Investing.com -- Bernstein adjusted its China WFE (wafer fabrication equipment) industry model in a note this week, raising its outlook for logic/foundry WFE while lowering projections for DRAM WFE, largely due to export control restrictions introduced by the U.S. in early 2025.The firm revised 2024 WFE demand to $45 billion from $43 billion, citing stronger-than-expected imports in the secon ...
Investing.com -- We saw some cautiousness in markets this week, with risk-off flows increasing due to geopolitical worries, resulting in some big moves to the downside. Here are Investing.com’s stocks of the week:Nvidia (NASDAQ:NVDA)Nvidia shares dropped more than 8% on Thursday after the company reported its latest quarterly earnings. While it topped earnings and revenue consensus estimate ...
Investing.com – India stocks were lower after the close on Saturday, as losses in the Technology, Auto and Public Sector Undertakings sectors led shares lower.At the close in NSE, the Nifty 50 declined 1.86% to hit a new 6-months low, while the BSE Sensex 30 index fell 1.90%.The best performers of the session on the Nifty 50 were HDFC Bank Ltd (NSE:HDBK), which rose 1.86% or 31.70 points to tr ...
Investing.com -- Microsoft is emerging as the dominant force in cybersecurity as competitors struggle to match its scale and strategy, according to Bernstein. The firm’s analysts highlight that Microsoft (NASDAQ:MSFT)’s cybersecurity business has positioned itself as the go-to provider for enterprises struggling with mounting security challenges.“The cybersecurity industry is in a ...