Applied Materials (AMAT) says experiencing an unprecedented cycle, with leading-edge logic, DRAM, and NAND all in simultaneous upturns; expect WFE to grow by USD 60-90bln over a one- to three-year period
Applied Materials (AMAT) is indicating a significant bullish outlook, citing simultaneous upturns in leading-edge logic, DRAM, and NAND markets.
Nvidia (NVDA) and Thinking Machines reportedly forge a multi-year partnership; is to invest in thinking machines lab and supply AI chips; it will be making a significant investment in the co., according to reports
Tencent (TCEHY / 0700 HK) secretly develops a WeChat AI agent, The Information reports; WeChat AI agent will automate tasks via miniprograms for 1.4bln users and project targets midyear trial, Q3 rollout to catch up with Alibaba (BABA) and ByteDance
Applied Materials (AMAT) says experiencing an unprecedented cycle, with leading-edge logic, DRAM, and NAND all in simultaneous upturns; expect WFE to grow by USD 60-90bln over a one- to three-year period
Google (GOOGL) and Tesla (TSLA) are among companies that will address energy affordability by tapping into underused electricity grid capacity, Axios reports citing coalition officials
Ford (F) Credit unit files to sell 5-year notes
Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.
- Top cloud providers are estimating ~USD 600bln in data-center AI capital expenditures.
This suggests robust demand in semiconductor materials, which could drive substantial revenue growth over the next few years, making it a key consideration for equities tied to tech and semiconductors.
Related headlines
- [MARKET ANALYSIS] European bourses tilt higher, Elliott reportedly pushes DTE GY to scrap TMUS merger; AVGO misses Q4 guidance estimates2 hours ago
- EUROPEAN OPEN: EZJ LN & ITH LN join FTSE 100, ENT LN & PSN LN to leave; DTE GY faces Elliott push against TMUS merger; VOD LN to launch first UK TV service; SHEL LN acquires BP/ LN stakes in offshore blocks3 hours ago
- PRE-MARKET AUSTRALIAN, JAPANESE AND SOUTH KOREAN STOCKS NEWS: Hanwha Ocean (042660 KS) won a KRW 1.55tln order from Taiwan’s Yang Ming Marine Transport to build six LNG dual-fuel container ships11 hours ago
- Newsquawk Daily Asia-Pac Opening News - 3rd September 202612 hours ago
- US Daily Equity Opening News - MSFT to report quarterly Azure sales; AVGO slips on outlook; HPE falls amid supply constraints; VRNS in take-private talks; Elliott urges DTEGY to reconsider TMUS merger; DEC to acquire Birch Resources for USD 1.8bln2 hours ago
- [MARKET ANALYSIS] Crude takes a breather after a choppy mid-week; metals mixed2 hours ago
- [MARKET ANALYSIS] Yields slip off best levels as energy benchmarks edge lower; JGBs in focus following a GPIF meeting and BoJ sources2 hours ago
- [MARKET ANALYSIS] Asia-Pac stocks took impetus from the rebound on Wall St as yields eased7 hours ago
- India's Trade Minister says final trade agreement between US and India will be published as soon as the US can provide India with tariff advantages 3 hours ago
- White House confirms that US President Trump signed a stopgap funding bill into law today11 hours ago
- PRE-MARKET INDIAN STOCKS NEWS: Oil and Natural Gas Corporation (ONGC IS) international investment arm sent a team to Venezuela to review assets after receiving clearance from the US7 hours ago
- Israeli Defence Minister Katz says the military will target all of Iran's infrastructure, including energy; an Iranian attack would free Israel from its existing limits53 min ago
- Russian President Putin says attacks on three oil refineries have been repelled; adds that Russia must respond in kind1 hour ago
- Russian President Putin says that Russia and Ukraine should agree first; he notes that there is an opportunity to reach a peace agreement2 hours ago
- [MARKET ANALYSIS] JPY rallies against all G10 peers, most pronounced against USD into payrolls on Friday3 hours ago
- Russian Deputy PM Novak says OPEC's role in the market remains important; will continue to exert significant influence on the oil market because of its high output5 hours ago
- [MARKET ANALYSIS] Dollar is marginally softer with a mixed performance against major peers, while JPY continues its outperforms despite no obvious news catalysts7 hours ago
- US Ambassador to NATO Matthew Whitaker says Iran is a bankrupt country and will not be able to pay anyone in its military, civil service or government, nor subsidise its society10 hours ago
- UAE President received a phone call from US Presiednt Trump; the two discussed cooperation and developments in the Middle East, WAM reports5 hours ago
- [MARKET UPDATE] Asia-Pac stocks begin with mild gains after the positive lead from Wall St, where the major indices recouped some of the recent losses as yields edge lower, while Trump said the renewed campaign against Iran would not continue for too long10 hours ago
The whole workspace, free to try.
Try it free