Act II of the DeepSeek Shock: Cloud Stocks Soar Despite AI Price Destruction — Which Companies Wi...

Act II of the DeepSeek Shock: Cloud Stocks Soar Despite AI Price Destruction — Which Companies Will Take Center Stage Under Three AI Scenarios?  Moomoo

US optical communication stocks surge! 'Decoupling from China' trade intensifies—Which stocks sta...

US optical communication stocks surge! 'Decoupling from China' trade intensifies—Which stocks stand to benefit and which face risks? Investment opportunities emerging from policy battles  Moomoo

U.S. Market Outlook: According to NVIDIA, AI industry leaders have proposed cybersecurity guideli...

U.S. Market Outlook: According to NVIDIA, AI industry leaders have proposed cybersecurity guidelines; U.S. photonics stocks surged on reports of a Chinese ban on data center product imports; SpaceX faces caution in the options market amid valuation volatili  Moomoo

US Market Outlook: USD/JPY firm at 157.89 yen as US initial jobless claims came in lower than exp...

US Market Outlook: USD/JPY firm at 157.89 yen as US initial jobless claims came in lower than expected. Microsoft advances plans to open a large-scale data center in India, intensifying AI competition. Oscar Health posts strong results with Q2 revenue growth  Moomoo

[AI Earnings Rush × AI Event Season] Semiconductors, memory, optical communications, mining firms...

[AI Earnings Rush × AI Event Season] Semiconductors, memory, optical communications, mining firms pivoting to AI and AI applications... Which is the strongest theme driving markets this week?  Moomoo

U.S. Market Outlook: U.S. energy stocks fell following President Trump's decision to halt an Iran...

U.S. Market Outlook: U.S. energy stocks fell following President Trump's decision to halt an Iran strike; SpaceX's recent achievements have intensified scrutiny over Elon Musk’s AI spending; EchoStar returned to profitability in Q2 despite lower revenue  Moomoo

Historic plunge hits US Magnificent Seven! Tech stocks enter earnings-driven stock-picking market...

Historic plunge hits US Magnificent Seven! Tech stocks enter earnings-driven stock-picking market—Google and Tesla tumble, but Intel rises against the tide; which stocks deserve attention amid the AI capex boom?  Moomoo

Memory stocks rebounded sharply in the U.S. market yesterday, with AI hardware-related names also...

Memory stocks rebounded sharply in the U.S. market yesterday, with AI hardware-related names also seeing buying interest. With earnings from major tech companies approaching, what is the market watching?  Moomoo

U.S. Market Outlook: Renewed U.S.-Iran Tensions Drive Sharp Surge in Oil Prices, Weighing on U.S....

U.S. Market Outlook: Renewed U.S.-Iran Tensions Drive Sharp Surge in Oil Prices, Weighing on U.S. Equities; IBM to Acquire HRL to Bolster Quantum Strategy; Alphabet’s Stock Drops Amid Accelerated AI Investment  Moomoo

AI Computing Power Enters Its Next Battleground! Is Scale-Up the New Bottleneck? Which Stocks Ben...

AI Computing Power Enters Its Next Battleground! Is Scale-Up the New Bottleneck? Which Stocks Benefit at Each Stage? A Deep Dive into the 'Copper & Optics' Evolution Timeline  Moomoo

【Early Morning Report】 Alphabet and Tesla fall in after-hours trading on earnings; IBM sees lit...

【Early Morning Report】 Alphabet and Tesla fall in after-hours trading on earnings; IBM sees little movement; Apple plans Mac product refresh  Moomoo

[Morning Update] AI semiconductor stocks rise; Micron up 12%. SpaceX rebounds for the first time ...

[Morning Update] AI semiconductor stocks rise; Micron up 12%. SpaceX rebounds for the first time in 8 days; Nebius surges 19%. USD/JPY climbs to the 163 yen range.  Moomoo

Rebound or reversal? Does history repeat itself? Semiconductor stocks plunge sharply—will a turni...

Rebound or reversal? Does history repeat itself? Semiconductor stocks plunge sharply—will a turning point arrive amid record short interest and a flurry of earnings reports?  Moomoo

[Morning Update] Semiconductor stocks sold off again, software bought; TSMC posted strong earning...

