Bernstein Maintains Applied Materials(AMAT.US) With Buy Rating, Maintains Target Price $210

Futu News30minutes ago · Ratings

Wells Fargo Maintains Applied Materials(AMAT.US) With Buy Rating, Maintains Target Price $210

Futu News19:31 · Ratings

Buy Rating Affirmed for Applied Materials Amid Resilient Backlog and Promising Customer Relationships

TipRanks19:25 · Ratings

Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.

① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.

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Trump's tariff threats are serious! Executives from American companies face obstacles in their lobbying efforts.

Executives initiated lobbying efforts to soften Trump's trade policies, but Trump's team stated that the threat of tariffs should be taken seriously, as advisors are nearly powerless to stop him.

Golden10 Data11:53

What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...

① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.

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