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2024-05-26 12:30:00 ET Semiconductor stocks have been in red-hot form on the market for more than a year now, but things haven't been all rosy of late. The PHLX Semiconductor Sector index picked up some momentum in May following a tepid performance in March and April, and that's not sur...
2024-05-23 15:10:57 ET Summary Nvidia Corporation's earnings call exceeded expectations, leading to a 6% increase in stock price after hours. The company showcased its strong growth, with revenue of $26 billion, primarily driven by datacenter revenue. Nvidia's focus on integra...
2024-05-22 17:27:33 ET The artificial intelligence revolution has caused a growth surge for the technology’s enablers, most of which reside in the semiconductor sector. The stock movements for these companies have been so strong that many now trade at very, very high stock prices...
2024-05-22 16:29:07 ET More on Nvidia 3 Reasons I Bought Nvidia Before Earnings The Big Nvidia News Arrives Tomorrow Fed Trader Talks TLT, Nvidia Bullishness, Tesla Bearishness And Bitcoin Neutrality 'Hear a pin drop:' Nvidia Q1 results, guidance has Wall Str...
2024-05-22 01:54:38 ET Summary Applied Materials' revenues in the $12 billion metrology inspection equipment market dropped 30% YoY in 2023. The Company's market share in two main segments of the Metrology/Inspection market dropped, while market leader KLA gained share. AMAT i...
2024-05-21 09:53:45 ET More on ASML Holding, Taiwan Semiconductor, etc. TSMC: Derisking China Invasion Threats ASML: High NA EUV Development Paves Long-Term Growth Taiwan Semiconductor: Breaking Major Upside Levels (Technical Analysis) Apple COO visits Taiwan...
2024-05-21 07:26:18 ET Lam Research ( NASDAQ: LRCX ) announced Tuesday a $10 billion share repurchase authorization, in line with its “plans to return 75% to 100% of free cash flow to stockholders via dividends and buybacks.”... Read the full article on Seeki...
2024-05-21 05:17:58 ET More on tech stocks Micron: Quiet AI Powerhouse TSMC: Derisking China Invasion Threats Intel: Future Is Cloudy Applied Materials, Micron lead chips higher as sector awaits Nvidia's results Apple COO visits Taiwan Semiconductor t...
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...
2024-05-16 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...
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2024-07-18 05:00:00 ET In this video, I will talk about ASML 's (NASDAQ: ASML) second-quarter earnings report, which came in at the high end of their guidance. Management still expects 2024 to be a flat year followed by an acceleration in 2025. *Stock prices used were from the...
2024-07-17 16:15:13 ET Shares of semiconductor stocks fell sharply on Wednesday after the first major industry results came out from ASML (NASDAQ: ASML) . Management is optimistic about the future of artificial intelligence (AI), which has pushed chip stocks higher this year, ...
2024-07-17 15:42:31 ET In today's video, I discuss recent updates impacting ASML Holding (NASDAQ: ASML) , Nvidia (NASDAQ: NVDA) , and other semiconductor companies. Check out the short video to learn more, consider subscribing, and click the special offer l...