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Applied Materials Newsroom
Express News | Applied Materials Inc : Jefferies Raises Target Price to $185 From $180
Three expected differences of Trump 2.0.
Source: Xue Tao Macro Notes Author: Tianfeng Macro Song Xuetao. The market's perception of Trump's second term has formed increasingly fragmented expectations in terms of policy implementation and specific policy impacts. Currently, the market universally expects better outcomes next year, which requires caution. In the first month after the election, from the unexpectedly strong cabinet selections to the sudden announcement of considering tariffs on Canada and Mexico, the uncertainty and complexity of Trump 2.0 are fully demonstrated. This increases the difficulty for the market to predict the implementation and impact of Trump 2.0 policies, creating some increasingly fragmented expectation gaps. The first type of expectation gap is contradictory policies leading to...
NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.
Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called
Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.
In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.
Semi Stocks Rise Helps Propel Nasdaq Above 20,000 Points
Do Applied Materials' (NASDAQ:AMAT) Earnings Warrant Your Attention?
J.P. Morgan Maintains Applied Materials(AMAT.US) With Buy Rating, Maintains Target Price $240
Daiwa Securities Adjusts Applied Materials Price Target to $200 From $225, Maintains Outperform Rating
Deutsche Bank's outlook for the semiconductors in 2025: The pattern of "ice and fire" continues, bullish on nxp semiconductors, broadcom, and others.
Companies related to ai are experiencing strong growth, while the performance of other companies is uneven.
Related to Federal Reserve Chairman Powell, tariffs, etc.! Trump's first interview after winning the election.
① The elected president of the usa, Trump, stated that there are no plans to replace Federal Reserve Chairman Powell, whose term lasts until May 2026. ② Trump said he would impose tariffs on trade partners if necessary, plans to expel millions of illegal immigrants, and attempts to eliminate birthright citizenship.
Stocks With Best Odds of Risk-adjusted Returns Deserve Attention: Goldman Sachs
Notable Analyst Calls This Week: Tesla, Kroger and FedEx Among Top Picks
Wells Fargo's 'Value Equity' List: VZ, GM, TGT and More
Today's Analyst Rating | Tesla Price Target Raised to $175 by Guggenheim, UnitedHealth Price Target Raised to $715 by BofA Securities
Dec 6, Wall Street analysts have updated their stock ratings today including $Tesla(TSLA.US)$ and $UnitedHealth(UNH.US)$.
Wells Fargo Maintains Applied Materials(AMAT.US) With Buy Rating, Cuts Target Price to $210
Are Investors Undervaluing Applied Materials, Inc. (NASDAQ:AMAT) By 24%?
Futu Morning Report | Non-farm data is arriving tonight! Goldman Sachs: This could determine whether there will be another rate cut in December; another major bank is optimistic! Wells Fargo raises its outlook for the S&P to 7007 points.
After hours, it surged over 8%! Lululemon's Q3 performance exceeded expectations; after accurately predicting that bitcoin would reach $100,000 this year, Standard Chartered's analyst is bullish again: predicting it will reach the significant milestone of $200,000 by the end of next year; OPEC+ has continued its three sets of production cut measures, extending the additional voluntary reduction of 2.2 million barrels per day for three months.
10 Information Technology Stocks With Whale Alerts In Today's Session
Morgan Stanley Downgrades Applied Materials(AMAT.US) to Sell Rating, Cuts Target Price to $164
American Eagle, Applied Materials, HPE: Top Analyst Calls