[Morning Update] Semiconductor stocks sold off again, software bought; TSMC posted strong earnings but faced 'sell the fact' reaction, while Google's key AI model delayed  Moomoo

US market outlook: Energy stocks rise amid renewed US-Iran tensions and Red Sea blockade concerns...

US market outlook: Energy stocks rise amid renewed US-Iran tensions and Red Sea blockade concerns; Netflix plunges sharply on slowing growth and declining viewership data; Apple's market cap surpasses NVIDIA; Copper prices dip slightly, dragging dow  Moomoo

[Morning News] Intel earnings beat AI demand forecasts; Oracle signs major contract with Departme...

[Morning News] Intel earnings beat AI demand forecasts; Oracle signs major contract with Department of Defense; USD/JPY approaches 164; US announces new tariffs  Moomoo

U.S. market outlook: SK Hynix shares plunge amid post-listing earnings disappointment; Meta to in...

U.S. market outlook: SK Hynix shares plunge amid post-listing earnings disappointment; Meta to invest over $50 billion in Louisiana data center, expanding to 5GW scale; Intel to invest $5.7 billion in Irish plant to boost production capacity  Moomoo

US Market Outlook: Gold falls amid inflation and interest rate concerns, gold miners also decline...

US Market Outlook: Gold falls amid inflation and interest rate concerns, gold miners also decline; TSMC drops despite announcing $100 billion in additional US investment; Uber acquires DHER to become a global takeaway leader; Eli Lilly to acquire Atai Life  Moomoo

U.S. market outlook: ASML eases concerns over AI chip supply bottlenecks by ramping up production...

U.S. market outlook: ASML eases concerns over AI chip supply bottlenecks by ramping up production capacity; Apple's AI features to be registered with Chinese authorities for domestic service rollout; Merck & Co shares rise on positive lung cancer trial results  Moomoo

Crisis or opportunity? AI semiconductor stocks enter a bear market! Falling share prices don’t eq...

Crisis or opportunity? AI semiconductor stocks enter a bear market! Falling share prices don’t equal vanishing value—how should we view the second half of the AI race beyond the post-earnings sell-off?  Moomoo

US Market Outlook: Trump to scrap Iran deal; US military strike risks collapse of ceasefire regim...

US Market Outlook: Trump to scrap Iran deal; US military strike risks collapse of ceasefire regime. IBM plunges sharply as AI investment shift leads Q2 revenue to likely miss market expectations. JPMorgan reports record profits driven by strong M&A and equity  Moomoo

A night of reckoning for US stocks! CPI data and Chair Waller's testimony hit simultaneously! How...

A night of reckoning for US stocks! CPI data and Chair Waller's testimony hit simultaneously! How will the AI-driven market weather the triple threat of inflation, geopolitics, and rate hikes?  Moomoo

US market outlook: SK Hynix raises $26.5 billion for US listing; Circle shares surge on approval ...

US market outlook: SK Hynix raises $26.5 billion for US listing; Circle shares surge on approval to establish US trust bank; SoftBank and PayPay to invest hundreds of billions of yen in Seven & i  Moomoo

The Truth Behind SK Hynix's 27% Surge! The Mystery of the Hard-to-Eliminate 51% Premium and What’...

The Truth Behind SK Hynix's 27% Surge! The Mystery of the Hard-to-Eliminate 51% Premium and What’s Next for the Stock—Will We See a Repeat of the TSMC Myth?  Moomoo

US market outlook: Rebounding led by semiconductor stocks; buying resumes as Iran attack concerns...

US market outlook: Rebounding led by semiconductor stocks; buying resumes as Iran attack concerns ease. SK Hynix ADR indicative price at $149, up 3.1% from Korean closing price. Micron to invest $250 billion in the US by 2035, further expanding its invest  Moomoo

Key U.S. stock market events to watch in July? Focus on Mr. Waller's congressional testimony, the...

Key U.S. stock market events to watch in July? Focus on Mr. Waller's congressional testimony, the start of the U.S. earnings season, and speculation around SK Hynix's listing  Moomoo

US stocks pull back amid Broadcom's 13% plunge—ripple effects in play! Is this a prime dip-buying...

