WS #12854
Dark pool alerts show $3.09B in SMH and $240M in RIVN institutional orders, indicating significant institutional activity in semiconductors and EV sectors. ASML stock slides on reports China is mass-producing immersion lithography machines, threatening ASML's monopoly and pressuring semiconductor equipment stocks. TSMC reports Q4 revenue +25.5%, gross margin 62.3%, net margin +5.2 pts, raising target to $565, reinforcing the AI buildout thesis. Samsung locks in a $200 billion multi-year deal with Broadcom for AI chips, HBM memory & foundry through 2030, boosting its race against TSMC.
Large Dark Pool Institutional Orders
Dark pool alerts show $3.09B in SMH and $240M in RIVN institutional orders, indicating significant institutional activity in semiconductors and EV sectors.
ASML stock slides on reports China is mass-producing immersion lithography machines, threatening ASML's monopoly and pressuring semiconductor equipment stocks.
TSMC reports Q4 revenue +25.5%, gross margin 62.3%, net margin +5.2 pts, raising target to $565, reinforcing the AI buildout thesis.
Samsung locks in a $200 billion multi-year deal with Broadcom for AI chips, HBM memory & foundry through 2030, boosting its race against TSMC.