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from24/7 Wall St.
6 hours ago

AMAT and Micron still winning in AI trade despite QQQ and sector weakness

The need for higher performance and more energy-efficient chips is driving high growth rates for leading-edge logic, high-bandwidth memory and advanced packaging. These are areas where Applied is the process equipment leader, and we expect to grow our semiconductor equipment business over 20 percent this calendar year.
Artificial intelligence
Business
from24/7 Wall St.
1 week ago

Strategas: Nvidia Should Trade to $212-$215, Not $180; Earnings Aren't Peaking

Nvidia's stock has 17% upside potential to $212-$215 based on continued earnings acceleration with no signs of peak profitability across five consecutive quarters of revenue and EPS growth.
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