Applied Materials Stock Drops, Chip-Equipment Rivals Fall -- WSJ
Applied Materials Slips as Wall Street Likes Execution, Sees '25 Uncertainties
The 'Trump trade' of the 2016 version completely reversed afterwards, what about this time?
After Trump's election victory, the US dollar, US stocks, and small cap stocks usually tend to strengthen. However, during Trump 1.0, from 2016 to 2020, the US dollar and small cap stocks performed poorly, failing to rise as expected, while the rise in US stocks was mostly attributable to the strength of technology stocks. Analysis suggests that the 'Trump trade' is not the same as 'Trump investment', it is more of a short-term market reaction rather than a long-term trend.
The Age of AI Is Still in the Early Innings. -2-
KLA Corp(KLAC.US) Officer Sells US$9.49 Million in Common Stock
$KLA Corp(KLAC.US)$ Officer WALLACE RICHARD P sold 14,306 shares of common stock on Nov 12, 2024 at an average price of $663.01 for a total value of $9.49 million.Source: Announcement What is
"How long can the Trump trade continue?"
Compared to other presidential candidates, the impact of Trump's victory is unique, but Wall Street should also be wary of the fading of this effect.
"Trump trade" remains popular, but how much longer can it last.
Stocks, bonds, and other assets are already expensive relative to historical levels. Trump's trade protectionism policy may lead to a resurgence of inflation and force the Federal Reserve to maintain interest rates at high levels for a longer period of time. In addition, the US economy is facing continuously expanding fiscal deficits and a labor market that is already showing signs of fatigue, which could put pressure on the economic growth outlook.
KLA Corp To Go Ex-Dividend On November 18th, 2024 With 1.7 USD Dividend Per Share
November 14th (Eastern Time) - $KLA Corp(KLAC.US)$ is trading ex-dividend on November 18th, 2024.Shareholders of record on November 18th, 2024 will receive 1.7 USD dividend per share on December 3rd,
Applied materials (AMAT.US) Q1 revenue guidance is below expectations, raising concerns about chip demand.
applied materials announced its fourth quarter performance.
Applied Materials Just Reported Q4 Results. The Stock Is Slipping.
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
The AI Tipping Point: Half of CFOs Will Axe AI Investment If It Doesn't Show ROI Next Year
The U.S. Can't Beat China at Solar Power. It May Be Time to Join Them. -- Barrons.com
E-minute understanding: What is the special trade that collapsed across the board yesterday for Trump?
On Tuesday, the European and American stock markets experienced a significant decline, with the US stocks ending their previous rising trend, and all three major indices falling together, while major stock indices in Europe fell across the board.
5 U.S. Corporate Behemoths to Buy as Short-Term Momentum Plays
Form 144 | KLA Corp(KLAC.US) Officer Proposes to Sell 9.49 Million in Common Stocks
SEC FILLINGS DISCLOSED/ Nov 12, $KLA Corp(KLAC.US)$ Officer WALLACE RICHARD P intends to sell 14,306 shares of its common stock on Nov 12, with a total market value of approximately $9.49 million.
Will the chip stocks that lead the US stock market into a bull market soon see a new round of 'crazy bull run'?
After Citibank encountered a sell-off in chip stocks, it's almost time to buy chip stocks again.
Potential Semiconductor Regulations Place 50% of China WFE at Risk: Bernstein
'Almost Time to Buy Again:' Citi Pounds Table on Chip Stocks After Sell-off