First Trust Multi Cap Value Alpha

应用材料AMAT

Deep Research

AMAT

INTC

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

SSNGY

00981

AVGO

04335

HSMD

688981

Dolphin Research’s prior deep dive on AMAT outlined the company’s core product lines and its positioning across key equipment sub-sectors.This note links AMAT’s outlook and valuation to wafer fab capex trends.As $Applied Materials(AMAT.US) operates in semiconductor equipment at the top of the value chain, its demand is highly sensitive to upstream investment cycles.Its customers are wafer fabs across logic (TSMC, Intel) and memory (Samsung, SK hynix).Hence, our forecasts for AMAT’s performance...

Applied Materials

Intel

NVIDIA

Hudbay Minerals

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Taiwan Semiconductor

Samsung Electronics 

Outfront Media

Micron Tech

SMIC

Broadcom

United Microelectronics

INTEL-T

SMIC HK SDR 5to1

Memory Upcycle, AI Capex: Is AMAT Finally Set to Break Out?

Preview of General Motors' Quarterly Earnings Report

General Motors Investigating Exploded Airbag in Recalled Unfixed Pickup Truck

Precedent Wealth Partners LLC Increased Holdings in FedEx in Q3

Sanofi and Regeneron Obtain Approval for Dupixent for Severe Asthma in Children Aged 6 to 11 from Japan's Ministry of Health

Sterling Anderson Emerging as Potential Successor at GM

Biogen Inc. Publishes Long-term Data on QALSODY

Fitch Upgrades United Airlines Credit Rating to 'BB+'

Raymond James Financial Raises FedEx's Target Price

United Airlines' Q4 2025 Earnings Forecast Analysis

Citibank Raises FedEx Target Price to $327

Fluent Financial LLC Acquires New Shares of Biogen Inc.

Osaic Holdings Inc. Increases Stake in Delta Air Lines

General Motors Wins US Sales Championship in 2025

Wall Street Zen downgrades Regeneron Pharmaceuticals' rating from 'buy' to 'hold'

CFRA Maintains FedEx 'Sell' Rating, Raises Target to $257

Jefferies Raises FedEx Target Price to $326.00

Wilsey Asset Management Inc. Reduces Stake in General Motors

FactSet: FedEx Target Price Raised to $305

Bernstein Analyst Maintains Hold Rating on FedEx with a Target Price of $250

FedEx Grounds MD-11s and Records $175M in Costs

A SPAC III Acquisition

PicoCELA

Davis Commodities

Society Pass

ECD Automotive Design

Gauzy

Bristol-Myers Squibb Company

A SPAC III ACQUISITION CORP. COM NPV CL A (SUBS/RTS)02/01/2026

Paranovus ENT Tech

Cue BioPharma