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Nvidia (NVDA) Responds to Competition Fears as Meta Explores Google’s TPUs
Yahoo Finance· 2025-11-29 11:06
NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Making Headlines on Wall Street. On November 25, Bank of America maintained a positive outlook on the stock, along with AMD and Broadcom, despite intensifying competition in the artificial intelligence chip market. The reiterated buys follows reports that Meta (META) is considering using Google’s (GOOG) TPUs in addition to its existing Nvidia GPU supply. “Late yesterday, media reports indicated the possibility of Google renting out the TPUs to Meta ...
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 ...
S&P Futures Halted Due to CME Outage
Yahoo Finance· 2025-11-28 11:15
Economic data released on Wednesday showed that U.S. durable goods orders rose +0.5% m/m in September, in line with expectations, and core durable goods orders, which exclude transportation, rose +0.6% m/m, stronger than expectations of +0.2% m/m. Also, the number of Americans filing for initial jobless claims in the past week unexpectedly fell by -6K to a 7-month low of 216K, compared with the 226K expected. At the same time, the U.S. Chicago PMI fell to 36.3 in November, weaker than expectations of 44.3.I ...
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 ...