NVDA

Últimas noticias sobre NVIDIA (NASDAQ:NVDA) Bolsa

NVIDIA

Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.

Equities

Large Cap

AIPI

AMZN

CRWD

LRNZ

CrowdStrike, AWS y NVIDIA lanzan un acelerador para startups de ciberseguridad e IA. Oportunidades de inversión y financiación hasta 2025.

CrowdStrike, Amazon y NVIDIA se unen para potenciar a las startups de ciberseguridad

Long Ideas

Tech

Trading Ideas

GOOG

GOOGL

MSFT

ORCL

Oracle crece silenciosamente en la nube y la IA, con un aumento del 49 % en 2023, superando a Meta y acercándose a Nvidia en innovación.

Oracle (ORCL) acelera en la nube y la IA, superando a Meta y acercándose a Nvidia

Technicals

DELL

SMCI

TSLA

Las acciones de Super Micro Computer (SMCI) caen un 65% desde su máximo. Descubre el análisis técnico y los riesgos del auge de la IA.

Super Micro Computer (SMCI) lucha contra la volatilidad de la inteligencia artificial

NVIDIA Corp

NVIDIA ORD

Nvidia Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Apple Inc.&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) key suppliers — Hon Hai Precision Industry Co. Ltd. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/HNHPF#OTC">HNHPF</a>), popularly known as Foxconn, Pegatron Corp. (OTC:<a class="ticker" href="https://www.benzinga.com/stock/PGTRF#OTC">PGTRF</a>), and Quanta Computer (OTC:<a class="ticker" href="https://www.benzinga.com/stock/QUCCF#OTC">QUCCF</a>) — plan to quickly increase U.S. investments <a href="https://www.benzinga.com/markets/24/11/41869001/heres-how-trumps-policies-might-shape-the-markets-future">should trade policies shift</a> under Donald Trump&#8217;s second term.
What Happened: Foxconn chairman Young Liu announced on Thursday that the company is ready to expand its U.S. operations. The company is a leading contract electronics manufacturer and has substantial production bases in Texas, Wisconsin, and Ohio.
&#8220;We can very quickly adjust&nbsp;our investment if necessary,&#8221; Liu said at an investor&#8217;s conference, <a href="https://asia.nikkei.com/Spotlight/Supply-Chain/Nvidia-and-Apple-suppliers-ready-to-boost-U.S.-investments-under-Trump">reported</a> Nikkei Asia.
Pegatron, a key supplier to Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), and Apple, is also prepared to respond swiftly to any policy changes.
&#8220;If necessary, we can quickly convert [our repair facility in Indiana] into production lines to accommodate policy changes [such as tariffs],&#8221; co-CEO Johnson Deng told investors, according to the report.
See Also: <a href="https://www.benzinga.com/markets/cryptocurrency/24/11/41927379/elon-musk-says-the-prophecy-has-been-fulfilled-peanut-the-squirrel-themed-meme-coin-spikes-11?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Elon Musk Says The &#8216;Prophecy Has Been Fulfilled&#8217; — Peanut The Squirrel-Themed Meme Coin Spikes 11%</a>
Quanta Computer&#8217;s cloud-computing subsidiary, QCT, is ready to expand its manufacturing capacity in California if needed, said the company&#8217;s president, Mike Yang.
&#8220;We have continued to expand our capacity there in the past two years and have space to further expand anytime if needed. We also have a footprint in Thailand as well.&#8221;
Why It Matters: During his campaign, Trump underscored his &#8220;America First&#8221; agenda and warned of <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41953220/dollar-powers-to-4-month-highs-against-yen-trump-tariff-expectations-spark-carry-trade-frenzy">potential tariffs on various countries</a>, creating uncertainty for the tech supply chain.
Despite these political uncertainties, Foxconn and other leading tech suppliers continue to view artificial intelligence as the key growth driver for the industry through 2025, the report noted.
The stock market and cryptocurrency sector have seen <a href="https://www.benzinga.com/general/social-media/24/11/41912771/trump-presidency-magnificent-7-stock-impact-benzinga-readers-pick-tech-titan-at-most-risk-following-2024-election">significant growth since Trump&#8217;s victory</a>, with major U.S. stock indexes hitting record highs since Trump&#8217;s win against Vice President Kamala Harris.
Earlier this week, Yang Chin-long, the governor of Taiwan's central bank, <a href="https://www.benzinga.com/news/global/24/11/41972365/tsmcs-65b-investment-in-us-will-help-avoid-trade-imbalance-says-taiwan-central-bank-governor-as-trump-returns-to-white-house">voiced optimism about</a> Taiwan Semiconductor Manufacturing Co.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) upcoming $65 billion investment in U.S. factories.
&#8220;Chips and information and telecommunications products are what the U.S. needs most. I don't think the United States would penalize Taiwan,&#8221; he said during a legislative session on Thursday.
Read Next:
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<li><a href="https://www.benzinga.com/markets/cryptocurrency/24/11/41931993/dogecoin-tumbles-despite-elon-musk-vivek-ramaswamys-doge-appointment-this-is-what-indicators-tell-about-its-next-moves?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Dogecoin Tumbles Despite Elon Musk, Vivek Ramaswamy&#8217;s &#8216;DOGE&#8217; Appointment: This Is What Indicators Tell About Its Next Moves</a></li>
</ul>
Disclaimer: This content was partially produced with the help of <a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a> and was reviewed and published by Benzinga editors.
Photo courtesy: Shutterstock

News

Markets

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AAPL

HNHPF

PGTRF

QUCCF

Nvidia, Apple Suppliers Brace For Trump's Return: Foxconn, Pegatron, Quanta Prepare For Rapid US Investment Boom

Editor&#8217;s Note: The article was changed to reflect Renaissance Technologies, not Jim Simons, who passed away in May 2024.
In its third-quarter update, Renaissance Technologies, founded by the late <a href="https://www.benzinga.com/topic/jim-simons">famed "Quant King</a>&#8221; Jim Simons, showcased some notable pivots within its $66.5 billion portfolio.
<h1 class="wp-block-heading">Microsoft Stake, Trims Other Tech Names</h1>
Renaissance Technologies increased its stake in Microsoft Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>), betting on the tech giant's expansion in cloud and AI sectors, Renaissance revealed in a <a href="https://www.sec.gov/Archives/edgar/data/1037389/000103738924000091/xslForm13F_X02/primary_doc.xml">Wednesday SEC filing</a>.
At the same time, the company pared back investments in high-growth stocks such as Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) and NVIDIA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>). Nvidia's AI boom and Tesla's market lead in EVs didn't deter the company from reducing exposure, perhaps as a hedge against market corrections.
Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) was also scaled back, suggesting Renaissance might be positioning itself more defensively as tech valuations reach historic highs.
Renaissance's move to fortify positions in well-established tech names could signal a more cautious stance on speculative growth.
<h1 class="wp-block-heading">Palantir Takes The Lead In Renaissance's Portfolio</h1>
Among all the holdings, Palantir Technologies Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NYSE">PLTR</a>) now stands as Renaissance's largest position, making up 2.15% of the portfolio. Known for its deep government contracts and burgeoning AI applications, Palantir's data-centric profile aligns well with Renaissance&#8217;s quant-driven approach.
This shift highlights a strategic tilt toward resilient, data-focused tech plays, reflecting the company&#8217;s long-term confidence in the power of predictive analytics and secure data solutions.
Read Also: <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/11/41972288/can-palantir-sustain-its-300x-valuation-after-climbing-266-this-year">Can Palantir Sustain Its 300X Valuation After Climbing 266% This Year?</a>
<h1 class="wp-block-heading">Top Buys: Microsoft, Apple, Cisco</h1>
Alongside Microsoft, Renaissance added significantly to Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Cisco Systems Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>). This trio signals a preference for big-cap stability in a year marked by market volatility.
While Microsoft's AI and cloud growth makes it a solid pick, Apple and Cisco bring diverse revenue streams, from consumer tech to networking infrastructure, giving Renaissance a balanced tech exposure.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/tech/24/11/41973572/ray-dalios-bridgewater-cuts-stake-in-microsoft-stock-by-20-is-big-tech-losing-its-shine">Ray Dalio&#8217;s Bridgewater Cuts Stake In Microsoft Stock By 20% – Is Big Tech Losing Its Shine?</a></li>
</ul>
Photo: Shutterstock

Hedge Funds

AVGO

CSCO

PLTR

Renaissance Technologies Shifts Gears: Microsoft In, Tesla Out, Palantir On Top [CORRECTED]

NNOX

RXRX

Nvidia 13F Shows Decreased Stake In Arm Holdings By 13% From 320,823 To 280,411 Shares; Decreased Stake In Recursion Pharmaceuticals By 12% From 57,797 To 50,784 Shares; Decreased Stake In Nano X Imaging Ltd By 17% From 437 To 362 Shares

SERV

SOUN

Nvidia 13F Shows Increased Stake In Serve Robotics Inc By 308% From 7,267 To 29,629 Shares; Increased Stake In SoundHound AI By 18% From 6,836 To 8,065 Shares