US stocks pull back amid Broadcom's 13% plunge—ripple effects in play! Is this a prime dip-buying opportunity? Where lies the next investment chance in optical communications, memory, and ASICs?  Moomoo

SpaceX sold off despite Nasdaq-100 inclusion—what is the market’s next challenge? - Moomoo

SpaceX sold off despite Nasdaq-100 inclusion—what is the market’s next challenge?  Moomoo

US market outlook: Inflation risk easing = Fed Chair Waller; Klarna surges as Swedish court order...

US market outlook: Inflation risk easing = Fed Chair Waller; Klarna surges as Swedish court orders Google to pay $1.97 billion in damages; Meta rises on reports of building a cloud business to sell excess AI computing capacity  Moomoo

US Market Outlook: SK Hynix files for ADR issuance, up to $29 billion; Qualcomm to acquire Modula...

US Market Outlook: SK Hynix files for ADR issuance, up to $29 billion; Qualcomm to acquire Modular for $4 billion to bolster AI capabilities; NEBIUS launches AI Cloud 'AI Cloud 3.6'  Moomoo

Has the 'strongest month' for US stocks arrived!? Power semiconductors—next big AI investment the...

Has the 'strongest month' for US stocks arrived!? Power semiconductors—next big AI investment theme after memory chips? Tectonic shifts in the semiconductor sector: what’s the next trend?  Moomoo

【Morning Flash】SK Hynix may pay banks a 0.5% fee for its $32 billion US listing; OPEC+ decides ...

【Morning Flash】SK Hynix may pay banks a 0.5% fee for its $32 billion US listing; OPEC+ decides to increase production for the fifth consecutive month  Moomoo

【Morning Update】U.S. launches additional strikes on Iran; crude oil futures extend gains. Space...

【Morning Update】U.S. launches additional strikes on Iran; crude oil futures extend gains. SpaceX announces new AI model; Bloom Energy targeted by short sellers  Moomoo

US market outlook: Focus on FOMC announcement and Chair Waller's remarks; Citigroup raises target...

US market outlook: Focus on FOMC announcement and Chair Waller's remarks; Citigroup raises target prices for semiconductor equipment stocks, lifting related shares; ASTS rises on successful satellite launch; Bezos says 'AI will boost employment,' expressi  Moomoo

US Market Outlook: Palantir signs state-led AI contract with NVIDIA; Rocket Lab finalizes acquisi...

US Market Outlook: Palantir signs state-led AI contract with NVIDIA; Rocket Lab finalizes acquisition agreement for Iridium; Oklo Inc rises on CEI acquisition news  Moomoo

Is this a once-in-a-lifetime US bull market!? NVIDIA's Jensen Huang reveals the 'next mega trend'...

Is this a once-in-a-lifetime US bull market!? NVIDIA's Jensen Huang reveals the 'next mega trend'! What are the two key investment opportunities and the top-pick stock to watch?  Moomoo

Arriving tonight! Chairperson Waller's debut showdown! Will the US semiconductor rally continue? ...

Arriving tonight! Chairperson Waller's debut showdown! Will the US semiconductor rally continue? Key stocks to watch after the optical communication sector plunge  Moomoo

US Market Outlook: Micron shares surge on strong earnings outlook and $22 billion investment; Ama...

US Market Outlook: Micron shares surge on strong earnings outlook and $22 billion investment; Amazon to invest another $13 billion in India; IBM unveils sub-1nm chip technology for AI  Moomoo

【Morning Report】Semiconductor stocks fall, but Dow Inc hits record highs for consecutive days; ...

【Morning Report】Semiconductor stocks fall, but Dow Inc hits record highs for consecutive days; Apple rises while Tesla plunges sharply  Moomoo

Are the US 'Magnificent Seven' obsolete!? Dramatic shifts in the tech landscape driven by SpaceX'...

Are the US 'Magnificent Seven' obsolete!? Dramatic shifts in the tech landscape driven by SpaceX's IPO and AI—where are the hidden investment opportunities in emerging groups like the 'FAB 10' and 'AI Big 10'?  Moomoo

US Market Outlook: Rocket Lab to Acquire Iridium for $8 Billion; SpaceX Rises on Nasdaq 100 Inclu...

US Market Outlook: Rocket Lab to Acquire Iridium for $8 Billion; SpaceX Rises on Nasdaq 100 Inclusion; Fuel Cell Stocks Climb as EXIM Approves $49 Million Loan  Moomoo

US market outlook: Russell index rebalancing may heighten SpaceX stock volatility; Rocket Lab sha...

