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Nasdaq Rises Over 1% to Recover Previous Two Days of Losses. AI Hardware Stocks Resume Dominance in Market Rally as JPMorgan Points to Three Tailwinds Supporting AI Infrastructure Demand
TradingKey - On July 6, Eastern Time, the three major US stock indexes diverged as AI hardware stocks rebounded. JPMorgan Chase stated that a trio of positive catalysts is supporting demand for AI infrastructure. The Nasdaq Composite Index recovered its losses from the previous two sessions, the Philadelphia Semiconductor Index rose over 3%, and the Dow turned lower after hitting a new high. As of press time, the Dow Jones Industrial Average fell 0.05% to 52,874.57 points; the Nasdaq Composite Index rose 1.35% to 26,182.40 points; and the S&P 500 Index rose 0.71% to 7,536.62 points.
Broadcom Extends Chip Supply Agreement With Apple to 2031, Rising Over 4% Premarket
TradingKey - On July 6, Eastern Time, Broadcom (AVGO) filed a document with the US Securities and Exchange Commission (SEC), disclosing that it has reached a multi-year agreement with Apple (AAPL) to extend their technical cooperation through 2031. Under the agreement, Broadcom will develop and supply a range of custom ASIC chips for multiple generations of Apple products, including iPhone RF chips, wireless LAN and Bluetooth connectivity chips, and other networking semiconductors. Following the announcement, Broadcom's share price rose over 4% in US pre-market trading.
【US Pre-Market】Memory Chip Sector Rallies Collectively, DRAM ETF Rises Nearly 7%, SK Hynix ADR Pending
TradingKey - On July 6, Eastern Time, U.S. stock index futures rose collectively in pre-market trading, led by the technology sector. As of press time, Nasdaq 100 Index futures rose 1.04%, S&P 500 Index futures rose 0.46%, and Dow Jones Industrial Average futures rose 0.06%.
Intel Announces Official CPU Price Hikes: AI Computing Power Demand Reshapes Industry Landscape, Terminal Market Cost Pressure Rises Sharply
TradingKey - On July 6, Intel (INTC) officially confirmed that it has raised the recommended retail prices for some of its consumer and server processors, with price increases ranging from dozens of dollars to over a thousand dollars.
SK Hynix to List on Nasdaq on July 10, Poised to Set Record for Overseas Company Listing in US
TradingKey - SK Hynix officially confirmed on July 6 that it will raise 43 trillion KRW (approximately $28.075 billion) through a U.S. Depositary Receipt (ADR) listing. The company expects to begin trading on the Nasdaq Global Select Market on Friday, July 10, under the ticker symbol "SKHY." This offering is poised to become the largest-ever initial public fundraising by a foreign company in the U.S. stock market.
Jensen Huang’s GTC Blockbuster Product Faces Setback. Nvidia Kyber NVL144 Delayed to 2028, Is PCB the Key Bottleneck?
TradingKey - On the morning of July 6, semiconductor research firm SemiAnalysis posted a thread of six tweets on X, disclosing that Nvidia's (NVDA) rack-scale AI architecture, Kyber NVL144, is facing a major delay. This flagship product, which was prominently showcased by Jensen Huang at the GTC conference just three months ago, is now reported to be delayed by more than 12 months, with its launch pushed back to 2028.
