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No doubt semiconductors are unloved and have undergone a severe correction - even though there is still a chip shortage and most companies are growing and strongly profitable. Photronics is one of those companies. PLAB is a leader in photomask technology and announced a Q2 EPS report ...
The SOXX ETF has been ensnared in a bearish momentum since its last bull trap in March 2022. However, the writing was already on the wall since November 2021. We discuss the critical levels that SOXX investors must watch before adding exposure. We have yet to observe a bear trap rever...
Lam Research Corporation (LRCX) 50th Annual J.P. Morgan Global Technology, Media and Communications Conference May 23, 2022 09:00 A.M. ET Company Participants Doug Bettinger - EVP & CFO Conference Call Participants Harlan Sur - J.P. Morgan Unidentified Analyst - Presentation Harlan Sur Al...
We explain why selling cash-covered puts and covered calls is a safer choice and earns a high income. We will discuss how to formulate an options income strategy that's sustainable and repeatable. In this monthly series, we present how to go about selecting the right kind of stock...
Nvidia (NASDAQ:NVDA) shares plunged on Friday, leading semiconductor stocks lower as the broader market sell-off worsened. Shortly after 1 p.m. EST, the Jensen Huang-led Nvidia (NVDA) fell more than 7% to $158.41, nearing a six-month low. Year-to-date, Nvidia (NVDA) has declined nea...
We are value investors - business analysts with a long-term time horizon focused on purchasing publicly traded companies that are competitively entrenched at significant discounts to intrinsic worth. All five of our strategies trailed their respective benchmarks during the quarter. ...
U.S. sanctions against China's SMIC haven't worked in the last 18 months as SMIC moves to the 7nm node using DUV lithography. Assuming SMIC makes 7nm logic chips instead of 28nm at its new fabs, Applied Materials will generate net revenues of just $14 million. Other equipment supp...
TDV invests in technology companies growing their dividends. The fund has 40 holdings and rebalance them quarterly in equal weight. It is significantly cheaper than the sector benchmark XLK regarding valuation ratios. Its underlying index has lagged XLK since 2014. For f...
Investors bailed out of tech and growth stocks even as tech insiders added more. Insider buying on the XLK ETF has surged to the highest in the last ten years. We discuss why the bottoming in tech and growth stocks could be forming. Subsequently, we believe the outperformance in growt...
Lam Research (NASDAQ:LRCX) declares $1.50/share quarterly dividend, in line with previous. Forward yield 1.34% Payable July 6; for shareholders of record June 15; ex-div June 14. The board also approved a $5B share repurchase program. This repurchase program has no termination date. See LRCX ...
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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...