Workflow
Semiconductors
icon
搜索文档
China targets Nvidia, Qualcomm in crackdown on US chip imports
New York Post· 2025-10-10 16:00
China is boosting its crackdown on US chip imports – launching an antitrust investigation into Qualcomm and deploying customs officials to ports to weed out Nvidia processors.China’s market regulator said Friday it was investigating whether Qualcomm’s acquisition of Israeli chip maker Autotalks marked a violation of Chinese antitrust law.Shares in San Diego, Calif.-based Qualcomm fell 1.3% in the morning. 3 Nvidia CEO Jensen Huang delivers the keynote address at an AI conference. AFP via Getty ImagesQual ...
Watch These Nvidia Price Levels After AI Favorite's Recent Record-Setting Streak
Yahoo Finance· 2025-10-10 15:59
Source: TradingView.com Key Takeaways Nvidia shares hovered near their all-time highs Friday after setting a string of records this week on optimism about artificial intelligence demand. The shares recently broke out from a flag pattern on Thursday, signaling potential upside above the stock’s recent trading range. The measured move technique forecasts a price target of $204, while bars pattern analysis projects a potential move up to $255. Investors should watch major support levels on Nvidia's ch ...
Marvell Technology Stock Has Slumped This Year. Analysts Think It Has a Growth Story to Tell.
Barrons· 2025-10-10 15:55
The semiconductor company's relationship with top customer Amazon Web Services remains intact, Oppenheimer says. ...
Qualcomm Stock Slides on News of Antitrust Probe by Chinese Regulators
Yahoo Finance· 2025-10-10 15:54
Bing Guan / Bloomberg / Getty Images Qualcomm shares have lagged the performance of major tech company stocks in 2025. Key Takeaways Qualcomm's acquisition of Israel-based auto-safety chipmaker Autotalks is said to be under investigation by Chinese regulators. Shares of the Qualcomm were down more than 4% in midday trading. Qualcomm (QCOM) shares declined Friday following news Chinese regulators have opened an antitrust investigation of the chipmaker’s June purchase of Israel-based car safety semico ...
Stocks Tumble As Trump Mulls 'Massive' China Tariffs: What's Moving Markets Friday?
Benzinga· 2025-10-10 15:47
地缘政治紧张局势与市场反应 - 前总统特朗普威胁对中国进口商品大幅提高关税 并对中国可能实施的稀土出口管制表示将采取金融反制措施[2] - 相关言论导致全球市场波动 纳斯达克100指数下跌近2%至24,600点下方 道琼斯工业平均指数下跌约400点或1%至46,000点下方[3] - 市场避险情绪升温 美元走弱 黄金价格反弹至每盎司4,000美元以上 比特币价格承压下跌1.6%至120,000美元下方[4] 主要股指与ETF表现 - 道琼斯指数下跌0.9%至45,957.81点 标准普尔500指数下跌1.3%至6,650.37点[8] - 罗素2000指数下跌1.7%至2,427.07点 纳斯达克100指数下跌1.8%至24,642.87点[8] - iShares中国大盘股ETF下跌3.2%[4] 科技行业个股表现 - Advanced Micro Devices股价下跌7% 尽管此前一周表现强劲 有望创2016年以来最佳周度表现[3] - 其他科技股如Synopsys下跌5.74% Robinhood Markets下跌5.47%[9] - 中国科技公司股价遭受重创 京东、阿里巴巴、百度、拼多多均下跌约4%或更多[4] 标普500成分股涨跌排行 - 标普500前五大涨幅股包括百事公司上涨3.53% 菲利普莫里斯国际上涨2.37% Verisk Analytics上涨2.30%[6] - CVS Health上涨2.08% Erie Indemnity上涨2.08%[6] - 标普500前五大跌幅股包括The Mosaic Company下跌7.57% Block下跌6.70%[7][9]
U.S. Stocks Plunge As Trump Threatens 'Massive Increase' In Tariffs On China
RTTNews· 2025-10-10 15:31
After moving modestly higher early in the session, stocks have come under pressure over the course of the trading session on Friday. The major averages have all moved to the downside, adding to the losses posted in the previous session. In recent trading, the major averages have fallen to new lows for the session. The Nasdaq is down 431.12 points or 1.9 percent at 22,593.50, the S&P 500 is down 84.10 points or 1.3 percent at 6,651.01 and the Dow is down 364.63 points or 0.8 percent at 45,993.79.Stocks move ...
China Hits NVDA & QCOM with New Headwinds
Youtube· 2025-10-10 15:30
We're back on Morning Trade Live. Let's focus on Qualcomm. The chipmaker is lower today after China announced an antitrust probe into one of its Qualcomm's recent acquisitions.The stock has been relatively sideways over the last 12 months. You can see how it stacks up here to names like Texas Instruments, ARM Holdings, and Intel during that time. Intel the outperformer in this group.So, Qualcomm is the focus of the morning trade. Joining us now for a closer look, I'm pleased to say, is NextG Investing host ...
AMD’s Missing (Ultra Accelerator) Link (NASDAQ:AMD)
Seeking Alpha· 2025-10-10 15:20
On October 6, 2025, Advanced Micro Devices (NASDAQ: AMD ) and OpenAI announced a strategic partnership in which OpenAI will purchase up to 6 gigawatts of AI infrastructure based on AMD products. The first gigawatt isMark Hibben has a masters in Electrical Engineering from USC and is an independent iOS developer utilizing his experience working in the technology sector to inform his investing decisions. He is the leader of the investing group Rethink Technology .Analyst’s Disclosure:I/we have a beneficial lo ...
How to play the Buy Everything trade, Goldman Sachs reiterates Buy rating for Disney
Youtube· 2025-10-10 15:11
[Music] A big TGI if from Yahoo finds his New York City headquarters studios. I'm Yahoo's executive editor Brian S. You're watching Phoenix Education Partners ringing the bell at the New York Stock Exchange Jefferson Capital getting trading underway over at the NASDAQ.It's government shutdown day 10. And as you would expect, there remains no resolution in sight to this political gridlock, absent government data that has left investors this week to take their cues in the start of earning season and various b ...
Applied Digital Q1: $1 Billion NOI Is A Game Changer (NASDAQ:APLD)
Seeking Alpha· 2025-10-10 15:03
When I wrote about Applied Digital (NASDAQ: APLD ) last month, I elaborated on why markets were mispricing the huge AI potential that Applied Digital would benefit from due to the rapidUttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and ...