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03.11.26 - 02:15
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AI Earnings: 3 Reports to Watch This Week (Zacks)
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Given the recent volatility, this week's earnings releases from Super Micro Computer (SMCI), Advanced Micro Devices (AMD), and Arm Holdings (ARM) will undoubtedly be closely watched, particularly concerning the overall AI demand picture....
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02.11.26 - 18:18
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Key Events This Week: Midterms, Jobs, Earnings, Central Banks And More (ZeroHedge)
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Key Events This Week: Midterms, Jobs, Earnings, Central Banks And More
Welcome to the first business day of November, and as DB's Jim Reid writes in his Morning Reid note, the week ahead is a big one in the US and with it for global markets, with tomorrow's midterm elections and Friday's October jobs report the obvious highlights, alongside the ISM surveys and Wednesday's Treasury quarterly refunding announcement. Elsewhere, central-bank decisions are due in Australia tomorrow, Sweden on Wednesday, and the UK and Norway on Thursday, while China's private PMIs, German activity data and Japanese wages will also be in focus. Earnings remain busy too, with Apple and Palantir today, AMD tomorrow, and ARM and a broader slate later in the week. Looking at more depth at the week ahead, tomorrow's midterms will determine control of Congress for the final two years of President Trump's term. Polling suggests Democrats are favored to gain the three seats needed for a House majority, while the...
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02.11.26 - 07:30
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AMD-Aktie: Hält die 500 US$-Marke? (Sharedeals)
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Die AMD-Aktie wird nach ihrer Rekordjagd hart ausgebremst: Am Freitag stürzte der Kurs um -10,88% auf 504,80 US$ ab. Vom Allzeithoch bei 660,00 US$ hat der Halbleitertitel damit deutlich korrigiert. RSI und MACD liefern bärische Signale, während unterhalb des aktuellen Kurses noch eine große Kurslücke auf ihre Schließung wartet. Chartanalyse zur AMD-Aktie Der Kurs der […]
The post AMD-Aktie: Hält die 500 US$-Marke? first appeared on sharedeals.de....
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02.11.26 - 03:06
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Weekly news roundup: Taiwan debates talent distribution; SK Hynix looks beyond HBM (Digitimes)
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This week’s coverage highlights intensifying competition and capacity constraints across the global semiconductor industry. Taiwan faces debate over whether public R&D funding should prioritize universities and talent development. Micron workers receive unusually large bonuses amid unresolved labor negotiations. India is expanding state-level semiconductor incentives, while KLA reportedly considers local manufacturing. Memory shortages may persist through 2030, and SK Hynix is investing beyond memory. Server CPU demand is projected to surge, with AMD potentially surpassing Intel in revenue....
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