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Now, Snowflake is mentioned to surge. Dow Jones, S&P 500, Nasdaq, Nvidia, Tesla, and Hewlett-Packard increase their percentage.
Besides that, Straits Times and local banks shares also rise. Hong Kong Share Hang Seng Index rebound their shares.
Happy to see improvements in the companies.
Snowflake surged 16.55% on a blowout earnings beat, and Fed Governor Waller's dovish tilt sent September rate-hike odds tumbling. All three US indices closed up more than 1%. Tesla's Cybercab official...
Rumor: Thailand and Vietnam could be hurt worst as big notebook PC brands turn back to China for mass production, media report, saying Southeast Asia turned out to be too costly for laptop production and US tariffs have not had as big an impact as feared.
Taiwanese suppliers relocated production lines to Southeast Asia amid tariffs and client requests to move production outside of the Red Supply Chain (Communist nations (China)). But assembling a laptop in Southeast Asia costs US$9 more per unit than in China, which seems small but is most of the assembly cost. Pressure from local governments in China for Taiwan companies to make good on promises made in return for past subsidies are also a factor. After factories moved, their tax revenues plunged. $Dell Tech(DELL.US) $HP(HPQ.US) $Apple(AAPL.US) #Wistron #CompalSource: Dan Nystedt
Please ask Grok to look up information online about the cooling performance of DGX Spark. Although the chip and memory are identical, cooling is crucial for long-term use. Every brand has its own cooling strategy, so there will be significant differences in temperature comparisons. What surprised me was that Acer topped the list? I haven't considered buying a laptop or PC from Acer for over ten years... This cooling ranking really caught me off guard:
Acer Chairman: PC shipments may plunge over 20% in the 2nd half of 2026 as higher prices bite, media report, with the PC giant planning to focus on new businesses to maintain growth. Chair Jason Chen also said price increases for memory chips and SSDs have started to plateau, so PC price hikes have also slowed. $Dell Tech(DELL.US) $HP(HPQ.US) $Micron Tech(MU.US) $SK Hynix(SKHY.US) #semiconductors
Source: Dan Nystedt
$Hewlett Packard Enterprise(HPE.US) | Morgan Stanley 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗛𝗲𝘄𝗹𝗲𝘁𝘁 𝗣𝗮𝗰𝗸𝗮𝗿𝗱 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 from 𝗘𝗾𝘂𝗮𝗹𝘄𝗲𝗶𝗴𝗵𝘁 to 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁, cuts PT to $𝟲𝟵 from $𝟳𝟭
Analyst sees earnings upside, valuation support and re-rating potential as HPE’s competitive position and cash flow improve.Supply chain signals have been disrupted and are causing anxiety about the peak season 3rd quarter media report, noting this year seems “volatile and treacherous” due to price hikes, shortages of key components – including memory, demand for early delivery by end clients (pull-in), and less predictable consumer demand. The biggest factor is strong 1st & 2nd quarter demand – and hoarding – by consumer electronics firms, which could slow in the 2nd half. Order visibility through end-2026 and 1st half 2027 will be a key sign to watch. $Apple(AAPL.US) $Dell Tech(DELL.US) $HP(HPQ.US) $Hewlett Packard Enterprise(HPE.US) #semiconductors
Source: Dan Nystedt
Trying to print a reversal $HP(HPQ.US)
Just a thought…
Maybe don’t hire a $Nike(NKE.US) “veteran” to lead the $Lululemon(LULU.US) brand revival?It’s the equivalent of PayPal hiring the former HP CEO.I’m just speechless.Source: Serenity
Samsung has stopped accepting new orders for legacy mobile DRAM memory chips, LPDDR4, LPDDR4X, which are widely used in smartphones, tablets and laptops, The Elec reports, adding Samsung will shift production to new LPDDR5 mobile/low-power DRAM instead. The older chips have been in production for 8-10-years. $Apple(AAPL.US) $Dell Tech(DELL.US) $HP(HPQ.US) $SSNLF #Samsung #LPDDR4 #LPDDR4X
Source: Dan Nystedt
$HP(HPQ.US) longer the base, higher in space? No one knows but getting a good start today with the gap up. None in trade account bought it yesterday for my investment/spec/gamble account.
Source: Sunrise Trader
