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.
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
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
Morgan Stanley Raises Price Target on Marvell Technology to $120 From $102, Keeps Equalweight Rating
The Dow barely ended its longest continuous decline in 50 years, Micron fell by 16%, the US dollar reached a two-year high again, and US bonds, oil, and Bitcoin all dropped.
U.S. stock market's other Indexes turned down towards the end, Tesla rose by nearly 4% before closing down, NVIDIA reached a high of 4%, and Micron Technology had its steepest decline in five years. The yield on the 10-year U.S. Treasury bonds briefly increased by nearly 10 basis points approaching 4.60%, close to a seven-month high, while short-term bond yields fell, with the 2/10-year yield spread at its widest in two and a half years. The Bank of England held rates steady, but more officials supported a rate cut, leading to a decline in the British Pound. The Governor of the Bank of Japan suppressed interest rate hike expectations, causing the yen to fall towards 158, and the offshore renminbi briefly dropped below 7.32 yuan to its lowest in 15 months. Bitcoin fell by 5%, approaching $0.096 million. Spot Gold rose by 1.6% before narrowing back below $2,600, while the futures silver fell by 5%, and U.S. crude oil fell below $70.