Shares of Semiconductor and AI-related Stocks Are Trading Higher, Possibly Amid Continued Momentum From 2024's Rally.
Nvidia Expands Reach as Most Widely Owned Semi Among Fund Managers: BofA
(LRCX) - Analyzing Lam Research's Short Interest
$1000 Invested In This Stock 20 Years Ago Would Be Worth This Much Today
Lam Research (NASDAQ:LRCX) Is Investing Its Capital With Increasing Efficiency
Lam Research Corporation (NASDAQ:LRCX) Stock Has Shown Weakness Lately But Financials Look Strong: Should Prospective Shareholders Make The Leap?
U.S. chip stocks rose before the market opens! NVIDIA's new generation of graphics cards leads the way, and a wave of AIPC chip products is expected to be unveiled at the CES exhibition.
① NVIDIA CEO Jensen Huang will deliver the opening speech at CES 2025, where the GeForce RTX 50 series graphics cards may be released; ② At that time, Intel and AMD are also expected to launch AIPC related products; ③ Brokerage opinions suggest that chip manufacturers are actively promoting the iteration of AIPC chips, and the industry as a whole has reached the stage of exploring user experience.
Cramer's Take on Lam Research (LRCX): Potential Upside Amidst Market Concerns
Daily short sale tracking: Intel's short volume increased by 4 million, with a short sale ratio of 18%
Intel(INTC.US) ranked top of the list had the largest change in short volume (4.38 million shares), and the short volume ratio of Lineage(LINE.US) reached 52.14%. See more about the top 10 list of short selling volume changes in the latest trading day of the US stock market.
In 2024, AI creates miracles as NVIDIA fearlessly completes a massive acquisition of 0.7 billion dollars.
If 2023 is the year of the AI miracle, then 2024 is the year of attempting to make this miracle do something useful without incurring costs.
Lam Research Corporation (LRCX) Unveils Dextro, Industry's First Cobot for Semiconductor Maintenance to Boost Efficiency
Unusual Options Activity: MGM, LRCX and Others Attract Market Bets, MGM V/OI Ratio Reaches 59.4
EST Dec 27th Afternoon Delivery - In the last two hours of trading, 4 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options
Why the Market Dipped But Lam Research (LRCX) Gained Today
Smart Money Is Betting Big In LRCX Options
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Wall Street Analysts Think Lam Research (LRCX) Is a Good Investment: Is It?
Investigate China's chips? A USA group suggests caution.
Recently, the Semiconductors Industry Association (SIA) released the following statement from SIA President and CEO John Neuffer regarding the Biden administration's decision to launch a Section 301 trade investigation, focusing on China's behaviors, policies, and practices aimed at dominating the Semiconductors Industry.
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.
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 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.