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2023-12-15 08:20:21 ET More on AMD, Intel and more AMD: AI GPU Revolution Powers Next Data Center Frontier Advanced Micro Devices, Inc. (AMD) Management Presents at Barclays Global Technology Conference (Transcript) AMD Makes Definitive GenAI Statement Intel ...
Lam Research Earns Spot on the Dow Jones Sustainability Index for North America for the Third Consecutive Year Achievement recognizes company's ESG leadership and momentum PR Newswire FREMONT, Calif. , Dec. 14, 2023 /PRNewswire/ -- Lam Research Corp. (Nas...
2023-12-13 20:16:43 ET Summary Coatue Management's 13F portfolio value decreased from $20.41B to $19.71B in Q3 2023. The largest five stakes in the portfolio are Nvidia, Meta Platforms, Amazon.com, Advanced Micro Devices, and Microsoft. New stakes include Shopify, Maplebear In...
2023-12-13 01:52:50 ET More on Lam Research Lam Research Corporation (LRCX) UBS Global Technology Conference (Transcript) Lam Research: Harnessing Semiconductor Growth Lam Research: Upgrade To Buy, WFE Spend Rebound Timed For 2024 Lam Research rises even as D...
2023-12-12 09:51:52 ET More on Lam Research Lam Research Corporation (LRCX) UBS Global Technology Conference (Transcript) Lam Research: Harnessing Semiconductor Growth Lam Research: Upgrade To Buy, WFE Spend Rebound Timed For 2024 Qorvo upgraded at Morgan Sta...
2023-12-10 08:22:39 ET Summary A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. Introduction The D...
2023-12-08 08:39:01 ET More on Lam Research, Qualcomm, etc. Qualcomm: China's Chip Breakthrough And Apple Pose Huge Potential Risks Qorvo, Inc. (QRVO) Presents at UBS Global Technology Conference (Transcript) Lam Research Corporation (LRCX) UBS Global Technology Conf...
2023-12-07 11:32:08 ET More on AMD, Broadcom and more Nvidia Is Our Top 2024 Short Pick AMD Makes Definitive GenAI Statement Advanced Micro Devices, Inc. (AMD) Advancing AI Event (Transcript) Biggest stock movers today: Google, AMD, GameStop, C3.AI, Chewy and...
2023-12-05 03:21:21 ET Summary The 4-factor dividend growth portfolio is a strategy that leverages the stock selection process of Schwab U.S. Dividend Equity ETF, with a few minor twists. The portfolio returned 11.02% in November, outperforming the S&P 500 by 1.89%. Year-to-da...
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 ...
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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...