APLD

13F Shows Nvidia Corp Added Stake In Applied Digital Corp With 7,716,050 Shares

Legendary investor Ken Fisher's hedge fund, Fisher Asset Management, grew the value of its portfolio by more than $14 billion dollars <a href="https://www.benzinga.com/personal-finance/24/09/41030896/why-ken-fisher-says-capital-preservation-could-cost-you-big-in-retirement">in the last quarter</a>.
Here's a look at the fund's most significant trades.  
Top Holdings: Fisher Asset Management reported approximately $244 billion in assets under management (AUM), according to an SEC<a href="https://www.sec.gov/Archives/edgar/data/850529/000085052924000012/xslForm13F_X02/primary_doc.xml"> filing</a>. 
Read Next: <a href="https://www.benzinga.com/trading-ideas/movers/24/11/41949068/bitcoin-could-reach-1-million-by-2037-economist-says-buy-of-a-lifetime-opportunity">Bitcoin Could Reach $1 Million By 2037, Economist Says: &#8216;Buy Of A Lifetime&#8217; Opportunity</a>
The firm also added small amounts to each of its top five positions: 
<ul>
<li>Apple, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>)</li>
<li>Microsoft Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MSFT#NASDAQ">MSFT</a>)</li>
<li>NVIDIA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>)</li>
<li>Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) and </li>
<li>Alphabet, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GOOGL#NASDAQ">GOOGL</a>). </li>
</ul>
Top Buys: Fisher Asset Management's top buy in terms of value was $2.09 billion in shares of the iShares 7-10 Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IEF#NASDAQ">IEF</a>) which provides targeted exposure to U.S. Treasury bonds with remaining maturities between seven and ten years. Treasury bonds are generally considered low-risk investments, which can help balance riskier assets in a diversified portfolio. 
The fund's second and third-largest buys were $850 million in shares of JPMorgan Chase &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>) and $490 million worth of shares of oil and natural gas producer ConocoPhillips (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COP#NYSE">COP</a>). 
Top Sells: The hedge fund's top sells by value were $1.35 billion in shares of the iShares iBoxx $ Investment Grade Corporate Bond ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LQD#NYSE">LQD</a>), $750 million worth of Walt Disney Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) shares and $710 million in shares of Ford Motor Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/F#NYSE">F</a>). 
New Holdings: One of the fund's most notable new holdings is Nu Holdings Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NU#NYSE">NU</a>), a digital banking services provider also backed by Warren Buffett. Fisher Asset management opened a position in Nu Holdings with approximately 7.23 million shares valued at more than $98.7 million.&nbsp;
The hedge fund also took a $28.3 million new position in wealth manager UBS Group AG (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBS#NYSE">UBS</a>) and opened a $17.2 million position in the iShares MSCI China A ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/CNYA#BATS">CNYA</a>), which tracks an index composed of Chinese equities available to international investors.
Why It Matters: Hedge funds often use sophisticated investment strategies and have access to extensive research which can provide insights into emerging market trends. Individual investors can track hedge funds for investment ideas, successful strategies or compare their own performance against professional investors.&nbsp;
Read Next:&nbsp;
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<li><a href="https://www.benzinga.com/general/biotech/24/11/41822473/trumps-potential-health-czar-robert-f-kennedy-jr-rattles-vaccine-stocks-shoot-first-reaction">Trump&#8217;s Potential &#8216;Health Czar&#8217; Robert F. Kennedy Jr. Rattles Vaccine Stocks: &#8216;Shoot First Reaction&#8217;</a></li>
</ul>
Image: Shutterstock

Movers

CNYA

iShares Trust Barclays 7-10 Year Treasury Bond Fund

Here's How Billionaire Ken Fisher's Hedge Fund Made $14 Billion Last Quarter

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) is preparing to launch its latest technology for humanoid robots in the first half of 2025 as part of its strategy to enter the fast-evolving robotics industry. The company aims to establish a strong foothold by offering advanced computing solutions tailored for AI-driven robots, the Wall Street Journal <a target="_blank" href="https://www.wsj.com/tech/nvidia-readies-jetson-thor-computers-for-humanoid-robots-in-2025-76cce094?mod=tech_lead_pos3" rel="noreferrer noopener">cites</a> a senior executive.
The new Jetson Thor computers were introduced earlier this year and are designed to enhance the capabilities of human-like robots.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/24/11/41951575/taiwan-semi-boosts-advanced-chipmaking-with-record-euv-expansion-grabs-56-global-share" rel="noreferrer noopener">Taiwan Semi Boosts Advanced Chipmaking with Record EUV Expansion, Grabs 56% Global Share</a>
The technology aims to leverage advancements in artificial intelligence, boost robot autonomy, and improve their interactions with people and their environments.
Nvidia&#8217;s Jetson Thor marks the latest addition to its Jetson platform, a series of compact, high-performance computers developed for AI applications.
During Nvidia&#8217;s annual conference in March, CEO Jensen Huang highlighted the company&#8217;s commitment to the robotics sector, demonstrating several robots powered by Nvidia&#8217;s chips. Rather than building robots, Nvidia intends to provide the underlying technology, similar to how Google supplies Android for smartphones.
Nvidia aims to cater to a broad, fragmented market of numerous robot manufacturers, contrasting with the smartphone industry, which a few large players dominate.
Deepu Talla, Nvidia&#8217;s Vice President of Robotics and Edge Computing, told the WSJ that the company has formed strategic partnerships with industry leaders like Siemens and Universal Robots to integrate its platform into various robotics solutions.
Talla emphasized that Nvidia&#8217;s role is to supply the computing platform for robots, while companies like Tesla Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) lead the development of physical robotic systems.
<figure class="wp-block-image size-full"><img loading="lazy" decoding="async" width="750" height="650" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14064156/newplot-7.png" alt="" class="wp-image-647702" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14064156/newplot-7.png 750w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14064156/newplot-7-300x260.png 300w" sizes="(max-width: 750px) 100vw, 750px" /></figure>
Tesla&#8217;s humanoid robot, Optimus, is set to begin limited production by late 2025, with plans for broader commercial availability by 2026. Nvidia is already providing key technology components to support Tesla&#8217;s robotics initiatives.
Nvidia <a target="_blank" href="https://www.benzinga.com/news/24/11/41799600/nvidia-partners-with-ai-startup-hugging-face-to-supercharge-open-source-robotics" rel="noreferrer noopener">joined forces with</a> Hugging Face to boost robotics innovation using open-source AI technology.
At the Conference for Robot Learning (CoRL) in Munich, Germany, the two companies unveiled a partnership to speed up robotics research by bringing together their open-source communities.
The alliance integrates Hugging Face&#8217;s LeRobot AI platform with Nvidia&#8217;s AI, Omniverse, and Isaac&#8217;s robotics systems, aiming to drive progress in manufacturing, healthcare, and logistics.
Nvidia stock surged 204% year-to-date.
Morgan Stanley&#8217;s Joseph Moore noted that Nvidia&#8217;s upcoming <a target="_blank" href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41883803/nvidias-blackwell-chip-revenue-could-hit-6-billion-next-quarter-analyst" rel="noreferrer noopener">Blackwell chip launch</a> is driving substantial revenue, potentially contributing $5 billion—$6 billion in the first quarter.
Moore highlights new growth catalysts for Nvidia, including AI PCs, autonomous vehicles, and per-car software licensing revenue.
Nvidia&#8217;s Data Center business is expected to lead long-term growth, powered by strong demand for AI and machine learning hardware.
Investors can gain exposure to Nvidia through SPDR S&amp;P 500 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and iShares Core S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVV#NYSE">IVV</a>).
Price Action: NVDA stock is up 0.80% at $147.45 at the last check Thursday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/24/11/41951274/nutanix-catalysts-include-hci-growth-vmware-market-share-shift-and-ai-demand-analyst" target="_blank" rel="noreferrer noopener">Nutanix Catalysts Include HCI Growth, VMware Market Share Shift, And AI Demand: Analyst</a></li>
</ul>
Photo via Shutterstock

NFLX

Nvidia Powers Tesla's Humanoid Robots With New AI Tech: Here's What To Expect In 2025

Wedbush analyst Matt Bryson maintains NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with a Outperform and raises the price target from $138 to $160.

Price Target

Analyst Ratings

Wedbush Maintains Outperform on NVIDIA, Raises Price Target to $160

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVDA</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$149.00</td>
<td>$25.6K</td>
<td>37.8K</td>
<td>114.6K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$227.50</td>
<td>$56.3K</td>
<td>4.2K</td>
<td>9.3K</td>
</tr>
<tr>
<td>ENPH</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$62.00</td>
<td>$83.6K</td>
<td>891</td>
<td>2.2K</td>
</tr>
<tr>
<td>IREN</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$8.00</td>
<td>$74.0K</td>
<td>4.3K</td>
<td>1.2K</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$64.00</td>
<td>$32.1K</td>
<td>2.9K</td>
<td>376</td>
</tr>
<tr>
<td>AVGO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$170.00</td>
<td>$37.5K</td>
<td>5.7K</td>
<td>356</td>
</tr>
<tr>
<td>TSM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$190.00</td>
<td>$25.8K</td>
<td>1.2K</td>
<td>278</td>
</tr>
<tr>
<td>CIFR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$3.00</td>
<td>$72.1K</td>
<td>1.7K</td>
<td>230</td>
</tr>
<tr>
<td>CSCO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/15/24</td>
<td>$53.00</td>
<td>$36.0K</td>
<td>221</td>
<td>215</td>
</tr>
<tr>
<td>LRCX</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$75.00</td>
<td>$33.8K</td>
<td>861</td>
<td>192</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding NVDA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>), we observe a call option trade with bearish sentiment. It expires in 1 day(s) on November 15, 2024. Parties traded 400 contract(s) at a $149.00 strike. The total cost received by the writing party (or parties) was $25.6K, with a price of $64.0 per contract. There were 37833 open contracts at this strike prior to today, and today 114646 contract(s) were bought and sold. 
• Regarding AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we observe a put option sweep with bearish sentiment. It expires in 1 day(s) on November 15, 2024. Parties traded 397 contract(s) at a $227.50 strike. This particular put needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $56.3K, with a price of $142.0 per contract. There were 4209 open contracts at this strike prior to today, and today 9333 contract(s) were bought and sold. 
• For ENPH (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENPH#NASDAQ">ENPH</a>), we notice a call option sweep that happens to be bullish, expiring in 1 day(s) on November 15, 2024. This event was a transfer of 836 contract(s) at a $62.00 strike. This particular call needed to be split into 58 different trades to become filled. The total cost received by the writing party (or parties) was $83.6K, with a price of $101.0 per contract. There were 891 open contracts at this strike prior to today, and today 2269 contract(s) were bought and sold. 
• For IREN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IREN#NASDAQ">IREN</a>), we notice a call option sweep that happens to be bearish, expiring in 127 day(s) on March 21, 2025. This event was a transfer of 200 contract(s) at a $8.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $74.0K, with a price of $370.0 per contract. There were 4316 open contracts at this strike prior to today, and today 1217 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a put option trade with bullish sentiment. It expires in 36 day(s) on December 20, 2024. Parties traded 7 contract(s) at a $64.00 strike. The total cost received by the writing party (or parties) was $32.1K, with a price of $4597.0 per contract. There were 2961 open contracts at this strike prior to today, and today 376 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a call option sweep that happens to be bearish, expiring in 1 day(s) on November 15, 2024. This event was a transfer of 158 contract(s) at a $170.00 strike. This particular call needed to be split into 8 different trades to become filled. The total cost received by the writing party (or parties) was $37.5K, with a price of $239.0 per contract. There were 5758 open contracts at this strike prior to today, and today 356 contract(s) were bought and sold. 
• Regarding TSM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>), we observe a call option trade with bearish sentiment. It expires in 99 day(s) on February 21, 2025. Parties traded 17 contract(s) at a $190.00 strike. The total cost received by the writing party (or parties) was $25.8K, with a price of $1518.0 per contract. There were 1276 open contracts at this strike prior to today, and today 278 contract(s) were bought and sold. 
• For CIFR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CIFR#NASDAQ">CIFR</a>), we notice a call option sweep that happens to be bearish, expiring in 127 day(s) on March 21, 2025. This event was a transfer of 200 contract(s) at a $3.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $72.1K, with a price of $365.0 per contract. There were 1726 open contracts at this strike prior to today, and today 230 contract(s) were bought and sold. 
• For CSCO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>), we notice a call option sweep that happens to be bearish, expiring in 1 day(s) on November 15, 2024. This event was a transfer of 70 contract(s) at a $53.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $36.0K, with a price of $515.0 per contract. There were 221 open contracts at this strike prior to today, and today 215 contract(s) were bought and sold. 
• For LRCX (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), we notice a put option sweep that happens to be bullish, expiring in 64 day(s) on January 17, 2025. This event was a transfer of 72 contract(s) at a $75.00 strike. This particular put needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $33.8K, with a price of $469.0 per contract. There were 861 open contracts at this strike prior to today, and today 192 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

