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LamResearch

Tin tức

Reuters - 12 giờ trước

China's sanction-hit tech industry puzzles over impact of Trump, Harris presidencies

ANALYSIS-China's sanction-hit tech industry puzzles over impact of Trump, Harris presidencies U.S. seeks to curb Chinese technological advancement citing national security Chinese tech executives say Trump could undermine U.S. cooperation with allies Executives expect Harris to continue Biden's more predictable policies By Eduardo Baptista, Anne Marie Roantree BEIJING, Nov 1 (Reuters) - Donald Trump winning the U.S.
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Reuters - 3 ngày trước

AMD revenue forecast and AI chip sales fails to impress Wall Street (Oct. 29)

CORRECTED-UPDATE 4-AMD revenue forecast and AI chip sales fails to impress Wall Street (Oct. 29) Corrects paragraph 1 of Oct. 29 story to say $5 billion AI chip sales forecast is for 2024, not 2025 AMD's data center business revenue surged 122% to $3.5 billion Analysts believe Nvidia will maintain majority market share in AI chips AMD expects Q4 revenue of $7.5 billion, below estimates By Arsheeya Bajwa and Max A.
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Reuters - 4 ngày trước

Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT

BUZZ - Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT Nasdaq 100 .NDX Top Performers Percent Change Arm Holdings PLC ARM.OQ +4.4% Moderna Inc MRNA.OQ +3.3% PDD Holdings Inc PDD.OQ +2.7% NXP Semiconductors NV NXPI.OQ +2.4% Marvell Technology Inc MRVL.OQ +2.3% Bottom Performers Percent Change GE Healthcare Technologies Inc GEHC.OQ -3.2% Diamondback Energy Inc FANG.OQ -3.1% Lam Research Corp LRCX.OQ -2.7% Tesla Inc TSLA.OQ -2.3% Charter Communications Inc CHTR.OQ -1.9% The Nasdaq 1
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Reuters - 4 ngày trước

Nasdaq top and bottom performing stocks at about 12:01 p.m. EDT

BUZZ - Nasdaq top and bottom performing stocks at about 12:01 p.m. EDT Nasdaq 100 .NDX Top Performers Percent Change Arm Holdings PLC ARM.OQ +4.9% ON Semiconductor Corp ON.OQ +4.6% PDD Holdings Inc PDD.OQ +2.9% NXP Semiconductors NV NXPI.OQ +2.8% Moderna Inc MRNA.OQ +2.6% Bottom Performers Percent Change GE Healthcare Technologies Inc GEHC.OQ -3.7% Diamondback Energy Inc FANG.OQ -3.2% Lam Research Corp LRCX.OQ -2.2% Cadence Design Systems Inc CDNS.OQ -1.7% Dexcom Inc DXCM.OQ -1.6% The Nasdaq 100
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Reuters - 4 ngày trước

U.S. stocks weekly: Tap the brakes

RPT-BUZZ-U.S. stocks weekly: Tap the brakes Repeats from Friday with no changes to text. Updates chart ** S&P 500 .SPX snaps six-week winning streak, loses 1% as corporate reports pour in .N ** This as the benchmark index sees another spooky turn ** Dow .DJI also ends six-week string of gains, though Nasdaq Composite .IXIC extends its winning streak to seven weeks ** With this, the composite finally scores a fresh record intraday high ** Benchmark U.S.
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Reuters - 1 tuần trước

U.S. stocks weekly: Tap the brakes

BUZZ-U.S. stocks weekly: Tap the brakes ** S&P 500 .SPX snaps six-week winning streak, loses 1% as corporate reports pour in .N ** This as the benchmark index sees another spooky turn ** Dow .DJI also ends six-week string of gains, though Nasdaq Composite .IXIC extends its winning streak to seven weeks ** With this, the composite finally scores a fresh record intraday high ** Benchmark U.S.
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Reuters - 1 tuần trước

Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT

BUZZ - Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT Nasdaq 100 .NDX Top Performers Percent Change Tesla Inc TSLA.OQ +22.3% T-Mobile US Inc TMUS.OQ +5.9% Lam Research Corp LRCX.OQ +4.7% Dexcom Inc DXCM.OQ +2.9% ON Semiconductor Corp ON.OQ +2.7% Bottom Performers Percent Change Honeywell International Inc HON.OQ -5.0% Keurig Dr Pepper Inc KDP.OQ -4.7% Moderna Inc MRNA.OQ -2.1% Workday Inc WDAY.OQ -2.0% CSX Corp CSX.OQ -1.6% The Nasdaq 100 .NDX gained 168.13 points, or 0.84%, to
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Reuters - 1 tuần trước

U.S. STOCKS Newmont, Monopar Therapeutics, TKO Group

BUZZ-U.S. STOCKS ON THE MOVE-Newmont, Monopar Therapeutics, TKO Group Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 The Nasdaq jumped on Thursday, driven by Tesla's positive earnings forecast, which buoyed market sentiment despite declines from other corporate results and pressure from rising Treasury yields.
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Reuters - 1 tuần trước

U.S. STOCKS Teck Resources, Nasdaq, T-Mobile

BUZZ-U.S. STOCKS ON THE MOVE-Teck Resources, Nasdaq, T-Mobile Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 The S&P 500 and the Nasdaq rebounded on Thursday, after Tesla's upbeat earnings forecast lifted market sentiment following a selloff in the previous session, kicking off megacap results on a promising note.
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Reuters - 1 tuần trước

