The demand for AI Chips is incredible, with Global chip revenue increasing by 19.1%, reaching a historic high.
According to the report from the Semiconductor Industry Association (SIA), in 2024, global sales of semiconductor chips are expected to increase by 19.1% to 627.6 billion USD, with a projected growth rate reaching double digits in 2025.
Breaking news from Trump! The trade war will significantly escalate: Trump stated that he will implement tariff measures that will affect "everyone".
Bloomberg in the USA reported that President Trump announced his plan to unveil reciprocal tariffs next week. This move marks another significant escalation in the trade war between the USA and its economic partners. Trump made this announcement on Friday during a meeting with visiting Japanese Prime Minister Shigeru Ishiba, stating that this action will affect "everyone," but he did not specify what measures he plans to take.
U.S. stock market closing | All three major Indexes fell, with the Nasdaq down over 1%; Tesla fell over 3%, while NVIDIA rose against the trend, marking a strong five-day winning streak.
Earnings Reports showed that Google fell 9%; Tesla dropped 11% in a week; the Chinese concept Index rose over 1% against the trend, and ideal Autos increased by nearly 5%.
President Trump of the USA plans to announce reciprocal tariffs next week, but has not specified which countries will be targeted.
US President Donald Trump stated on Friday that he plans to announce a reciprocal tariff policy next week, but did not specify which countries it would target.
KLA's (NASDAQ:KLAC) Investors Will Be Pleased With Their Fantastic 354% Return Over the Last Five Years
Why KLA Corporation (KLAC) Is Skyrocketing So Far In 2025?
Trump's tariffs stir up the Global market, causing traders' profits to "evaporate in an instant"! Has "volatile trading" returned?
In the early stages of President Trump's trade war, the market exhibited frequent fluctuations, forcing traders to adopt strategies that were more conservative or easier to adjust than before.
$1000 Invested In This Stock 5 Years Ago Would Be Worth This Much Today
Today's Analyst Rating | J.P. Morgan Cuts Its Price Target Cut on Alphabet-C to $220, J.P. Morgan Cuts Its Price Target Cut on Alphabet-A to $220
Feb 5, Wall Street analysts have updated their stock ratings today including $Alphabet-C(GOOG.US)$ and $Alphabet-A(GOOGL.US)$.
Citi Maintains KLA Corp(KLAC.US) With Buy Rating, Raises Target Price to $910
Citigroup Adjusts Price Target on KLA to $910 From $832, Maintains Buy Rating
Will Monday's market "roller coaster" be a preview for the entire year of 2025?
The overnight Global market's rollercoaster-style fluctuations conveyed a deafening message to investors: fasten your seatbelts, as 2025 is destined to be a rocky journey. Over the weekend, Trump signed an executive order announcing tariffs on Mexico and Canada, leading to a collective decline in Asian and American stock markets and a surge in the dollar on Monday. The new tariffs were set to take effect on Tuesday, but according to CCTV reports, Canada and Mexico reached a 30-day agreement with the USA to postpone the tariffs, allowing the market to briefly regain some ground. Nevertheless, this incident indicates that the uncertainty surrounding Trump's tariff policy in 2025 may become the norm. BCA Research
KLA Is Maintained at Equal-Weight by Morgan Stanley
KLA Price Target Raised to $748.00/Share From $703.00 by Morgan Stanley
Morgan Stanley Maintains Equal-Weight on KLA, Raises Price Target to $748
Wells Fargo Maintains KLA Corp(KLAC.US) With Buy Rating, Maintains Target Price $870
Will DeepSeek lead to a collapse in AI capital expenditures? Morgan Stanley's in-depth analysis: The progress of DeepSeek is essentially a significant efficiency improvement, which may drive incremental demand.
Understanding the capital expenditure intentions of major Technology companies is crucial for assessing whether these companies will significantly reduce their capital expenditures on AI infrastructure. According to currently disclosed information, the vast majority of known capital expenditures are focused on AI inference and non-AI use cases, rather than AI training. The history of computer development is full of cases of significant efficiency improvements. The progress of DeepSeek is essentially a significant efficiency enhancement, which will drive incremental demand.
Large models like DeepSeek have gained popularity, and the new way of playing during the Spring Festival has exploded. Can Technology become the hottest topic after the holiday?
① Planning trips, translating when abroad, creating tutorials for playing Mahjong... Netizens are competing to develop application scenarios for large models during the holiday; ② DeepSeek is like a catfish, stirring up the Global Technology sector; ③ Will technology stocks become the hottest topic after the holiday? Who has the better chance?
Singapore denies that DeepSeek may purchase advanced NVIDIA chips through Singapore.
Regarding DeepSeek, Singapore's latest response.
Susquehanna Remains a Hold on KLA (KLAC)