CIFR

ENPH

IREN

LRCX

10 Information Technology Stocks Whale Activity In Today's Session

Nvidia&#8217;s CEO, Jensen Huang, shared something surprising during a Fireside Chat at the CASPA 2023 Annual <a href="https://www.youtube.com/watch?v=z8cAXOys3bI">Conference</a>. He said that Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) has no long-term plan. This might sound strange coming from the leader of a Big Tech company, but Huang had a simple reason: focus on the present.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">Why Jensen Huang doesn't wear a watch: <a href="https://t.co/i1RW625mdI">pic.twitter.com/i1RW625mdI</a>
&mdash; Arjun Khemani (@arjunkhemani) <a href="https://twitter.com/arjunkhemani/status/1855613536187142367?ref_src=twsrc%5Etfw">November 10, 2024</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
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Huang said that both in his personal life and in leading Nvidia, he doesn't believe in stressing over long-term plans. In fact, he doesn't even wear a watch – on purpose. This choice reflects his belief that the most important time is right now. This mindset, he says, is what <a href="https://www.benzinga.com/markets/equities/24/05/38911606/nvidias-2-trillion-success-story-how-an-act-of-kindness-from-a-top-sega-executive-saved-the-jens">has made Nvidia successful</a>, from graphics cards to artificial intelligence. Instead of worrying about the future, Nvidia works on solving today's problems in the best way possible.
This way of thinking has helped Nvidia become important in gaming, AI, robotics <a href="https://www.benzinga.com/markets/equities/24/09/40939729/energy-meets-ai-schlumberger-teams-up-with-nvidia-to-supercharge-industry-efficiency">and even climate modeling</a>. Huang explained that planning too far ahead can make you miss what's happening right before you. For Nvidia, it means staying flexible and being ready to jump on opportunities as they come – something that has worked well since they've adapted to meet the needs of fields like digital biology and AI.
&#8220;We don't have a long-term strategy,&#8221; Huang <a href="https://x.com/arjunkhemani/status/1855613536187142367">said</a>. &#8220;Our definition of a long-term plan is: what are we doing today?&#8221; By focusing on the present, Nvidia has led in areas like AI and accelerated computing that traditional computing hasn't kept up with.
Trending: Deloitte's fastest-growing software company partners with Amazon, Walmart &amp; Target – <a href="https://www.benzinga.com/money/mode-mobile-2">Last chance to get 4,000 of its pre-IPO shares for with $1,000 for just $0.25/share before prices go up next week!</a>
Not having a strict plan doesn't mean Nvidia has no direction. Instead, it means they are always learning, changing and adjusting based on what's happening right before them. Huang said this approach is why <a href="https://www.benzinga.com/startups/24/09/40692021/nvidia-ceo-jensen-huang-will-push-employees-to-their-limits-but-is-reluctant-to-let-them-go-ill-tort">Nvidia keeps pushing limits</a>, especially with technologies like CUDA, which many doubted initially but <a href="https://www.benzinga.com/news/24/09/40692210/nvidia-maintains-ai-chip-dominance-as-huawei-struggles-to-compete-report">ended up changing computing</a>.
Huang&#8217;s advice for young people or anyone who aspires to achieve was straightforward – concentrate on your current tasks. He thinks every day should be spent doing the finest work possible without worrying too much about the future. This doesn't mean you have no goals; instead, it means letting the present guide you. It's a refreshing way to look at life and work in a world where everyone seems to be rushing toward future goals without focusing on today.
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Jensen Huang Reveals 'Nvidia Doesn't Have A Long-Term Strategy' Or Plan. The Reason Behind It Is The Same For Why He Doesn't Wear A Watch

ASML Holding NV (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) shared its strategic roadmap during the 2024 Investor Day, highlighting key growth drivers and market expectations through <a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/g41962514/asml-provides-updated-view-on-market-opportunities-at-2024-investor-day-meeting" rel="noreferrer noopener">the decade&#8217;s end</a>.
The semiconductor equipment maker projected significant revenue expansion, with scenarios estimating annual sales of $46.51 billion &#8211; $63.43 billion (44 billion euros &#8211; 60 billion euros) by 2030, alongside a gross margin target of 56%-60%.
CEO Christophe Fouquet sees the company&#8217;s extended lithography portfolio and scalable EUV (Extreme Ultraviolet) technology as crucial assets in capturing the potential of these emerging opportunities.
Also Read: <a target="_blank" href="https://www.benzinga.com/markets/emerging-markets/24/11/41951575/taiwan-semi-boosts-advanced-chipmaking-with-record-euv-expansion-grabs-56-global-share" rel="noreferrer noopener">Taiwan Semi Boosts Advanced Chipmaking with Record EUV Expansion, Grabs 56% Global Share</a>
ASML expects robust demand from the semiconductor sector, with projected global sales surpassing $1 trillion by 2030.
This outlook translates to an annual market growth rate of around 9% from 2025 to 2030. The firm anticipates a double-digit CAGR for EUV lithography spending within the same period, focusing on advanced Logic and DRAM nodes.
According to ASML, the integration of AI across industries presents a substantial opportunity for semiconductor firms. The company plans to leverage its EUV capabilities to accommodate the rising need for high-performance chips used in AI applications.
The scalability of EUV technology allows for efficient multi-patterning, which ASML expects will drive greater customer adoption through cost-effective manufacturing processes.
ASML&#8217;s CFO, Roger Dassen, highlighted the company&#8217;s confidence in its financial targets, citing a strong pipeline of product demand and increasing lithography spending.
He restated the company&#8217;s capital allocation strategy, which includes substantial returns to shareholders through dividends and share buybacks.
The company is navigating geopolitical tensions between Washington and China as a U.S. ally.
ASML CEO Christophe Fouquet acknowledges <a target="_blank" href="https://www.benzinga.com/government/regulations/24/11/41876507/asmls-it-outage-affected-chipmaking-operations-worldwide" rel="noreferrer noopener">rising U.S. pressure</a> to restrict chip technology sales to China. Despite this, China remains ASML&#8217;s top market, primarily for sales of mature chips rather than the advanced AI semiconductors targeted by U.S. export restrictions.
ASML dominates the market for specialized lithography machines, essential for companies like Taiwan Semiconductor Manufacturing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) in producing cutting-edge chips used in Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) smartphones and Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) AI processors.
Reports suggest that Taiwan Semiconductor plans to purchase advanced ASML lithography equipment by the end of the year, with each unit priced at $350 million.
Price Actions:&nbsp;ASML stock traded higher by 5.09% at $707.67 at the last check on Thursday.
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Photo via ASML

