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Investors in KLA (NASDAQ:KLAC) Have Seen Incredible Returns of 394% Over the Past Five Years
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Applied Materials Beat Quarterly Estimates. Why the Stock Is Lower. -- Barrons.com
Applied Materials Dips After Q2 Revenue Outlook to See China Impact, Analysts Largely Positive
Goldman Sachs traders' perspective on 2025: the AI boom, differentiated markets, and "sticky" inflation.
Goldman Sachs stated that Wednesday's CPI data once again reminds the market that the view that "high interest rates will last longer" is not unfounded. If the performance of Large Cap stocks in the US market is poor, and high interest rates continue to weigh down Small Cap stocks, it will be difficult for the market to sustain an uptrend. The enthusiasm in the AI field continues, but trends are diverging, and funds may be shifting towards the next phase—AI applications.
