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Jeremy Grantham’s 13F portfolio value increased from $18.31B to $20.05B this quarter. GMO Capital increased Kansas City Southern and Otis Worldwide while reducing Lyft, Baidu, and Charles Schwab. The largest three individual stock positions are Microsoft Corporation, Alphab...
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Today’s note may come across as bearish toward Nvidia (NASDAQ: NVDA ). In reality it is not, because my only concern is with the shorter-term price action. The company is on rails, and so is NVDA stock. But it ...
Apple (NASDAQ:AAPL), Intel (NASDAQ:INTC) and semiconductor equipment companies are the most likely beneficiaries from China's current push to become more self-sufficient regarding chip production, according to a new research note from CFRA. Traditional hardware companies like Dell (NYSE:DELL)...
Analysts are divided over the outlook for chip memory in the second half of 2021. I look at both sides of the coin. In case of more risks than rewards entering the late memory cycle, AMAT makes sense as a longer term opportunity. It also has less exposure to the memory busines...
Chip stocks helped pace Monday's strong day on Wall Street. Lingering positive momentum from last week's earnings report from Nvidia (NASDAQ:NVDA) fueled gains in the sector, along with a key regulatory approval for Analog Devices (NASDAQ:ADI) and Maxim Integrated Products (NASDAQ:MXIM). With...
The Philadelphia Semiconductor Index is trading up 1.4%, outperforming the less than 1% gain for the broader tech sector (NYSEARCA:XLK). Nvidia (NVDA +3.4%) leads the chip gainers with the post-earnings rally continuing for the third session. Last week, the company reported second-quarter ear...
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Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays on Seeking Alpha, Apple Po...
Applied Materials (NASDAQ:AMAT) is 1.4% lower today, following on yesterday's postmarket decline despite a quarterly report with record financials and healthy guidance. The drop also comes alongside some broadly positive reactions from analysts. Stifel boosted its price target to $180 from $1...
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Lam Research Introduces Lam Cryo™ 3.0 Cryogenic Etch Technology to Accelerate Scaling of 3D NAND for the AI Era Production-proven innovation addresses critical manufacturing challenges as memory makers target 1,000-layer 3D NAND by decade end PR Newswire FREMONT, ...
Lam Research Corporation Reports Financial Results for the Quarter Ended June 30, 2024 PR Newswire FREMONT, Calif. , July 31, 2024 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter en...
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...