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2024-01-13 12:05:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. International growth e...
2024-01-12 16:01:00 ET Summary We believe that ASML's 2024 commentary has been on the cautious side, with multiple Big Tech companies and data center REITs reporting growing infrastructure-related spending in 2024. For now, the management's prudence is a good thing indeed, because...
2024-01-12 15:05:39 ET More on Adobe: Adobe Inc.: Solid Growth Potential But Too Hot For Investors SaaS Industry Is Facing Trouble - Adobe Will Feel The Effects First Adobe: Forget Figma, Here Are 5 Reasons Why Adobe Is A High-Quality, Long-Term Hold Salesfor...
2024-01-12 12:05:22 ET Summary ASML Holding N.V. stock has rocketed by 24% since reaching a 52-week low in October 2023 amidst negative market sentiment. ASML is expected to report strong Q4 earnings, with sales expected to be between €6.7 and €7.1, representing a 30...
2024-01-12 11:45:42 ET Summary TSMC's revenue declined 5% in FY 2023 YoY, according to the last Q4 2023 results, beating expectations and being an improvement given the guidance in Q2 2023 of -10% YoY. AI processors only represent a small portion of TSMC's total revenues but have ...
2024-01-10 15:23:25 ET Summary The VanEck Semiconductor ETF has been significantly outperforming the broad market indexes and has an average annual return of 24%+. Nvidia, the top holding in the SMH ETF with a 21% weight, is generating strong growth in revenue and free-cash-flow a...
2024-01-10 11:15:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. International growth e...
2024-01-09 15:31:07 ET More on ACM Research ACM Research Shot To The Moon Too Quickly; Not A Good Time To Start A Position ACM Research, Inc. (ACMR) Q3 2023 Earnings Call Transcript ACM Research: Powering China's Semiconductor Surge ACM raises FY23 guidance, ...
2024-01-08 21:53:30 ET Summary Axcelis is a quality company with a moat in its niche market, offering high returns on capital and a growing total addressable market. ACLS will benefit from the EV transition and the electrification of vehicles. Axcelis has experienced outstandi...
2024-01-08 15:34:35 ET Summary Number of years left before retirement is an important factor to consider when planning investments, as it determines what is the best strategy to compound wealth. Young investors should focus on investing in durable businesses with high-quality earn...
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2024-07-20 18:15:00 ET ASML Holding (NASDAQ: ASML) is a critical player in the semiconductor industry, as chipmakers and foundries use its equipment to manufacture chips. That explains why the Dutch semiconductor equipment giant has clocked impressive gains on the stock market in th...
2024-07-20 04:10:00 ET Many semiconductor stocks rallied over the past year as the explosive growth of the artificial intelligence (AI) market drove many companies to upgrade their data center chips. But with the market hovering near its record highs, investors might be reluctant to add som...
2024-07-19 07:30:00 ET Shares of semiconductor giants ASML Holdings (NASDAQ: ASML) , Micron Technology (NASDAQ: MU) , and Advanced Micro Devices (NASDAQ: AMD) fell this week, down 14.8%, 12.1%, and 14.2%, respectively, as of the end of the trading day Thursday, accor...