C. 💻 Tech and semiconductors -To The Moon - Tiger Brokers Online Investing Community - To The Moon

C. 💻 Tech and semiconductors stay strong

Brent fell 2.7% to $105.83 after Saudi Arabia began moving more crude through Oman, partially relieving the immediate supply squeeze. Hormuz traffic, however, remains extremely depressed.

The post-Fed market is stabilising: global equities rebounded as Treasury yields retreated and Brent eased to $104.82, although both borrowing costs and energy remain restrictive. The important investment message is that the macro shock has eased slightly,e no hard evidence of AI infrastructure demand rolling over.
$Broadcom(AVGO)$ just reported perhaps the strongest confirmation: Q3 AI semiconductor revenue was +221% YoY and +54% QoQ, with Q4 AI semiconductor revenue guided to +236% YoY. Q3 FCF was $13.7B, or 46% of revenue.
$Taiwan Semiconductor Manufacturing(TSM)$ official August revenue was NT$514.8B, +53.3% YoY, bringing Jan–Aug growth to 39.3%.
$NVIDIA(NVDA)$ latest Q2 FY27 filing shows revenue of $96.2B, +106% YoY, with Data Center at $89B, +117%.

Markets Rebound Day After Rate Hike — What's Driving the Rally?

Stocks took back Wednesday's Fed day and more: QQQ +1.73% to $716.92, SPY +1.13% to $762.60, the S&P 500 +1.14% to 7,637.76, against Wednesday's 0.45% decline. The lift came from outside the Fed. Weekly jobless claims unexpectedly fell, which says the labor market is not cooling the way the rate path assumes, and oil kept sliding, easing inflation pressure. Yields fell and megacap tech led. The uncertainty everyone waited on is behind the market now. But the dot plot still points to one more hike this year, and only the hike already delivered is in the price. What is the market betting on?

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Hormuz traffic, however, remains extremely depressed. \n<br>\n<br>\n<br>\nThe post-Fed market is stabilising: global equities rebounded as Treasury yields retreated and Brent eased to $104.82, although both borrowing costs and energy remain restrictive. The important investment message is that the macro shock has eased slightly,e no hard evidence of AI infrastructure demand rolling over. \n<br><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> just reported perhaps the strongest confirmation: Q3 AI semiconductor revenue was +221% YoY and +54% QoQ, with Q4 AI semiconductor revenue guided to +236% YoY. Q3 FCF was $13.7B, or 46% of revenue. \n<br><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> official August revenue was NT$514.8B, +53.3% YoY, bringing Jan–Aug growth to 39.3%. \n<br><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> latest Q2 FY27 filing shows revenue of $96.2B, +106% YoY, with Data Center at $89B, +117%.</body></html>","htmlText":"<html><head></head><body>C. 💻 Tech and semiconductors stay strong \n<br>\n<br>\n<br>\nBrent fell 2.7% to $105.83 after Saudi Arabia began moving more crude through Oman, partially relieving the immediate supply squeeze. Hormuz traffic, however, remains extremely depressed. \n<br>\n<br>\n<br>\nThe post-Fed market is stabilising: global equities rebounded as Treasury yields retreated and Brent eased to $104.82, although both borrowing costs and energy remain restrictive. The important investment message is that the macro shock has eased slightly,e no hard evidence of AI infrastructure demand rolling over. \n<br><a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$</a> just reported perhaps the strongest confirmation: Q3 AI semiconductor revenue was +221% YoY and +54% QoQ, with Q4 AI semiconductor revenue guided to +236% YoY. Q3 FCF was $13.7B, or 46% of revenue. \n<br><a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> official August revenue was NT$514.8B, +53.3% YoY, bringing Jan–Aug growth to 39.3%. \n<br><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> latest Q2 FY27 filing shows revenue of $96.2B, +106% YoY, with Data Center at $89B, +117%.</body></html>","text":"C. 💻 Tech and semiconductors stay strong Brent fell 2.7% to $105.83 after Saudi Arabia began moving more crude through Oman, partially relieving the immediate supply squeeze. Hormuz traffic, however, remains extremely depressed. 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