US market outlook: Russell index rebalancing may heighten SpaceX stock volatility; Rocket Lab shares rise on NASA awarding two missions; Lockheed partners with Insta at Finnish maintenance facility  Moomoo

【Morning Report】Fed Chair Waller: 'Inflation Risks Have Diminished'; Micron and GM Sign Semicon...

【Morning Report】Fed Chair Waller: 'Inflation Risks Have Diminished'; Micron and GM Sign Semiconductor Supply Deal; Meta Surges 8.8%  Moomoo

[Morning Update] Micron up 16%, Apple plunges 6% on surging memory prices; OpenAI reportedly lean...

[Morning Update] Micron up 16%, Apple plunges 6% on surging memory prices; OpenAI reportedly leaning toward delaying IPO until next year  Moomoo

【Morning Flash】Middle East risk flares up again; crude oil futures rise to the $72 range. Micro...

【Morning Flash】Middle East risk flares up again; crude oil futures rise to the $72 range. Microsoft integrates in-house AI into Excel and other products.  Moomoo

US market outlook: Semiconductors and large-cap stocks decline amid concerns over US rate hikes a...

US market outlook: Semiconductors and large-cap stocks decline amid concerns over US rate hikes and rising procurement costs; SoFi acquires Composer to bolster AI-driven trading; Boundless Bio shares surge on merger announcement with Seraffa  Moomoo

US semiconductor equipment stocks surge, memory stocks follow suit! What are the 'two major inves...

US semiconductor equipment stocks surge, memory stocks follow suit! What are the 'two major investment opportunities' emerging from South Korea's unprecedented massive AI investments, and which laggard stocks deserve attention?  Moomoo

Soaring over 730%, dominating both Japanese and U.S. markets! Who’s the next ‘breakout stock’ fol...

Soaring over 730%, dominating both Japanese and U.S. markets! Who’s the next ‘breakout stock’ following SanDisk and Kioxia? We thoroughly dissect the rapidly emerging ‘hidden winner’!  Moomoo

[SK Hynix Nears U.S. Listing] Is This the 'Second Act' for AI Memory—or a Sign That the Peak Is N...

[SK Hynix Nears U.S. Listing] Is This the 'Second Act' for AI Memory—or a Sign That the Peak Is Near?! Exploring Impact on Micron and Beneficiary Stocks  Moomoo

U.S. market outlook: Iranian president to sign memorandum of understanding with the U.S. on the 1...

U.S. market outlook: Iranian president to sign memorandum of understanding with the U.S. on the 19th; Fox to acquire Roku Inc for $22 billion; Bitcoin hits a two-week high, lifting related stocks  Moomoo

【Morning Flash】SpaceX surges ~20% again on second day of listing; NVIDIA issues ¥4 trillion in ...

【Morning Flash】SpaceX surges ~20% again on second day of listing; NVIDIA issues ¥4 trillion in corporate bonds; NY crude oil briefly dips below $80, lowest in 3 months  Moomoo

[Morning Flash] SpaceX shares extend losses amid reports of possible $20B bond issuance; yen weak...

[Morning Flash] SpaceX shares extend losses amid reports of possible $20B bond issuance; yen weakens to ¥161, sparking intervention concerns; Intel and SanDisk surge over 10%  Moomoo

Feast or crisis? How long will the AI frenzy in US stocks last? Brace for a summer storm of mega ...

Feast or crisis? How long will the AI frenzy in US stocks last? Brace for a summer storm of mega IPOs and midterm elections! What’s Goldman Sachs’ ‘ultimate defensive stock list’?  Moomoo

US market outlook: Trump states Strait of Hormuz will be fully reopened by Friday; SpaceX to acqu...

US market outlook: Trump states Strait of Hormuz will be fully reopened by Friday; SpaceX to acquire Kaiser for $60 billion to bolster enterprise AI; Qualcomm shares rise on reports it's in talks to acquire Tenstorrent  Moomoo

【Morning Flash】Trump’s 2025 crypto-related income exceeds $580 million; Dow hits record highs f...

【Morning Flash】Trump’s 2025 crypto-related income exceeds $580 million; Dow hits record highs for consecutive days; USD/JPY rises to late 162 yen range  Moomoo

[Morning Flash] NVIDIA to report earnings tomorrow; US 30-year Treasury yield hits historic high ...

