WS #14087
Applied Materials' post-earnings drop persists, signaling peak-cycle concerns in semis, affecting AMAT and potentially NVDA. Apple developing own AI model for China with Alibaba support, potentially first foreign AI model approved in China, supporting AAPL.
Semis peak-cycle concerns
Applied Materials' post-earnings drop persists, signaling peak-cycle concerns in semis, affecting AMAT and potentially NVDA.
Apple developing own AI model for China with Alibaba support, potentially first foreign AI model approved in China, supporting AAPL.