 15% year over year.ARM's top-line growth is expected to stem from Royalty revenues, despite year-over-year segment declines.The stock surged 46% in 3 months, trading at 85.2X forward earnings versus the industry average of 34.18X.Arm Holdings plc (ARM) will report its first-quarter fiscal 2026 results on July 30, after the bell.The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at ...
Tesla signs a $16.5 billion chip contract with Samsung Electronics
CNBC Television· 2025-07-28 17:13
Samsung just scored its biggest foundry win yet. You mentioned it, $16.5% billion deal to produce Tesla's next generation EI chips. It's an 8-year contract, and Samsung shares are up on the news.Elon Musk did confirm the deal, saying the chips, called A16, will be made at Samsung's new fab in Taylor, Texas, and used to power Tesla's self-driving technology, eventually humanoid robots, and possibly even data centers, which could pose a threat for Nvidia way later on. OnX, Musk wrote, quote, "The strategic im ...
Taiwan Semiconductor Could Boom on This AI Action Plan
MarketBeat· 2025-07-28 17:02
Core Viewpoint - The technology stock market, particularly in artificial intelligence, is rapidly evolving with new companies emerging and established players like Taiwan Semiconductor Manufacturing (TSM) gaining market share in chipmaking and semiconductor technologies [1][2]. Group 1: Taiwan Semiconductor Manufacturing (TSM) - TSM's current stock price is $242.44, with a 52-week range of $133.57 to $248.28 and a dividend yield of 1.07% [2]. - The company is positioned as a key player in supporting data center expansion and semiconductor manufacturing in the U.S. due to new funding allocated for AI development [3]. - TSM has seen a significant stock rally, achieving a 48.5% increase over the past quarter, reaching a new 52-week high [7]. Group 2: U.S.-China AI Competition - The U.S. is in direct competition with China in the AI sector, highlighted by President Trump's AI Action Plan, which has implications for companies in the semiconductor value chain [2][4]. - The AI Action Plan allows China to import NVIDIA chips, which unexpectedly benefits TSM more than NVIDIA, as NVIDIA relies on TSM for manufacturing [5][6]. Group 3: Market Outlook and Analyst Ratings - Analysts forecast a 12-month price target for TSM at $258.33, indicating a potential upside of 6.57% from the current price [11]. - Charles Shi from Needham & Company has issued a Buy rating for TSM, with a valuation target of $270, suggesting a possible 10.2% upside [12]. - There is a sense of urgency for investors to act on TSM stock before potential new analyst ratings are released, as the stock may react quickly to news [13][14].
艾为电子: 立信会计师事务所(特殊普通合伙)关于艾为电子截至2025年6月30日止前次募集资金使用情况报告及鉴证报告
Zheng Quan Zhi Xing· 2025-07-28 16:50
上海艾为电子技术股份有限公司 截至 2025 年 6 月 30 日止 前次募集资金使用情况报告及 鉴证报告 目 录 页 次 一、 前次募集资金使用情况报告的鉴证报告 1-2 二、 前次募集资金使用情况报告 1-9 关于上海艾为电子技术股份有限公司 截至2025年6月30止 前次募集资金使用情况报告的鉴证报告 信会师报字[2025]第ZA14767号 上海艾为电子技术股份有限公司全体股东: 我们接受委托,对后附的上海艾为电子技术股份有限公司(以下 简称"艾为电子") 截至2025年6月30日止前次募集资金使用情况报告 (以下简称"前次募集资金使用情况报告")执行了合理保证的鉴证 业务。 一、管理层的责任 艾为电子管理层的责任是按照中国证券监督管理委员会《监管规 则适用指引——发行类第7号》的相关规定编制前次募集资金使用情 况报告。这种责任包括设计、执行和维护与前次募集资金使用情况报 告编制相关的内部控制,确保前次募集资金使用情况报告真实、准确、 完整,不存在虚假记载、误导性陈述或重大遗漏。 二、注册会计师的责任 我们的责任是在执行鉴证工作的基础上对前次募集资金使用情 况报告发表鉴证结论。 三、工作概述 我们按照 ...
晶合集成: 晶合集成第二届监事会第十四次会议决议公告
Zheng Quan Zhi Xing· 2025-07-28 16:50
证券代码:688249 证券简称:晶合集成 公告编号:2025-041 表决结果:2 票赞成;0 票弃权;0 票反对。 合肥晶合集成电路股份有限公司 第二届监事会第十四次会议决议公告 本公司监事会及全体监事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 一、监事会会议召开情况 合肥晶合集成电路股份有限公司(以下简称"公司")第二届监事会第十四 次会议于 2025 年 7 月 25 日以现场和通讯相结合的方式在公司会议室召开。本次 会议的通知于 2025 年 7 月 18 日以电子邮件方式送达全体监事。本次会议由监事 会主席杨国庆主持,应参加本次监事会会议的监事 3 名,实际参加本次监事会会 议的监事 3 名。 本次会议召开符合《中华人民共和国公司法》《上海证券交易所科创板股票 上市规则》等有关法律、行政法规、部门规章、规范性文件和《合肥晶合集成电 路股份有限公司章程》的规定,会议决议合法、有效。 二、监事会会议审议情况 (一)审议通过《关于公司拟对外投资暨关联交易的议案》 监事会认为:本次公司拟对外投资暨关联交易事项,遵循了平等互利的原则, 满 ...