No Data
500 billion USD! Trump officially announces the largest AI investment project in history, is the AI Infrastructure Industry Chain about to enter a gold mining moment?
On the second day of his presidency, Donald Trump officially announced a major AI project.
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.
NXP Semiconductors N.V. (NXPI): An Undervalued Chip Stock Near 52-Week Lows
Morgan Stanley Fund: It is expected that market liquidity will be relatively friendly to the broad Technology Sector this year, Bullish on AI, Defense Military Industry, and others.
Morgan Stanley Fund stated that the market liquidity in 2025 is expected to be relatively friendly to the broad Technology Sector. Bullish on AI, defense Military Industry, wind power, and Consumer Electronics industries.
BofA Securities Maintains NXP Semiconductors(NXPI.US) With Buy Rating, Maintains Target Price $255
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.