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2024-07-02 17:14:17 ET Summary Semis outperformed in H1 2024 thanks to favorable conditions, which remain out there going into H2 2024. AI made a huge difference in shaping the results for semis, but it seems China may have also contributed to determining the winners and losers. ...
2024-07-02 09:17:31 ET More on semiconductors Nvidia And Dutch Tulip Bulb Bubbles (Technical Analysis) Micron Technology, Inc. (MU) Post Earnings Q3 2024 Earnings Call Transcript My Lower Estimates Prove That Micron Is Being Underestimated AI chip startup Lig...
2024-07-01 14:59:33 ET More on Applied Materials, ASML & KLA ASML: The Linchpin To The Next Cloud Super Cycle Applied Materials: Strong AI Compounder ASML: Poised For Growth As The Semiconductor Industry Bounces Back Marjorie Taylor Greene discloses buys ...
2024-07-01 10:48:55 ET "After a strong 2023, semiconductor stocks have continued to markedly outperform this year, up 30%-plus since the beginning of January, amid substantial multiple expansion as AI names carry the day and investors play the bottoming theme around some parts of the cycle,...
2024-06-30 08:58:16 ET Summary The current US economic landscape is unique. Many varying economic forces, making an ideal soft landing a matter of when. VGT has a unique portfolio concentrated enough to reap long-term benefits of technological development, but also account for vol...
2024-06-27 12:00:16 ET More on Micron Micron Knocks It Out Of The Park In Q3 (Rating Upgrade) Micron Technology, Inc. (MU) Q3 2024 Earnings Call Transcript Micron: All Positives Are Priced In Before Earnings Biggest stock movers today: WBA, BB, MU, and more ...
2024-06-27 07:47:29 ET More on Micron Micron Knocks It Out Of The Park In Q3 (Rating Upgrade) Micron Technology, Inc. (MU) Q3 2024 Earnings Call Transcript Micron: All Positives Are Priced In Before Earnings Biggest stock movers today: BB, MU, and more ...
2024-06-26 14:59:41 ET The tech-focused Nasdaq 100 ( NDX ) index has seen a strong 2024 so far, with the gauge trading higher on the year by 19.1% with just a few days left in H1.... Read the full article on Seeking Alpha For further details see: Nasdaq 100&...
2024-06-26 12:31:01 ET Volume away from semiconductor ETFs’ ( SMH ), ( SEMI ), ( NASDAQ: SOXX ) overbought conditions could mean some long-term bullishness with other parts of the market seeing gains, according to an Argus Research Market Movers note.... Read th...
2024-06-22 12:46:00 ET The stock indexes were mixed this week, as investors and traders assessed a string of economic data, including U.S. PMI composite that ticked up unexpectedly in flash June print.... Read the full article on Seeking Alpha For further details see: Tr...
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• Company’s latest Sustainability Report outlines efforts to reduce the semiconductor industry’s carbon emissions SANTA CLARA, Calif., June 20, 2024 (GLOBE NEWSWIRE) -- Applied Materials, Inc. has published its latest Sustainability Report , detailing the company...
2024-06-05 13:36:52 ET Wednesday is shaping up to be a good day for semiconductor investors, as good news from China (and a potential money grab in Taiwan) lifts share prices of Applied Materials (NASDAQ: AMAT) , ASML Holding (NASDAQ: ASML) , and Taiwan Semiconductor Manuf...
2024-06-04 08:47:00 ET When it comes to all things accelerated computing and artificial intelligence (AI), Nvidia (NASDAQ: NVDA) has rightfully stolen the spotlight. But an entire supply chain ecosystem is hard at work helping Nvidia bring its AI systems to market. And a company cal...