Bank of America Outlook for 2025: The most aggressive policies in the usa in a century will fuel a "technology bubble", but "the higher one climbs, the harder one falls."
Bank of America warns that the U.S. stock market may have reached a critical point of collapse, potentially facing the impact of the AI bubble and Trump’s policies next year. The similarities between AI and the internet of the late 1990s are apparent, with the bubble's burst only a matter of time. If Trump fulfills his campaign promises, it could bring a brief prosperity to the U.S. stock market, but it would also fuel the bubble, leading to a major depression.
Why 2025 Will Be The Year of AI Agents
Unusual Options Activity: WMT, ULTA and Others Attract Market Bets, WMT V/OI Ratio Reaches 440.4
Industry associations collectively call on domestic companies to be cautious in purchasing usa chips. Institutions provide this analysis as overseas semiconductor giants have repeatedly increased their investment in the china market.
① China has become the most important application market for the global IC industry. Institutions analyze that the new round of export controls by the usa has fractured the global semiconductor market and may also limit the development of usa's own enterprises; ② In the past two years, several overseas semiconductor companies have chosen to increase their investment in the china market and value the growth opportunities of chinese customers.
Amkor (AMKR): Buy, Sell, or Hold Post Q3 Earnings?
Be Sure To Check Out Amkor Technology, Inc. (NASDAQ:AMKR) Before It Goes Ex-Dividend
"Trump 2.0" deters the global? South Korea plans to increase support for chip companies and introduce $10 billion low-interest loans next year.
① South Korea plans to increase financial support for domestic chip manufacturers next year to address the challenges posed by the 'Trump 2.0' policy and competitors like China; ② The South Korean Ministry of Finance stated that low-interest loans will reach 14.3 trillion won (approximately 10.2 billion USD) next year to support new chip park enterprises and others.
Fed's Bowman Says Regulators Shouldn't Rush to Contain AI
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Trump Media Saw the Largest Increase in Short Interest in October
Amkor Technology to Present at Upcoming Conferences
Analysis: With Musk in Tow, Trump Eyes Changes to Government Policies on AI and Its Dangers | CNN Business
The AI Overlay Is the Next Hexa-Billion Dollar Security Market
Amkor Technology (NASDAQ:AMKR) Is Increasing Its Dividend To $0.4882
Japan's Bold Push for Semiconductors
The Age of AI Is Still in the Early Innings. -2-
Amkor Technology To Go Ex-Dividend On December 4th, 2024 With 0.08269 USD Dividend Per Share And 0.40546 USD Special Dividend Per Share
Lightmatter and Amkor Technology Partner to Build World's Largest 3D Photonics Package
Express News | Lightmatter and Amkor Technology Partner to Build World’s Largest 3D Photonics Package
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.