• AAPL
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• MU
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5 big analyst AI moves: Nvidia still top pick into 2025; MU, ORCL downgraded

Analysts make notable moves on AI stocks, with Nvidia and Tesla praised while Micron and Oracle face downgrades. BofA identifies key chip stocks for 2025 amid evolving trends.

• KLAC
• LRCX
• MU
• WDC

Western Digital stock falls on Micron's gloomy outlook

Western Digital shares fell 4% due to Micron's disappointing earnings forecast, raising concerns about demand in the semiconductor sector, impacting related stocks.

• AEIS
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• MRVL
• MTSI
• NVDA
• ON
• SOX

'In AI we trust': Bank of America highlights 6 key chip stocks to own for 2025

Bank of America forecasts a 15% increase in semiconductor sales for 2025, recommending six stocks, including NVIDIA and Broadcom, while suggesting market shifts and rating changes.

• LRCX

Lam Research shares up 3%, TD Cowen called stock ‘top pick’

TD Cowen has chosen Lam Research Corp as a top investment due to its growth potential in NAND wafer fab equipment and strong cash generation, setting a price target of $100.

• ACMR
• ASML
• LRCX

Chinese chip firms say they can withstand new US export curbs

Chinese chip companies adopt localization strategies amid U.S. export controls, with some analysts predicting limited impact on operations and investments despite recent restrictions.

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U.S. stocks mixed at close of trade; Dow Jones Industrial Average down 0.29%

U.S. stocks had a mixed performance with notable gains in technology and consumer sectors, while utilities and telecoms struggled. Some shares reached new highs and lows.

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• AMAT
• ASMI
• KLAC
• LRCX
• MU
• SIEGn
• WISEa

Factbox-US targets China's chip industry with new restrictions

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• 8035
• AMAT
• ASML
• KLAC
• LRCX
• MU

US strengthens chip curbs on China

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• AMAT
• ASMI
• KLAC
• LRCX
• MU
• NVDA

US to tighten semiconductor restrictions on China, targets 140 entities - Reuters

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• AMAT
• ASMI
• ASML
• KLAC
• LRCX
• MU
• NVDA
• WISEa

Exclusive-Latest US strike on China's chips hits semiconductor toolmakers