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 Microchip Technology Incorporated's (NASDAQ:MCHP) 12% ROE Better Than Average?
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.
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Goodbye ChatGPT! Deepseek is on fire globally, topping the download charts of the App Store in the US.
① The domestic AI model Deepseek R1 caused a sensation in the AI community both at home and abroad upon its release; ② Currently, Deepseek has topped the free app download charts on Apple in both the Chinese and American regions, surpassing ChatGPT in the American region; ③ Deepseek has sparked heated discussions on overseas social media, with many technology enthusiasts stating that it has become a strong competitor to OpenAI and Meta.
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J.P. Morgan has an optimistic outlook on the Semiconductors Industry: it will continue to benefit from AI and Datacenter demand, and the non-AI market will also recover.
JPMorgan released its latest research report on the Semiconductors Industry, providing an in-depth analysis of the current state and future trends of the Global semiconductor market.
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Here's Why Microchip Technology Incorporated (MCHP) Declined in Q4
The spotlight is on! The earnings report season for chip giants has begun, will the U.S. stock market welcome a new wave of growth?
Taiwan Semiconductor's fourth quarter results and 2025 performance outlook were both significantly better than expected, and the positive performance outlook suggests optimistic growth momentum for AI Chips, as well as Global Semiconductor wafer fabrication equipment (WFE), testing equipment, and semiconductor materials suppliers.
Wolfe Research Adjusts Microchip Technology Price Target to $68 From $92, Maintains Outperform Rating
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Analyst: Upgraded chip forecast.
Malcolm Penn, founder and chief Analyst of Future Horizons, has raised his forecast for the growth of the Global chip market in 2025 to 15%, with a fluctuation of ±4%.
Will the new regulations imposed by the USA terminate the AI market?
The soon-to-be-inaugurated Trump administration may take a different approach to AI regulation, so the sell-off of chip stocks may be a temporary phenomenon.
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KeyBanc Maintains Microchip Technology(MCHP.US) With Buy Rating, Cuts Target Price to $70