ASML

ASML Projects Revenue Surge to $63 Billion by 2030, Eyes AI and Chip Market Boom

In today's fast-paced and competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies before making investment decisions. In this article, we will conduct a comprehensive industry comparison, evaluating NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) against its key competitors in the Semiconductors &amp; Semiconductor Equipment industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.
<h3>NVIDIA Background</h3>
Nvidia is a leading developer of graphics processing units. Traditionally, GPUs were used to enhance the experience on computing platforms, most notably in gaming applications on PCs. GPU use cases have since emerged as important semiconductors used in artificial intelligence. Nvidia not only offers AI GPUs, but also a software platform, Cuda, used for AI model development and training. Nvidia is also expanding its data center networking solutions, helping to tie GPUs together to handle complex workloads.
<table>
<thead>
<tr>
<th>Company</th>
<th>P/E</th>
<th>P/B</th>
<th>P/S</th>
<th>ROE</th>
<th>EBITDA (in billions)</th>
<th>Gross Profit (in billions)</th>
<th>Revenue Growth</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVIDIA Corp</td>
<td>68.57</td>
<td>61.70</td>
<td>37.82</td>
<td>30.94%</td>
<td>$19.71</td>
<td>$22.57</td>
<td>122.4%</td>
</tr>
<tr>
<td>Taiwan Semiconductor Manufacturing Co Ltd</td>
<td>33.54</td>
<td>7.87</td>
<td>12.88</td>
<td>8.36%</td>
<td>$360.77</td>
<td>$439.35</td>
<td>38.95%</td>
</tr>
<tr>
<td>Broadcom Inc</td>
<td>140.21</td>
<td>12.35</td>
<td>17.19</td>
<td>-2.77%</td>
<td>$6.39</td>
<td>$8.36</td>
<td>47.27%</td>
</tr>
<tr>
<td>Advanced Micro Devices Inc</td>
<td>123.27</td>
<td>3.97</td>
<td>9.37</td>
<td>1.36%</td>
<td>$1.55</td>
<td>$3.42</td>
<td>17.57%</td>
</tr>
<tr>
<td>Texas Instruments Inc</td>
<td>38.24</td>
<td>10.87</td>
<td>12.02</td>
<td>7.86%</td>
<td>$2.09</td>
<td>$2.47</td>
<td>-8.41%</td>
</tr>
<tr>
<td>Qualcomm Inc</td>
<td>17.94</td>
<td>6.78</td>
<td>4.65</td>
<td>11.46%</td>
<td>$3.21</td>
<td>$5.78</td>
<td>18.69%</td>
</tr>
<tr>
<td>ARM Holdings PLC</td>
<td>223.33</td>
<td>23.62</td>
<td>40.60</td>
<td>1.83%</td>
<td>$0.11</td>
<td>$0.81</td>
<td>4.71%</td>
</tr>
<tr>
<td>Micron Technology Inc</td>
<td>142.74</td>
<td>2.45</td>
<td>4.45</td>
<td>1.99%</td>
<td>$3.63</td>
<td>$2.74</td>
<td>93.27%</td>
</tr>
<tr>
<td>Analog Devices Inc</td>
<td>64.11</td>
<td>3</td>
<td>10.95</td>
<td>1.11%</td>
<td>$1.04</td>
<td>$1.31</td>
<td>-24.84%</td>
</tr>
<tr>
<td>Microchip Technology Inc</td>
<td>46.24</td>
<td>5.70</td>
<td>6.59</td>
<td>1.24%</td>
<td>$0.34</td>
<td>$0.67</td>
<td>-48.37%</td>
</tr>
<tr>
<td>Monolithic Power Systems Inc</td>
<td>67.82</td>
<td>12.48</td>
<td>14.43</td>
<td>6.35%</td>
<td>$0.17</td>
<td>$0.34</td>
<td>30.59%</td>
</tr>
<tr>
<td>ON Semiconductor Corp</td>
<td>17</td>
<td>3.40</td>
<td>4.04</td>
<td>4.75%</td>
<td>$0.63</td>
<td>$0.8</td>
<td>-19.21%</td>
</tr>
<tr>
<td>STMicroelectronics NV</td>
<td>10.65</td>
<td>1.33</td>
<td>1.71</td>
<td>1.98%</td>
<td>$0.74</td>
<td>$1.23</td>
<td>-26.63%</td>
</tr>
<tr>
<td>ASE Technology Holding Co Ltd</td>
<td>19.14</td>
<td>2.19</td>
<td>1.15</td>
<td>3.16%</td>
<td>$28.59</td>
<td>$26.43</td>
<td>3.85%</td>
</tr>
<tr>
<td>First Solar Inc</td>
<td>15.69</td>
<td>2.57</td>
<td>5.09</td>
<td>4.22%</td>
<td>$0.45</td>
<td>$0.45</td>
<td>10.81%</td>
</tr>
<tr>
<td>United Microelectronics Corp</td>
<td>10.64</td>
<td>1.58</td>
<td>2.49</td>
<td>3.76%</td>
<td>$27.9</td>
<td>$19.98</td>
<td>0.89%</td>
</tr>
<tr>
<td>Skyworks Solutions Inc</td>
<td>17.19</td>
<td>2.10</td>
<td>3.07</td>
<td>1.9%</td>
<td>$0.25</td>
<td>$0.36</td>
<td>-15.47%</td>
</tr>
<tr>
<td>MACOM Technology Solutions Holdings Inc</td>
<td>123.76</td>
<td>8.25</td>
<td>12.98</td>
<td>2.67%</td>
<td>$0.04</td>
<td>$0.1</td>
<td>5.37%</td>
</tr>
<tr>
<td>Universal Display Corp</td>
<td>33.64</td>
<td>5.01</td>
<td>12.40</td>
<td>4.29%</td>
<td>$0.08</td>
<td>$0.13</td>
<td>14.57%</td>
</tr>
<tr>
<td>Lattice Semiconductor Corp</td>
<td>49.60</td>
<td>9.92</td>
<td>12.46</td>
<td>1.03%</td>
<td>$0.03</td>
<td>$0.09</td>
<td>-33.87%</td>
</tr>
<tr>
<td>Average</td>
<td>62.88</td>
<td>6.6</td>
<td>9.92</td>
<td>3.5%</td>
<td>$23.05</td>
<td>$27.1</td>
<td>5.78%</td>
</tr>
</tbody>
</table>
<style>
 table {
 width: 100%;
 border-collapse: collapse;
 font-family: Arial, sans-serif;
 font-size: 14px;
 }

 th, td {
 padding: 8px;
 text-align: left;
 }

 th {
 background-color: #293a5a;
 color: #fff;
 text-align: left;
 }

 tr:nth-child(even) {
 background-color: #f2f4f8;
 }

 tr:hover {
 background-color: #e1e4ea;
 }

 td:nth-child(3), td:nth-child(5) {
 text-align: left;
 }

 .dividend-amount {
 font-weight: bold;
 color: #0d6efd;
 }

 .dividend-frequency {
 font-size: 12px;
 color: #6c757d;
 }
 </style>Through an analysis of NVIDIA, we can infer the following trends: 
<ul>
<li>
The Price to Earnings ratio of 68.57 for this company is 1.09x above the industry average, indicating a premium valuation associated with the stock.
</li>
<li>
With a Price to Book ratio of 61.7, which is 9.35x the industry average, NVIDIA might be considered overvalued in terms of its book value, as it is trading at a higher multiple compared to its industry peers.
</li>
<li>
The stock's relatively high Price to Sales ratio of 37.82, surpassing the industry average by 3.81x, may indicate an aspect of overvaluation in terms of sales performance.
</li>
<li>
The company has a higher Return on Equity (ROE) of 30.94%, which is 27.44% above the industry average. This suggests efficient use of equity to generate profits and demonstrates profitability and growth potential.
</li>
<li>
With lower Earnings Before Interest, Taxes, Depreciation, and Amortization (EBITDA) of $19.71 Billion, which is 0.86x below the industry average, the company may face lower profitability or financial challenges.
</li>
<li>
The gross profit of $22.57 Billion is 0.83x below that of its industry, suggesting potential lower revenue after accounting for production costs.
</li>
<li>
The company's revenue growth of 122.4% exceeds the industry average of 5.78%, indicating strong sales performance and market outperformance.
</li>
</ul>
<h3>Debt To Equity Ratio</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1731596408_0.png" alt="debt to equity" />
The debt-to-equity (D/E) ratio is a key indicator of a company's financial health and its reliance on debt financing.
Considering the debt-to-equity ratio in industry comparisons allows for a concise evaluation of a company's financial health and risk profile, aiding in informed decision-making.
By analyzing NVIDIA in relation to its top 4 peers based on the Debt-to-Equity ratio, the following insights can be derived:
<ul>
<li>
When comparing the debt-to-equity ratio, NVIDIA is in a stronger financial position compared to its top 4 peers.
</li>
<li>
The company has a lower level of debt relative to its equity, indicating a more favorable balance between the two with a lower debt-to-equity ratio of 0.17.
</li>
</ul>
<h3>Key Takeaways</h3>
For NVIDIA in the Semiconductors &amp; Semiconductor Equipment industry, the PE, PB, and PS ratios are all high compared to peers, indicating a potentially overvalued stock. On the other hand, the high ROE and revenue growth suggest strong profitability and future prospects. However, the low EBITDA and gross profit may raise concerns about operational efficiency and cost management. Overall, NVIDIA's performance in the industry is characterized by high valuation multiples and strong financial performance metrics.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Inquiry Into NVIDIA's Competitor Dynamics In Semiconductors &amp; Semiconductor Equipment Industry

<ul>
<li>LUNR</li>
<li>TSLA</li>
<li>SMCI</li>
<li>RKLB</li>
<li>ASTS</li>
<li>NVDA</li>
<li>DIS</li>
<li>COIN</li>
<li>LOT</li>
<li>$BTC</li>
</ul>
Data from <a href="https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment">https://swaggystocks.com/dashboard/wallstreetbets/ticker-sentiment</a>
&nbsp;

$BTC

ASTS

COIN

LUNR

RKLB

Top 10 Trending Stocks On WallStreetBets As Of November 14, 2024 (Via Swaggy Stocks)

Amid concerns over potential trade penalties from the U.S., Yang Chin-long, the governor of Taiwan&#8217;s central bank, has voiced optimism for Taiwan Semiconductor Manufacturing Co.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>)&nbsp;upcoming $65 billion investment in U.S. factories.
What Happened: During a legislative session, Yang highlighted the strategic significance of semiconductors and tech products manufactured in Taiwan, noting their essential role in the U.S. supply chain, Reuters reported on Thursday.
He stated, &#8220;Chips and information and telecommunications products are what the U.S. needs most.&nbsp;I don&#8217;t think the United States would penalise Taiwan.&#8221; 
Yang mentioned that TSMC&#8217;s plan to invest&nbsp;$65 billion in new factories in Arizona would help address the trade imbalance. However, he warned that President-elect Donald Trump&#8216;s planned new tariffs could impact Taiwan&#8217;s export-driven economy. Taiwan&#8217;s trade surplus with the U.S. is expected to reach $50 billion this year.
See Also: <a href="https://www.benzinga.com/tech/24/11/41894509/apples-next-big-bet-think-smaller-says-analyst-there-will-never-be-another-iphone?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Apple&#8217;s Next Big Bet? Think Smaller, Says Analyst: &#8216;There Will Never Be Another… iPhone&#8217;</a>
Why It Matters: In late October, Trump criticized <a href="https://www.benzinga.com/government/24/10/41604100/trump-goes-after-taiwan-semiconductor-on-joe-rogan-podcast">Taiwan&#8217;s semiconductor industry</a> during an episode in &#8220;The Joe Rogan Podcast.&#8221;
"You know, Taiwan, they stole our chip business &#8230; and they want protection," he said, pledging to impose tariffs on Taiwanese chips if elected, which could significantly impact the company, a key supplier to tech giants like Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) and Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>).
Despite Trump&#8217;s election win, TSMC announced that its U.S. expansion<a href="https://www.benzinga.com/government/regulations/24/11/41845483/taiwan-semiconductor-us-expansion-plans-unfazed-by-trump-win-report"> plans remain unchanged</a>, continuing with a $65 billion investment in advanced semiconductor facilities in Arizona.
Additionally, TSMC faces new U.S. restrictions, as the U.S. Department of Commerce <a href="https://www.benzinga.com/trading-ideas/movers/24/11/41883357/taiwan-semiconductor-stock-drops-as-us-orders-halt-on-ai-chip-sales-to-china">ordered a halt on AI chip sales to China</a>, reflecting ongoing efforts to limit China&#8217;s access to advanced technology. 
Read Next:
<ul>
<li><a href="https://www.benzinga.com/tech/24/11/41872487/bill-gates-introduced-windows-41-years-ago-today-heres-how-much-youd-have-if-you-invested-1000-in-microsoft-when-it-went-public?itm_source=parsely-api" target="_blank" rel="noreferrer noopener">Bill Gates Introduced Windows 41 Years Ago Today: Here&#8217;s How Much You&#8217;d Have If You Invested $1000 In Microsoft When It Went Public</a></li>
</ul>
Disclaimer: This content was partially produced with the help of&nbsp;<a href="https://www.benzinga.com/author/benzinga-neuro" target="_blank" rel="noreferrer noopener">Benzinga Neuro</a>&nbsp;and was reviewed and published by Benzinga editors.
Photo by Sundry Photography on Shutterstock