Lam Research gains on strong Q2 rev forecast

BUZZ-Lam Research gains on strong Q2 rev forecast ** Shares of chip-making equipment firm Lam Research LRCX.O up 4.8% at $76.39 premarket ** Sees Q2 rev of $4.30 bln, +/- $300 mln, vs estimates from data compiled by LSEG of $4.24 bln ** Strong Q2 rev forecast driven by AI chip demand as chipmakers ordered more of its equipment used to manufacture semiconductors for AI applications ** Q1 rev of $4.17 bln beats estimates of $4.05 bln, per LSEG data ** However, at least four brokerages cut target p
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Reuters - 1 tuần trước

U.S. Coca-Cola, Nextera Energy Partners, ServiceNow

U.S. RESEARCH ROUNDUP-Coca-Cola, Nextera Energy Partners, ServiceNow Oct 24 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies including Coca-Cola, Nextera Energy Partners, and ServiceNow on Thursday. HIGHLIGHTS * Avery Dennison Corp AVY.N : JP Morgan cuts to neutral from overweight * Coca-Cola Co KO.N : JP Morgan cuts target price to $75 from $78 * Nextera Energy Partners LP NEP.N : JP Morgan raises to neutral from underweight *
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Reuters - 1 tuần trước

Lam Research Corp reports results for the quarter ended in September 30 - Earnings Summary

Lam Research Corp reports results for the quarter ended in September 30 - Earnings Summary Lam Research Corp LRCX.OQ reported quarterly adjusted earnings of 86 cents​​ per share for the quarter ended September 30, higher than the same quarter last year, when the company reported EPS of 69 cents. The mean expectation of twenty two analysts for the quarter was for earnings of 80 cents per share.
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Reuters - 1 tuần trước

Lam Research forecasts quarterly revenue above estimates on AI chip demand

Lam Research forecasts quarterly revenue above estimates on AI chip demand Oct 23 (Reuters) - Lam Research LRCX.O forecast revenue for the December quarter above Wall Street expectations on Wednesday, as chipmakers ordered more of its equipment used to manufacture semiconductors for artificial intelligence applications. Shares of the Fremont, California-based company rose 5% in trading after the bell.
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Reuters - 1 tuần trước

Dollar rides rising yields, Canada set to ease

MORNING BID AMERICAS-Dollar rides rising yields, Canada set to ease A look at the day ahead in U.S. and global markets from Mike Dolan The dollar continues to ride higher on the back of an anxious pre-election climb in U.S. Treasury yields, notching its best levels in almost three months against the euro and yen on starkly contrasting economic and interest rate pictures.
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Reuters - 2 tuần trước

Lam Research Corp <LRCX.OQ> expected to post earnings of 80 cents a share - Earnings Preview

Lam Research Corp expected to post earnings of 80 cents a share - Earnings Preview Lam Research Corp LRCX.OQ LRCX.O is expected to show a rise in quarterly revenue when it reports results on October 23 for the period ending September 30 2024 The Fremont California-based company is expected to report a 16.3% increase in revenue to $4.051 billion from $3.48 billion a year ago, according to the mean estimate from 19 analysts, based on LSEG data.The company's guidance on July 31 2024, for the peri
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Reuters - 2 tuần trước

Wall St Week Ahead-Wall Street zeroes in on semiconductors after turbulent week

RPT-Wall St Week Ahead-Wall Street zeroes in on semiconductors after turbulent week Repeats with no changes By Lewis Krauskopf NEW YORK, Oct 18 (Reuters) - U.S. semiconductor companies will get a closer look from investors in coming weeks, after diverging reports from two industry leaders abroad set off a volatile few days of trading. Because semiconductors are key components in a broad array of products, chipmakers and related equipment companies are closely followed for insight into the econom
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Reuters - 2 tuần trước

Wall St Week Ahead-Wall Street zeroes in on semiconductors after turbulent week

Wall St Week Ahead-Wall Street zeroes in on semiconductors after turbulent week By Lewis Krauskopf NEW YORK, Oct 18 (Reuters) - U.S. semiconductor companies will get a closer look from investors in coming weeks, after diverging reports from two industry leaders abroad set off a volatile few days of trading. Because semiconductors are key components in a broad array of products, chipmakers and related equipment companies are closely followed for insight into the economy.
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Reuters - 2 tuần trước

ASML’s weakness flags limits of the AI boom

RPT-BREAKINGVIEWS-ASML’s weakness flags limits of the AI boom The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Karen Kwok LONDON, Oct 15 (Reuters Breakingviews) - As the sole maker of the most advanced chip-making machines, ASML’s ASML.AS health is a bellwether of sorts for the semiconductor industry. As such, the 260 billion euro company led by Christophe Fouquet sent a sobering message on Tuesday as it lowered guidance after disappointing bookings in
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Reuters - 2 tuần trước

ASML’s weakness flags limits of the AI boom

BREAKINGVIEWS-ASML’s weakness flags limits of the AI boom The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Karen Kwok LONDON, Oct 15 (Reuters Breakingviews) - As the sole maker of the most advanced chip-making machines, ASML’s ASML.AS health is a bellwether of sorts for the semiconductor industry. As such, the 260 billion euro company led by Christophe Fouquet sent a sobering message on Tuesday as it lowered guidance after disappointing bookings in the
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Reuters - 2 tuần trước

U.S. STOCKS Albertsons, Foot Locker, Charles Schwab

BUZZ-U.S. STOCKS ON THE MOVE-Albertsons, Foot Locker, Charles Schwab Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 The S&P 500 and the Nasdaq edged higher while the Dow dropped on Tuesday, with the benchmark index hovering near record highs as investors parsed a mixed set of quarterly results from companies such as UnitedHealth and Bank of America.
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