12 news items
Taiwan Semi Supplier Applied Materials Under Scrutiny, Gets Subpoenas For Potential Violation Of Export Restrictions to China
AMAT
TSM
24 May 24
as a long-term share gainer, citing the recovery
Blowout Nvidia Earnings – AI Factories And Sovereigns Are Hidden Gems
AAPL
AMAT
AMD
23 May 24
.
The Arora Report has raised the very long term target on NVDA stock to $1438 - $1473.
As full disclosure, for NVDA
Top Chipmakers Forecast Revenue Growth as AI and Consumer Product Demand Rebounds: Report
AMAT
ASML
TSM
23 May 24
as a long
Applied Materials Sees Strong China Sales, Advanced Technology Driving Analyst Optimism
AMAT
17 May 24
to FY2024-26 consensus EPS," the analyst wrote. "We continue to view the company as a long-term share gainer within the context of the overall Wafer
A Great Strategy For Investing In Artificial Intelligence, Rates Higher For Longer
AAPL
AMAT
AMZN
17 May 24
long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term
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AMAT
17 May 24
to grow along with these long-term, secular trends."
The company said it sees third-quarter revenue of $6.65 billion, plus or minus $400 million
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AMAT
16 May 24
that underpin tectonic shifts in technology including AI, IoT, electric vehicles and clean energy, which puts us in a great position to grow along with these long
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AMAT
16 May 24
along with these long-term, secular trends
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AAPL
AMAT
AMD
10 May 24
, very long term, existing positions. Based on individual risk preference, consider a protection band consisting of cash or Treasury bills or short-term
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AMAT
DELL
GOOG
17 Apr 24
. The long-term earnings growth rate for AMAT is 8.32%.
Shares of Dell Technologies have gained 59% in the year-to-date period. The long-term earnings
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AMAT
AMD
ARM
9 Apr 24
in UBER.
The long term target for UBER is $107 - $116.
Consider holding the rest of the UBER position
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AAPL
ADI
AMAT
5 Mar 24
.
As long as semiconductors stay above the support zone, the long term trend is intact.
As a full disclosure, Semiconductor ETF SMH has
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