Global

General

TSMC's $65B Investment In US Will Help Avoid Trade Imbalance, Says Taiwan Central Bank Governor As Trump Returns To White House

To enable developers building artificial intelligence (AI)-driven sensor processing systems, Microchip Technology (NASDAQ:<a href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) has released its <a href="http://www.microchip.com/polarfire-nvidia-esb">PolarFire&#xAE; FPGA Ethernet Sensor Bridge</a> that works with the <a href="https://www.nvidia.com/en-us/clara/holoscan/">NVIDIA Holoscan</a> sensor processing platform.
PolarFire FPGAs enable multi-protocol support, and this first solution to be released as part of Microchip's platform is compatible with MIPI&#xAE; CSI-2&#xAE;-based sensors and the MIPI D-PHY℠ physical layer. Future solutions will support a wide range of sensors with different interfaces, including SLVS-EC&#x2122; 2.0, 12G SDI, CoaXPress&#xAE; 2.0 and JESD204B. The platform allows designers to leverage the power of the NVIDIA Holoscan ecosystem while taking advantage of the PolarFire FPGA's power-efficient technology with low-latency communication and multi-protocol sensor support.
NVIDIA Holoscan helps streamline the development and deployment of AI and high-performance computing (HPC) applications at the edge for real-time insights. It brings into a single platform the necessary hardware and software systems for low-latency sensor streaming and network connectivity. The platform includes optimized libraries for data processing, sample AI models for jump-starting AI inference pipeline development, template applications to facilitate rapid prototyping and core microservices to run streaming, imaging and other applications.
With its ability to bridge real-time sensor data to NVIDIA Holoscan and the <a href="https://www.nvidia.com/en-us/edge-computing/products/igx/">NVIDIA IGX</a> and <a href="https://www.nvidia.com/en-us/autonomous-machines/embedded-systems/">NVIDIA Jetson</a> platforms for edge AI and robotics, the PolarFire FPGA Ethernet Sensor Bridge unlocks new edge-to-cloud applications, enables AI/ML inferencing and facilitates the adoption of AI in the medical, industrial and automotive markets.&nbsp;

MCHP

Microchip To Accelerate Real-time Edge AI With NVIDIA Holoscan

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul>
<li>Craig-Hallum boosted the price target for Digi International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DGII#NASDAQ">DGII</a>) from $28 to $32. Craig-Hallum analyst Anthony Stoss downgraded the stock from Buy to Hold. Digi International shares closed at $31.97 on Wednesday. <a href="https://www.benzinga.com/quote/DGII/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Morgan Stanley boosted the price target for Cisco Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CSCO#NASDAQ">CSCO</a>) from $58 to $62. Morgan Stanley analyst Meta Marshall maintained an Overweight rating. Cisco shares closed at $59.18 on Wednesday. <a href="https://www.benzinga.com/quote/CSCO/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>BMO Capital raised Mastercard Incorporated (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MA#NYSE">MA</a>) price target from $550 to $565. BMO Capital analyst Rufus Hone maintained an Outperform rating. Mastercard shares settled at $521.88 on Wednesday. <a href="https://www.benzinga.com/quote/MA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Baird increased Spire Global, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPIR#NYSE">SPIR</a>) price target from $9 to $16. Baird analyst Jeffrey Meuler maintained a Neutral rating. Spire Global shares closed at $13.45 on Wednesday. <a href="https://www.benzinga.com/quote/MSFT/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Susquehanna cut Occidental Petroleum Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXY#NYSE">OXY</a>) price target from $77 to $65. Susquehanna analyst Biju Perincheril maintained a Positive rating. Occidental Petroleum shares closed at $51.12 on Wednesday.  <a href="https://www.benzinga.com/quote/OXY/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Susquehanna boosted NVIDIA Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) price target from $160 to $180. Susquehanna analyst Christopher Rolland maintained a Positive rating. Nvidia shares closed at $146.27 on Wednesday. <a href="https://www.benzinga.com/quote/NVDA/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Jefferies increased the price target for Tesla, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) from $195 to $300. Jefferies analyst Philippe Houchois maintained a Hold rating. Tesla shares settled at $330.24 on Wednesday. <a href="https://www.benzinga.com/quote/TSLA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Piper Sandler boosted Coterra Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CTRA#NYSE">CTRA</a>) price target from $32 to $35. Piper Sandler analyst Mark Lear maintained an Overweight rating. Coterra Energy shares closed at $25.61 on Wednesday. <a href="https://www.benzinga.com/quote/CTRA/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>B of A Securities raised the price target for Honeywell International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HON#NASDAQ">HON</a>) from $220 to $240. B of A Securities analyst Andrew Obin maintained a Neutral rating. Honeywell shares closed at $233.07 on Wednesday. <a href="https://www.benzinga.com/quote/HON/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Needham increased Amazon.com, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>) price target from $210 to $250. Needham analyst Laura Martin maintained a Buy rating. Amazon shares closed at $214.10 on Wednesday. <a href="https://www.benzinga.com/quote/AMZN/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Read More: 
<ul>
<li><a href="https://www.benzinga.com/news/earnings/24/11/41962884/us-stocks-settle-mixed-following-inflation-data-investor-sentiment-improves-but-fear-index-remains-in-greed-zone">US Stocks Settle Mixed Following Inflation Data: Investor Sentiment Improves, But Fear Index Remains In &#8216;Greed&#8217; Zone</a></li>
</ul>

Pre-Market Outlook

CTRA

DGII

SPIR

Nvidia To Rally Around 23%? Here Are 10 Top Analyst Forecasts For Thursday

Raymond James analyst Srini Pajjuri maintains NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with a Strong Buy and raises the price target from $140 to $170.

Raymond James Maintains Strong Buy on NVIDIA, Raises Price Target to $170

Susquehanna analyst Christopher Rolland maintains NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with a Positive and raises the price target from $160 to $180.

Susquehanna Maintains Positive on NVIDIA, Raises Price Target to $180

HSBC analyst Frank Lee maintains NVIDIA (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) with a Buy and raises the price target from $145 to $200.

HSBC Maintains Buy on NVIDIA, Raises Price Target to $200

Following the election of Donald J. Trump to a second non-consecutive term, global capital markets have generally responded well to the news. However, one of the strongest beneficiaries of this electoral boost has been the cryptocurrency sector. With the total valuation of the digital asset ecosystem recently eclipsing the $3 trillion mark, investors clearly embrace the incoming Trump administration's potentially favorable policies.
Indeed, some blockchain advocates have declared that Trump's victory will represent a "<a href="https://www.benzinga.com/markets/cryptocurrency/24/11/41867357/trump-victory-signals-golden-era-for-us-crypto-says-binance-ceo-as-bitcoin-tops-77k-for-first-time">golden era</a>" for virtual currencies. Those bullish on the sector are predicting the arrival of new federal regulators that are open to cryptocurrencies, according to a report by the Financial Times. Plus, these decentralized assets could converge with favorable macroeconomic conditions, leading to a possible blockchain renaissance.
At the same time, demand continues to skyrocket for artificial intelligence. Multiple top-tier companies – including Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and Apple Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) – are all<a href="https://www.benzinga.com/news/24/10/41357341/as-nvidia-apple-and-microsoft-race-towards-4-trillion-valuation-generative-ai-startups-reportedly-dr"> racing toward a $4 trillion valuation</a>. What's more, experts project that generative AI can have a $1 trillion impact just on the U.S. economy.
However, the underlying motif behind these and other digital innovations is energy: crypto mining and generative AI protocols consume a lot of it. As a result, it may not be possible for government agencies to have a discussion about leadership in these critical areas without mentioning nuclear power. It's no shock, then, that<a href="https://www.benzinga.com/news/24/07/40044763/uranium-prices-surge-to-16-year-highs-due-to-supply-uncertainties-rising-demand-for-ai-data-centers"> uranium prices have been moving higher</a> over the last several months due to supply concerns and blistering demand.
The Direxion ETF: Should the trajectory continue unabated, traders who don't mind absorbing higher risk for potentially robust rewards may consider the Direxion Daily Uranium Industry Bull 2X Shares (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/URAA#NYSE">URAA</a>). A leveraged exchange-traded fund for the true optimist, URAA seeks the daily investment results of 200% of the performance of the Solactive United States Uranium and Nuclear Energy ETF Select Index.
One of the main advantages of this ETF is convenience. Unlike a complex, multi-leg options trade, investors can simply buy units of URAA, much like they would securities of a publicly traded company. Second, the fund features a basket of diverse companies. While the powerhouse Cameco Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CCJ#NYSE">CCJ</a>) tops the list, the ETF also includes less accessible entities, such as Kazakhstan's national operator Kazatomprom.
Of course, every opportunity in the market carries risks. For URAA, the 2X leverage makes the ETF wildly choppy. In addition, investors must avoid exposure lasting longer than one day. Holding URAA for longer than recommended may expose the trader to valuation decay due to the daily compounding of volatility.
The URAA Chart: Since its debut in late June of this year, Direxion's leveraged uranium fund has declined by more than 10%. However, fundamental demand for the energy source will likely be a talking point among investors.
<ul>
<li>Since hitting a closing high of $29.60 on Oct. 18, the URAA ETF has noticeably declined in market value, presenting some concerns for prospective speculators.</li>
<li>At the same time, the $22 technical support line appears to be holding well. Since the end of September, the bears have attempted to drive the price tag down to this point but have so far failed.</li>
<li>The midweek session saw a significant decline of 4% to $22.82. However, the bulls will be hoping for a turnaround given the aforementioned strength of the $22 support line.</li>
</ul>
<figure class="wp-block-image"><img loading="lazy" decoding="async" width="1020" height="568" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14065652/image.jpeg" alt="" class="wp-image-647744" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14065652/image.jpeg 1020w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14065652/image-300x167.jpeg 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/11/14065652/image-768x428.jpeg 768w" sizes="(max-width: 1020px) 100vw, 1020px" /></figure>
Featured photo by <a href="https://pixabay.com/users/distelapparath-2726923/?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=4535761">Markus Distelrath</a> on <a href="https://pixabay.com/?utm_source=link-attribution&amp;utm_medium=referral&amp;utm_campaign=image&amp;utm_content=4535761">Pixabay</a>.

