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Applied Materials Beats Q4, Lifts Outlook as China Curbs Darken 2026

Investors are focusing on tighter U.S. export rules that will curb China sales in 2026.

AMD Shares Slide on Jobs Cuts Report and AI Valuation Jitters

Jefferies Names Broadcom Top Pick on OpenAI Chip Pact, Raises Target to $480

Huang Still Eyes China for Nvidia’s Blackwell Chips as Washington Signals No