Volkswagen is working to identify potential risks in its supply chain resulting from a trade and intellectual property row over the Chinese-owned computer chip maker Nexperia, a spokesperson for the G... ...

Parts of BMW's supplier network are affected by developments at Chinese-owned computer chip maker Nexperia, a spokesperson for the German carmaker told Reuters on Thursday. ...

Group 1: Market Performance - The S&P 500 and NASDAQ experienced their best session since May, despite ongoing trade tensions with China [2] - US markets rebounded, recovering more than half of the losses from a previous sell-off, with the NASDAQ gaining 2.2% [8] - Broadcom's stock surged nearly 10% after securing a deal with OpenAI to supply 10 gigawatts of computer chips, potentially costing up to $500 billion [9] Group 2: Trade Tensions - The US and China are escalating trade tensions, with both countries imposing additional port fees on each other's vessels [41] - China has begun collecting special charges on US-linked ships, while the US is set to roll out extra charges [42] - US Treasury Secretary Scott Bessant indicated that China's actions could negatively impact the global economy [42] Group 3: AI Industry Developments - OpenAI has signed significant deals with multiple semiconductor firms, including Broadcom, Nvidia, and Oracle, with total spending commitments exceeding $1 trillion [15] - OpenAI's estimated revenues for the year are projected to be between $15 billion and $20 billion, with expectations of a tenfold increase by 2029 [16] - Concerns are raised about the sustainability of OpenAI's profitability given the massive spending commitments compared to its revenue projections [17][18] Group 4: Geopolitical Developments - President Trump declared the end of the war in Gaza following a peace summit in Egypt, where Israeli hostages were released in exchange for Palestinian detainees [3][25] - The peace agreement aims to establish a framework for Gaza's reconstruction and governance, although significant questions remain about its implementation [30][33] - The international community, including the European Union, is expected to play a role in post-war Gaza, with discussions on funding and humanitarian access ongoing [37][38]

Weeks after a $100 billion agreement to use computer chips from Nvidia, OpenAI has signed a similar deal with a rival chipmaker. ...

All of those things would seem to suggest that this is an economy in trouble. Not so according to the economic data released in the last hour. It showed the US economy growing at the fastest pace in nearly two years, thanks to consumer spending, though apparently not on used cars.Fed Governor Stephen Myron spoke to Bloomberg ahead of that data on the next steps for the Fed. My view is not one of enormous economic pessimism. You know, I don't think the economy is about to crater. I don't think the labor mark ...

Core Insights - Micron's stock has experienced significant growth, hitting an all-time high and rallying 81% over the past 52 weeks, with analysts projecting a Q4 adjusted EPS of 282 on revenue exceeding 11 billion, indicating nearly 140% year-over-year EPS growth [1][2] Group 1: Company Performance - Micron has outperformed the broader market, increasing by 76% in the past year compared to a 17% rise in the broader market [2] - In the context of the chip sector, Micron is outperforming competitors like Intel and AMD, which focus on CPUs and GPUs, while Micron specializes in storage solutions [3] Group 2: Technical Analysis - Micron's stock has shown a series of ascending lows, with consistent resistance around 128, and a recent breakout observed [4] - Key levels to watch include a low point at 147.61 and a high point at 170.45, with the RSI indicating overbought conditions but still showing momentum [5][6] Group 3: Options Strategy - The options market is pricing in a potential 10% move in either direction, reflecting elevated implied volatility due to Micron's recent performance [8][9] - A proposed options strategy involves selling an out-of-the-money put vertical, with a potential credit of approximately $140 and a risk of about $360, providing a break-even point around 153.60, which is about 7.5% below the current share price [10][12] - The probability of the short 155 strike finishing out of the money at expiration is estimated at 68%, favoring a neutral to bullish stance [14]

Group 1 - The U.S. government has invested $5.7 billion in Intel, acquiring a 10% stake in the company [1] - Intel's CFO indicated the potential for seeking additional outside investment for its foundry business [1] - The investment announcement followed Intel's better-than-expected second-quarter results, despite an 8% drop in shares due to concerns over the foundry unit [2] Group 2 - The foundry unit, which manufactures chips for other companies, is seen as a key area for future cash raising opportunities [2] - Intel's CFO mentioned that outside investors may have opportunities in the foundry business, which could support its growth [2]

Group 1: Visa's Growth Potential - Visa processed $13.2 trillion in digital payments through 233.8 billion transactions last year, with 4.8 billion cards in circulation [4][5] - Visa benefits from multiple tailwinds including income growth, increased consumer spending, and the shift from cash to digital payments [5][6] - Revenue has increased by 171% over the past 10 years, and the company is focusing on value-added services which grew revenue by 22% year over year last quarter [6][7] - Visa's profit margins are high at 66%, and operating income is expected to double to between $50 billion and $100 billion in the next 10 years [8][9] Group 2: Taiwan Semiconductor's Explosive Growth - Taiwan Semiconductor Manufacturing Company (TSMC) is the leading manufacturer of advanced semiconductors, with a revenue growth of 250% over the past 10 years to $97 billion [11][14] - TSMC's growth is driven by the increasing demand for AI-related chips from customers like Nvidia and Advanced Micro Devices, with expectations for revenue to exceed $250 billion in the next decade [13][14] - With profit margins around 45%, TSMC could achieve over $100 billion in annual earnings, positioning it alongside current technology giants [14][15]

Group 1 - Intel Corporation (INTC) is considered a buy at the current level due to its historical significance in the semiconductor industry, particularly in computer chips and microprocessors [1] - The company has faced challenges in recent years, impacting its market position and performance [1] Group 2 - The article reflects the author's personal investment strategy, focusing on building financial assets for retirement through both long and short trading approaches [1] - The author aims to develop winning trades and improve execution of trading plans, indicating a proactive approach to investment [1]

President Donald Trump's tariffs have spooked the stock market. It is unclear what comes next in the trade war with China and other countries versus the U.S., with potentially large effects on global supply chains. This does not mean you should shy away from investing in 2025. In fact, the best move will likely be to do the opposite and lean in while others are leaning out -- with technology stocks especially. The market is fearful over how the trade war will affect the profits of large tech players in 2025 ...