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2023-10-25 16:24:24 ET More on KLA KLA Corporation: A Little Too High But Get Paid While It Comes Down KLA Corporation: Attractive Valuation And Rapid Dividend Growth KLA Corporation: Benefiting From A Sub-4nm Semiconductor Ramp KLA Q1 2024 Earnings Preview ...
2023-10-23 10:34:07 ET Summary Columbia Seligman Premium Technology Growth Fund has been performing well, rebounding from the tech-driven sell-off in 2022. The fund's options writing strategy allows for flexibility in being defensive or offensive based on market volatility. ST...
2023-10-23 10:29:10 ET Summary Lam Research has exceeded earnings expectations, driven by strong performance in the Chinese market. Concerns exist about the sustainability of Chinese demand and potential subdued spending on leading-edge logic and memory. The company's outlook ...
2023-10-21 07:25:00 ET Most of the semiconductor industry is in a deep slump (with an obvious exception being Nvidia . In fact, the current downturn that cropped up late in 2022 and that seems to finally be finding a bottom is one of the worst ever for the chip industry -- an aftereffec...
2023-10-20 18:29:39 ET Summary We maintain our hold rating on Lam Research. Shipments to Chinese customers grew 100% sequentially to account for 48% of total sales in its September quarter, offsetting weaker demand from customers from all other geographies. We think this deman...
2023-10-20 11:34:54 ET Summary Lam Research's performance metrics exceeded expectations for the second consecutive quarter. The wafer fabrication equipment environment is projected to reach $80 billion in spending in 2023. Lam Research is well-positioned to benefit from semico...
2023-10-20 06:30:00 ET Lam Research 's (NASDAQ: LRCX) stock dipped 4% during after hours trading on Oct. 18 following the semiconductor equipment manufacturer's release of its latest earnings report. For the first quarter of fiscal 2024, which ended Sept. 24, the company's revenue d...
2023-10-19 19:55:00 ET Summary Dividend investors, do yourselves a favor, consider low-yield, high-growth stocks for your retirement. Most dividend investors agree that low-yielding stocks can come with a robust dividend growth policy and substantial capital appreciation. High...
2023-10-19 13:53:08 ET Summary ICHR has basically headed sideways and this could continue with support and resistance positioned where they are. ICHR has seen its earnings drop due to an industry downturn, but the current outlook calls for sequential growth in the coming quarters ...
2023-10-19 08:48:40 ET More on Lam Research Lam Research Corporation Q1 2024 Earnings Call Transcript Lam Research Corporation 2024 Q1 - Results - Earnings Call Presentation Lam Research: An Opportune Moment To Add The Stock Lam Research slips after strong Q1...
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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...