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Lam Research Newsroom
Japan's Bold Push for Semiconductors
Duan Yongping and Buffett have a "soul resonance" in their third-quarter operations, and Li Lu re-enters an oil & gas stock.
For nvidia, Bridgewater, Jinglin, Baillie Gifford, and "Cathie Wood" are all reducing their shareholding, and everyone is quietly united in missing the opportunity of nvidia reaching the top of the market cap.
Shares of Semiconductor and Chip Stocks Are Trading Lower in Sympathy With Applied Materials, Which Fell After Its Q1 Financial Results.
Applied Materials Stock Drops, Chip-Equipment Rivals Fall -- WSJ
Applied Materials Slips as Wall Street Likes Execution, Sees '25 Uncertainties
The top institutions have disclosed their Q3 US stock hold positions! They are still heavily invested in technology stocks, but some signs are emerging.
Recently, the 13F reports of institutional investors in the US stock market have been released one after another, becoming an important channel for outsiders to understand the investment trends on Wall Street.
The Age of AI Is Still in the Early Innings. -2-
Applied materials (AMAT.US) Q1 revenue guidance is below expectations, raising concerns about chip demand.
applied materials announced its fourth quarter performance.
Viking Fund Management 13F Shows Increased Stake In Broadcom From 16,510 To 162,100 Shares; Xcel Energy From 122,400 To 162,400 Shares; Chevron From 58,000 To 70,000 Shares; Starbucks From 87,000 To 105,000 Shares; Lam Research From 4,000 To 10,000...
Applied Materials Just Reported Q4 Results. The Stock Is Slipping.
10 Information Technology Stocks Whale Activity In Today's Session
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.
Bridgewater's Top Buys and Sells in Q2 Include Nvidia, Micron, Disney, Others
Gulf countries have a massive demand for AI computing power. nvidia (NVDA.US) and cloud giants sense the 'gold rush' vibe.
The global strategy of the Gulf countries is not groundless.
The AI Tipping Point: Half of CFOs Will Axe AI Investment If It Doesn't Show ROI Next Year
Lam Research Unusual Options Activity For November 12
Potential Semiconductor Regulations Place 50% of China WFE at Risk: Bernstein
How should the semiconductor sector reverse the trend of 'downward pressure' with 'resistance' or 'assistance'?
Is the momentum of semiconductors rebounding about to come to a sudden halt?
Chips Mostly Lower to Start Week Ahead of Key Earnings; Monolithic Power Slumps
New Street Adjusts Price Target on Lam Research to $76 From $84