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US reported to have toned down China chip curbs - Bloomberg

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Hedge funds cut exposure to Semis, rotate into Cyclicals, says Goldman

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Applied Materials' revenue forecast signals weak spending outside AI chips

Applied Materials projects lower Q1 revenue amid sluggish chip demand outside AI, causing a 5% drop in shares, despite successful fourth-quarter results.

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• AMD
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Exclusive-US ordered TSMC to halt shipments to China of chips used in AI applications, source says

The U.S. ordered TSMC to stop advanced chip shipments to China, citing AI application restrictions and concerns over Huawei's tech. TSMC's compliance is ongoing amid political scrutiny.

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US lawmakers press top chip equipment makers for details on China sales

U.S. lawmakers press semiconductor firms for sales data to China amid pushback against export controls, fearing impacts on industry competitiveness and military modernization.

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Earnings call: Lam Research exceeds Q3 expectations, optimistic for 2025

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• IBM
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• TSLA

After-hours movers: Tesla, Lam Research, IBM and more

Tesla and Lam Research saw stock increases post-earnings, while TeraWulf, Align Technology, IBM, and ServiceNow experienced declines amidst mixed results and guidance.

• LRCX

Lam Research beats Q1 expectations, shares rise on strong outlook

Lam Research exceeded earnings expectations, reporting $0.86 EPS and $4.17 billion revenue, and anticipates strong second-quarter performance, boosting shares nearly 4%.

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Lam Research earnings beat by $0.05, revenue topped estimates

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Futures mixed, earnings ahead this week - what's moving markets

US stock futures show mixed trends as investors anticipate earnings from major firms like Tesla, while Kenvue attracts attention from activist investors and China's central bank cuts rates.