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Summary Halvorsen's 13F portfolio value decreased from $24.74B to $21.86B this quarter. The number of positions increased from 56 to 82. Viking Global added McKesson, American International Group, and Intuit while decreasing T-Mobile US, General Electric, and Brookfield Asset Mana...
Today's video focuses on KLA (NASDAQ: KLAC) , Lam Research (NASDAQ: LRCX) , Applied Materials (NASDAQ: AMAT) , and recent reports of upcoming regulations affecting these semiconductor companies. The video also discusses Intel 's ...
Summary A friendly reminder that LRCX will be reporting FQ1'23 earnings on 19 October 2022. Despite the management's prepared remarks on the US government ban, it is apparent that the stock had also suffered, leading to its see-saw volatile movement over the past few weeks. Ho...
Lam Research ( NASDAQ: LRCX ) has inaugurated a new state-of-the art facility in Bengaluru, India. The new India Center for Engineering is said to be the company's most advanced facility in the country to date that will help drive the development of semiconductor manufactu...
Lam Research Opens New State-of-the-Art Center for Engineering in Bengaluru, India PR Newswire New, cutting-edge facility will leverage the country's engineering talent pool to accelerate Lam's research and development of semiconductor manufacturing equipment & rel...
Summary A combination of a reduced share price and improved fundamentals has made Lam Research shares attractive once again. There are expectations for a down WFE year for 2023, but it should be cushioned by the growing CSBG division, and by gross margin improvements. Shares a...
Summary Dad, how do you invest in stocks? Executing a process for teaching investing without taking too much away from the learning experience. Invest in what you know, understand quality, determine a valuation, assess the risk, and give it time. Bonus: Summary of many hig...
Summary A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. For further details see: Divi...
Summary All stocks have at least five fiscal years of dividend growth history and come from the U.S. Dividend Champions List. They have an average increase of 7.9% and a median increase of 10.0%. There are thirteen increases for next week, up from six last week. I've track...
Lam Research Corporation (LRCX) Evercore ISI 2nd Annual Technology, Media & Telcom Conference 2022 September 07, 2022, 10:15 AM ET Company Participants C.J. Muse - Evercore Conference Call Participants Doug Bettinger - EVP & CFO Presentation ...
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2024-07-22 19:36:17 ET What a difference a week can make on the stock market. This truism seemed to be very much in force for microchip stocks on Monday. After last week's sell-off, many got off to a roaring start with the new trading week. Asian powerhouse Taiwan Semiconductor Manufa...
2024-07-14 12:00:00 ET The semiconductor industry is in recovery mode this year, thanks to the growing demand for chips from multiple applications such as smartphones, personal computers (PCs), and data centers. But there is one particular niche within this industry that is enjoying a bigge...