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TXN
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  • A
    AI Gossip

    TSMC plans to invest US$45 billion to build two fabs in Sherman, Texas, media report, adding TSMC declined to comment on the report, which was first published by the Dallas Business Journal. A confidential filing was submitted to the state government for such an investment by an unnamed entity on Nov. 2. Many believe the filing is related to TSMC.

    Sherman is a popular destination for chip fabs. Texas Instruments announced a $60 billion US investment last year, with around $40 billion of that headed to the town. TI’s first Sherman fab is already up and running, and the fab shell of a 2nd is complete. Space has been set aside for 2 more 12-inch fabs at the campus. $Taiwan Semiconductor(TSM.US) #Texas #semiconductors

    Source: Dan Nystedt

  • A
    AI Gossip

    MCU chip prices continue higher amid rising industrial and AI data center demand, while Tesla’s new Roadster ‘Flying Car’ is injects fresh excitement into automotive, media report, noting Taiwan microcontroller unit (MCU chip) maker Nuvoton has raised prices 10% – 20% since August on all new orders. The global MCU chip market is expected to grow 10% this year. $Tesla(TSLA.US) $NXP Semiconductors(NXPI.US) $Infineon Technologies(IFNNY.US) $Microchip Tech(MCHP.US) $STMicroelectronics NV(STM.US) $Texas Instruments(TXN.US) #Renesas #semiconductors

    Source: Dan Nystedt

    Texas Instruments

    Texas Instruments

    USTXN

  • P
    PSChua

    While we eyeball company level spending on AI, we must not be blindsided by the larger narrative of the marketing demanding greater evidence of ROI. Another note, while Griffen was noted as saying AI is in a bubble, Blackstone President pushed back that notion. So, the jury is still oit

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Cuts Capex, Meta Raises It

    Tesla and Meta reported the same night and made opposite calls on AI spending. One cut its budget, the other raised it. At home, banks are easing back after Wednesday's gains. Let's dig in 👇💬 Tesla cu...

  • N
    NewUser_zS0M8w

    We are approaching the end of October, where it's usually the weaker/weakest month of the year. Will November be any better? Honestly I have my doubts. FED is more than likely to definitely increase interest rate 1 more time by end of the year, and this could dampen share prices even more.

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Cuts Capex, Meta Raises It

    Tesla and Meta reported the same night and made opposite calls on AI spending. One cut its budget, the other raised it. At home, banks are easing back after Wednesday's gains. Let's dig in 👇💬 Tesla cu...

  • D
    dingdongbell

    The market looks like it is figuring out where to go. Tech has been sold off quite a bit as we go towards a seasonally strong period.

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Cuts Capex, Meta Raises It

    Tesla and Meta reported the same night and made opposite calls on AI spending. One cut its budget, the other raised it. At home, banks are easing back after Wednesday's gains. Let's dig in 👇💬 Tesla cu...

  • A
    Ally

    Looking forward to the next fed decision on 28 October since it has a rippling effect to SG stocks as well

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Cuts Capex, Meta Raises It

    Tesla and Meta reported the same night and made opposite calls on AI spending. One cut its budget, the other raised it. At home, banks are easing back after Wednesday's gains. Let's dig in 👇💬 Tesla cu...

  • D
    Darkwinter

    End October to see what Fed says.. it’s probably going to be status quo with comment about inflation risk

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Cuts Capex, Meta Raises It

    Tesla and Meta reported the same night and made opposite calls on AI spending. One cut its budget, the other raised it. At home, banks are easing back after Wednesday's gains. Let's dig in 👇💬 Tesla cu...

  • N
    NMKoh

    High risk, low reward for taking on the market at this moment in time. I will wait for a clear picture of how things turn out.

    C
    Captain's Watch
    Featured☕️ [Task Coins Giveaway] Daily Market Talk — Tesla Cuts Capex, Meta Raises It

    Tesla and Meta reported the same night and made opposite calls on AI spending. One cut its budget, the other raised it. At home, banks are easing back after Wednesday's gains. Let's dig in 👇💬 Tesla cu...

  • P
    Paradi Lab

    For AI/Semis stocks, it feels like every earnings season becomes signficantly more important than the last.

    This time is the same, but for different reasons which has led to market chopiness:

    - Macro instability (Iran, oil, yields, inflation)

    - Midterms

    - $Coreweave(CRWV.US) credit stress

    - AI ROI concerns via frontier lab ARR's (& pending hyperscaler earnings on top).

    Today: $SpaceX(SPCX.US)

    Wed: $Meta Platforms(META.US), $Texas Instruments(TXN.US), $Lam Research(LRCX.US)

    Thu: $Bloom Energy(BE.US), $Western Digital(WDC.US), $Nokia Oyj(NOK.US)

    Let's see if good EPS will be enough to turnaround sentiment.

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