Nasdaq, Dow Jones recover as new Trump tariffs begin, IMB and Salesforce rebound Proactive uses images sourced from Shutterstock 11:30am: Rally resumes US stocks have recovered some of Monday’s losses, with the Nasdaq up 0.9%, the Dow Jones up 0.8% and the S&P 500 up 0.6% late morning. “Most global stock indices recovered despite mixed economic data while cryptocurrencies stayed under pressure amid investor fatigue,” IG chief technical analyst Axel Rudolph said. “While Bitcoin dipped below the $63,000 ...

We're back on Morning Trade Live. AMD is moving higher this morning after announcing an expanded partnership with Meta. More on that with Marley momentarily.But take a closer look at this one-year chart comparing AMD and Nvidia. AMD is the clear out performer over the last 12 months, up more than 95% year-over-year. Nvidia has traded largely sideways over the last 6 months, but is still up more than 45% during that time frame.As we said, AMD is the focus of the morning trades. are joining us for a closer lo ...

Core Viewpoint - AMD has announced a significant new AI partnership with Meta, highlighting its strategic focus on artificial intelligence and collaboration with major tech players [2]. Group 1: Partnership Details - The partnership between AMD and Meta is aimed at enhancing AI capabilities, which is a critical area of growth for both companies [2]. - The announcement was made during a conference call, indicating the importance of this collaboration to AMD's financial strategy [2][3]. Group 2: Leadership Involvement - Key participants in the conference call included Dr. Lisa Su, Chair and CEO of AMD, and Jean Hu, Executive Vice President, CFO, and Treasurer, emphasizing the leadership's commitment to this initiative [3].

Micron Technology (MU) has carried its momentum into 2026, with shares climbing 49% year-to-date (YTD) and reaching a record high of $455.50. The rally reflects robust demand for the company’s memory and storage solutions, driven by accelerated spending on artificial intelligence (AI) infrastructure. At the same time, an improving pricing environment across the memory market, driven by supply constraints, has strengthened margins and enhanced the company’s earnings trajectory, supporting its share price. ...

釜山市于1月28日至30日在国立釜庆大学举办"2026 Power up WBG半导体研讨会"，来自中国、日 本、韩国产学研政界约50名专家参会，围绕宽禁带（WBG）半导体技术动向与合作方案展开讨论。 WBG半导体以氮化镓（GaN）、碳化硅（SiC）等材料为基础，相较传统硅半导体具备更高能效，并能 在高温、高功率环境下稳定运行，是电动汽车、可再生能源及电网领域的关键技术。 研讨会汇集日本名古屋大学、名城大学学者及材料企业Orbray等业内核心力量，分享SiC、GaN及 金刚石半导体等前沿研究成果。与会人员还将参访机张功率半导体中心及本地企业，探讨研究成果产业 化路径。釜山市计划借此强化连接日本材料与设备技术、中国半导体应用技术及韩国研究实力的"东北 亚半导体三角合作网络"，并推进设立国际联合研究中心。市长朴亨埈表示，将通过跨国技术合作提升 釜山半导体产业生态的全球竞争力。 （原标题：釜山加速布局功率半导体产业, 打造东北亚技术枢纽） 据韩国《国民日报》1月28日报道, 釜山市正将功率半导体确立为未来核心战略产业，加快推进建设 东北亚技术枢纽的进程。 为加强国际合作与联合研究基础，釜山推动中日韩三国研究机构与企 ...

Micron Technology ( MU ) remains the most competitive US manufacturer in the memory market, supporting the continuation of the supercycle and the development of network infrastructure. American products are important in the memory segmentMy professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment ana ...

POET Technologies stock is surging to new heights today. What’s fueling POET momentum?MMCAP Discloses 10% Passive StakeThe position includes more than 1.5 million shares already held and nearly 13 million additional shares issuable upon the exercise of warrants that are currently exercisable. The disclosure reflects holdings as of Dec. 31, 2025 and was signed Feb. 17.Institutional Stake Signals Investor ConfidenceTraders often view new or increased positions by specialized institutional investors as a vote ...

（文章来源：每日经济新闻） 每经AI快讯，2月24日，英特尔日内涨幅扩大至5%。 ...

半导体行业作为科创板重点支持的"硬科技"领域，其IPO上市流程既遵循科创板通用规则，又因技术密集、资金密集、产业链复 杂等特性，在审核中需重点关注技术先进性、产业链安全性、研发投入等核心要点。以下从上市流程和核心要点两方面展开分 析： 一、科创板IPO上市整体流程 科创板IPO上市流程可分为前期准备、申报与受理、审核问询、注册、发行上市五大阶段，各阶段耗时通常为6-12个月（注册制 下效率较高）。 1. 前期准备阶段（3-6个月） 2. 申报与受理阶段（1-2个月） 3. 审核问询阶段（2-3个月） 4. 注册阶段（20个工作日） 通过上交所审核后，提交中国证监会注册。证监会重点关注审核程序合规性及信息披露完整性，不重复审核，但可能对重大问 题（如技术真实性存疑）要求进一步核查。 自我评估与定位：企业需对照科创板"硬科技"定位（新一代信息技术、高端装备等），重点论证是否符合"4+5"科创属性 评价指标（研发投入占比、发明专利数量、营收增长等）。半导体企业通常属于"新一代信息技术"领域，需突出技术自主 性（如芯片设计、制造、封测、设备/材料等细分环节的创新能力）。 中介机构选聘：聘请保荐券商（需具备科创板项目经 ...

The US Dec S&P composite-20 home price index rose +0.47% m/m and +1.38% y/y, stronger than expectations of +0.30% m/m and +1.30% y/y.Geopolitical risks are a negative for stocks. US-Iran nuclear talks are scheduled to resume on Thursday in Geneva, and Iranian Foreign Minister Araghchi said he saw a “good chance” of a diplomatic solution to the standoff over his country’s nuclear program. Last Friday, President Trump said that he’s considering a limited military strike on Iran to ramp up pressure on the coun ...