LRCX News and Press, Lam Research Corporation From 11/22/23

2023-11-22 07:17:09 ET More on the markets SPY: Sell The Rally - Historical Patterns Show Misplaced Optimism S&P 500: Forget The Year-End Rally The Message From 12 Post-CPI Charts Chart Talk: S&P 500 hasn’t hit an all-time high in 471 days, sev...

2023-11-21 21:15:15 ET Summary Jeremy Grantham's 13F portfolio value decreased by 2% to $21.17B in Q3 2023. The largest stakes in the portfolio are Microsoft, UnitedHealth, Alphabet, Johnson & Johnson, and Meta Platforms. Grantham has expressed concerns about a market bubb...

2023-11-21 15:42:36 ET More on Lam Research Lam Research: Upgrade To Buy, WFE Spend Rebound Timed For 2024 Lam Research Outshines Expectations: A Comprehensive Earnings Review Lam Research: Higher Near-Term Risk Due To China Exposure Lam Research falls, but W...

2023-11-20 13:27:38 ET More on Nvidia: Nvidia: Smooth Sailing Nvidia Fiscal Q3 Earnings Preview: Big Wave Surfing Nvidia: Wonderful Company, Ugly Stock Valuation Nvidia Q3 earnings preview: Will widening China curbs dampen its blistering growth? Earni...

2023-11-20 10:40:56 ET Summary We are upgrading Applied Materials back to a buy. October quarter results and its January quarter outlook are consistent with the elevated and unsustainable spending by its Chinese customers. We are, however, less concerned about the high exposur...

2023-11-20 08:00:33 ET Summary We are upgrading Lam Research stock back to a buy. We are now less concerned about the high exposure to the Chinese domestic customers as we expect non-Chinese leading-edge WFE spend to rebound in 2024. We expect the WFE for the memory market to ...

2023-11-20 06:29:52 ET More on the markets SPY: Sell The Rally - Historical Patterns Show Misplaced Optimism S&P 500: Forget The Year-End Rally The Message From 12 Post-CPI Charts Catalyst watch: Nvidia earnings, Broadcom-VMware drama, auto show buzz and ...

2023-11-15 07:35:24 ET Summary Tokyo Electron benefits from the surge in demand for computing power, similar to selling shovels in a gold rush. The company's revenue drivers depend on the Capex of semiconductor companies, which is expected to increase due to AI, automotive, and Io...

2023-11-14 07:53:26 ET More on Markets Index investing has created the most massive misallocation of capital in history – Cathie Wood $90 per barrel oil prices are very possible - TD Securities Bespoke Investment: Sector divergence among 2023's 'major plot poi...

2023-11-10 16:18:03 ET More on Applied Materials Applied Materials: This Semiconductor Equipment Maker Continues To Excel Applied Materials: Attractive Valuation, Solid Financial Health Applied Materials: Ready To Move Higher (Technical Analysis) Applied Mate...