chip orders spike, lots from China, making up 46% of third-quarter sales. Interesting to see if that's a red-line violation for semis. The Biden administration recently announced sweeping new caps on the sale of semi technology to China. to $200 from $210 and keeps buy rating on shares, says prior Q1 revenue estimate of 10% year-over-year is too optimistic. Cut will drive stock lower.aircraft than previously expected as it works through productions issues.
RBC lowers price target for PulteGroup , citing modest Q3 earnings beat that was more than offset by weaker outlook for Q4 orders.
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