LRCX News and Press, Lam Research Corporation From 10/17/23

2023-10-17 14:18:54 ET With China publicly declaring their “no-limits” partnership with Russia, western investors should refocus their investments on the U.S., “the best market in the world,” said Kyle Bass, Hayman Capital Management founder and CIO. The long...

2023-10-16 11:56:56 ET A Monday BofA Securities’ US Equity Strategy and US Derivatives Research report on Russell 1000 stocks ( NYSEARCA: IWB ) reporting this week, showed how cheap or expensive it is to position for a potential earnings surprise with options. For long ca...

2023-10-16 07:33:50 ET The U.S. is planning to strengthen its measures to restrict China’s access to semiconductor and chipmaking tools, with the latest rules aimed to refine and close loopholes from curbs announced last October, reported Bloomberg News on Monday. According to th...

2023-10-15 08:01:00 ET Earnings season begins to ramp up in mid-October, with a rush of releases from some of the world's most prominent companies, including Elon Musk's EV giant Tesla ( NASDAQ: TSLA ). The lineup also features major banks, pharmaceutical firms and prominent ai...

2023-10-13 07:24:25 ET More on Applied Materials and Lam Research Lam Research: An Opportune Moment To Add The Stock Applied Materials: Ready To Move Higher (Technical Analysis) Applied Materials Rated Hold As Earnings Struggle But Dividends Grow Nvidia, Broa...

2023-10-12 08:50:00 ET Summary Vulcan Value Partners are value investors - business analysts with a long-term time horizon focused on purchasing publicly traded companies that are competitively entrenched at significant discounts to intrinsic worth. All five strategies produced ne...

2023-10-10 16:31:55 ET Summary We reiterate our buy rating on Taiwan Semiconductor Manufacturing Company Limited. The stock has underperformed the S&P 500 slightly since our cautious near-term view, but we now think the headwinds are now priced into the stock. While we con...

2023-10-10 10:36:21 ET Summary The memory chip market is in a devastating cyclical downturn, hurting the company's sales. The company has multiple long-term secular growth drivers behind it. Semiconductor experts predict the memory chip market to rebound in 2024, providing a t...

2023-10-09 11:06:55 ET Lam Research 's (NASDAQ: LRCX) stock price dropped by 10.5% in September, according to S&P Global Market Intelligence . The semiconductor sector's rally cooled off last month, with investors focusing on news that indicates demand for chips is weake...

2023-10-05 03:27:06 ET Summary Semis dodged a bullet in Q2 thanks to AI, but there was no such luck in Q3 with most semis ceding ground, particularly in September. Q3 was a quarter of change in various ways, but in general, the tailwinds that enabled the rally in the past year los...