Exposure of the total number of GPUs from the top five global giants! By 2025, the equivalent of H100 or more than 12.4 million pieces.
As of now, the total computing power of the world's five major technology companies, microsoft, Meta, Google, amazon, and xAI, is approximately 3.55 million equivalent H100 units. nvidia may sell 7 million GPUs by 2025, almost all of which are from the latest Hopper and Blackwell series.
Express News | Exclusive: Smic, Already on the Entity List, Will Face New Restrictions, Sources Say
Express News | Exclusive: Swaysure Technology, Qingdao Si’en, and Shenzhen Pensun Technology Co Are Among Chipmaking Factories Added to the Entity List, Sources Say
Daily short sale tracking: South Bow's short volume increased by 664K, with a short sale ratio of 35%
South Bow(SOBO.US) ranked top of the list had the largest change in short volume (664.43K shares), and its short volume ratio reached 35.17%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
Applied Materials Price Target Lowered to $210 From $220 at Bernstein
A tariff of up to 271% is being wielded like a 'big stick' against photovoltaics! The usa plans to take action on solar energy imports from Southeast Asia.
The US Department of Commerce preliminarily ruled on Friday, USA eastern time, that solar energy products imported from Southeast Asia are being unfairly sold in the USA at prices below production costs, and proposed tariffs of up to 271% to counteract this practice.
US stocks closed | The three major indices rose together, the Dow and S&P continued to hit historical highs; most large technology stocks rose, nvidia rose more than 2%, Tesla soared more than 38% in the month, the best performance in nearly two years
US stocks posted weekly gains of over 1%, with the Dow rising by 7.5% in November and the S&P up 5.7%, both achieving the best performance of the year. The Nasdaq accumulated an increase of over 6%, small-cap indices rose by nearly 11%, the chip index rose by 1.5% on Friday but declined monthly, and Tesla saw a monthly increase of over 38%, its best performance in nearly two years.
Deep Dive Into Applied Mat Stock: Analyst Perspectives (18 Ratings)
Shares of Chip Stocks Are Trading Higher Following Reports Suggesting the US Is Set to Announce Softer Sanctions on Exporting Semiconductor Equipment and AI Memory Chips to China.
Applied Materials Shares Are Trading Higher. Bernstein Maintained an Outperform Rating on the Stock.
Jefferies Financial: Trump's return is bullish for growth stocks, with the top 10 having the greatest upside.
Jefferies financial strategists expect that Trump's re-election as president will encourage investors to continue pursuing growth stocks, suggesting that investors avoid value stocks.
Applied Mat Analyst Ratings
Applied Materials, Inc. (AMAT) Is a Trending Stock: Facts to Know Before Betting on It
Stocks Making the Biggest Moves Premarket: MicroStrategy, Applied Materials, Robinhood and More
Japan will allocate nearly 10 billion dollars again to support the semiconductor industry by increasing investments in chip production and AI.
Japan will allocate an additional 1.5 trillion yen (9.9 billion US dollars) to promote its semiconductor and ai business, including funding for the chip foundry Rapidus.
Nvidia Stock Rises. Why the Good News Is Back.
Express News | Ruhua Technology: The wholly-owned subsidiary plans to bid for a parcel of land in the Shen-Shan Cooperation Zone with a starting price of 30.3 million yuan.
Express News | Haiyou New Materials: Plans to invest 0.25 billion yuan to build a photovoltaic packaging film production base in Southwest China.
Bernstein Maintains Applied Materials(AMAT.US) With Buy Rating, Cuts Target Price to $210
Applied Materials (AMAT): New Buy Recommendation for This Technology Giant