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2024-05-20 12:56:28 ET More on semiconductors Nvidia: AI Will Be An Integral Part Of Our Lives, Not A Short-Lived Hype Micron: Quiet AI Powerhouse Wall Street Brunch: Here Comes Nvidia Micron gets upgrade at Morgan Stanley on HBM chip market growth Nv...
2024-05-20 11:20:50 ET Summary Ultra Clean Holdings, Inc. has seen revenue growth return, but margins are lagging in a huge way. Margin challenges are real, as cost control seems to be an issue here. Given this dynamic, and shares pricing in a lot of good news, I am leaning ca...
2024-05-17 23:17:58 ET Summary Lam Research reported its third quarter of FY2024. Management's raised wafer fab equipment market for 2024 confirms my positive outlook on the stock. I think the memory market bounce back will support more outperformance for Lam in FY2025 with NAND-r...
2024-05-16 16:08:23 ET More on Applied Materials Applied Materials: Capitalizing On Centura Sculpta And OLED Expansion Applied Materials: Domination In Technology Inflections (Rating Upgrade) Applied Materials: Strong Growth Cycle Up Ahead Applied Materials Q...
2024-05-15 15:51:25 ET Summary KLA designs and sells "metrology and inspection" equipment, which plays a crucial role in yield enhancement for semiconductor manufacturing. KLA reported higher than expected EPS and revenue for Q3 2024. KLA holds a dominant market position in th...
2024-05-15 06:05:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Technology Fund outperformed the MSCI ACWI Information Technology Index and the ...
2024-05-14 06:08:12 ET U.S. President Joe Biden on Tuesday directed sweeping increases in tariffs across a range of Chinese imports in a bid to “protect American workers and American companies from China’s unfair trade practices.”... Read the full article on Seeki...
2024-05-10 11:22:35 ET More on semiconductors Baron Funds - indie Semiconductor: Driven By A Growing Backlog Of Design Wins And A Strong Opportunity Funnel Navitas Semiconductor Corporation (NVTS) Q1 2024 Earnings Call Transcript indie Semiconductor, Inc. (INDI) Q1 2...
2024-05-07 15:47:56 ET More on Intel and Qualcomm Intel: Could Become A Serious Player In AI And Foundry, But It'll Take A Miracle Intel's Strategic Pivot: Unveiling Investment Opportunities Intel: The Market Is Too Bearish Apple results, guidance has implica...
2024-05-06 15:30:00 ET Lam Research (NASDAQ: LRCX) has been on a tear since the start of 2023, more than doubling in value in that span of time and setting fresh all-time-highs. And all of this comes in the middle of a downturn for Lam's segment of the semiconductor market. What...
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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...
A look at the top 10 most actives in the United States Kazia Therapeutics Limited (KZIA) rose 248.0% to $0.6682 on volume of 430,252,408 shares Maxeon Solar Technologies Ltd. (MAXN) fell 15.0% to $0.2108 on volume of 237,403,092 shares NVIDIA Corporation (NVDA) rose 2.7% to $134.91 on vol...
Lam Research Corporation Announces June 2024 Quarter Financial Conference Call PR Newswire FREMONT, Calif. , July 10, 2024 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call an...