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2023-09-25 13:24:51 ET Twenty declining stocks on the Russell 1000 Growth Index ( NYSEARCA: IWF ) ( VONG ) that might have a stable outlook and medium-term free cash flow growth have been added to Citi Research’s Viewpoint strategy to buy, the brokerage reported on Friday...
FIRST Global, Title Sponsor Lam Research to Host the World's Most International Innovation Challenge to Inspire Kids in STEM, Future Solutions for Climate Change Nearly 200 countries to compete in robotics at the 2023 FIRST Global Challenge in Singapore PR Newswire WASHI...
2023-09-25 06:00:00 ET There's a lot of economic uncertainty today, but one thing that seems assured is that companies will invest more in artificial intelligence, both for internal automation and consumer-facing applications. AI semiconductor stocks have, of course had quite a strong r...
2023-09-25 05:35:00 ET It's been a tough year for the semiconductor sector as the post-pandemic drop in PC sales and the end of the 5G smartphone upgrade cycle curbed the market's appetite for new chips. Nevertheless, many semiconductor stocks have actually rallied since the beginning of th...
2023-09-18 10:51:20 ET Summary Taiwan Semiconductor Manufacturing Company has asked some suppliers to delay the delivery of chip making support due to concerns about customer demand. Taiwan Semiconductor is also delaying the start of production at its new plant in Arizona due to a...
Lam Research Corporation (NASDAQ: LRCX) is one of today's top gainers. The company's shares are currently up 1.1% on the day to $629.99. Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated c...
2023-09-15 00:38:45 ET Summary Chase Coleman's Tiger Global Management 13F portfolio value increased from $10.99B to $11.97B this quarter. The largest five positions in the portfolio are Meta Platforms, Microsoft, Apollo Global, JD.com, and Take-Two Interactive. New stakes inc...
2023-09-14 06:23:50 ET Summary Coatue Management's 13F portfolio value increased by 35% to $20.41B in Q2 2023. The largest five stakes in the portfolio are Nvidia, Microsoft, Meta Platforms, Amazon, and Advanced Micro Devices. New stakes include Oracle, Equinix, Eaton, and Ult...
2023-09-12 16:53:44 ET Summary We remain hold-rated on Lam Research Corporation. We don’t think the current strength in its advanced packaging and domestic Chinese businesses is enough to materially offset weakness in advanced foundry/logic and advanced memory demand. M...
2023-09-11 00:40:15 ET Summary Vanguard U.S. Quality Factor ETF is an actively-managed fund that invests in U.S. stocks with strong fundamentals. VFQY is more diversified than its competitors in terms of holdings, sectors, and size segments. The fund is cheaper than its compet...
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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...