Short Ideas

ETFs

URAA

Crypto Surge And AI Demand Highlight Potential Opportunity In Direxion's 2X Uranium ETF

Whale Rock Capital dumps Apple, adds Applied Optoelectronics, among Q3 trades

With rapid digitalization, supportive government initiatives, and robust global demand, the semiconductor market is on the rise. Amid this backdrop, investors could watchlist fundamentally solid semiconductor stocks Broadcom (AVGO), NVIDIA (NVDA), and Micron Technology (MU) before the next earnings. Continue reading... The semiconductor market is rapidly growing owing to the evolving requirements across the globe. The industry facilitates electronic circuits, which are integral for electronic devices, and hence is expanding with the rising use of electronics and integration across applications.
Given the industry's rosy prospects, it could be wise to watch high-momentum semiconductor stocks Broadcom Inc. (<a href="https://stocknews.com/stock/AVGO/">AVGO</a>), NVIDIA Corporation (<a href="https://stocknews.com/stock/NVDA/">NVDA</a>), and Micron Technology, Inc. (<a href="https://stocknews.com/stock/MU/">MU</a>) before the next earnings release.
The semiconductor industry is currently thriving, driven by technological advancements like Artificial Intelligence (AI), Machine Learning (ML), 5G networks, big data, and electric vehicles boosting the demand for semiconductor chips. Also, the increasingly widening scope for chip usage is strongly fueling the market demand.
The <a href="https://www.semiconductors.org/global-semiconductor-sales-increase-23-2-in-q3-2024-compared-to-q3-2023-quarter-to-quarter-sales-up-10-7/">Semiconductor Industry Association (SIA)</a> reported global semiconductor sales of $166 billion for the third quarter of 2024, indicating an increase of 23.2% from the prior year's quarter and a 10.7% increase from the second quarter of 2024. On a monthly basis, global sales totaled $55.3 billion in September 2024, up 4.1% from August 2024 total of $53.1 billion.
Further, the recently announced semiconductor manufacturing incentives announced by the U.S. Department of Commerce for Corning and Powerex are initiatives that will <a href="https://www.semiconductors.org/sia-applauds-chips-act-incentives-for-corning-and-powerex/">strengthen the U.S. chip industry</a>.
"Today's announced incentives will help build resiliency in the U.S. semiconductor supply chain and bolster domestic manufacturing while also advancing America's economy, national security, and global competitiveness," said SIA President and CEO John Neuffer.
With these trends, the global semiconductor market is projected to <a href="https://www.fortunebusinessinsights.com/semiconductor-market-102365">expand to $2.06 trillion by 2032</a>, exhibiting growth at a CAGR of 14.9%, propelled by increasing demand for consumer electronics, technological upgrades, and Integrated Circuits Integration product usage.
Given these favorable market trends, let's look at the fundamentals of the top three <a href="https://stocknews.com/category/semiconductor-wireless-chip/">Semiconductor &amp; Wireless Chip</a> stocks, beginning with the third choice.
Stock #3: Broadcom Inc. (<a href="https://stocknews.com/stock/AVGO/">AVGO</a>)
AVGO designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. It operates through two segments, Semiconductor Solutions and Infrastructure Software.
On November 5, AVGO launched a private cloud platform, VMware Cloud Foundation, which is simple to deploy, easy to consume, and lowers cost and risk. It also unveiled ecosystem partnerships and a private cloud modernization program.
The expanded set of VMware Cloud Foundation (VCF) Advanced Services innovations, ecosystem partnerships, and modernization programs accelerate generative AI application development, cybersecurity initiatives, and sovereign cloud adoption.
On the same date, the company announced major advancements across its VeloCloud product portfolio, including VeloRAIN (Robust AI Networking) architecture, new VeloCloud Edge 4100 and 5100 appliances, and the introduction of Titan, the Broadcom Advantage Partner Program for VeloCloud Managed Service Providers (MSPs).
AVGO's net revenue rose 47.3% year-over-year to $13.07 billion for the third quarter that ended August 04, 2024. The company's non-GAAP operating income grew 43.6% from the year-ago value to $7.95 billion. Also, its non-GAAP net income and EPS totaled $6.12 billion and $1.24, reflecting increases of 33.2% and 18.1% from the prior year's quarter, respectively.
In addition, the company's adjusted <a href="https://www.investopedia.com/terms/e/ebitda.asp">EBITDA</a> increased 41.7% from the year-ago value to $8.22 billion.
Street expects AVGO's revenue for the fourth quarter (ended October 2024) to increase 51.6% year-over-year to $14.09 billion, while its EPS for the same period is expected to improve 25.9% year-over-year to $1.39. Furthermore, the company surpassed the consensus revenue and EPS estimates in each of the trailing four quarters, which is impressive.
AVGO's shares have gained 33.8% over the past six months and 88.9% over the past year to close the last trading session at $178.91.
AVGO's bright prospects are reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The POWR Ratings are calculated by considering 118 different factors, each weighted to an optimal degree.
AVGO has a B grade for Sentiment and Quality. Within the <a href="https://stocknews.com/category/semiconductor-wireless-chip/">Semiconductor &amp; Wireless Chip</a> industry, AVGO is ranked #47 out of 90 stocks.
<a href="https://stocknews.com/stock/AVGO/">Click here</a> to access additional ratings of AVGO for Growth, Value, Stability, and Momentum.
Stock #2: NVIDIA Corporation (<a href="https://stocknews.com/stock/NVDA/">NVDA</a>)
NVDA offers graphics, computing, and networking solutions worldwide. The company operates in two segments: Compute &amp; Networking and Graphics. It offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms.
On October 28, NVIDIA announced that xAI's Colossus supercomputer cluster comprising 100,000 NVIDIA Hopper Tensor Core GPUs in Memphis, Tennessee, achieved significant scale with the help of NVIDIA Spectrum-X&#x2122; Ethernet networking platform, designed to deliver superior performance to multi-tenant, hyperscale AI factories.
Also, on October 21, NVDA expanded its collaboration with Microsoft to support AI startups, emphasizing healthcare and life sciences. The announcement was made at the HLTH healthcare innovation conference. The initiative integrates NVDA's Inception program with Microsoft for Startups, allowing access to cloud credits, AI development software, and expert technical and business support.
The strategic partnership is projected to increase the demand for the company's AI hardware and software solutions, thereby boosting revenues.
NVDA's revenue rose 122.4% from the prior year's quarter to $30.04 billion for the second quarter, which ended on July 28, 2024. Its non-GAAP operating income rose 156.4% from the year-ago value to $19.94 billion. The company reported non-GAAP net income of $16.95 billion and $0.68 per share, indicating increases of 151.5% and 151.8% from the prior-year quarter, respectively.
In addition, the company's free cash flow rose 122.9% from the prior-year quarter to $13.48 billion.
According to the company's outlook for the third quarter fiscal 2025, NVDA projects revenue of $32.50 billion, plus or minus 2%.
Street expects NVDA's revenue and EPS for the third quarter (ended October 2024) to increase 81.8% and 84.4% year-over-year to $32.93 billion and $0.74, respectively. Moreover, it has surpassed the consensus revenue and EPS estimates in each of the trailing four quarters, which is impressive.
NVDA's stocks have surged 60.7% over the past six months and 198.8% over the past year to close the last trading session at $145.26.
NVDA's robust growth prospects are reflected in its POWR Ratings. The stock has an A grade for Sentiment and a B grade for Quality. Within the same industry, NVDA is ranked #38 out of 90 stocks.
<a href="https://stocknews.com/stock/NVDA/">Click here</a> to access additional ratings of NVDA for Value, Growth, Momentum, and Stability.
Stock #1: Micron Technology, Inc. (<a href="https://stocknews.com/stock/MU/">MU</a>)
MU designs, develops, manufactures, and sells memory and storage products internationally. The company operates in four segments: Compute and Networking Business Unit; Mobile Business Unit; Embedded Business Unit; and Storage Business Unit.
On October 15, MU announced the availability of a brand new category of clock driver memory by introducing its Crucial&#xAE; DDR5 clocked unbuffered dual inline memory modules and clocked small outline dual memory modules. MU's CUDIMM and CSODIMM solutions are the industry's first commercially available JEDEC-standard DDR5 CUDIMM and CSODIMM solutions.
The solutions provide more speed stability, faster downloads, and better refresh rates, representing a completely new frontier of memory form factors for next-generation PCs.
During the fourth quarter that ended August 29, 2024, MU's revenue increased 93.3% year-over-year to $7.75 billion. The company's non-GAAP operating income came in at $1.93 billion against an operating loss of $4.82 billion during the previous year's quarter. In addition, the company's non-GAAP net income and EPS amounted to $1.47 billion and $1.30 for the quarter, respectively.
According to the company's first quarter 2025 outlook, MU projects revenue of $8.70 billion, and its EPS is expected to be $1.74.
Analysts expect MU's revenue and EPS for the second quarter (ending February 2025) to increase 55.4% and 369.7% year-over-year to $9.05 billion and $1.97, respectively. Also, the company topped the consensus revenue and EPS estimates in all four of the trailing quarters.
Shares of MU have surged 1.8% over the past month and 45.3% over the past year to close the last trading session at $108.65.
MU's POWR Ratings reflect its robust prospects. The stock has an A grade for Growth. MU is ranked #34 among 90 stocks in the Semiconductor &amp; Wireless Chip industry.
To access additional MU ratings for Value, Stability, Quality, Sentiment, and Momentum, <a href="https://stocknews.com/stock/MU/">click here</a>.
What To Do Next?
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<hr />
NVDA shares fell $0.06 (-0.04%) in after-hours trading Tuesday. Year-to-date, NVDA has gained 199.52%, versus a 26.77% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Rjkumari Saxena</h2> <img src='https:/wp-content/uploads/2024/04/Rajkumari-Saxena_Image-1.jpeg' style="float:left; padding:5px;width:125px;">Rajkumari started her career as a writer but gradually shifted her focus to financial journalism, leveraging her educational background in Commerce. Fascinated by the interplay of business and economic shifts in equities, she aspires to evolve as an analyst. With a knack for simplifying complex financial concepts, her mission is to empower investors with insights that lead to profitable decisions.<a href="https://stocknews.com/authors/?author=rajkumari-saxena">More...</a>The post <a href=https://stocknews.com/news/nvda-avgo-mu-3-high-momentum-semiconductor-stocks-to-watch-before-the-next-earnings/>3 High-Momentum Semiconductor Stocks to Watch Before the Next Earnings</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 High-Momentum Semiconductor Stocks to Watch Before the Next Earnings

