-
ASML Will Test New Highs, Earnings Leave No Doubt
Friday, July 21, 2023 - 8:06am | 853Wars typically dislocate market valuations and supply chains across many industries; in today's environment, the main clash is between two leading economies. While not a physical war itself, the United States and China are battling in what is being called the 'Chip War.' This conflict...
-
Barron's Latest Picks And Pans: Amazon, Dollar General, EQT, Planet Fitness And More
Sunday, May 30, 2021 - 12:40pm | 1072The cover story in this weekend's Barron's offers 10 ways to cash in on the shortage of just about everything. Other featured articles discuss why bad news for big oil is good news for investors and how to play the semiconductor shortage. Also, see the prospects for a furniture maker, a gym...
-
Barron's Picks And Pans: Alibaba, AllianceBernstein, Pfizer And More
Sunday, October 11, 2020 - 6:30pm | 914This weekend's Barron's cover story discusses why the lagging industrials could be poised for a decade of outperformance. Other featured articles discuss how American manufacturing can be reinvigorated and the coming wave of consolidation in investment management. Also, the prospects for a...
-
Barron's Picks And Pans: Apple, Dell, Netflix, Wells Fargo And More
Saturday, October 13, 2018 - 12:43pm | 718This weekend's Barron's cover story shows why there is no need to panic after last week's market rout. Other featured articles look at who will and will not benefit from rising rates, and why tech stocks are likely to rebound. Also, the prospects for tech earnings and five mutual funds...
-
Benzinga's Bulls & Bears Of The Week: Apple, CBS, Snap, Tesla And More
Sunday, September 16, 2018 - 1:35pm | 872Benzinga has featured looks at many investor favorite stocks over the past week. Bullish calls included the iPhone maker, a sportswear leader and a casino operator. Bearish calls included a media giant that's been in the news and an electric vehicle leader. It was a busy week, with...
-
Benzinga's Bulls & Bears Of The Week: AMD, Seagate, Sprint, Nike, Zynga, More
Sunday, August 12, 2018 - 4:07pm | 887Benzinga has featured looks at many investor favorite stocks over the past week. Semiconductor stocks were featured in both bullish and bearish calls this past week. Bearish calls included the case for a coming split among the FAANG stocks. The bull run is more than nine years old, and yet the...
-
Barron's Picks And Pans: GE, Under Armour, Lam Research And More
Sunday, February 18, 2018 - 10:47am | 652This weekend's Barron's cover story offers a look at the prospects for a troubled industrial giant. Other featured articles offer four stock picks for an aging bull market and the prospects for real estate investment trusts as interest rates rise. Also, whether an embattled...
-
Nomura: Buy The Pullback In Lam Research
Thursday, December 7, 2017 - 11:38am | 407Lam Research Corporation (NASDAQ: LRCX) shares have shed about 14 percent since late November, and at least one analyst thinks now is the right time to build positions in the stock. The Analyst Nomura analyst Romit Shah upgraded his rating on shares of Lam Research from Neutral to Buy and...
-
Barron's Picks And Pans: Roundtable Picks, Energy Stocks, Bank Stocks And More
Sunday, June 11, 2017 - 9:30am | 659This weekend's Barron's cover story offers comments and picks from the Barron's Mid-Year Roundtable. Other featured articles feature energy stocks and ETFs poised to run and regional banks that should prosper regardless of interest rate changes. The prospects for a memory-chip...
-
KLA-Tencor And Lam Research Terminate Proposed Merger; Credit Suisse Not Surprised
Thursday, October 6, 2016 - 12:02pm | 344KLA-Tencor Corp (NASDAQ: KLAC) announced after Wednesday's market close that it has agreed to terminate its proposed merger agreement with Lam Research Corporation (NASDAQ: LRCX). The U.S. Department of Justice (DoJ) told KLA-Tencor that it won't continue with a consent decree that the parties had...
-
Short Sellers Favor Marvell Technology, Qualcomm Among Semiconductor Stocks
Sunday, June 12, 2016 - 2:44pm | 579Short interest moves in the leading semiconductor stocks were mixed in the most recent period. Two stocks in particular stood out among those that saw rising short interest. Shares of both of these stocks rose at least 7 percent during the two-week period. Short interest moves in the leading...
-
Why Short Sellers Like Maxim Integrated Over Analog Devices
Tuesday, December 29, 2015 - 9:53am | 1003Short interest in the leading semiconductor stocks was mixed again in early December. Short sellers piled on Maxim Integrated Products Inc. (NASDAQ: MXIM) in particular during that time. Yet, the number of Analog Devices, Inc. (NASDAQ: ADI) and NXP Semiconductors NV (NASDAQ: NXPI) shares short...
-
Big Short Interest Swings 3 Top Semiconductor Stocks
Sunday, December 13, 2015 - 6:09pm | 942Short interest in the leading semiconductor stocks was mixed again in late November. Short sellers piled on Analog Devices, Inc. (NASDAQ: ADI) and Qorvo Inc (NASDAQ: QRVO) in particular during that time. Yet, the number of Broadcom Corporation (NASDAQ: BRCM) shares short dropped sharply by month's...
-
Short Sellers Like These Three Top Semiconductor Stocks
Wednesday, October 28, 2015 - 3:26pm | 960Short interest in the leading semiconductor stocks was mixed again in early October. Short sellers piled on Applied Materials, Inc. (NASDAQ: AMAT), NVIDIA Corporation (NASDAQ: NVDA) and Qorvo Inc (NASDAQ: QRVO) in particular during that time. Several other chip stocks also saw double-digit...
-
Best Of All Possible Worlds? Why The Lam Research/KLA-Tencor Merger Will Be Semiconductor's 'Dream Team'
Wednesday, October 21, 2015 - 8:42am | 372Lam Research Corporation (NASDAQ: LRCX) announced on Wednesday it has entered into an agreement to acquire KLA-Tencor Corp (NASDAQ: KLAC) for around $67.02 per share. Analysts at Semiconductor Advisors commented in a note that the combined entity represents a "dream team" in the...