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2023-11-22 07:17:09 ET More on the markets SPY: Sell The Rally - Historical Patterns Show Misplaced Optimism S&P 500: Forget The Year-End Rally The Message From 12 Post-CPI Charts Chart Talk: S&P 500 hasn’t hit an all-time high in 471 days, sev...
2023-11-21 21:15:15 ET Summary Jeremy Grantham's 13F portfolio value decreased by 2% to $21.17B in Q3 2023. The largest stakes in the portfolio are Microsoft, UnitedHealth, Alphabet, Johnson & Johnson, and Meta Platforms. Grantham has expressed concerns about a market bubb...
2023-11-21 15:42:36 ET More on Lam Research Lam Research: Upgrade To Buy, WFE Spend Rebound Timed For 2024 Lam Research Outshines Expectations: A Comprehensive Earnings Review Lam Research: Higher Near-Term Risk Due To China Exposure Lam Research falls, but W...
2023-11-20 13:27:38 ET More on Nvidia: Nvidia: Smooth Sailing Nvidia Fiscal Q3 Earnings Preview: Big Wave Surfing Nvidia: Wonderful Company, Ugly Stock Valuation Nvidia Q3 earnings preview: Will widening China curbs dampen its blistering growth? Earni...
2023-11-20 10:40:56 ET Summary We are upgrading Applied Materials back to a buy. October quarter results and its January quarter outlook are consistent with the elevated and unsustainable spending by its Chinese customers. We are, however, less concerned about the high exposur...
2023-11-20 08:00:33 ET Summary We are upgrading Lam Research stock back to a buy. We are now less concerned about the high exposure to the Chinese domestic customers as we expect non-Chinese leading-edge WFE spend to rebound in 2024. We expect the WFE for the memory market to ...
2023-11-20 06:29:52 ET More on the markets SPY: Sell The Rally - Historical Patterns Show Misplaced Optimism S&P 500: Forget The Year-End Rally The Message From 12 Post-CPI Charts Catalyst watch: Nvidia earnings, Broadcom-VMware drama, auto show buzz and ...
2023-11-15 07:35:24 ET Summary Tokyo Electron benefits from the surge in demand for computing power, similar to selling shovels in a gold rush. The company's revenue drivers depend on the Capex of semiconductor companies, which is expected to increase due to AI, automotive, and Io...
2023-11-14 07:53:26 ET More on Markets Index investing has created the most massive misallocation of capital in history – Cathie Wood $90 per barrel oil prices are very possible - TD Securities Bespoke Investment: Sector divergence among 2023's 'major plot poi...
2023-11-10 16:18:03 ET More on Applied Materials Applied Materials: This Semiconductor Equipment Maker Continues To Excel Applied Materials: Attractive Valuation, Solid Financial Health Applied Materials: Ready To Move Higher (Technical Analysis) Applied Mate...
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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...