No Data
Don't miss the low-key winners in the AI boom! US semiconductor equipment giants are gathering momentum for a new round of growth.
Zhī tōng cǎi jīng App learned that Wells Fargo & Co, a Wall Street commercial banking giant, recently released a research report stating that semiconductor equipment giants KLA Corp (KLAC.US) and Applied Materials (AMAT.US), as well as lithography equipment manufacturer ASML Holding (ASML.US), are among the most preferred semiconductor equipment stocks that are expected to benefit from the AI boom. Wells Fargo & Co stated that although the entire semiconductor equipment sector has set a new historical high, it may lead to a short-term correction trend and trigger a more difficult profit expectation and target stock price setting, but still bullish on the stock price trend of these industry leaders, with the institution reiterating its 95 target price for KLA Corp.
Wells Fargo Maintains ASML Holding(ASML.US) With Buy Rating, Maintains Target Price $1,185
Overnight News: US Supreme Court made a favorable ruling on Trump's exemption rights. Federal Reserve's Williams said he still believes the Fed will bring the inflation rate back to 2%.
For more global financial news, please visit 7x24 live financial news. Market close: US stocks rose on the first day of the second half of the year, with Apple driving the Nasdaq to a historic high. In the top 20 US stock turnover on July 1st: Apple's May shipments in China increased by over 40% and the stock price hit a record high. Popular China concept stocks had mixed gains and losses on Monday, with Lixia Wei Xiaopu rising and Taiwan Semiconductor falling by 0.8%. US WTI crude oil closed up 2.3% on Monday, breaking $83 per barrel. Major European stock indexes closed higher, with the Euro Stoxx 50 up 0.74%. Macro: The US dollar jumped to a daily high as the Supreme Court rules in favor of Trump's exemption.
Express News | CNBC Halftime Report Final Trades: Oracle, ASML Holding N.V., Interactive Brokers Group, SPDR Select Sector Fund - Energy Select Sector
New Buy Rating for ASML Holding (ASML), the Technology Giant
Jibang Consulting: Server demand will show a growing trend, with an estimated increase in shipments of 4-5% in the third quarter.
According to TrendForce's observation, server demand will show a growth trend from the second to the third quarter, with Enterprise OEMs' shipments driving the most significant growth, including Dell, HPE and Lenovo all benefiting significantly.
摸鱼 : Well said![undefined undefined](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36)
韭菜来啦快割 : buy$Intel (INTC.US)$ It's better to buy$Advanced Micro Devices (AMD.US)$
10baggerbamm : it's so funny you're saying that you're right and all of the tech experts like Dan Ives and Tom Lee they're completely wrong. that tells me your ego prevents you from making a logical decision you believe because you're down in the stock that it must go higher because it's done nothing to this point while everything else has rallied. therefore money must rotate into this company. and you're wrong so going to the bathroom look in the mirror turn the lights on and repeat you are wrong while pointing at yourself in the mirror. companies are crucified taken out behind the barn and shot when they miss their forward guidance when they miss earnings whisper numbers when they miss revenue whisper numbers. even when these companies are growing at 30 to 40% year over year but you don't have to worry about Intel growing like that because 50% of their business is a money suck pit on abyss think of the Tom Hanks movie money pit. think of owning a boat bust out another thousand.
10baggerbamm : pt 2 except Intel is building Fab facilities that utilize Moors law and Jensen has proved that Moore's law is dead number one number two these Fab facilities that Intel is building because they come from the chips act where taxpayers are paying they must conform to dei and woke standards and must have 51% women building these chip Fab facilities that's two number three because they're located in California the unions that are going to run the employees will create strikes walkouts their wages will be significantly higher than comparable businesses and as a result the profit margins on these facilities once they get up and running in 2028-29 maybe but probably not because we know when the government gets involved with any construction project think Bridges it's always over budget and significantly longer to complete. so these are just a few reasons why Intel is a disaster will remain a disaster and anybody that wants to invest in Intel is pissing money away and wasting one thing that you'll never get back which is your precious time.
RDK79 : Because of bad R&D and lack of high performance chips. If that’s what makes it a bargain, it will remain a ‘bargain’. Imho. There will be continued efforts to periodically ‘pump’ it up though.
View more comments...