LRCX News and Press, Lam Research Corporation From 08/21/23

2023-08-21 08:40:26 ET Summary Applied Materials delivered resilient Q3 results, outperforming expectations and showcasing its ability to weather industry fluctuations. The company's focus on ICAPS and growing services segment contribute to its continued outperformance and reduced...

2023-08-20 04:41:10 ET Summary Electronic equipment is the most attractive industry in an overvalued sector. Fast facts on TDV, a technology ETF mitigating risks. 8 tech stocks cheaper than their peers in August. This monthly article series shows a dashboard with agg...

2023-08-18 08:22:19 ET More on Applied Materials Applied Materials, Inc. Q3 2023 Earnings Call Transcript Applied Materials, Inc. 2023 Q3 - Results - Earnings Call Presentation Applied Materials: Destined To Grow In This New Technology Cycle Of AI Wolfspeed, ...

2023-08-17 07:00:00 ET More on Applied Materials 2 AI Compounders: Meet Applied Materials And ASML Applied Materials: Still Firing On All Cylinders Lam Research And Applied Materials: Downgrading Semi-Caps To Hold Applied Materials: Excessive AI Hype Drives S...

2023-08-17 06:00:00 ET Summary Baron Technology Fund invests primarily in companies of any market capitalization that we believe have durable growth potential from the development, advancement, and/or use of technology. During the second quarter, the Fund climbed 16.72%. Despi...

2023-08-15 15:06:54 ET Billionaire investor Philippe Laffont's Coatue Management in Q2 2023 took news stakes in Eli Lilly ( NYSE: LLY ) and Oracle ( NYSE: ORCL ), exited GameStop ( NYSE: GME ) and Salesforce ( NYSE: CRM ), trimmed its positions in Tesla ...

2023-08-15 06:12:15 ET Summary Camtek produces automated inspection and measuring equipment for high-end chip manufacturing, with a unique product line. CAMT got 52 orders for this equipment in a short time span. This is likely downwind of Nvidia’s data center GPUs. Cam...

2023-08-14 17:54:34 ET 3G Capital Partners, the investment firm co-founded by Brazilian billionaire Alexandre Behring, disposed off its stake in chip giant NVIDIA ( NASDAQ: NVDA ) in Q2 2023, while taking new positions in several companies including user car seller Carvana ( ...

2023-08-11 13:00:05 ET Semiconductor stocks looked to end the week on a down note, led by downturns in Nvidia ( NASDAQ: NVDA ), AMD ( NASDAQ: AMD ) and semiconductor capital equipment stocks. Nvidia ( NVDA ) fell more than 3% on Friday as it looked to hold onto t...

2023-08-09 07:33:13 ET One year after the U.S. CHIPs Act was signed into legislation, the White House touted its achievements on Wednesday, including the fact that more than 460 companies have submitted statements of interest to receive funding. The nearly $53B legislation, which pr...