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2024-06-05 07:48:44 ET More on Applied Materials and KLA Applied Materials, Inc. (AMAT) Bernstein's 40th Annual Strategic Decisions Conference KLAC: Hold Despite Long-Term Chip Growth Potential Applied Materials' Metrology/Inspection Share Plummets 30% In 2023 Hurt B...
2024-06-05 07:41:26 ET More on ASML ASML: High NA EUV Development Paves Long-Term Growth Extreme UV Is The Future For Chips, ASML Holding Has A Monopoly ASML Holding: From Bullish Momentum To Balanced Outlook TSMC, ASML could remotely shut down Taiwan chip ma...
2024-06-04 10:57:22 ET More on related stocks Apple: Does Not Create Blue Oceans Anymore Apple: Relatively Immune From AI Disruption Xiaomi: Long Growth Runway, Undemanding Valuation Apple discussed deal with China Mobile last year to bring Apple TV+ to China...
2024-06-04 08:59:10 ET More on Nvidia Computex Chronicles Part 1: Nvidia Expands GenAI Vision Nvidia's Valuation Ignores Growing Competitive Threats Nvidia Prospects: From An Engineer POV Nvidia in focus as Mizuho lifts target on Blackwell success, pending st...
2024-06-03 15:16:02 ET Summary Intel stock has dropped 47% over the last three years, presenting a good entry point for long-term investors. Following a 29% pullback, the convergence of technical indicators suggests a strategic opportunity to establish or intensify long positions ...
2024-06-03 15:12:42 ET Summary Apple Inc.'s recent buyback signals that the company cannot offer shareholders anything beyond this. Apple created several Blue Oceans during the Steve Jobs era, but delivered nothing special after he left. Chinese competitors pose threats not only i...
2024-05-31 12:16:35 ET More on related stocks Intel Corporation (INTC) Presents at Goldman Sachs Global Semiconductor Conference (Transcript) Microsoft: Stock Rally Is At Risk QUALCOMM Incorporated (QCOM) Bernstein's 40th Annual Strategic Decisions Conference (Transc...
2024-05-31 11:10:00 ET Summary We believe Season Two is expected to feature more nuanced debates about the downstream impact of AI, which may be important in discerning the long-term winners in this space. We believe the EM world is ripe with new waves of hardware innovation and d...
2024-05-31 06:35:07 ET More on STMicroelectronics STMicroelectronics: Attractive Risk/Reward After Guidance Cut STMicroelectronics N.V. (STM) Q1 2024 Earnings Call Transcript STMicroelectronics Is Significantly Undervalued With High Growth Potential Semicondu...
2024-05-30 11:51:59 ET Worldwide smartphone shipments are expected to grow 4% year-over-year in 2024 to 1.21 billion units, according to the International Data Corporation [IDC], signaling a rebound in consumer demand.... Read the full article on Seeking Alpha For further de...
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