Looking At Applied Mat's Recent Unusual Options Activity

Benzinga02:17

WFE 2025 Outlook Cut Lower Due to China, Lower DRAM Demand: Jefferies

Seeking Alpha00:04

Jefferies Maintains Applied Materials(AMAT.US) With Hold Rating, Cuts Target Price to $185

Futu NewsDec 12 21:31 · Ratings

Applied Materials (AMAT) Receives a Rating Update From a Top Analyst

TipRanksDec 12 21:25 · Ratings

Express News | Applied Materials Inc : Jefferies Raises Target Price to $185 From $180

BreakingsDec 12 16:27

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...

Xuetao's macro notes.Dec 12 14:47