China's influence on semiconductor demand is fading, as the Xi visit brought no chip news, and stocks still rallied. Click for this update on chips.
Geopolitics just pressed pause, not stop. The latest US China summit cooled immediate escalation risk, yet kept tariffs, tech controls and supply chain rewiring firmly in play. That mix of relief and
Accenture's 37.6% three-month rally reflects rising AI demand, new AI-led offerings and healthy cash generation supporting shareholder returns.
Solar energy stocks show narrow leadership: weighted returns are positive, but most pure-play solar shares lag due to mega-cap diversified names.
Onto Innovation's Dragonfly G5 gains momentum as AI packaging demand drives qualifications, volume orders and an upgraded 2026 growth outlook.
Applied Materials (AMAT) has put a fresh spotlight on its stock after committing US$5b to India over the next decade, anchored by a 140 acre semiconductor research park. That commitment lands at a tim
ASML Holding N.V. (NASDAQ:ASML) and Applied Materials, Inc. (NASDAQ:AMAT) sell different tools, but both compete for the same investor dollar tied to semiconductor capital spending. ASML trades around
The Evercore ISI technical analyst sees semiconductor and AI infrastructure stocks as buyable after their summer decline, but says a sustained rise in the 10-year Treasury yield above 5% would challen
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