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The Big 3: GCT, AVGO, KSS
Youtube· 2025-11-28 18:00
Welcome back to Trading 360. I'm Marley Kaden. It's time for the big three. We've got three stocks, three charts, three trades. Rick Ducat will take us through the charts and here to take us through the trades is Tim Bowen, chief technical trainer at stockstotrade.com. Great to have you both with us as always. Belated. Happy Thanksgiving to you, Tim. You know, love to start with a a big picture thought on the market action now that we actually have market action after the outage we saw overnight. >> Yeah. U ...
Intel stock jumps as tech analyst says Apple may tap its foundry for future M-series chips
Invezz· 2025-11-28 17:20
Intel Corp. shares rose more than 8% on Friday after noted technology analyst Ming-Chi Kuo of TF International Securities said the US chipmaker could become a foundry supplier for upcoming generations... ...
What Is Going On With SanDisk Stock?
Forbes· 2025-11-28 15:50
Core Insights - SanDisk's stock surged over 300% in three months due to consistent revenue growth and a shift in investor sentiment [2][4] - Key factors include an earnings surprise, inclusion in the S&P 500, and heightened excitement around innovation and demand [2][4] Financial Performance - The stock experienced a 323% increase, driven by an 8% rise in revenue and a 292% increase in its price-to-sales (P/S) multiple [4] - SanDisk reported a robust Q1 FY26 with a 23% year-over-year sales growth [8] Market Position - SanDisk will join the S&P 500 index on November 28, 2025, which is expected to further enhance its market visibility [8] - Strong demand for NAND flash in data centers and AI applications has contributed to the stock's growth [8] Product Development - The launch of a new 1TB USB-C flash drive has generated significant market interest [8] - Analysts have reaffirmed Buy recommendations and raised price targets for SanDisk [8]
Google's TPU momentum could create new winners across the AI supply chain: these stocks could benefit
Invezz· 2025-11-28 14:56
The artificial intelligence hardware landscape is showing early signs of realignment, as analysts at Citrini Research point to growing traction for Google's tensor processing units, or TPUs. ...
强一股份科创板IPO注册生效
Bei Jing Shang Bao· 2025-11-28 13:36
此次冲击上市,强一股份拟募集资金约15亿元,扣除发行费用后,将投资于南通探针卡研发及生产项 目、苏州总部及研发中心建设项目。 据了解,强一股份是一家专注于服务半导体设计与制造的高新技术企业,聚焦晶圆测试核心硬件探针卡 的研发、设计、生产与销售。公司IPO于2024年12月30日获得受理,2025年1月22日进入问询阶段, 2025年11月12日上会获得通过,并于11月14日提交注册。 北京商报讯(记者 马换换 李佳雪)11月27日,上交所官网显示,强一半导体(苏州)股份有限公司 (以下简称"强一股份")科创板IPO已注册生效。 ...
How To Resolve The Housing Logjam
Seeking Alpha· 2025-11-28 11:50
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Spotify.Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here is the latest in trending: More time off: Trading was halted at CME, impacting everything from forex and commodities to futures. Here's what happened.On the m ...
摇摆的乐观:短期东风,长期风险-全球宏观会议要点-Shaky Optimism_ Short-term tailwinds, long-term risks_ Highlights from J.P. Morgan‘s 2025 Global Macro Conference
2025-11-28 09:29
Chair of Global Research Joyce Chang AC (1-212) 834-4203 joyce.chang@jpmorgan.com Strategic Research J P M O R G A N Strategic Research 24 November 2025 Shaky Optimism: Short-term tailwinds, long-term risks Highlights from J.P. Morgan's 2025 Global Macro Conference Investors remain constructive on the outlook for the US economy and markets, and see higher capex, AI validation and deregulation as tailwinds that should support market performance going into 2026. However, the fiscal deficit remains elevated, a ...
SemiLEDs Reports Fourth Quarter and Fiscal Year End 2025 Financial Results
Businesswire· 2025-11-28 09:00
Nov 28, 2025 4:00 AM Eastern Standard Time HSINCHU, Taiwan--(BUSINESS WIRE)--SemiLEDs Corporation (NASDAQ: LEDS), "SemiLEDs†or the "Company,†a developer and manufacturer of LED chips and LED components, today announced its financial results for the fourth quarter and full fiscal year, ended August 31, 2025. Revenue for the fourth quarter of fiscal 2025 was $13.2 million, compared to $17.7 million in the third quarter of fiscal 2025. GAAP net loss attributable to SemiLEDs stockholders for the fourth quarter ...
又一个重磅题材信号来了!
Ge Long Hui A P P· 2025-11-28 08:42
万万没想到,在手机行业深陷"元器件涨价潮"、多数品牌被动提价的背景下,某为Mate80系列竟然 是"加量降价"的反向操作,直接把友商整破防了! 在带着麒麟9030芯片、鸿蒙6系统这些"满配buff"、全系性能提升35%-42%前提下,Mate80系标准版起 售价比上代直降800元至4699元,Pro及ProMax版本降价500元。 再加上电商平台的补贴再减几百,实际降价幅度甚至最高能达千元。 在此之前,由于高通骁龙 8 芯片涨了三成,DRAM 内存半年翻两倍,NAND 闪存价格飙到飞起还缺 货,整个安卓阵营组件都在准备 各种"涨价剧本"。小米Redmi K90系列刚涨完100-400元,荣耀500系列 备好了200元的涨价公告,OPPO、vivo的新品定价表都已传到经销商手里,就连供应链都默认 "今年旗 舰机涨价是板上钉钉"。 没想到,某为这么一招,一下子让其他友商同等价位的机型几乎失去了可比性,就等于是掀桌子了。 在发布会当天台下的友商们,听得手心全是汗。 据说当晚多个品牌的高管连夜开会商讨对策,紧急叫停了第二天的涨价官宣,让市场部连夜加班改海 报、撤文案。 某为敢在DRAM半年涨幅超200%、NAND年内 ...
【掘金行业龙头】光刻胶+电子树脂,公司产品已应用于英伟达、华为等终端厂商的服务器,联合韩国企业切入光刻胶材料领域
财联社· 2025-11-28 04:34
《电报解读》是一款主打时效性和专业性的即时资讯解读产品。侧重于挖掘重要事件的投资价值、分析 产业链公司以及解读重磅政策的要点。即时为用户提供快讯信息对市场影响的投资参考,将信息的价值 用专业的视角、朴素的语言、图文并茂的方式呈现给用户。 光刻胶+电子树脂,产品已应用于英伟达、华为等终端厂商的服务器,投建AI、低轨卫星所需高端电子树 脂项目年营收可达20亿元,联合韩国企业切入光刻胶材料领域,这家公司光学膜产品用于消费电子、通讯 网络等领域。 前言 ...