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2024-06-09 09:35:00 ET Summary Yacktman Asset Management is an Austin, Texas-based investment firm with a focus on value equity investing. We employ an objective, patient, and diligent investment approach and seek to achieve superior investment returns over a full market cycle. AM...
2024-06-08 04:41:28 ET Summary UMC recently announced the latest dividend, which came as a pleasant surprise since it was higher than expected. The charts show the stock is close to a price level it has seen several times before, and buyers may want to take note of what happened n...
2024-06-06 17:07:43 ET Summary As one of the few suppliers of HBM3E critical to accelerator chips, Micron has been a key beneficiary of AI momentum over the past year. Nvidia's latest commitment to upgrading its AI technology annually, with the announcement of Rubin based on HBM4,...
2024-06-05 12:30:36 ET More on Analog Devices, Applied Materials, etc. ASML: A Breakout Rally Seems Imminent (Upgrade) Nvidia: Not Best Place For AI Bets Intel: Poised For A Recovery (Upgrade) ASML rises after plans to ship new EUV machines to Taiwan Semicond...
2024-06-05 08:41:34 ET Manufacturers of memory chips are well positioned to take advantage of a massive surge in demand over the next two years. ... Read the full article on Seeking Alpha For further details see: Memory chips lead surging semiconductor demand: forecast
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 ...
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