LRCX News and Press, Lam Research Corporation From 05/20/24

2024-05-20 12:56:28 ET More on semiconductors Nvidia: AI Will Be An Integral Part Of Our Lives, Not A Short-Lived Hype Micron: Quiet AI Powerhouse Wall Street Brunch: Here Comes Nvidia Micron gets upgrade at Morgan Stanley on HBM chip market growth Nv...

2024-05-20 11:20:50 ET Summary Ultra Clean Holdings, Inc. has seen revenue growth return, but margins are lagging in a huge way. Margin challenges are real, as cost control seems to be an issue here. Given this dynamic, and shares pricing in a lot of good news, I am leaning ca...

2024-05-17 23:17:58 ET Summary Lam Research reported its third quarter of FY2024. Management's raised wafer fab equipment market for 2024 confirms my positive outlook on the stock. I think the memory market bounce back will support more outperformance for Lam in FY2025 with NAND-r...

2024-05-16 16:08:23 ET More on Applied Materials Applied Materials: Capitalizing On Centura Sculpta And OLED Expansion Applied Materials: Domination In Technology Inflections (Rating Upgrade) Applied Materials: Strong Growth Cycle Up Ahead Applied Materials Q...

2024-05-15 15:51:25 ET Summary KLA designs and sells "metrology and inspection" equipment, which plays a crucial role in yield enhancement for semiconductor manufacturing. KLA reported higher than expected EPS and revenue for Q3 2024. KLA holds a dominant market position in th...

2024-05-15 06:05:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Technology Fund outperformed the MSCI ACWI Information Technology Index and the ...

2024-05-14 06:08:12 ET U.S. President Joe Biden on Tuesday directed sweeping increases in tariffs across a range of Chinese imports in a bid to “protect American workers and American companies from China’s unfair trade practices.”... Read the full article on Seeki...

2024-05-10 11:22:35 ET More on semiconductors Baron Funds - indie Semiconductor: Driven By A Growing Backlog Of Design Wins And A Strong Opportunity Funnel Navitas Semiconductor Corporation (NVTS) Q1 2024 Earnings Call Transcript indie Semiconductor, Inc. (INDI) Q1 2...

2024-05-07 15:47:56 ET More on Intel and Qualcomm Intel: Could Become A Serious Player In AI And Foundry, But It'll Take A Miracle Intel's Strategic Pivot: Unveiling Investment Opportunities Intel: The Market Is Too Bearish Apple results, guidance has implica...

2024-05-06 15:30:00 ET Lam Research (NASDAQ: LRCX) has been on a tear since the start of 2023, more than doubling in value in that span of time and setting fresh all-time-highs. And all of this comes in the middle of a downturn for Lam's segment of the semiconductor market. What...