The list of preferred chip stocks for 2025 has been revealed! In addition to NVIDIA and Broadcom, Wall Street's major firms are also bullish on these companies.
Analysts at Bank of America expect the overall sales of the Semiconductors market to grow by about 15% in 2025, building on the strong growth projected for 2024, reaching 725 billion dollars. Although this growth rate is slower compared to this year's forecast of 20%, it remains very strong and robust.
AI Agent, the next stop for large model implementation.
AI Agent is an intelligent agent that can perceive the environment, autonomously plan, make decisions, and execute actions to achieve goals, possessing essential characteristics such as autonomy, interactivity, reactivity, and adaptability, with large language models as its core driving force. With breakthroughs in underlying technologies powered by large models, we are seeing AI Agents gradually implemented in focused vertical + multiple agent collaborative application scenarios. According to market.us, the Global large model market size is expected to grow from 4.5 billion dollars in 2023 to 82.1 billion dollars by 2033, with a 10-year CAGR of 33.7%. We are Bullish about the future development trend of AI Agents and the investment opportunities brought by changes in the upstream and downstream Industry Chain.
AI is definitely not just a passing trend! What key trends need to be monitored in 2025?
In 2025, companies will explore the practical applications of AI in organizations more pragmatically. For companies that have not yet adopted AI-driven strategies, time is running out.
Shares of Semiconductor Companies Are Trading Higher After the United States Said It Is Opening an Investigation Into China's Policies for the Semiconductor Industry. China's Commerce Ministry Says the U.S. Investigation Will Disrupt the Chip Industry...
Here's How Much You Would Have Made Owning Lam Research Stock In The Last 15 Years
Hardware VS Software! A fierce battle for positions is unfolding in the AI sector of the US stock market. Who will dominate in 2025?
Regarding the upcoming year 2025, how to choose AI Hardware and AI Software has become the focus of investors' attention.
Fed's Daly Reveals Her Bullishness for AI-Driven Productivity
Notable Analyst Calls This Week: Tesla, Zoom and Micron Stocks Among Top Picks
Is Weakness In Lam Research Corporation (NASDAQ:LRCX) Stock A Sign That The Market Could Be Wrong Given Its Strong Financial Prospects?
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Why Lam Research Fell Today
Cantor Fitzgerald Cuts Lam Research Price Target to $95 From $100, Maintains Neutral Rating
Trending Stocks Today | Micron Technology Declines 14.29% Post-Market
December 18th - US stocks trending post-market.Losers: $Micron Technology(MU.US)$ drops 14.29% to $89.05 with a turnover of $946.73 million. $Quantum Computing(QUBT.US)$ slides 5.14% to $24.36 with
Shares of Semiconductor Companies Are Trading Lower Amid Overall Market Weakness Following the Fed's Rate Decision to Cut Rates by 25 Basis Points.
Omdia: The consumer Virtual Reality market continues to decline in 2024, with headset sales dropping by 10% year-on-year to 6.9 million units.
Omdia's latest research shows that the Consumer Virtual Reality market will continue to decline in 2024.
Lam Research (LRCX) Stock Moves -0.03%: What You Should Know
Marvell, Broadcom Lead Semiconductor Stocks Lower
Broadcom is迎来了 its "NVIDIA moment".
Before joining the "trillion dollar club", Broadcom's Market Cap had already reached around 800 billion USD. The rise of such a large AI Chip stock has made Wall Street think of NVIDIA.
Applied Materials, Lam Research, KLA See Price Target Cuts as Citi Reduces 2025 Wafer Fab Equipment Estimates
Lam Research Corporation (NASDAQ:LRCX) Is Favoured by Institutional Owners Who Hold 79% of the Company