Shares of Semiconductor and Chip Stocks Are Trading Higher Following Wednesday's Rate Cut, Which Has Lifted Growth Stocks and Rate-sensitive Sectors Such as Tech.
Barclays: The demand for LLM calculations far exceeds expectations, and the wave of AI chip expenditure has not yet peaked.
Barclays said that ai chip spending must increase to meet the minimum expectations of model developers.
CEO Gary Dickerson Says Applied Materials, Inc. (AMAT) Is Delivering Strong Results in 2024
AI Likely Key Driver of Equity Market Returns -- Market Talk
China International Capital Corporation: AI+ code is a practical and commercially leading AI application scenario.
China International Capital Corporation believes that the improvement of AI application capabilities relies on both the enhancement of model capacity and the deep understanding of application scenarios and accurate grasp of customer needs.
To Invest in AI Tech, 'Go Upstream' to Component Makers: Expert
Over a hundred former Republican officials have written an open letter supporting Harris: Trump is not suitable to regain the White House.
① These Republican officials have served in institutions such as the White House, Department of Defense, Department of the Treasury, Department of State, Department of Justice, Department of Homeland Security, and Congress; ② These officials expressed that although there may be policy differences with Harris, compared to the "chaos and unethical behavior" displayed by Trump, these concerns are insignificant.
Is Silicon Valley under a "tight curse"? California, USA, passed three artificial intelligence governance bills.
On Tuesday, the state of California in the United States, where Silicon Valley is located, passed three artificial intelligence bills, mainly focusing on regulating fake news in elections and artist portrait rights. SB 1047, which has sparked opposition in the industry, is still on the governor's desk, and the governor says it needs to be evaluated more carefully.
Express News | Umc Says Acquires Machinery Equipment for T$1.04 Bln From Applied Materials South East Asia Pte.
Applied Mat Unusual Options Activity
Morgan Stanley Maintains Applied Materials(AMAT.US) With Hold Rating, Maintains Target Price $224
Morgan Stanley analyst Joseph Moore maintains $Applied Materials(AMAT.US)$ with a hold rating, and maintains the target price at $224.According to TipRanks data, the analyst has a success rate of 55.5
Morgan Stanley Adjusts Price Target on Applied Materials to $185 From $224, Maintains Equalweight Rating
Where Applied Mat Stands With Analysts
Applied Materials Is Maintained at Buy by Citigroup
Citigroup Maintains Buy on Applied Mat, Lowers Price Target to $217
Applied Mat Analyst Ratings
Semi Equipment Sector Is Headed for a Correction, Citi Says. 3 Stocks That Can Still Win. -- Barrons.com
Express News | Citigroup: Lowered the target price for Applied Materials from $240 to $217.
Express News | Applied Materials Inc : Citigroup Cuts Target Price to $217 From $240
Citi Maintains Applied Materials(AMAT.US) With Buy Rating, Cuts Target Price to $217
Citi analyst Atif Malik maintains $Applied Materials(AMAT.US)$ with a buy rating, and adjusts the target price from $240 to $217.According to TipRanks data, the analyst has a success rate of 72.5%