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2023-05-31 14:02:09 ET Lam Research Corporation (LRCX) Bernstein 39th Annual Strategic Decisions Conference Transcript May 31, 2023, 10:00 AM ET Executives Tim Archer - President and CEO Analysts Stacy Rasgon - Bernstein Presentation Stacy Rasgo...
2023-05-31 09:37:41 ET With the change in how advanced chips are made, chip manufacturing companies must invest in new equipment. Lam Research (NASDAQ: LRCX) and Applied Material (NASDAQ: AMAT) are at the forefront of this trend. Check out the short video t...
2023-05-25 20:15:00 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...
2023-05-22 19:25:22 ET Summary We maintain our buy rating on Applied Materials, Inc. post Q2 2023 earnings results and Q3 2023 outlook, as we expect the stock to continue outperforming in 2024. We expect the increased mature node demand and growth in its ICAPS business will contin...
2023-05-22 12:46:05 ET Lam Research Corporation (LRCX) 51st Annual J.P. Morgan Global Technology, Media and Communications Conference May 22, 2023 10:00 a.m. ET Company Participants Doug Bettinger - Chief Financial Officer Conference Call Participants Harlan ...
2023-05-19 07:51:24 ET Applied Materials ( NASDAQ: AMAT ) fell around 1% in pre-market trading on Friday even as it reported second-quarter results that topped estimates. Nonetheless, Wall Street analysts said there were positive signs for the semiconductor equipment company...
2023-05-19 15:15:24 ET Applied Materials ( NASDAQ: AMAT ) fell more than 2.5% on Friday even as it reported second-quarter results that topped estimates. Nonetheless, Wall Street analysts said there were positive signs for the semiconductor equipment company. J.P. Morgan...
2023-05-18 21:30:58 ET Summary Jeremy Grantham’s 13F portfolio value increased from $18.77B to $19.66B this quarter. GMO Capital increased Alphabet, Sunrun, Ameresco, and Livent while reducing U.S. Bancorp, American Express, and SolarEdge Technologies. The largest three...
Lam Research Corporation (NASDAQ: LRCX) is one of today's top gainers. The company's shares are currently up 3.92% on the day to $596.62. Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated ...
2023-05-16 07:30:00 ET Summary Applied Materials was vague about guidance in the last earnings call as competitors provided dour assessments for 2023. Applied Materials' main tailwind is a close synergy with TSMC in supplying equipment for the <7nm node market leader. AMAT&...
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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...