Previous 10 | Next 10 |
2023-12-04 10:36:51 ET Summary Tepper’s 13F portfolio value decreased from ~$5.39B to ~$5.07B this quarter. Meta Platforms, Microsoft, Amazon.com, Nvidia, and Alphabet are the largest holdings. Alibaba Group Holdings, Qualcomm, Baidu, and Taiwan Semi were reduced while ...
2023-11-29 15:22:46 ET Summary Axcelis excels in semiconductor ion implantation, leveraging market trends, notably in electric vehicles, for growth. Q3 2023 showed revenue and net income growth, a slight gross margin dip, and robust financials amidst semiconductor industry challen...
2023-11-28 18:35:25 ET Lam Research Corporation (LRCX) UBS Global Technology Conference November 28, 2023 4:15 PM ET Company Participants Tim Archer - President and Chief Executive Officer Doug Bettinger - Executive Vice President and Chief Financial Officer Co...
2023-11-28 17:45:12 ET Summary ASML's sales performance stands out in the industry downturn, with a strong order book and a 25% YoY increase in sales. ASML's hold on EUV technology and long-term capital investment decisions give it a unique edge in the market. ASML's fundament...
2023-11-28 08:37:56 ET More on Lam Research Lam Research: Harnessing Semiconductor Growth Lam Research: Upgrade To Buy, WFE Spend Rebound Timed For 2024 The AI gold rush is here. Buy 'picks and shovels' to benefit. Lam Research officer discloses sale of stake...
2023-11-27 11:13:02 ET More on Intel, Nvidia and more Nvidia Q3: The Good, The Bad, The China Nvidia: Running Out Of Enthusiasm Nvidia Q3: Great Numbers But Math Is Undefeated Western Digital, Micron may benefit as memory prices rise: Morgan Stanley N...
2023-11-27 08:29:29 ET More on Micron and Western Digital Micron: Weak Competitive DRAM Metrics Illustrate Its Small HBM3 Market Share (Rating Upgrade) Micron: Results Are Terrible, And China Sales Are Dropping Like A Rock - Avoid Micron: I Was Wrong, But The Rally W...
2023-11-26 07:56:00 ET More on Applied Materials, ASM International and more Applied Materials: Upgrading Back To Buy; Negatives Priced In, Positives In 2024 Lam Research: Upgrade To Buy, WFE Spend Rebound Timed For 2024 Surviving The Storm: Applied Materials' Robust...
2023-11-24 10:49:49 ET Summary LRCX's market position in the semiconductor supply chain is like selling shovels in a gold rush. The company's sales are closely tied to the growing global semiconductor capex. The current market slowdown is temporary, caused by high inventories ...
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...
News, Short Squeeze, Breakout and More Instantly...
Lam Research Corporation Company Name:
LRCX Stock Symbol:
NASDAQ Market:
Lam Research Corporation Website:
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...