Tranzactioneaza Applied Materials Inc (US.AMAT) - 205.07 USD (%) Tranzactioneaza
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Aprecieri inregistrate ieri de companiile americane vizate in mod particular de AI:
Nvidia: +24%
AMD: +11%
Palantir Technologies: +5%
Microsoft: +4%
Alphabet: +2%
Nvidia a avut ieri cel mai mare avans din indicele S& P 500. In schimb, Intel a pierdut peste 5%, chiar daca intel gives details future ai chips it shifts strategy 05 222023 luni ca se va concentra tot mai mult pe AI.
Fata de mijlocul lunii octombrie a anului trecut, Nvidia este +235%. In aceeasi perioada, Meta Platforms este +97%.
Fata de inceputul acestui an, Nvidia este +160%, iar Palantir Technologies este +91%. Microsoft si Alphabet au castigat peste 30%.
Capitalizare producatori americani de cipuri:
Nvidia: 938 mld. USD (din care 184 mld. USD adaugati ieri)
AMD: 194 mld. USD
Texas Instruments: 154 mld. USD
Qualcomm: 116 mld. USD
Intel: 114 mld. USD
Applied Materials: 110 mld. USD
(US.NVDA) (US.INL) (US.PLTR) (US.TXN) (US.QCOM) (US.AMAT)
The Biden administration plans next month to broaden curbs on U.S shipments to China of semiconductors used for artificial intelligence and chipmaking tools, several people familiar with the matter said. The Commerce Department intends to publish new regulations based on restrictions communicated in letters earlier this year to three U.S. companies: KLA Corp (US.KLAC), Lam Research Corp (US.LRCX) and Applied Materials Inc (US.AMAT)
exclusive biden hit china with broader curbs us chip tool exports sources 09 112022
  TF International Securities analyst Ming-Chi Kuo tweeted on Tuesday that his latest survey indicates that Apple (US.AAPL) was not successful with its development to replace Qualcomm (QCOM) and instead of using its own chips for modems, it will use Qualcomm for 100% of its supplies, compared to Qualcomm's (US.QCOM) own previous estimates of 20%. 
  The implications for Qualcomm are positive, in that Kuo estimates the San Diego-based tech company will "likely" beat Wall Street's estimates for the second half of 2023 and first of 2024 for both revenue and earnings. 
  Kuo added that he believes Apple will continue to develop its own 5G chips, but once it is successful enough, Qualcomm should not be impacted, given its other businesses will likely have grown enough to "significantly offset" the negative impact from the loss.
  Qualcomm shares rose more than 5% after an influential analyst said that the San Diego. .AMD (US.AMD) fell more than 6% after the company said it was looking into a claim by cyberterrorist group RansomHouse that it illegally obtained 450 GB worth of data. AMD and Nvidia (US.NVDA), which saw its shares fall nearly 5%, were also both weighed down on concerns over declining GPU prices and sales. Santa Clara, California-based Intel (US.INL) shares fell slightly more than 1% on Tuesday, though several other semiconductor companies, including Analog Devices (US.ADI), Micron Technology (US.MU) and Broadcom (US.AVGO) each fell less than 1%. Chip equipment makers, including Applied Materials (US.AMAT), Lam Research (US.LRCX) and KLA Corp. (US.KLAC) saw their shares fall between 1.5% and 2.5% as investment firm UBS cut earnings estimates and price targets on the group, citing lower forecasts for the rest of the year and into 2023.
Here are his picks for the best semiconductor stocks that have reasonable valuations and earnings growth: Micron (US.MU), Western Digital (US.WDC), Advanced Micro Devices (US.AMD) Skyworks Solutions (US.SWKS), KLA (US.KLAC), Lam Research (US.LRCX), Applied Materials (US.AMAT). 
âI think thereâs a sense that the chipmakers will get hurt as we head into a [Federal Reserve]-mandated recession,â the âMad Moneyâ host said, referring to the Fedâs upcoming interest rate hikes. âAt these levels, I think a bunch of them have started to look pretty enticing,â he added.
cramer names 7 beaten down semiconductor stocks that look enticing 2022