BlackRock ESG Capital Allocation Term Trust(ECAT.US)

Last Updated 19:00:00 ET
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BlackRock ESG Capital Allocation Term Trust
ECAT.US
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ASML's "Peak Moment"! Morgan Stanley: Under the expansion wave of advanced processes, it may 迎来 the strongest profit growth in 2027

Morgan Stanley stated that driven by the AI wave, ASML's sales are expected to reach €46.8 billion by 2027, with earnings per share soaring 57% year-on-year to a record high. This is mainly due to strong demand from logic foundries such as Taiwan Semiconductor and the expansion of DRAM memory capacity. Morgan Stanley has significantly raised its target price to €1,400 and maintains its "preferred stock" status

Wallstreetcn·
US
ASML
+2.03%
US
TSM
+0.22%
Wallstreetcn·
US
ASML
+2.03%
US
TSM
+0.22%

"Capacity is very tight"! Taiwan Semiconductor's performance guidance exceeds expectations across the board, and capital expenditures will significantly increase over the next three years

Taiwan Semiconductor announced that its capital expenditure plan for 2026 will reach up to $56 billion, a significant increase of 37% compared to the actual expenditure of $40.9 billion in 2025, setting a new historical high for the company. It is expected that Q1 revenue will reach between $34.6 billion and $35.8 billion, exceeding the market consensus expectation of $33.22 billion. The guidance for gross margin and operating margin is also significantly better than analysts' expectations, at 63%-65% and 54%-56%, respectively

Wallstreetcn·
US
TSM
+0.22%
US
SOXL
+4.60%
Wallstreetcn·
US
TSM
+0.22%
US
SOXL
+4.60%

Another IC design giant successfully entered NVIDIA's server supply chain! Realtek (2379) stock price opened with a gap and hit the daily limit, soaring by 37 TWD in a single day

Realtek (2379) has successfully entered NVIDIA's AI server supply chain, with its stock price hitting the daily limit at the opening, rising by 53 TWD compared to the previous trading day, an increase of 6.86%. This collaboration focuses on Realtek's high-performance solid-state drive controller chips, which are expected to be used in NVIDIA's Quantum-X platform. This move marks Realtek's progress in product transformation and is expected to enhance the average selling price and gross margin of its products, further improving the company's profit structure

mitrade·
US
NVDA
-0.44%
US
NVDL
-0.84%
HK
07788
+4.42%
mitrade·
US
NVDA
-0.44%
US
NVDL
-0.84%
HK
07788
+4.42%

US Stock Market Close | S&P 500 Index Hits New High, Auto Retailers Lead the Way

U.S. stocks closed with the overall market continuing its strong performance, with all three major indices advancing together. The Dow Jones Industrial Average and the S&P 500 Index reached new historical highs, with the automotive retailers and engineering machinery sectors performing prominently, as AutoZone and Caterpillar rose by 2.98% and 1.97%, respectively. The Federal Reserve kept interest rates unchanged, and macroeconomic indicators show strong economic resilience, but caution is needed regarding potential volatility risks in the future

Market Heartbeat·
US
NVDA
-0.44%
US
AAPL
-1.04%
US
GOOGL
-0.84%
Market Heartbeat·
US
NVDA
-0.44%
US
AAPL
-1.04%
US
GOOGL
-0.84%

AI is the Biggest Shift in Commerce Since the Internet

Shopify President Harley Finkelstein stated that AI represents the most significant shift in commerce since the internet. During an interview, he announced a partnership with Google to develop the Universal Commerce Protocol (UCP), which aims to enhance AI-driven transactions by providing real-time product data. This collaboration is expected to accelerate the speed of commerce and lead to the creation of more billion-dollar brands in the next decade. The UCP will enable seamless interactions between consumers and AI agents, improving personalization and customer satisfaction in online retail.

StartupHub·
US
GOOG
-0.85%
US
GOOGL
-0.84%
US
SHOP
-1.38%
StartupHub·
US
GOOG
-0.85%
US
GOOGL
-0.84%
US
SHOP
-1.38%
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