FT Cboe Vest Rising Dividend Achievers Target Income ETF(RDVI.US)

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BUZZ-Chipmakers set to log 2025 gains as AI rally persists despite bubble fears

Chipmakers are projected to see significant gains in 2025, driven by ongoing investments in AI despite bubble concerns. The Philadelphia Semiconductor Index is expected to close over 43% higher, marking its third consecutive year of gains. Nvidia is on track for a ~40% increase, while Broadcom anticipates a 50% rise. AMD could close ~80% higher, and Intel is set for an 86% increase. Micron may rise nearly 250% due to AI demand, and Qualcomm is expected to see a 13% rise. Analysts from Jefferies note that AI remains a strong focus for investors.

Reuters·
US
QCOM
+0.13%
US
AMD
-0.13%
US
INTC
+1.69%
Reuters·
US
QCOM
+0.13%
US
AMD
-0.13%
US
INTC
+1.69%

These stocks are moving the most today: Nvidia, Tesla, Hecla, Newmont, Nike, Vanda, Western Digital, and more

Nvidia shares edge higher on reports of strong interest in the chip maker’s hardware from Chinese customers, while Newmont and Hecla Mining decline as precious metals prices tumble.

MSN·
US
NVDA
-0.36%
MSN·
US
NVDA
-0.36%

How $160 million worth of export-controlled Nvidia chips were allegedly smuggled into China

Federal prosecutors in Texas revealed a smuggling network, dubbed "Operation Gatekeeper," that allegedly exported $160 million worth of Nvidia GPUs to China, violating U.S. export control laws. The operation involved falsifying shipping documents and using undercover agents to infiltrate a New Jersey warehouse. The investigation highlights the ongoing struggle between the U.S. and China for access to advanced AI chips. Despite Nvidia's efforts to prevent illegal exports, the demand for their technology in China remains high. The case has led to multiple arrests and a guilty plea related to the smuggling activities.

CNBC·
US
NVDA
-0.36%
US
NVDL
-0.80%
HK
07788
-0.30%
CNBC·
US
NVDA
-0.36%
US
NVDL
-0.80%
HK
07788
-0.30%

NVIDIA Corporation $NVDA is Munro Partners' Largest Position

Munro Partners has reduced its stake in NVIDIA Corporation (NASDAQ: NVDA) by 20.6% in Q3, now holding 1,598,276 shares, making it the largest position in their portfolio at 8.1%. Other hedge funds have also adjusted their holdings, with State Street Corp and Geode Capital Management increasing their shares. Insider transactions included significant sales by executives. NVIDIA's stock opened at $187.54, with a market cap of $4.56 trillion and a recent earnings report showing a 62.5% revenue increase year-over-year. The company also announced a quarterly dividend of $0.01.

Market Beat·
US
NVDA
-0.36%
US
NVDL
-0.80%
HK
07788
-0.30%
Market Beat·
US
NVDA
-0.36%
US
NVDL
-0.80%
HK
07788
-0.30%

Update: Market Chatter: China Requiring Chipmakers to Use at Least 50% Domestically Made Equipment for Expanding Capacity

China is mandating that chipmakers use at least 50% domestically produced equipment for capacity expansion. This requirement, communicated to companies seeking state approval, is leading to a preference for local suppliers over foreign ones, even when foreign options are available. Companies like Lam Research are being partially replaced by domestic firms such as Naura. The Chinese embassy in the US has not confirmed the report but emphasized China's commitment to self-reliance and innovation in technology.

fidelity·
US
LRCX
-1.19%
fidelity·
US
LRCX
-1.19%
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