[Morning Flash] NVIDIA to report earnings tomorrow; US 30-year Treasury yield hits historic high above 5.19%; Trump acquires Kura Sushi shares  Moomoo

US market outlook: Hopes for Middle East peace offset concerns over a hawkish Fed, with tech-led ...

US market outlook: Hopes for Middle East peace offset concerns over a hawkish Fed, with tech-led gains expected at the open. Intel rose on reports of a US-based chip design and manufacturing partnership with Apple. Oklo Inc climbed after signing a fuel sup  Moomoo

Shockwaves in memory stocks! The explosive demand for AI is bringing a supercycle again—what are ...

Shockwaves in memory stocks! The explosive demand for AI is bringing a supercycle again—what are the winning investment opportunities and stock picks?!  Moomoo

【Morning Update】NVIDIA reports strong earnings; stock dips slightly in after-hours trading. Spa...

【Morning Update】NVIDIA reports strong earnings; stock dips slightly in after-hours trading. SpaceX files for IPO. Hopes for end to Iran conflict drive rates and crude oil lower.  Moomoo

4日の米国株相場、買い先行 ダウ平均は788ドル高 - TradingView

4日の米国株相場、買い先行 ダウ平均は788ドル高  TradingView

【Early Morning Report】U.S. military begins airstrikes on Iran in retaliation for downed helicop...

【Early Morning Report】U.S. military begins airstrikes on Iran in retaliation for downed helicopter; U.S. stock futures dip slightly. Tonight’s U.S. May CPI data sparks caution over reignited inflation concerns  Moomoo

US Market Outlook: Oil stocks rise as Trump rejects Iran's response; IREN shares fall on planned ...

US Market Outlook: Oil stocks rise as Trump rejects Iran's response; IREN shares fall on planned $2 billion convertible bond issuance; Vauban Energy aims for $7.4 billion valuation in US IPO  Moomoo

[Morning Flash] US stocks fell for the first time in three days as hopes for an end to the confli...

[Morning Flash] US stocks fell for the first time in three days as hopes for an end to the conflict receded; CoreWeave plunged after earnings. Trump to visit China, inviting NVIDIA CEO and others.  Moomoo

U.S. Market Outlook: U.S. President Donald Trump warns Iran of consequences over delayed negotiat...

U.S. Market Outlook: U.S. President Donald Trump warns Iran of consequences over delayed negotiations; U.S. semiconductor stocks fall amid renewed geopolitical concerns; Amazon secures $17.5 billion credit facility to expand AI investments  Moomoo

US Market Outlook: Nokia Announces Automated Defense Platform for Telecom and Cloud; Redwire Drop...

US Market Outlook: Nokia Announces Automated Defense Platform for Telecom and Cloud; Redwire Drops on $500M IPO Plan; OpenAI Files for US Listing as Major AI IPOs Pile Up  Moomoo

AI-related stocks in turmoil! From the OpenAI shock to emerging 'new leaders' in earnings season ...

AI-related stocks in turmoil! From the OpenAI shock to emerging 'new leaders' in earnings season – what are the investment opportunities and notable stocks to watch?  Moomoo

US Market Outlook: Crude oil falls amid hopes for a US-Iran ceasefire, softening US energy stocks...

US Market Outlook: Crude oil falls amid hopes for a US-Iran ceasefire, softening US energy stocks. Amazon to sell Ozempic at US kiosks with same-day delivery. Meta objects to UK online safety measures costs.  Moomoo

3日の米国株相場、買い先行 ダウ平均は592ドル高 - TradingView

3日の米国株相場、買い先行 ダウ平均は592ドル高  TradingView

US Market Outlook: Apple rises 3%, Q3 revenue forecast surpasses expectations significantly; Iran...

US Market Outlook: Apple rises 3%, Q3 revenue forecast surpasses expectations significantly; Iran proposes new plan to end combat with the US, according to state media; US Department of Defense reaches agreement with major AI companies; Reddit surge  Moomoo

[Morning Flash] NVIDIA 'King' Revival? Hits New All-Time High, Eyes Further Gains After M7 Earnin...

