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Applied Materials Newsroom
SolarEdge Appoints New Directors to Its Board of Directors
Express News | Solaredge Technologies Inc - Increases Board Size From 8 to 10 Directors
Should You Consider Adding Applied Materials (AMAT) to Your Portfolio?
Possible Bearish Signals With Applied Materials Insiders Disposing Stock
Nomura's Global Macro Research Director: The Federal Reserve will only cut interest rates once in 2025, and it is even possible that there may be a rate increase?
Is the interest rate cut no longer happening.
Where is the next AI Trade? Morgan Stanley: Discover Alpha from the 'AI Diffusion Rate'.
Analysts believe that the diffusion rate of AI will continue to drive excess returns, with the Software Sector potentially outperforming the Semiconductors Sector due to the widespread adoption of AI agents. As the diffusion rate increases, the Financial Sector may present significant trading opportunities similar to those of AI Electric Power.
AI startups are driving a recovery in the USA venture capital market, with total financing in 2024 increasing by nearly 30% year-on-year.
According to data released by PitchBook on Tuesday (January 7), AI startups have played an important role in driving the recovery of the USA venture capital market from its low point, with total venture capital reaching 209 billion USD in 2024, an almost 30% year-on-year increase.
Applied Materials, Inc. (AMAT) Is Attracting Investor Attention: Here Is What You Should Know
"AI venture capital" is making a big splash! Nearly half of the venture capital in the USA for 2024 is flowing towards AI companies.
① In 2024, the Global venture capital financing amount increased to 368.5 billion USD, with AI startups accounting for 35.7% of the financing, up from 24.7% in 2023; ② USA startups secured 209 billion USD in financing, nearly half of which went to AI companies; ③ In 2024, USA AI startups received 97 billion USD in financing, a record high.
A major shake-up rehearsal? Trump continues to make the world speculate on how he plans to impose tariffs.
Trump denies ambitions to cut tariffs, leaving the suspense of tariff policy unresolved.
What happened? Global chip stocks have collectively surged, with NVIDIA and Taiwan Semiconductor both reaching new closing highs.
NVIDIA's intraday stock price has broken through $150 for the first time since last November, with semiconductor stocks in Asia, Europe, and the USA seeing a broad rise. The demand for AI stimulated Foxconn's revenue to reach a record high in the fourth quarter of last year, becoming the main driver for leading chip stocks. At the same time, Microsoft and OpenAI have both released bullish signals for AI demand, and the market is also looking forward to Jensen Huang's significant speech on Monday, which has boosted sentiment.
Nvidia, Micron Lead Charge as Semi Stocks Climb Higher on Foxconn's Record Revenue
Shares of Semiconductor and AI Stocks Are Trading Higher in Possible Reaction to Microsoft's Plan to Invest Approximately $80 Billion Into AI Data Center Development in Fiscal 2025.
Express News | U.S. chip stocks rose in early trading, with the PHLX Semiconductor Index up over 3%, Micron Technology up over 8%, Taiwan Semiconductor up over 4%, and Applied Materials, Western Digital, and Broadcom up over 3%.
Snap Up These 5 Under-the-Radar Chip Stocks, Citi Says
Ultraman New Year post: OpenAI's weekly activity surpassed 0.3 billion, we have found the path to AGI.
Source: Tencent Technology, Authors: Hao Boyang, Wu Ji. On January 6, news reported that OpenAI CEO Sam Altman published a New Year blog post titled "Reflections" on Sunday night, stating that OpenAI already knows how to build General AI and is gradually approaching it. Prior to this, Altman had posted a meaningful "six-word maxim" on Social Media X: "near the singularity; unclear which side" - the singularity is near; it is unclear which side one is on. This was on January 3.
What will you see in 2025? Microsoft outlines six major AI trends!
① AI models will become stronger and more useful; ② AI entities will completely change the way of working; ③ AI companions will provide support in daily life; ④ The utilization of AI resources will become more efficient; ⑤ Testing and customization will become key in building AI; ⑥ AI will accelerate scientific breakthroughs.
Top S&P, Nasdaq Winners as Wall Street Breaks Losing Streak With 2025 Action Underway
Nvidia Expands Reach as Most Widely Owned Semi Among Fund Managers: BofA
What the Options Market Tells Us About Applied Mat