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Applied Materials Newsroom
'Semicaps' Applied Materials, KLA, Lam Research Could Benefit From Emergence of DeepSeek, Oppenheimer Says
A high-quality closed-door meeting about DeepSeek: Vision is more important than technology.
What is more important than technology is vision.
Has DeepSeek really put overseas Technology stocks in trouble, or is it just a temporary decline?
Analysis indicates that the recent trend of the Nasdaq Index is similar to the trend during the 2000 Technology bubble, and the rise of DeepSeek may trigger a collapse of the Technology bubble in the USA. However, if USA technology giants can succeed with less capital expenditure, they will win the favor of the market.
Is it safer to take profits or to buy on dips? DeepSeek's "fear" dominates Silicon Valley; quickly read about Wall Street's latest perspectives.
In no time, the domestic AI dark horse DeepSeek has become the focal point of discussion in the global Technology circle.
Chip Equipment Stocks May See 'Unexpected' Upside From DeepSeek: Oppenheimer
Shares of Tech and AI Stocks Are Trading Lower Amid AI Competition Concerns From China's DeepSeek.
Stocks Fall Pre-Bell Amid New Chinese AI Model Launch; Asia Churns, Europe Down
Applied Materials (NASDAQ:AMAT) Is Achieving High Returns On Its Capital
Bernstein Maintains Applied Materials(AMAT.US) With Buy Rating, Maintains Target Price $210
Bernstein Sticks to Its Buy Rating for Applied Materials (AMAT)
Overnight, the AI community in the USA began discussing DeepSeek, while shareholders are anxiously asking, "Is this shorting NVIDIA?"
One week after the release of the R1 model, the mysterious AI company DeepSeek from China went viral on major media outlets and social networks in the USA.
22 Picks, From Amazon to Uber -- Barron's -5-
Alphabet, Uber, Applied Materials, and 19 Other Picks From the Barron's Roundtable -- Barrons.com
Shares of Chip Stocks Are Trading Lower Following Soft Guidance From Texas Instruments.
U.S. stock market closing | All three major Indexes rose, with the S&P continuing to hit new highs; Nuclear Power stocks performed strongly, with OKLO and SMR rising over 13%; Meta rose over 2% to reach a record closing high.
Trump calls on the Federal Reserve to lower interest rates immediately. The chip Index and NVIDIA briefly fell over 2%, but ultimately NVIDIA turned to rise, while Tesla fell. Industrial stock Caterpillar boosted the Dow by 400 points. Quantum computing stock Quantum fell over 6%. Nuclear Power stock Oklo, held by Sam Altman, turned to rise over 13%. Electronic Arts Inc fell nearly 17%. After a 0.7% decline, the Chinese concept Index turned to rise, and TAL Education soared 21%.
Is Applied Materials (AMAT) One of the Undervalued Semiconductor Stocks to Buy According to Analysts?
Shares of Major Semiconductor Companies Are Trading Lower Amid Comments From an Nvidia Supplier Suggesting the Global Chips Market Has an Uncertain Outlook in 2025. Additionally, Elon Musk Has Expressed Doubt About the Stargate Project Which May Be...
Applied Materials to Report Fiscal First Quarter 2025 Results on February 13, 2025
Wall Street Analysts are Bullish on the "Stargate" project: it may usher in a large-scale AI investment era in the USA.
Analysts indicate that the "Stargate" project announced by Trump may herald a "massive" AI investment era in the USA, although its broader impacts may remain unknown for some time.
Famous research company: The historic bull market of the Nasdaq 100 is not over yet.
The head of technical analysis at Evercore ISI believes that both the Nasdaq 100 and the S&P 500 seem poised to reach historical highs in the first quarter.