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2024-06-04 22:20:15 ET Summary Al Gore's 13F portfolio value decreased from $22.06B to $21.91B this quarter. The number of positions in the portfolio decreased from 45 to 42. The top five stakes in the portfolio are Amazon.com, Microsoft, Applied Materials, Thermo Fisher Scien...
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...
2024-06-03 12:47:45 ET Summary Tokyo Electron showed it is on its way to a recovery in 2024 following two years of underperforming peers. TEL held a dominant share of Dielectric Etch, a 90% share of resist coating systems, and is the #3 company in the global semiconductor industry...
2024-06-01 02:32:43 ET Summary Axcelis Technologies has failed to maintain its growth momentum due to weak demand for consumer electronics and EVs, as well as limited exposure to AI. Long-term growth drivers in electrification, communications, and AI exist, but the timing of these...
2024-05-31 04:11:02 ET Applied Materials, Inc. (AMAT) Bernstein's 40th Annual Strategic Decisions Conference May 30, 2024 2:30 PM ET Company Participants Gary Dickerson - President and Chief Executive Officer Conference Call Participants Stacy Rasgon - Bernst...
2024-05-28 09:32:44 ET Summary Nvidia Corporation's revenue of $26 billion was up 18% from last quarter and up 262% from the year ago quarter. This means Q4 was officially the peak quarter for revenue growth. Nvidia needs to pass the baton from the H100s and H200s to the Blackwell...
2024-05-27 23:30:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-05-26 10:15:00 ET Summary Parnassus Investments is a fundamental, bottoms-up investment firm offering responsible investment funds to the public. Parnassus Investments integrates comprehensive ESG evaluations with fundamental financial analysis to select investments. The Fund...
2024-05-26 09:00:00 ET Summary We explain why selling cash-covered puts and covered calls are relatively safe choices for earning a high income. We will discuss how to formulate a sustainable and repeatable income strategy for Options. In this monthly series, we present how to...
2024-05-26 04:30:00 ET Summary Parnassus Investments is a fundamental, bottoms-up investment firm offering responsible investment funds to the public. Parnassus Investments integrates comprehensive ESG evaluations with fundamental financial analysis to select investments. The Fund...
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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...