Alibaba Group Holding Ltd9988
▲ ポジティブ資本関連度
Alibaba to sell Lingxi Games for over $2 billion, a divestiture that unlocks value.
銘柄への影響 15
Artificial Intelligence
Alibaba Group Holding Ltd
Apple Inc.AAPL
言及
Astera Labs, Inc.ALAB
言及
Advanced Micro Devices IncAMD
言及
Arm Holdings plc American Depositary SharesARM
言及
Broadcom IncAVGO
言及
Marvell Technology Group LtdMRVL
言及
Semiconductors
Micron Technology IncMU
▲ ポジティブ関税関連度
US opposes Apple buying Chinese memory chips, potentially boosting domestic demand
Sandisk CorpSNDK
▲ ポジティブ関税関連度
US opposes Apple buying Chinese memory chips, potentially boosting domestic demand
Intel CorporationINTC
▲ ポジティブ資本関連度
CEO purchased shares, signaling confidence
Applied Materials IncAMAT
言及
Cloud & Digital Infrastructure
Western Digital CorporationWDC
▲ ポジティブ需要関連度
US opposes Apple buying Chinese memory chips, boosting demand for US chipmakers like Western Digital.
Seagate Technology PLCSTX
言及
Cybersecurity & Digital Trust
Okta IncOKTA
▲ ポジティブ資本関連度
Upgraded to overweight by Wells Fargo
Digital Finance & Tokenization
SoFi Technologies Inc.SOFI
▲ ポジティブ資本関連度
Initiated with overweight rating by Piper Sandler
テーマインパクト
カバレッジ外企業 1
Trustar Capital非上場± 混在
資本関連度
Trustar Capital is the buyer in the deal, but impact on the private equity firm is not detailed.