Global Energy Roundup: Market Talk

Dow Jones11-13

The latest Market Talks covering Energy markets. Published exclusively on Dow Jones Newswires throughout the day.

0552 GMT - Foxconn will likely strengthen its position in Nvidia's supply chain by gaining AI server market share, Daiwa analysts say in a research note. Among all the Nvidia AI server manufacturers, Foxconn's market share could gradually increase, especially after large-scale GB300 server shipments start from 4Q, they say. Daiwa raises Foxconn's NVL72 shipment estimates to 12,400 and 22,100 units in 2025 and 2026 respectively, implying that the company will make 50% and 48% of total Nvidia AI servers, they say. Daiwa also turns more positive on the operating profit margin from AI servers due to Foxconn's rising integration efforts and higher working capital spending by clients. Daiwa raises Foxconn's target price to NT$310.00 from NT$235.00. Shares are 0.4% higher at NT$252.00.(sherry.qin@wsj.com)

(END) Dow Jones Newswires

November 13, 2025 00:52 ET (05:52 GMT)

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Shares are 0.4% higher at NT$252.00.(sherry.qin@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 13, 2025 00:52 ET (05:52 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Global Energy Roundup: Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGlobal Energy Roundup: Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-11-13 13:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n   The latest Market Talks covering Energy markets. Published exclusively on Dow Jones Newswires throughout the day. \n</p>\n<p>\n  0552 GMT - Foxconn will likely strengthen its position in <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>'s supply chain by gaining AI server market share, Daiwa analysts say in a research note. Among all the Nvidia AI server manufacturers, Foxconn's market share could gradually increase, especially after large-scale GB300 server shipments start from 4Q, they say. Daiwa raises Foxconn's NVL72 shipment estimates to 12,400 and 22,100 units in 2025 and 2026 respectively, implying that the company will make 50% and 48% of total Nvidia AI servers, they say. Daiwa also turns more positive on the operating profit margin from AI servers due to Foxconn's rising integration efforts and higher working capital spending by clients. Daiwa raises Foxconn's target price to NT$310.00 from NT$235.00. Shares are 0.4% higher at NT$252.00.(sherry.qin@wsj.com) \n</p>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 13, 2025 00:52 ET (05:52 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2083900584.USD","symbol_name":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2583537750","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2583537750","pubTimestamp":1763013120,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"The latest Market Talks covering Energy markets. 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Published exclusively on Dow Jones Newswires throughout the day. \n\n\n  0552 GMT - Foxconn will likely strengthen its position in Nvidia's supply chain by gaining AI server market share, Daiwa analysts say in a research note. Among all the Nvidia AI server manufacturers, Foxconn's market share could gradually increase, especially after large-scale GB300 server shipments start from 4Q, they say. Daiwa raises Foxconn's NVL72 shipment estimates to 12,400 and 22,100 units in 2025 and 2026 respectively, implying that the company will make 50% and 48% of total Nvidia AI servers, they say. Daiwa also turns more positive on the operating profit margin from AI servers due to Foxconn's rising integration efforts and higher working capital spending by clients. Daiwa raises Foxconn's target price to NT$310.00 from NT$235.00. 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