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.
Morgan Stanley raised the Target Price for Marvell Technology to 120 dollars.
Gelonghui December 25: Morgan Stanley raised Marvell Technology's Target Price from $102 to $120, maintaining a "Neutral" rating. (Gelonghui)
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.
U.S. stocks close: The Nasdaq returns above 0.02 million points as Apple reaches a new high with a market cap of 3.9 trillion.
① Tesla rose by 7.36%, leading the "Seven Giants"; ② Nasdaq China Golden Dragon Index has risen for three consecutive days; ③ American Airlines announced that flights have resumed running; ④ OpenAI has discussed developing a humanoid Siasun Robot&Automation.
10 Information Technology Stocks Whale Activity In Today's Session
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.
AMD and Nvidia Back Musk's XAI. What It Means for Microsoft, Google and Amazon.
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.
Is Marvell Technology (NASDAQ:MRVL) Using Too Much Debt?
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
Better Artificial Intelligence (AI) Stock: Broadcom Vs. Marvell Technology
Notable Analyst Calls This Week: Tesla, Zoom and Micron Stocks Among Top Picks
Beyond The Numbers: 26 Analysts Discuss Marvell Tech Stock
Jim Cramer: Why Marvell Technology's (MRVL) Custom Silicon Business Is a Game-Changer
Outlook on Semiconductors Remains 'Attractive' With AI Being Key Driver, Morgan Stanley Says
Raymond James Maintains Marvell Technology(MRVL.US) With Buy Rating, Raises Target Price to $130
Morgan Stanley Maintains Marvell Technology(MRVL.US) With Hold Rating, Raises Target Price to $120
Marvell Tech Analyst Ratings
Broadcom, Astera Labs, Marvell Get Price Target Boosts at Morgan Stanley