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[Morgan Stanley: Continue to hold high-quality U.S. stocks before the earnings season.] On October 12, Morgan Stanley strategists said that before the earnings season comes, investors should continue to hold high-quality U.S. stocks with continued improvement in earnings per share. The team, led by Michael Wilson, said lower valuations created better entry opportunities for high-quality cyclical stocks. "The relative performance of the financial sector may be the most important factor in determining the short-term direction of the stock market." The report said that as the correction continues, the scope of investment opportunities in high-quality stocks is expanding.
#Global market intelligence#U.S. stock trends10-12 14:37
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On October 12, Jefferies raised Chevron’s target share price from $233 to $253.
#U.S. stock trends10-12 14:30
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[U.S. technology stocks Q3 earnings calendar released: Artificial intelligence continues to be the focus] October 12th, the U.S. stock Q3 earnings season kicked off this week. Artificial intelligence continues to be the focus of this issue and supports the further growth of U.S. stock earnings. Investment research institution Zacks pointed out that 15 of the 16 sectors of the U.S. stock market are expected to achieve profit growth in Q3, with the technology sector being the main contributor to growth. However, the artificial intelligence narrative has entered its fourth year, and investors are no longer satisfied with the company’s propaganda-like statements and are demanding that technology companies provide evidence of stable profit growth. Stocks that have risen on the promise of artificial intelligence could face more downward pressure if companies fail to meet market expectations.
#AI#TMT Industry Observation#U.S. stock trends#US stock Q3 earnings season10-12 14:12
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On October 12, Jefferies raised its target price for Marathon crude oil from $413 to $433.
#U.S. stock trends10-12 12:31
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[Chip experts tried to dissuade Musk: The Terafab chip project is more difficult than launching a Starship rocket] On October 10, Musk said that the Terafab manufacturing project he led will have the ability to produce 1 terawatt of computing power, but semiconductor experts pointed out that this goal is difficult to achieve. The industry emphasizes that the entry threshold for chip manufacturing is extremely high. It will take at least 30 years for the equipment to reach the yield level of mass production and maintain the optimal combination of process steps. It may be more difficult for Terafab to achieve a stable yield than to send a starship to Mars.
#semiconductor#Musk#chip#Rocket#Computing power#semiconductor chip#U.S. stock trends10-10 17:34
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[Apple will increase orders for iPhone Duo by 30%, total orders for the iPhone 18 Pro series remain unchanged] On October 10, it was learned from Apple’s supply chain that Apple has structurally adjusted its order volume for new mobile phone products in the fall of 2026: increasing orders for iPhone Duo by 30%, but the total has not exceeded 10 million units, and cutting orders for iPhone 18 Pro by 10%-15%, while increasing orders for iPhone 18 Pro Max by 10%-15%, iPhone 18 The total order volume of the Pro series has not changed. "This means that sales are tilting towards higher-value products, so the overall performance of Apple's supply chain company is positive." An Apple supply chain source told reporters. (Securities Times)
#iPhone 18 Pro Max#iPhone 18 Pro#iPhone 18#iPhone#apple#U.S. stock trends#Smartphone Frontier Observation#Apple industry chain10-10 14:18
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[Tesla is supported by well-known analysts: Entity Artificial Intelligence is the best investment target] On October 10th, Tesla supporter and well-known analyst Dan Ives once again expressed his optimism about Tesla in the latest report, believing that it will outperform the market, with a target stock price of US$500, which means there is more than 30% room for growth from the current level. Ives stressed that Tesla is an artificial intelligence company, not an automaker. Autonomous driving, driverless taxis and the Optimus humanoid robot will increasingly become the main factors driving Tesla's value. Tesla is one of the clearest ways to invest in physical artificial intelligence on the public markets right now.
#humanoid robot#AI#Autonomous driving#robot#Tesla#Big car news#U.S. stock trends#Intelligent driving10-10 13:47
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[Micron Technology expanded its stock repurchase plan to US$35 billion in December] On October 10, Micron Technology’s board of directors approved the expansion of its stock repurchase plan, which will take effect in December. Micron said in its 10-K filing that its board of directors "approved an increase in the maximum amount of common stock that may be repurchased at its discretion beginning December 9, 2026 to $35.16 billion." Micron previously approved a $10 billion stock repurchase plan, of which approximately $2.2 billion has not yet been used. Micron shares fell 1% on Friday and have risen about 260% this year.
#TMT Industry Observation#buy back shares#U.S. stock trends10-10 04:41
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On October 10th, Google employees were testing a new version of Gemini 4, code-named “Carbon”.
#Gemini#MINI#Google#U.S. stock trends#AI10-10 03:43
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On October 9, T-Mobile’s stock price fell by 12%, the largest decline since March 2020.
#U.S. stock trends10-09 23:34
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[The stock prices of ultra-large-scale cloud vendors in the U.S. rose collectively, with Microsoft and Amazon both rising more than 2%] On October 9, the stock prices of ultra-large-scale cloud vendors in the U.S. rose collectively. Google-A’s stock price rose 1% to US$351.745 per share, with a total market value of US$4.30 trillion. Microsoft's stock price rose 2% to US$533.060 per share, with a total market value of US$3.96 trillion. Amazon's stock price rose 2.42% to US$260.210 per share, with a total market value of US$2.81 trillion. Oracle's stock price rose 5.37% to US$142.455 per share, with a total market value of US$431.9 billion.
