To The Moon

Wednesday saw the "AI trade" hit a rough patch, with the "Magnificent Seven" suffering their biggest one-day drop since October 2022.图片According to $DJIA(.DJI)$ market data, the market-cap-weighted index of these seven companies plummeted 4.1%, marking a cumulative decline of 9.8% since their recent peak on July 10. Over the same period, the Roundhill Magnificent Seven ETF tanked more than 11%, entering correction territory for the first time since last October.MV vanished by over $1.7 trillionSince the July inflation report fell short of expectations, markets have grown more optimistic about multiple Fed rate cuts by the end of 2024, with the first cut anticipated in September. Since then, the combined market value of the "Magnificent Seven" has

$Texas Instruments(TXN)$ announced its Q2 results yesterday, blowing past expectations both in earnings and guidance, sending its shares up nearly 3% in pre-market trading.Revenue DownSpecifically, Texas Instruments' revenue was $3.822 billion in Q2, down 15.6% year on year, slightly exceeding the median guidance of $3.65 to $3.95 billion given by management, and slightly exceeding analyst expectations of $3.82 billion:The Longest DownturnTexas Instruments' products are heavily geared towards industrial and automotive markets, which saw a massive inventory build-up by customers amid COVID-19 supply chain disruptions. Now, as the pandemic eases and global demand softens, these sectors are grappling with destocking.Texas Instruments has been on a dow

Over the past five to ten years, dividend growth stocks in the US stock market have generally outperformed most other asset classes. Here are the top 10 US dividend growth stocks with the best "overall quality." Not only do they boast dividend growth (ranging from 7.69% to 15.8% annually over the past five years), but they also span diverse sectors like retail, healthcare, technology, and finance, offering portfolio diversification potential. Each stock is carefully picked, considering factors like dividend yield, price-to-earnings ratio, and market position.These elite dividend growth stocks are ideal for long-term capital appreciation and dividend strategies.1. $Lowe's(LOW)$ With a 15.8% average annual dividend growth over the past five years, Lo

The energy sector of the U.S. stock market offers many value investing opportunities, here are seven undervalued energy stocks:1. $Devon(DVN)$ Devon is an independent energy company focused on oil and gas exploration, development, and production.With 60% of its oil assets in the Delaware Basin, it boasts a breakeven price as low as $40/BBL. Devon produced a stronger-than-expected 664,000 barrels of oil equivalent per day last quarter and raised its full-year production guidance to 655,000 to 675,000 boe/d, which is expected to add $75.2 million to 2024 pretax profit.Devon's committed to rewarding shareholders through dividends and share repurchases, currently sporting a payout ratio of just 39%.2. $ConocoPhilli

The American stock market has seen a massive shift lately, with small-cap stocks finally bursting into life after a long slumber. Amid expectations of an imminent Fed rate cut, the most speculative and risky US small-caps are soaring at a pace unseen since the pandemic.In the past five trading days, the Russell 2000 Index, a benchmark for small-caps, has surged 12%, marking the strongest rally since April 2020. During this period, the $S&P 500(.SPX)$ index inched up just 1.6%, while the tech-heavy $NASDAQ 100(NDX)$ even dipped 0.3%.Remarkably, the largest ETF tracking the Russell 2000 saw its weekly fund inflows rank second among equity ETFs last week.Cole Wilcox, CEO of Longboard Asset Management, not

$Taiwan Semiconductor Manufacturing(TSM)$ , the world's leading chip foundry, announced its Q2 earnings just now, significantly surpassing market expectations, with Tiger Securities' share price soaring 3% in the overnight session.1. Revenue and ProfitDigging deeper, TSMC's Q2 revenue hit $20.82 billion, a 32.8% year-on-year increase, exceeding analyst expectations of $20.2 billion:Since TSMC had already disclosed its revenue, the spotlight fell on profitability and Q3 guidance.In terms of gross margin, TSMC achieved 53.2% in Q2, surpassing the upper limit of the management's guidance range of 51%-53% and analysts' expectation of 52.6%.2. Technology NodeBy technology node, 3nm processe contributed 15% of revenue, while 7nm and below advanced proces

According to a McKinsey report, the chemical, life sciences, finance and mobility industries will be the first to benefit from quantum computing, with the market expected to grow to $2 trillion over the next 11 years.Jon DuPrau, managing partner of Quantum Portfolio Management, said that even with the strong growth momentum, quantum computing is still in its infancy, and significant investment is needed in technology research and development. Fortunately, AI's efficiency gains could spur investment in quantum computing. In the coming years, the demand for data storage and cloud computing will increase significantly, which will attract more companies to enter the quantum computing space.Here are seven diverse yet promising U.S. stocks poised to ride the quantum computing wave:1.

Last month, America's biggest seven tech giants— $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Amazon.com(AMZN)$ $Apple(AAPL)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ $NVIDIA Corp(NVDA)$ $Tesla Motors(TSLA)$, known as the "Magnificent Seven"—saw their combined market value soar past $15 trillion for the first time ever, nearly half of the entire US GDP. Over the past year, these behemoths surged by over 60%, while the other 493 companies in the S&P 5

Over the past two years, the $S&P 500(.SPX)$ has soared over 43%, fueled primarily by AI stocks. But let's face it, whether it's due to economic shifts, interest rate environments, or industry dynamics, a market crash is coming – just a matter of when.We can't predict when the fall will happen or how long the bear will hibernate, but smart investors always keep an umbrella handy for the inevitable rainy day.Crash Course in US Market MeltdownsThe most notorious and devastating crash? The Great Crash of 1929, ushering in the Great Depression.Then, 58 years later, October 19, 1987, saw the infamous "Black Monday," where the $DJIA(.DJI)$ plunged 22.6% in a single day.And in the 21st century, amidst all th

$NVIDIA Corp(NVDA)$ 's got some serious troubles brewing! The French regulators are about to throw down the antitrust gauntlet, making them the first in the world to do so. Word on the street is, this is all part of a wider probe into the cloud computing biz.Fine $44 billion!You know what's got the watchdogs barking? Nvidia's CUDA software, the one that's like a perfect match for their GPU chips. And GPUs are the hot ticket for tech giants looking to train models and amp up their computing power. Programmers are hooked on CUDA, and analysts thought it was Nvidia's moat. But now, regulators are saying it's more like an unfair advantage.If Nvidia gets caught, they could be looking at a fine of up to 10% of their global annual revenue – that's a whop