Tech stocks that are driving market growth, capitalizing on AI and automation, and maintaining strong fundamentals can justify the premium valuation. Therefore, investors might consider premium-priced tech stocks like Apple (AAPL), NVIDIA (NVDA), and Meta Platforms (META). Read on... This year, advancements in artificial intelligence position tech companies at the forefront of innovation, ready to capitalize on AI-driven productivity. These trends are boosting demand and benefiting the sector, with the IT hardware market projected to grow at a <a href="https://www.mordorintelligence.com/industry-reports/global-it-hardware-market">7.9% CAGR</a>, reaching $191.03 billion by 2029, driven by corporate investments in technology to enhance productivity.
Therefore, it could be wise to consider tech giants: Apple Inc. (<a href="https://stocknews.com/stock/AAPL/">AAPL</a>), NVIDIA Corporation (<a href="https://stocknews.com/stock/NVDA/">NVDA</a>), and Meta Platforms, Inc. (<a href="https://stocknews.com/stock/META/">META</a>) despite their premium valuations.
Similarly, the tech sector is thriving, fueled by major investments and strategic partnerships in advanced chip manufacturing, accelerating innovation. With the industry's shift toward digitization and automation, demand for high-performance computing is surging. Consequently, the global semiconductor market is projected to reach $2.06 trillion by 2032, growing at a robust <a href="https://www.fortunebusinessinsights.com/semiconductor-market-102365">14.9% CAGR</a>.
Therefore, despite high P/E ratios, the abovementioned tech stocks which continue to lead in market growth, profitability, and long-term potential, could be attractive investment opportunities. Let's assess the fundamentals of the tech stocks.
Apple Inc. (<a href="https://stocknews.com/stock/AAPL/">AAPL</a>) 
AAPL designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. The company offers the iPhone, the Mac, the iPad, and wearables, home, and accessories including AirPods, Apple TV, Apple Watch, Beats products, and HomePod.
In terms of forward non-GAAP <a href="https://www.investopedia.com/terms/p/price-earningsratio.asp">P/E</a>, AAPL's 30.10x is 27% higher than the 23.71x industry average. Its 3.02x forward non-GAAP PEG is 68% higher than the 1.80x industry average. Similarly, its 23x forward EV/EBITDA is 59.7% higher than the 14.40x industry average.
For the fiscal fourth quarter ended September 28, 2024, AAPL's total net sales increased 6.1% from the previous year to $94.93 billion. Its operating income rose 9.7% year-over-year to $29.59 billion. However, the company's net income and EPS were $14.74 billion and $0.97, representing decreases of 35.8% and 33.6% from the same quarter last year, respectively.
Street expects AAPL's EPS for the quarter ending December 31, 2024, to increase 7.9% year-over-year to $2.35. Its revenue for the same quarter is expected to grow 4% year-over-year to $124.41 billion. AAPL surpassed the Street EPS estimates in each of the trailing four quarters. Over the past year, the stock has gained 25.8% to close the last trading session at $222.23.
AAPL's <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a> reflect mixed prospects. It has an overall rating of C, translating to a Neutral in our proprietary system. The POWR Ratings assess stocks by 118 different factors, each with its own weighting.
It has a C grade for Growth, Momentum, and Stability. Within the <a href="https://stocknews.com/category/technology-hardware/">Technology - Hardware</a> industry, AAPL is ranked #24 out of 41 stocks. To see the additional grades of AAPL for Value, Sentiment, and Quality, <a href="https://stocknews.com/stock/AAPL/">click here</a>.
NVIDIA Corporation (<a href="https://stocknews.com/stock/NVDA/">NVDA</a>)
NVDA provides graphics, computing, and networking solutions internationally. It operates in three segments: Graphics, Compute &amp; Networking. The company's products are used in gaming, professional visualization, data center, and automotive markets.
In terms of forward non-GAAP P/E, NVDA's 47.83x is 101.8% higher than the 23.71x industry average. Its 39.94x forward EV/EBIT is 101.8% higher than the 19.79x industry average. However, its 1.35x forward EV/Sales is 25% lower than the 1.80x industry average.
NVDA's revenue for the second quarter which ended on July 28, 2024, increased 122.4% year-over-year to $30.04 billion. The company's non-GAAP operating income increased 156.4% year-over-year to $19.94 billion.
In addition, NVDA's non-GAAP net income and non-GAAP net income per share came in at $16.95 billion and $0.68, representing increases of 151.5% and 151.9% from the year-ago values, respectively.
For the quarter ended October 31, 2024, NVDA's EPS and revenue are expected to increase 84.5% and 81.8% year-over-year to $0.74 and $32.94 billion, respectively. NVDA surpassed the consensus EPS estimates in each of the trailing four quarters. Over the past year, the stock has gained 208.5% to close the last trading session at $138.86.
NVDA's uncertain prospects are reflected in its POWR Ratings. It has an overall rating of C, which translates to a Neutral in our proprietary rating system.
It has a C grade for Growth and Momentum. Within the <a href="https://stocknews.com/category/semiconductor-wireless-chip/">Semiconductor &amp; Wireless Chip</a> industry, it is ranked #42 out of 91 stocks. To access additional grades for NVDA's Value, Stability, Sentiment, and Quality ratings, <a href="https://stocknews.com/stock/NVDA/">click here</a>.
Meta Platforms, Inc. (<a href="https://stocknews.com/stock/META/">META</a>)
META engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and wearables worldwide. It operates in two segments, Family of Apps and Reality Labs.
In terms of forward non-GAAP P/E, DELL's 24.91x is 81.6% higher than the 13.72x industry average. Its 14.17x forward EV/EBITDA is 80.8% higher than the 7.83x industry average. On the other hand, its 1.18x forward non-GAAP PEG is 19.8% lower than the 1.47x industry average.
META's revenue for the third quarter ended September 30, 2024, increased 18.9% year-over-year to $40.59 billion. Its income from operations grew 26.2% from the previous year's quarter to $17.35 billion. For the same period, the company's net income amounted to $15.69 billion, or $6.03 per share, up 35.4% and 37.4%, respectively, over the prior-year quarter.
Analysts expect META's EPS and revenue for the quarter ending December 31, 2024, to increase 26.1% and 17.1% year-over-year to $6.72 and $46.96 billion, respectively. It surpassed the Street EPS estimates in each of the trailing four quarters. Over the past year, the stock has gained 81.1% to close the last trading session at $569.82.
META's positive outlook is reflected in its POWR Ratings. It has an overall rating of B, equating to a Buy in our proprietary rating system.
It is ranked #17 out of 52 stocks in the A-rated <a href="https://stocknews.com/category/internet/">Internet</a> industry. It has an A grade for Sentiment and Quality. <a href="https://stocknews.com/stock/META/">Click here</a> to see META's Growth, Value, Momentum, and Stability ratings.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
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AAPL shares were trading at $222.91 per share on Tuesday afternoon, up $0.90 (+0.41%). Year-to-date, AAPL has gained 16.22%, versus a 22.30% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Abhishek Bhuyan</h2> <img src='https:/wp-content/uploads/2023/07/ABhuyan.jpg' style="float:left; padding:5px;width:125px;">Abhishek embarked on his professional journey as a financial journalist due to his keen interest in discerning the fundamental factors that influence the future performance of financial instruments.<a href="https://stocknews.com/authors/?author=abhishek-bhuyan">More...</a>The post <a href=https://stocknews.com/news/aapl-nvda-meta-3-high-pe-tech-stocks-worth-the-premium-price/>3 High-PE Tech Stocks Worth the Premium Price</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