#Amazon#Oracle#Google#Microsoft#Global market intelligence#U.S. stock trends10-09 22:56
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On October 9th, Delta Air Lines predicted that its fuel costs would increase by US$6 billion.
#U.S. stock trends10-09 22:09
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On October 9th, Bank of America Global Research slightly adjusted Eli Lilly’s target price from US$1,344 per share to US$1,341.
#fine-tuning#U.S. stock trends10-09 21:56
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On October 9, Bank of America Global Research raised Moderna’s target price from $170 to $200.
#RNA#U.S. stock trends10-09 21:55
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On October 9, optical communications stock Applied Optoelectronics rose 8.4%.
#U.S. stock trends10-09 21:44
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On October 9th, T-Mobile and AT&T stock prices plummeted more than 9% at opening, and Verizon fell more than 6%.
#U.S. stock trends#Telecom operations10-09 21:33
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On October 9th, Apple fell 2.7% in early trading. The company cut the production of iPhone 18 Pro series parts due to weak demand.
#iPhone 18 Pro#iPhone 18#iPhone#apple#U.S. stock trends10-09 21:32
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On October 9, Humana’s stock price opened up 16%, the largest intraday increase since March 2020.
#U.S. stock trends10-09 21:31
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On October 9, the Philadelphia Semiconductor Index opened up 1.4%.
#semiconductor#U.S. stock trends#semiconductor chip10-09 21:31
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[The three major U.S. stock indexes collectively opened higher, and the optical communications sector rose] On October 9, the three major U.S. stock indexes collectively opened higher, with the Dow Jones Industrial Average rising 0.15%, the Nasdaq Composite Index rising 0.55%, and the S&P 500 Index rising 0.28%. The optical communications sector rose, with Lumentum rising more than 7% and Coherent rising more than 5%. SpaceX rose more than 2% after the company reached an agreement to acquire a nationwide low-band spectrum asset package in the United States.
#SpaceX#U.S. stock trends10-09 21:30
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[Tesla abandons "autonomous driving" naming to win European regulatory approval] October 9th, Tesla is downplaying the name Full Self-Driving (fully autonomous assisted driving) in order to win approval of its driving assistance system in Europe and distance itself from this name that has long been criticized as misleading. In recent days, Tesla has started using the name "Tesla Assisted Driving" on its European website. At the same time, its US website still refers to this technology as "Full Self-Driving (Supervised)", which means "fully automated assisted driving (subject to driving supervision)".
#Autonomous driving#Tesla#U.S. stock trends#Intelligent driving10-09 20:34
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[GlobalFoundries launches the FDX Fusion FD-SOI platform for physics AI and plans to start production in Dresden, Germany in 2028] On October 9, GlobalFoundries launched the FDX Fusion FD-SOI platform for physics AI and plans to start production of the platform in Dresden, Germany in 2028.
#Global market intelligence#U.S. stock trends10-09 20:04
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On October 9th, Netflix was reported to be undergoing organizational restructuring, which is expected to affect about 5% of its employees. Relevant announcements may be made as early as next week.
#U.S. stock trends10-09 19:38
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On October 9, Netflix spent US$200 million to purchase the broadcast rights for the 2027 Women's World Cup.
#U.S. stock trends#Football Feast 202610-09 19:35
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On October 9th, the CEO of Delta Air Lines stated that if fuel prices remain high, the company will be forced to increase fares.
#Global market intelligence#U.S. stock trends10-09 19:27
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On October 9th, U.S. optical communications leader Lumentum rose more than 6% before the market opened, and Coherent rose more than 4%. Lumentum's CEO said optical component production capacity has been "sold out" until early 2029.
#Optics#Global market intelligence#U.S. stock trends10-09 19:26
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On October 9, Deutsche Bank lowered its target price for Nike from $37 to $33.
#U.S. stock trends10-09 19:09
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[Truist covered IBM for the first time, giving it a hold rating and a target price of $240] On October 9, Truist Securities covered IBM for the first time, giving it a "hold" rating and a target price of $240.
#IBM#U.S. stock trends10-09 19:08
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[Delta Airlines’ third-quarter results fell short of expectations and fell nearly 3% before the market opened.] On October 9, Delta Air Lines’ third-quarter adjusted revenue was US$17.59 billion, compared with US$17.66 billion expected; adjusted earnings per share were US$1.72, compared with US$1.82 expected. Delta Air Lines expects fourth-quarter adjusted earnings per share of $1.15 to $1.65. Delta Air Lines expects full-year adjusted earnings per share of $5.10 to $5.60, compared with its previous forecast of $6.50 to $7.50. Delta Air Lines U.S. stocks fell nearly 3% before the market opened.
#Global market intelligence#U.S. stock trends10-09 18:35
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[Scotiabank lowers the target prices of the three major U.S. telecom operators] On October 9, Scotiabank lowered the target prices of the three major U.S. telecom operators: AT&T's target price was lowered from US$27.5 to US$26.5; T-Mobile's target price was lowered from US$217 to US$212; Verizon's target price was lowered from US$51.5 to US$50.
#Global market intelligence#U.S. stock trends10-09 18:31