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Applied Materials Newsroom
"Person of the Year" Trump rings the opening bell at the NYSE, emphasizing that "the stock market is everything."
On December 12, the elected President Trump was named Time Magazine's Person of the Year for 2024, ringing the opening bell at the NYSE that day; Trump rang the bell with the CEO of ICE and the CEO of Time Magazine, along with the president of the NYSE, while the CEOs of companies such as Goldman Sachs and Citigroup were present; Trump promised an "unprecedented economy," planned to increase oil drilling to reduce inflation, and committed to lowering the corporate tax rate to 15%.
Looking At Applied Mat's Recent Unusual Options Activity
WFE 2025 Outlook Cut Lower Due to China, Lower DRAM Demand: Jefferies
Jefferies Maintains Applied Materials(AMAT.US) With Hold Rating, Cuts Target Price to $185
Applied Materials (AMAT) Receives a Rating Update From a Top Analyst
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