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Direxion Semicon Bull 3X
SOXL.US
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European equities to open with modest gains; US senators propose blocking NVDA's Blackwell chips to China - Newsquawk EU Market Open

US senators propose blocking NVIDIA's advanced chip sales to China for 30 months, targeting H200 and Blackwell chips. European equities are set to open with modest gains. APAC stocks were mixed ahead of US PCE data. US stocks finished mixed, with Meta shares gaining after budget cuts on Metaverse spending. US trade talks with Mexico and Canada are planned. The Fed announced new pricing for payment services effective January 2026.

ZeroHedge·
US
NVDA
+2.12%
ZeroHedge·
US
NVDA
+2.12%

'Everyone Has This Wrong,' Says Top BofA Analyst About Nvidia Stock

Bank of America's top analyst, Vivek Arya, argues that concerns about Nvidia's demand and supply limits are misplaced. He maintains an Overweight rating with a $275 price target, suggesting a 50% upside. Arya highlights Nvidia's role in Amazon's AWS cloud AI systems and predicts strong data center sales. Nvidia's stock has a Strong Buy consensus, with a 43% upside potential according to TipRanks.

Tip Ranks·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+3.96%
Tip Ranks·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+3.96%

EXCLUSIVE-Baidu's Kunlunxin, valued at close to $3 billion, eyes Hong Kong IPO, sources say

Kunlunxin, Baidu's AI chip unit, valued at $2.97 billion, plans a Hong Kong IPO by early 2027. The company recently raised over 2 billion yuan, increasing its valuation from 18 billion to 21 billion yuan. This move aligns with China's push for domestic semiconductor development amid U.S. export restrictions. Kunlunxin, now independently operated, expects significant revenue growth and aims to break even this year. It has also launched new AI chip products, the M100 and M300, set for release in 2026 and 2027, respectively.

Reuters·
HK
09888
+5.87%
US
BIDU
+1.23%
US
SOXL
-3.05%
Reuters·
HK
09888
+5.87%
US
BIDU
+1.23%
US
SOXL
-3.05%

Next week, the "Google Chain Core" Broadcom earnings report is coming

Citigroup and Goldman Sachs report predict that driven by the open use of Google's TPU and a surge in AI spending, Broadcom's upcoming financial report will once again exceed expectations, with its AI revenue expected to achieve triple-digit growth in the fiscal year 2026. Although OpenAI's "capital expenditures far exceed revenue" model has been pointed out to show signs of a bubble, before the demand cools down, Broadcom, as a core supplier, will continue to benefit from the capital chase for AI

Wallstreetcn·
US
AVGO
+0.11%
Wallstreetcn·
US
AVGO
+0.11%

Trending | SOXL Decreases 3% on Thursday, Some Put options Soar 600%

On December 4, Eastern Time, Direxion Semicon Bull 3X options saw a total of 155965 contracts traded, with calls accounting for 53% and puts making up 46%.

LB Option·
US
SOXL
-3.05%
LB Option·
US
SOXL
-3.05%
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$AMD(AMD.US) almost all semiconductor comapanies show a bearish chart supported by insane valuations.

Weekly semiconductor highlights By $Alphabet(GOOGL.US) Big Banana Model Pro.

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WSTS raised it 2026 global semiconductor market forecast to US$975.5 billion, up 26.3% year-on-year, a leap from its prior forecast of 9.9% growth. WSTS also raised its 2025 market forecast to US$772......................

South Korea’s general tariff rate was cut to 15% retroactive to Nov. 1, including on any future national security tariffs on semiconductors or pharmaceuticals, after South Korea introduced legislation...

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