Shares of Applied Materials plummeting double digits post earnings, hitting a host of other chip names today. Our Christina Parts and Neilos is here to break things down, talk about what happened in the quarter. Morning KP. >> Hi, good morning.It's quite a quarter for them. Applied materials earnings aren't just a company specific problem, though. They're really just a it's a warning sign for the entire semiconductor capital equipment sector.And what do I mean by that. The company said in the earnings call ...

路透：消息人士表示，英伟达上周向台积电追加订购30万枚H20芯片，因强劲的中国需求已促使英伟达改变主意，不再仅仅依赖现有库存。消息人士补充称，现有的H20库存为60万至70万枚。🗒️此前The Information消息称，为中国市场定制的H20芯片库存有限，并且未有计划重启生产。 ...