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The bear market has been brutal this year even as businesses have continued to report higher revenue and earnings. Nevertheless, focus has shifted to 2023 financial outlooks, a possible recession, and a U.S. Federal Reserve "pivot" in which it halts (or slows down) its pace of record-settin...
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Summary Lam's guidance for the current quarter shows a gain in revenue despite a meltdown in memory chips and significant capex cuts. Lam deferred guidance on the impact of the memory meltdown until CY 2023. Lam is impacted by severe recent China sanctions although not quantif...
Today's video focuses on ASML (NASDAQ: ASML) , Lam Research (NASDAQ: LRCX) , and key points from recent earnings that might have been driving semiconductor stocks up early Thursday morning. Numerous headwinds are affecting the semiconductor market, but futu...
Shares of Lam Research (NASDAQ: LRCX) rose as much as 16.5% this week, according to data from S&P Global Market Intelligence . The semiconductor equipment company posted solid third-quarter earnings and revenue and gave its early outlook for 2023. As of the close on Thursday...
Concerns that the Federal Reserve will continue its ultra-hawkish policy weighed on stocks on Thursday. The major U.S. equity indices ended lower, further trimming gains posted early in the week. Bucking the overall trend on the day, the semiconductor equipment sector generally posted g...
Shares of semiconductor names Lam Research (NASDAQ: LRCX) , Applied Materials (NASDAQ: AMAT) , and Advanced Micro Devices (NASDAQ: AMD) were up strongly today before retreating somewhat with the overall market to a gain of 6.4%, 1.5%, and 2%, respectively, as of 12:4...
Lam Research ( NASDAQ: LRCX ) shares surged nearly 10% on Thursday after the semiconductor capital equipment company reported first-quarter results that topped expectations and issued strong guidance, prompting investment firm Cowen to call the figures "impressive." Cowe...
Lam Research ( NASDAQ: LRCX ) shares rose on Thursday after the semiconductor capital equipment company reported first-quarter results that topped expectations and issued strong guidance, prompting investment firm Cowen to call the figures "impressive." Cowen analyst Kri...
Summary ASML’s monopolistic position allows it to digest industry-wide risks. The company is much better positioned than its peers for Changing World Order with tighter sanctions on exports to China. The semiconductor industry may go from a supply crunch to a supply glu...
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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...