Key focus.
The AI chip battle is escalating! $Advanced Micro Devices (AMD.US)$ It rose more than 4% overnight, and the trading volume of options trading increased by 40% compared to the previous period. The call ratio has risen sharply to 72%, and call options with exercise prices between 150-157.5 US dollars expiring this Friday are actively traded. The option premiums of some call options have increased by more than double.
On the news front, AMD has agreed to acquire server manufacturer ZT Systems for $4.9 billion in cash and stock. It is reported that ZT Systems has more than 15 years of experience designing and deploying data center AI computing and storage infrastructure for the world's largest cloud companies. ZT Systems' design, integration, manufacturing, and deployment capabilities make it one of the leading providers of AI training and inference infrastructure.
It is worth noting that NVIDIA has always been a customer of ZT Systems, and the latter has provided AI services for its GB200 GPU product. The two companies are in upstream and downstream relationship. Analysts say that this move is to expand their AI chip and hardware product portfolio, and thus compete with the industry leader NVIDIA.
Sports content streaming $FuboTV (FUBO.US)$ It soared nearly 18% overnight, and the trading volume of options trading was more than 7 times higher than usual, with a call ratio as high as 84%. On the options chain, the most active are call options expiring this Friday with exercise prices of 2/3/2.5 US dollars. Among them, the call options with an exercise price of 2 US dollars have a trading volume of up to 0.06 million shares, and the open interest is still 0.025 million shares. The option premiums have increased by as much as 140%.
On the news front, media giants Disney, Fox, and Warner Bros. have been hit by a temporary ban by a US regional judge on their proposed sports streaming service called Venu Sports. In February of this year, FuboTV sued several large media companies, accusing them of monopolistic behavior that would hinder competition and raise prices for consumers.
The first space satellite stock in the US stock market. $AST SpaceMobile (ASTS.US)$ It has soared more than 85% in three days and has accumulated more than 5.4 times so far this year. Options trading remains popular, with a call ratio of 64%. On the options chain, call options with exercise prices of 50 US dollars and 40 US dollars expiring this Friday have the highest trading volume, and investors are betting that the stock will continue to rise.
Earlier, AST SpaceMobile announced that its first five commercial satellites will enter orbit in early September, and beta test users of AT&T and Verizon can use the initial nationwide non-continuous service in the coming months.
UBS stated that the initial satellite cellular operation approved by the Federal Communications Commission is a "critical step". UBS stated that it continues to view the upcoming satellites as "key catalysts for concept validation for AST's technology and business path".
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Disclaimer
This content does not constitute an offer, solicitation, recommendation, opinion, or guarantee of any securities, financial products or instruments. The loss risk of buying and selling options could be substantial. In certain circumstances, you may suffer losses exceeding the amount initially deposited as margin. Even if you set up backup instructions, such as stop loss or limit instructions, losses may not be avoided. Market conditions may render such orders impossible to execute. You may be required to deposit additional margin in a very short period of time. If the required amount cannot be provided within the specified time, your open contracts may be closed. However, you are still responsible for any shortfalls in your account arising from this. Therefore, before buying or selling, you should research and understand the options, and consider carefully whether such trading is suitable for you based on your financial situation and investment objectives. If you buy or sell options, you should be familiar with the exercise of options and the procedures at expiration, as well as your rights and obligations when exercising an option or at expiration.
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