LRCX News and Press, Lam Research Corporation From 12/04/23

2023-12-04 10:36:51 ET Summary Tepper’s 13F portfolio value decreased from ~$5.39B to ~$5.07B this quarter. Meta Platforms, Microsoft, Amazon.com, Nvidia, and Alphabet are the largest holdings. Alibaba Group Holdings, Qualcomm, Baidu, and Taiwan Semi were reduced while ...

2023-11-29 15:22:46 ET Summary Axcelis excels in semiconductor ion implantation, leveraging market trends, notably in electric vehicles, for growth. Q3 2023 showed revenue and net income growth, a slight gross margin dip, and robust financials amidst semiconductor industry challen...

2023-11-28 18:35:25 ET Lam Research Corporation (LRCX) UBS Global Technology Conference November 28, 2023 4:15 PM ET Company Participants Tim Archer - President and Chief Executive Officer Doug Bettinger - Executive Vice President and Chief Financial Officer Co...

2023-11-28 17:45:12 ET Summary ASML's sales performance stands out in the industry downturn, with a strong order book and a 25% YoY increase in sales. ASML's hold on EUV technology and long-term capital investment decisions give it a unique edge in the market. ASML's fundament...

2023-11-28 08:37:56 ET More on Lam Research Lam Research: Harnessing Semiconductor Growth Lam Research: Upgrade To Buy, WFE Spend Rebound Timed For 2024 The AI gold rush is here. Buy 'picks and shovels' to benefit. Lam Research officer discloses sale of stake...

2023-11-27 11:13:02 ET More on Intel, Nvidia and more Nvidia Q3: The Good, The Bad, The China Nvidia: Running Out Of Enthusiasm Nvidia Q3: Great Numbers But Math Is Undefeated Western Digital, Micron may benefit as memory prices rise: Morgan Stanley N...

2023-11-27 08:29:29 ET More on Micron and Western Digital Micron: Weak Competitive DRAM Metrics Illustrate Its Small HBM3 Market Share (Rating Upgrade) Micron: Results Are Terrible, And China Sales Are Dropping Like A Rock - Avoid Micron: I Was Wrong, But The Rally W...

2023-11-26 07:56:00 ET More on Applied Materials, ASM International and more Applied Materials: Upgrading Back To Buy; Negatives Priced In, Positives In 2024 Lam Research: Upgrade To Buy, WFE Spend Rebound Timed For 2024 Surviving The Storm: Applied Materials' Robust...

2023-11-24 10:49:49 ET Summary LRCX's market position in the semiconductor supply chain is like selling shovels in a gold rush. The company's sales are closely tied to the growing global semiconductor capex. The current market slowdown is temporary, caused by high inventories ...

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...