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2024-06-27 12:46:43 ET Summary Micron announced fiscal Q3 earnings on June 26, but guidance was in-line with consensus, questioning the rationale for explosive share growth in the past three months. My analysis shows HBM market to grow from 4% to 15% of global advanced semiconduct...
2024-06-26 10:45:00 ET Summary Ariel Investments, LLC is a global value-based asset management firm founded four decades ago in 1983. Ariel serves individual and institutional investors through five no-load mutual funds and eleven separate account strategies. The Ariel Internation...
2024-06-26 09:15:57 ET More on Samsung Electronics Samsung: 3nm Semiconductor Innovations Driving Market Dominance Samsung: Expecting This Laggard To Catch Up On Peers Samsung Electronics Co Ltd (SSNLF) Q1 2024 Earnings Call Transcript Samsung chairman discus...
2024-06-26 08:04:09 ET More on Enovix Enovix: Poised To Gain Clout In The Smartphone Battery Space Enovix: Growing Confidence In Execution Enovix Q1: Time To Buy As Revenue Inflection Nears Biggest stock movers today: ENVX, DJT, SNX, POOL and more Eno...
2024-06-26 07:17:00 ET Summary Nasdaq and S&P end 3-day losing streak as Nvidia rebounds. South Korea to provide aid to chip manufacturers. Micron Q3 Preview: Expected to beat Wall Street estimates with increased AI exposure and higher DRAM pricing. Listen below ...
2024-06-26 05:11:52 ET More on tech stocks Behind Microsoft's AI-Driven Growth Surge Microsoft: After Generative AI, The Path To More Upside Microsoft Downgrade: Here's The Reality Check On Azure Vs. Amazon's AWS Nvidia, Microsoft emerge as leaders in enterpr...
2024-06-24 11:31:43 ET More on Micron Micron: All Positives Are Priced In Before Earnings Micron Q3 Earnings Preview: Stronger Than Expected Memory Recovery, Micron Remains A Buy Micron Q3 Preview: AI Is Moving To Smartphones Micron keeps bullish ratings, see...
2024-06-23 20:41:31 ET Summary EMXC is an emerging markets fund excluding China, and this will avoid the risk of China as China's economy is going through challenging times. Tensions between China and the U.S. will result in ongoing global supply chain readjustment, and many emerg...
2024-06-22 05:13:55 ET Summary Short interest in GFS is higher than most, especially in the foundry space, and there appears to be several reasons why. The foundry market is still facing soft demand, except in some areas, but GFS seems to be having a tougher time than other foundr...
2024-06-21 06:56:18 ET Summary Qualcomm stock dips after reports of compatibility issues with Samsung's new laptop. Canada planning tariffs on Chinese EV imports, following U.S. and EU actions. WHO warns of fake versions of Novo Nordisk's diabetes medication, Ozempic. ...
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