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Applied Materials expects to see more than 20% growth in semiconductor-equipment revenue this year as AI potentially lifts overall chip-industry sales to $1 trillion.
The immigration crackdown, which the Department of Homeland Security called its “ largest immigration enforcement operation ever,” led to thousands of arrests, angry mass protests and the fatal shootings of two US citizens — Renee Good and Alex Pretti.
The simmering dispute has become a geopolitical flashpoint between Washington and Beijing, with Panama caught in the crossfires.
Arista did a better job than networking rival Cisco when it came to calming margin fears and refocusing attention around AI.
Order flows for remain strong, and valuations are at decadal lows: MRG.