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2024-05-02 06:12:36 ET Summary The semiconductor industry has strong differentiation, financial metrics, and competitive advantages. Several popular semiconductor ETFs have outperformed the S&P 500 over the past decade by a wide margin. SOXX ETF is trading significantly ab...
2024-04-25 12:05:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron International Growth Fund gained 1.35% during the first quarter of 2024, while i...
2024-04-19 06:45:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy outperfor...
2024-04-18 12:10:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. International markets ...
2024-04-10 12:30:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. We believe internation...
2024-04-10 01:40:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Strategy outperfor...
2024-03-11 12:42:47 ET Summary The stock has soared higher, driven by a surge in earnings growth, which is expected to continue judging by the latest guidance/outlook. TOELF has benefited from a favorable environment, which has ironically been enabled by export controls that could...
2024-02-14 15:10:03 ET Summary The global COVID-19 pandemic has led to a shift towards reshoring in the semiconductor industry as supply chains are disrupted and geopolitical tensions rise. Reshoring efforts are leading to increased capex spending by semiconductor companies, benef...
2024-02-13 17:28:04 ET Summary ASML surpassed Applied Materials as the top WFE Semiconductor Equipment supplier in 2023 amid sanctions. Tokyo Electron drops to third place with a 34.6% YoY revenue decrease, mainly due to its high exposure to memory chips. Naura maintains its 9...
2024-02-09 04:24:48 ET More on Tokyo Electron Limited Tokyo Electron: Attractive Prospect In Anticipated WFE Market Rebound New Street Research expects chip toolmakers to outgrow wider semiconductor industry Historical earnings data for Tokyo Electron Limited ...