LRCX News and Press, Lam Research Corporation From 03/09/23

2023-03-09 11:36:26 ET Intel ( NASDAQ: INTC ) lead semiconductor stocks higher on Thursday as the sector saw increased attention from global politicians amid worries about the rise of China. Intel ( INTC ) gained nearly 3.5% at mid-day, while competitors AMD ( AMD ) ...

2023-03-08 03:09:55 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...

2023-03-07 19:44:04 ET Lam Research Corporation (LRCX) Morgan Stanley Technology, Media and Telecom Conference Call March 7, 2023 01:25 PM ET Company Participants Doug Bettinger - Executive Vice President, Chief Financial Officer Conference Call Participants ...

2023-03-05 08:28:46 ET Summary The company achieved significant success in its latest innovative initiatives. Problems connected with restrictions to export to the Chinese market might slow the growth. We believe that the current stock price offers a significant margin of safe...

Lam Research ( NASDAQ: LRCX ) appoints Pat Lord moving into the newly created position of executive VP and COO, effective March 1, 2023. Vahid Vahedi will take on the role of senior VP and CTO, succeeding Rick Gottscho, who begins a new executive leadership position...

Lam Research Announces New Executive Appointments to Extend Innovation Leadership and Position the Company for Long-Term Growth PR Newswire FREMONT, Calif. , Feb. 21, 2023 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced a series of changes to it...

Summary Jeremy Grantham’s 13F portfolio value increased from $17.33B to $18.77B this quarter. GMO Capital increased Adobe, Amazon.com, Exxon Mobil, and Meta Platforms while reducing Global Payments, Wells Fargo, and Taiwan Semi. The largest three individual stock positions ar...

Summary Applied Materials’ guidance at its earnings call today could be affected, as will its strategy on inventory reduction. The impact of a ransomware attack on MKS Instruments could invalidate CY 2Q23 revenue guidance of -26.9% QoQ already given by Lam Research. Applied M...

Summary The 4 factor dividend growth portfolio was launched on November 1st, 2022, and is thus far off to a great start. The portfolio lost by 11 bps to the S&P 500 Total Return during the month of January. Since inception, the portfolio is beating the S&P 500 TR by 8.03%. ...

Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further...