Tag: Applied Materials Inc
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Micron shares rise 7% after announcing billions more in U.S. chipmaking investments
Micron announced a new round of investments aimed at boosting the U.S. semiconductor supply chain.
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Semiconductor stocks are flashing warning signs of a possible top. What to watch
A reckoning may be on the horizon for semiconductor manufacturers.
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Chip stocks that notched record rallies in second quarter start Q3 with a dud
Memory maker Micron, which jumped over 240% in the second quarter, dropped 11% on Wednesday, wiping out nearly $200 billion of market capitalization.
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Want to diversify a bit away from the AI theme? Try Evercore ISI’s ‘negative beta’ stocks
Evercore ISI’s ‘negative beta’ stocks, including Exxon Mobil and Mondelez International, offer a way to hedge against a potential AI bubble burst.
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Could there be a $10 trillion company? Tech investing star Laffont thinks so
A new regime of trillion-dollar companies is replacing the ‘Magnificent Seven.’
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Top-performing tech hedge fund manager Philippe Laffont explains his biggest AI trade
The founder of Coatue Management said one of the firm’s preferred ways to gain exposure to AI is through semiconductor manufacturers and equipment suppliers.
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Here are the most overbought and oversold names after a volatile week
Applied Materials and Citigroup were among this week’s most overbought names, while Accenture and Fox Corporation were on the opposite side.
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There’s still plenty of runway on the tech boom, analysts say
Low credit spreads and strong profits are among the factors that have been holding off a peak.
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Bank of America says take profits: ‘Too many red flags’
The spread between the best and worst performing tech stocks is close to the February 2000 level — at the peak of the internet era’s dot.com bubble.
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