The Fed's Ambivalence: What Investors Can Expect from Its Dovish Shift

While the Federal Reserve has kept interest rates unchanged, recently released economic data such as PCE, CPI, and the unemployment rate suggest that inflation is trending in the right direction, leading the market to believe that a cycle of decreasing interest rates will begin soon. However, the debate continues; it's not about "whether or not," but rather "when and how" rate cuts will occur.

Analysts Notebook02:55 ET

Countries are gearing up to compete for the semiconductor market. Japan's semiconductor equipment sales increased by 15% this fiscal year.

Due to the impact of ai driving memory capacity spending recovery, the sales of semiconductor manufacturing equipment in Japan is expected to grow by 15% in the year ending March 2025.

Zhitong Finance21:57 ET

ASML Stock Is an AI Chip Hero. Why It's Set for a Fresh Boost.

ASML Holding has been a major beneficiary of the artificial-intelligence boom. The chip-manufacturing equipment supplier could be in line for further gains after its coming earnings report.

Barron'sJul 4 08:00 ET

Top Gap Ups and Downs on Wednesday: BHP, RIO, BCS and More

Gaps can show signals that something important has happened to the fundamental or the psychology of traders that accompanies this market movement.

Moomoo NewsJul 3 20:07 ET

Today's Analyst Rating | Microsoft Price Target Raised to $480 by Raymond James, Itau Unibanco Upgrades Apple to Hold

Jul 3, Wall Street analysts have updated their stock ratings today including $Microsoft(MSFT.US)$ and $Apple(AAPL.US)$.

Moomoo NewsJul 3 09:00 ET · Ratings

Jibang Consulting: AMD (AMD. US) and Nvidia (NVDA.US) drive the development of FOPLP through demand, with estimated production dates falling in 2027-2028.

The estimated time for mass production of FOPLP packaging technology in consumer IC and AI GPU applications may fall between the second half of 2024 and 2026, and between 2027-2028 respectively.

Zhitong FinanceJul 3 01:56 ET