Express News | Shares of Semiconductor Stocks Are Trading Lower Amid Recent Earnings in the Sector and Concerns Over Potential China Restrictions
Strong demand for semiconductor equipment in the AI boom! ASM, the leader in ALD, has seen a colossal 56% increase in orders.
This Dutch semiconductor equipment supplier saw orders surge by around 56% in the second quarter; other semiconductor equipment giants, such as KLA Corp and ASML Holding, also benefited from the AI boom.
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Express News | IDEX Corporation to Acquire Mott Corporation, Expanding Applied Materials Science Technology Capabilities Across High-Value End Markets
What is the ' Trump trade ' exactly? Is the market really sure?
The previously heated "Trump trade" is cooling down, as Wall Street has realized that the impact of the policies promoted by Trump's campaign may be self-contradictory.
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Express News | Shares of Semiconductor Stocks Are Trading Higher as the Sector Rebounds After Falling Last Week. Chip Stocks Fell Last Week Amid Possible Profit Taking and Concerns Over New China Restrictions. Investors May Also Be Weighing Biden's Exit From the...
'Trump Trade' Momentum May Ease in Short-Term -- Market Talk
HTSC: ASML's new Q2 order volume has greatly increased, bullish on the recovery of global semiconductor equipment industry.
HTSC stated that ASML, the leading semiconductor equipment company in the Netherlands, has exceeded expectations in Q2, and is bullish about the recovery of the global semiconductor equipment industry.
US stocks closed with all three major indices falling, with the S&P Nasdaq index seeing its largest weekly decline in three months. Technology stocks weakened, with Tesla down more than 4%, Nvidia down more than 2%, and CrowdStrike down more than 11%.
Investors accelerated their escape from technology stocks, with stocks and bonds in Europe and the United States being hit hard for two days. This week, the S&P 500 and Nasdaq fell by about 2% and 3.7%, respectively. The Nasdaq stopped its six-week continuous rise, while the Dow and small-cap indices rose by 0.7% and 1.7%, respectively. Chip stocks fell more than 3% on Friday and nearly 9% for the week. Nvidia also fell more than 8.7% for the past three months, making it the worst performer. The "seven sisters of technology" all fell for the week, and cybersecurity leader Crowdstrike, which triggered a global technology outage, fell 11% on Friday, the worst in nearly two years. The VIX panic index rose more than 32% for the week.
Express News | Shares of Semiconductor Stocks Are Trading Lower as the Sector Pulls Back Following This Year's Strength, Which Has Been Driven by AI Momentum
U.S. semiconductor stocks have evaporated over $500 billion! Wall Street is not scared off: the fundamentals are sound.
The volatility of semiconductor stocks in the US market may continue, but the fundamentals are still intact.
Express News | Shares of Semiconductor and Hardware Stocks Are Trading Lower Amid a Selloff in the Sector, Which Has Gained This Year Amid AI Momentum
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The next trend for generative AI could be the TTT model.
The 'brain' of the Transformers architecture that supports models such as Sora is a lookup table and so-called hidden states. Unlike Transformers, TTT does not continuously grow as it processes more data. It replaces hidden states with machine learning models, like nested dolls of AI, which is within a model.
Applied Materials Down Over 7%, on Pace for Largest Percent Decrease Since December 2022 -- Data Talk
Express News | Nvidia Falls 4%, Super Micro Down 5%, AMD Falls 5.6%, Qualcomm Down 6.1%