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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 ...
Turnstone Biologics Corp. (TSBX) is expected to report $-0.73 for Q4 2023 Exro Technologies Inc (EXROF) is expected to report for Q4 2023 Boyd Gaming Corporation (BYD) is expected to report $1.43 for Q4 2023 Onto Innovation Inc. (ONTO) is expected to report $0.99 for Q4 2023 Motor...
2024-01-13 12:05:00 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 growth e...
2024-01-10 11:15:00 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 growth e...
2023-12-18 09:49:01 ET More on Applied Materials, ASML Holding, etc. Lam Research: The Relationship Between Market Share And R&D Spend ASML: U.S. Tech Sanctions On China Are Backfiring ASML: Not The Time To Be Bullish Lam Research rises even as Deutsche B...
2023-11-28 17:45:12 ET Summary ASML's sales performance stands out in the industry downturn, with a strong order book and a 25% YoY increase in sales. ASML's hold on EUV technology and long-term capital investment decisions give it a unique edge in the market. ASML's fundament...
2023-11-24 10:49:49 ET Summary LRCX's market position in the semiconductor supply chain is like selling shovels in a gold rush. The company's sales are closely tied to the growing global semiconductor capex. The current market slowdown is temporary, caused by high inventories ...
2023-11-15 07:35:24 ET Summary Tokyo Electron benefits from the surge in demand for computing power, similar to selling shovels in a gold rush. The company's revenue drivers depend on the Capex of semiconductor companies, which is expected to increase due to AI, automotive, and Io...
Histogen Inc. (HSTO) is expected to report for Q3 2023 News Corporation (NWSA) is expected to report $0.13 for Q1 2024 TORM plc (TRMD) is expected to report for Q3 2023 Blink Charging Co. (BLNK) is expected to report $-0.47 for Q3 2023 Nuvalent Inc. (NUVL) is expected to report $-...
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Turnstone Biologics Corp. (TSBX) is expected to report $-0.73 for Q4 2023 Exro Technologies Inc (EXROF) is expected to report for Q4 2023 Boyd Gaming Corporation (BYD) is expected to report $1.43 for Q4 2023 Onto Innovation Inc. (ONTO) is expected to report $0.99 for Q4 2023 Motor...
Histogen Inc. (HSTO) is expected to report for Q3 2023 News Corporation (NWSA) is expected to report $0.13 for Q1 2024 TORM plc (TRMD) is expected to report for Q3 2023 Blink Charging Co. (BLNK) is expected to report $-0.47 for Q3 2023 Nuvalent Inc. (NUVL) is expected to report $-...
Tokyo Electron Ltd ADR (TOELY) is expected to report for Q2 2024