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Key focus
1. Earnings season is full of profit effects! Leading instrument company$Mettler-Toledo International (MTD.US)$Results increased dramatically, with first-quarter profit exceeding expectations and raising annual profit expectations. The stock performance surged more than 17% the next day. cybersecurity solutions provider$Gen Digital (GEN.US)$The latest quarterly revenue and earnings per share announced last Friday exceeded expectations, and the stock price surged more than 15% last Friday.
Notably, Women's Health genetic testing and cancer diagnosis companies$Natera (NTRA.US)$, High-performance computing environment solution provider$Arista Networks (ANET.US)$, industrial auction company$Ritchie Bros Auctioneers (RBA.US)$They all rose after the results, with increases of 10.19%, 6.07%, and 4.87% respectively.
2. Many chip stocks collectively rose last Friday.$Arm Holdings (ARM.US)$It is said that AI chips will be developed, and mass production is scheduled to begin in the fall of 2025, and the stock price has rebounded by more than 5%.
According to media reports, ARM, a chip design company under the SoftBank Group, plans to develop AI chips and aim to launch the first batch of products in 2025. Arm will bear the initial development costs, which are expected to reach hundreds of billions of yen, and SoftBank will also contribute. Once a large-scale production system is established, Arm's AI chip business may be divested and placed under SoftBank.
Consumer electronics are recovering, and demand for AI continues to grow.$Taiwan Semiconductor (TSM.US)$Sales jumped 60% in April, and shares rose more than 4% last Friday.
According to the latest monthly data disclosed in TSMC's Friday report, April sales were NT$236 billion (US$7.3 billion), up 20.9% month-on-month and 59.6% year-on-year. Cumulative sales increased 26.2% year-on-year in January-April, reaching approximately NT$828.6 billion. In the first quarter of this year, TSMC's sales increased 16.5% year over year, the biggest increase since 2022.
Also, semiconductor companies$Onto Innovation (ONTO.US)$The results announced last week exceeded expectations, and the stock price surged nearly 8% in one day.
3. As tech giants accelerate the pace of building AI data centers, electricity demand continues to rise. America's largest green power company$NRG Energy (NRG.US)$The stock price rose by more than 2% to a record high, and has accumulated a cumulative increase of nearly 64% during the year.
According to the International Energy Agency (IEA), global data center electricity demand is likely to soar from 460 TWH (terawatt-hours, 1 terawatt-hour = 1 billion kilowatt-hours) in 2022 to between 650-1000 TWh by 2026.
Furthermore, since the end of last year, the risk of geographical conflicts has recurred, global inflation is still sticky, and the popularity of the AI market is still “high.” As a result, public utility stocks have become the best option to “attack and retreat.”