3 High-PE Tech Stocks Worth the Premium Price

With rapid digitalization, rapid adoption, and development, as well as surging demand, the AI market is on the rise. Amid this backdrop, investors could buy fundamentally solid AI stocks NVIDIA Corporation (NVDA), Microsoft (MSFT), and Meta Platforms (META) poised for substantial gains. Continue reading... The artificial intelligence (AI) market is rapidly developing, and industries are evolving across the globe. The industry offers unprecedented potential to transform how businesses are done worldwide by offering efficiency and lower costs. This has resulted in the adoption of AI by more and more businesses.
Given the industry's rosy prospects, it could be wise to consider sound AI stocks NVIDIA Corporation (<a href="https://stocknews.com/stock/NVDA/">NVDA</a>), Microsoft Corporation (<a href="https://stocknews.com/stock/MSFT/">MSFT</a>), and Meta Platforms, Inc. (<a href="https://stocknews.com/stock/META/">META</a>) for potential gains.
Artificial Intelligence (AI) is continuously reshaping diverse industries and economies, resulting in rapid transformation and robust growth. Industries and companies are striving to innovate and explore the full potential of AI and implement it to the best use for boosting productivity, improving efficiency, and fastening digitalization.
Industries like healthcare, biotech, education, finance, advertising, consumer goods, and industrial segments are increasingly utilizing AI to improve their business efficiency. With this, the contribution of AI is expected to rise at a rapid pace in the future. A research by Exploding Topics stated that over 77% of companies are either using or exploring the use of AI in their businesses.
With its wide range of applications and demands, AI is expected to create over 97 million new jobs by the next year. Also, notably the technology is anticipated to <a href="https://www.nu.edu/blog/ai-statistics-trends/">contribute $15.70 trillion to the global economy</a> by 2030. With its features like automating business operations like consumer service, fraud detection, and quality control, AI creates new industry opportunities.
Statista projects the AI market will reach around <a href="https://www.statista.com/outlook/tmo/artificial-intelligence/worldwide">$184 billion in 2024</a>, with the United States leading globally at $50.16 billion.
Considering the conducive industry trends, let's delve deeper into the fundamentals of quality AI stocks such as NVDA, MSFT, and META, which are transforming industries.
NVIDIA Corporation (<a href="https://stocknews.com/stock/NVDA/">NVDA</a>)
NVDA provides graphics, computing, and networking solutions worldwide. The company operates through two segments: Compute &amp; Networking and Graphics. It offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms.
On October 28, NVIDIA announced that xAI's Colossus supercomputer cluster comprising 100,000 NVIDIA Hopper Tensor Core GPUs in Memphis, Tennessee, achieved massive scale with the help of NVIDIA Spectrum-X&#x2122; Ethernet networking platform, designed to deliver superior performance to multi-tenant, hyperscale AI factories.
On October 21, NVDA expanded its collaboration with Microsoft to support AI startups, emphasizing healthcare and life sciences. The announcement was made at the HLTH healthcare innovation conference. The initiative integrates NVDA's Inception program with Microsoft for Startups, allowing access to cloud credits, AI development software, and expert technical and business support.
The strategic partnership is projected to increase the demand for the company's AI hardware and software solutions, thereby boosting revenues.
NVDA's revenue increased 122.4% year-over-year to $30.04 billion for the second quarter, which ended on July 28, 2024. Its non-GAAP <a href="https://www.investopedia.com/terms/o/operatingincome.asp">operating income</a> rose 156.4% from the year-ago value to $19.94 billion. The company reported non-GAAP net income of $16.95 billion and $0.68 per share, indicating increases of 151.5% and 151.8% year-over-year, respectively.
In addition, the company's free cash flow rose 122.9% from the prior-year quarter to $13.48 billion.
According to the company's outlook for the third quarter fiscal 2025, NVDA projects revenue of $32.50 billion, plus or minus 2%.
Street expects NVDA's revenue for the third quarter (ended October 2024) to increase 81.8% year-over-year to $32.94 billion, while its EPS for the same period is expected to improve 84.5% year-over-year to $0.74. Furthermore, the company surpassed the consensus revenue and EPS estimates in each of the trailing four quarters, which is impressive.
NVDA's shares have gained 47.7% over the past six months and 197.4% over the past year to close the last trading session at $136.05.
NVDA's bright prospects are reflected in its <a href="https://stocknews.com/powr-ratings/">POWR Ratings</a>. The POWR Ratings are calculated by considering 118 different factors, each weighted to an optimal degree.
NVDA has an A grade for Sentiment and a B grade for Quality. Within the <a href="https://stocknews.com/category/semiconductor-wireless-chip/">Semiconductor &amp; Wireless Chip</a> industry, NVDA is ranked #42 out of 91 stocks.
<a href="https://stocknews.com/stock/NVDA/">Click here</a> to access additional ratings of NVDA for Growth, Value, Stability, and Momentum.
Microsoft Corporation (<a href="https://stocknews.com/stock/MSFT/">MSFT</a>)
MSFT develops and supports software, services, devices, and solutions globally. The company operates through three segments: Productivity and Business Processes; Intelligent Cloud; and More Personal Computing. It offers Office, Exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft Viva, Microsoft 365 Copilot, and Office consumer services.
On October 10, MSFT unveiled several Microsoft Cloud for Healthcare innovations to connect care experiences, enhance team collaboration, empower healthcare workers, and unlock clinical and operational insights.
Through new healthcare AI models in Azure AI Studio, capabilities for healthcare data solutions in Microsoft Fabric, the healthcare agent service in Copilot Studio, and an AI-driven nursing workflow solution, Microsoft Cloud for Healthcare is supporting healthcare organizations in their journey toward shaping a healthier future.
On October 3, MSFT and Rezolve AI, a global leader in AI-powered commerce solutions, announced a strategic partnership to empower retailers with advanced capabilities for digital engagement.
Under the collaboration, Rezolve AI's Brain Suite, including Brain Commerce, Brain Checkout, and Brain Assistant will be powered by Microsoft Azure and available globally via Microsoft's Azure Marketplace and co-sell channels.
MSFT's total revenues rose 16% year-over-year to $65.58 billion for the fiscal first quarter that ended September 30, 2024. The company's operating income grew 13.6% from the year-ago value to $30.55 billion. Also, its net income and EPS totaled $24.67 billion and $3.30, reflecting increases of 10.6% and 10.4% from the prior year's quarter, respectively.
Furthermore, the company's total assets stood at $523.01 billion as of September 30, 2024, versus $512.16 billion as of June 30, 2024.
Street expects MSFT's revenue and EPS for the second quarter (ending December 2024) to increase 11.3% and 7.2% year-over-year to $69.03 billion and $3.14, respectively. Furthermore, it has surpassed the consensus revenue and EPS estimates in each of the trailing four quarters, which is impressive.
MSFT's stocks have surged 14.6% over the past year to close the last trading session at $408.46.
MSFT's robust growth prospects are reflected in its POWR Ratings. The stock has a B grade for Quality and Stability. Within the <a href="https://stocknews.com/category/software-business/">Software - Business</a> industry, MSFT is ranked #17 out of 39 stocks.
<a href="https://stocknews.com/stock/MSFT/">Click here</a> to access additional ratings of MSFT for Value, Growth, Momentum, and Sentiment.
Meta Platforms, Inc. (<a href="https://stocknews.com/stock/META/">META</a>)
META engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and wearables worldwide. The company operates in two segments: Family of Apps and Reality Labs.
META's trailing 12-month gross profit margin and EBIT margin of 81.50% and 41.61% are 58.3% and 356.9% higher than the industry averages of 51.49% and 9.11%, respectively. Also, its trailing-12-month net income margin of 35.55% is significantly higher than the 2.61% industry average.
On May 31, META's Board of Directors declared a quarterly cash dividend of $0.50 per share of its outstanding Class A common stock and Class B common stock, paid on June 26, 2024, to stockholders of record as of the close of business on June 14, 2024. META pays an annual dividend of $2, which translates to a yield of 0.35% at the current share price.
For the third quarter that ended September 30, 2024, META's revenue increased 18.9% year-over-year to $40.59 billion. The company's income from operations grew 26.2% from the year-ago value to $17.35 billion. Its net income and earnings per share of $15.69 billion and $6.03 indicate growth of 35.4% and 37.3% from the prior year's quarter, respectively.
In addition, the company's free cash flow increased 13.8% year-over-year to $15.52 billion.
Analysts expect META's revenue and EPS for the fourth quarter (ending December 2024) to increase 17.1% and 25.8% year-over-year to $46.96 billion and $6.70, respectively. Moreover, the company topped the consensus revenue and EPS estimates in all four of the trailing quarters.
Shares of META have surged 20.4% over the past six months and 77.5% over the past year to close the last trading session at $560.68.
META's POWR Ratings reflect its robust prospects. The stock has an overall rating of B, equating to a Buy in our proprietary rating system.
The stock has an A grade for Quality and Sentiment. META is ranked #17 among 52 stocks in the A-rated <a href="https://stocknews.com/category/internet/">Internet</a> industry.
To access additional META ratings for Growth, Value, Stability, and Momentum, <a href="https://stocknews.com/stock/META/">click here</a>.
What To Do Next?
Get your hands on this special report with 3 low priced companies with tremendous upside potential even in today's volatile markets:
<a href="https://report.stocknews.com/free-report/3stocks/?formplacement=artbotad_3s">3 Stocks to DOUBLE This Year &gt;</a>

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NVDA shares fell $0.30 (-0.21%) in after-hours trading Tuesday. Year-to-date, NVDA has gained 182.59%, versus a 22.48% rise in the benchmark S&amp;P 500 index during the same period.
<hr><div style="clear:both;"></div> <h2>About the Author: Rjkumari Saxena</h2> <img src='https:/wp-content/uploads/2024/04/Rajkumari-Saxena_Image-1.jpeg' style="float:left; padding:5px;width:125px;">Rajkumari started her career as a writer but gradually shifted her focus to financial journalism, leveraging her educational background in Commerce. Fascinated by the interplay of business and economic shifts in equities, she aspires to evolve as an analyst. With a knack for simplifying complex financial concepts, her mission is to empower investors with insights that lead to profitable decisions.<a href="https://stocknews.com/authors/?author=rajkumari-saxena">More...</a>The post <a href=https://stocknews.com/news/nvda-msft-meta-3-ai-stocks-transforming-industries-and-driving-future-growth/>3 AI Stocks Transforming Industries and Driving Future Growth</a> appeared first on <a href=https://stocknews.com/>StockNews.com</a>

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