- The article discusses the phenomenon of "post-earnings announcement drift" and how it can be exploited by investors. Lam Research, a semiconductor company, is given as an example of a stock that has performed well due to positive earnings surprises. The article also mentions the investment strategy of Oberweis Asset Management, which focuses on small- and micro-cap stocks with positive earnings or revenue surprises. The author suggests that small caps may outperform large caps in the coming years due to attractive valuations.
- The article discusses how Ci-Esse Srl, a precision machining contract manufacturer, has purchased a Sapphire printer from Velo3D, a metal 3D printing technology company, to produce metal parts for customers in the aerospace, defense, and motorsports industries. The fully integrated solution offered by Velo3D will help Ci-Esse monitor the quality of the parts it produces and add an extra level of validation in its quality. The article does not provide information on why Lam Research (LRCX) stock went up, as it is unrelated to the topic discussed.
- The article discusses the recent decline in shares of Nvidia and other semiconductor companies, including Lam Research, after a sharp rally earlier in the year, attributing the decline to factors such as steep valuations, rising Treasury yields, and industry concerns.
- The article discusses the recent decline in stock prices of semiconductor companies, including Lam Research (LRCX), attributing it to factors such as steep valuations, rising Treasury yields, and concerns within the industry. The decline in stock prices comes after a strong rally earlier in the year, driven by optimism around artificial intelligence applications. Valuations and competition from higher Treasury yields are putting pressure on semiconductor stocks, while industry-specific issues, including tensions between the US and China and delays in chipmaking equipment delivery, are also impacting the sector. Despite the recent decline, some investors believe there are still opportunities in semiconductor stocks.
- The article states that Lam Research (LRCX) stock declined by 5.08% due to concerns about weak consumer demand and rising Treasury yields, which impacted chipmakers as well as megacap growth companies like Amazon. Additionally, worries over chip demand from automakers and China's industrial output growth were contributing factors.
- The article explains that US stocks, including chipmakers such as Lam Research (LRCX), ended lower due to concerns about weak consumer demand and rising Treasury yields. Lam Research stock specifically went down because its major customer, Taiwan Semiconductor Manufacturing Co (TSMC), asked its vendors to delay deliveries.
- The article discusses the performance of various European stocks, including Lam Research (LRCX) which fell by 5.08% last night. The stock went down along with other chipmakers after Taiwanese firm TSMC asked its major vendors to delay deliveries of chipmaking equipment, leading to concerns over consumer demand and a decline in the Philadelphia Semiconductor index to a three-week low.
- Lam Research (LRCX) stock went down by 5.08% due to concerns about weak consumer demand in the chipmaking industry, as well as rising Treasury yields impacting megacap growth companies like Amazon. Additionally, the chip equipment makers dropped after TSMC asked its major vendors to delay deliveries.
- Lam Research (LRCX) stock went down by 5.08% due to concerns about demand for chip equipment following a report that Taiwan Semiconductor is delaying deliveries.
- The article is not about Lam Research (LRCX) stock, but rather about Comerica Bank promoting Grant Simon to Senior Vice President - Technology and Life Sciences (TLS), Group Manager, San Francisco. Therefore, the reason for Lam Research (LRCX) stock going up is not mentioned in this article.
- The article discusses a study conducted by InvestinGoal.com that identifies the IT sector as the best sector to invest in based on average returns, with Lam Research (LRCX) being one of the top-performing stocks in the sector. The article attributes the growth in the IT sector to factors such as innovation, technological advancements, and the potential of artificial intelligence to influence market trends and investment strategies.
- Lam Research (LRCX) stock went up by 0.05% due to year-over-year revenue growth of 28% in the second quarter, record new customer demand, continued gross margin expansion, and updated revenue guidance for 2023.
- The article discusses Lam Research (LRCX) stock, which went up 2.75% last night, and explains that the company supplies essential equipment and services for semiconductor production, with a significant market share and a diverse customer base. The reason for the stock's increase is not mentioned in the article.
- Lam Research (LRCX) stock went up by 2.75% last night because the company's revenue forecast for the third quarter beat Wall Street's estimates, driven by the growing demand for artificial intelligence (AI) capabilities in the semiconductor industry. This is expected to lead to strong revenue growth for Lam Research in the coming years.
- The article discusses the current state of the semiconductor industry, which has been suffering from an oversupply of chips due to a decline in demand from major markets such as smartphones, PCs, and data centers. However, there are positive signs of recovery, as production cuts and improvements in the smartphone and PC markets have helped ease the supply glut. Despite this, the overall outlook for chip demand remains gloomy, with sluggish recovery in China and a focus on investment in artificial intelligence (AI) impeding corporate spending on servers. Nonetheless, companies involved in AI, such as KLA Corp and Lam Research, are experiencing growth and forecasting higher revenues, indicating their strong position in the market.