[Morning Flash] NVIDIA 'King' Revival? Hits New All-Time High, Eyes Further Gains After M7 Earnings; Microsoft and OpenAI Relationship Revised  Moomoo

[Morning Flash] Apple rises after earnings, SanDisk plunges 8%; Japanese government considers FX ...

[Morning Flash] Apple rises after earnings, SanDisk plunges 8%; Japanese government considers FX intervention; US index records largest monthly gain in 20 years  Moomoo

US Market Outlook: Crude oil prices rise amid reports on the Middle East situation; US military c...

US Market Outlook: Crude oil prices rise amid reports on the Middle East situation; US military confirms 'two ships flying the American flag successfully passed through the Strait of Hormuz'; Palantir earnings upcoming; Mr. Musk seeks settlement with OpenAI b  Moomoo

US Market Outlook: Iran Agrees to Long-Term Ceasefire Proposal and Uranium Transfer; Himex & Hers...

US Market Outlook: Iran Agrees to Long-Term Ceasefire Proposal and Uranium Transfer; Himex & Hers' $300 Million Convertible Bond Plan Fails; POET Sees Q1 Revenue Increase but Swings to Net Loss  Moomoo

Outperforming the S&P 500 by 3x! Full disclosure of 16 stocks in the "White House Basket"! AI, ra...

Outperforming the S&P 500 by 3x! Full disclosure of 16 stocks in the "White House Basket"! AI, rare earths, nuclear power... Which are the top picks benefiting from policy support?  Moomoo

【 AI時代の光ネットワークの巨人】CIEN(米国株投資) Max Schuemann (fTxtm5hlYo) - Mshale

【 AI時代の光ネットワークの巨人】CIEN(米国株投資) Max Schuemann (fTxtm5hlYo)  Mshale

[Morning Flash] U.S. stock futures rebound as President Trump announces a ceasefire extension; se...

[Morning Flash] U.S. stock futures rebound as President Trump announces a ceasefire extension; semiconductors and software bucked the trend with gains yesterday  Moomoo

30日の米国株相場、買い先行 ダウ平均は339ドル高 - TradingView

30日の米国株相場、買い先行 ダウ平均は339ドル高  TradingView

米国株アームホールディングス！インテル！飛ぶ！2026年4月25日 Robby Hoffman (352yiCUeyB) - Mshale

米国株アームホールディングス！インテル！飛ぶ！2026年4月25日 Robby Hoffman (352yiCUeyB)  Mshale

【米国株】「ARM Vs Intelの全て」性能・省電力・用途・将来性・市場シェアまで完全網羅の半導体講座！ ...

【米国株】「ARM Vs Intelの全て」性能・省電力・用途・将来性・市場シェアまで完全網羅の半導体講座！ Charlotte Nichols (By3PQTeIjR)  Mshale

2026年 6月22日付 月曜日 市況リポート、米国株式相場。 Karl Darlow (u4olC3H8tM) - Mshale

2026年 6月22日付 月曜日 市況リポート、米国株式相場。 Karl Darlow (u4olC3H8tM)  Mshale

企業分析：AMD #株式投資 #米国株 #sp500 Matt Shakman (Kc4TIPedym) - Mshale

企業分析：AMD #株式投資 #米国株 #sp500 Matt Shakman (Kc4TIPedym)  Mshale

【米国株】フィグマ（FIG）は買いか？上場後の暴落・急騰の裏にある「独占的強さ」を徹底解説 Jacob Bet...

【米国株】フィグマ（FIG）は買いか？上場後の暴落・急騰の裏にある「独占的強さ」を徹底解説 Jacob Bethell (yUM8qg0KR2)  Mshale

【米国株】ARM株やNVDA株は上がりすぎ！？大きな下落のシナリオが見えない！？【ジムクレイマー・Mad Mo...

【米国株】ARM株やNVDA株は上がりすぎ！？大きな下落のシナリオが見えない！？【ジムクレイマー・Mad Money】 Union Saint-gilloise Vs Anderlecht (39Sg6pGPa0)  Mshale

米国株C3AI,PLTR期待は裏切らないLIVE。ARMはNASDAQ上場？Nvidia,intel,IBM,Tesla月曜から夜更かし Alex...

米国株C3AI,PLTR期待は裏切らないLIVE。ARMはNASDAQ上場？Nvidia,intel,IBM,Tesla月曜から夜更かし Alexi Lalas (hhlREmVMUG)  Mshale