The technology industry has driven the stock market at a time when interest rates were at two-decade-high levels.
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December 16 - News
Semiconductors are the modern-day equivalent of oil when it comes to the general well-being of the global economy.
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December 16 - News
Like all of us, Jim Cramer is always wondering what's next for the stock market.
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December 16 - Market Movers, News
Ray Dalio, a seasoned global macro investor with over 50 years of experience, founded Bridgewater Associates from his two-bedroom apartment in New York City and led the firm for...
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November 29 - Hedge Funds, News
Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” third quarter 2024 investor letter.
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November 27 - Hedge Fund Investor Letters, News
Data center investments by hyperscalers to leap ahead in the artificial intelligence (AI) race are a hot topic on Wall Street.
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November 5 - Hedge Funds, Industries, News, Tech
“If the bond market doesn’t start behaving and calming down, and long-term interest rates don’t stop going up, we are gonna start losing the groups that led us higher for...
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October 30 - Hedge Funds, News
Jim Cramer, the host of Mad Money, urged investors to refrain from making any investments in high-value stocks, particularly in the Big Tech sector, ahead of upcoming earnings...
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October 30 - Hedge Funds, News
The initial wave of artificial intelligence investing has shaken up the stock market.
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October 29 - Market Movers, News
With the third quarter earnings season with us, the semiconductor industry continues to be filled with surprises.
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October 29 - Market Movers, News
Lam Research Corporation (NASDAQ:LRCX) Q1 2025 Earnings Call Transcript October 23, 2024Lam Research Corporation beats earnings expectations.
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October 24 - News, Transcripts
As Wall Street dives into the heart of earnings season, Jim Cramer has provided insights into market trends and earnings reports to watch in the upcoming week.
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October 22 - Hedge Funds, News
As the earnings season unfolds, investors are eager to see how artificial intelligence (AI) investments among S&P 500 companies are yielding results.
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October 12 - Hedge Funds, Industries, News, Tech
The AI industry is constantly evolving and investors are keeping a close eye on investments, advancements in AI capabilities, and new partnerships to keep pace with the continued...
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October 10 - Hedge Funds, Industries, News, Tech
US technology stocks have surged dramatically this year, largely driven by the growing excitement surrounding generative artificial intelligence (AI).
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October 6 - Hedge Funds, Industries, News, Tech
Artificial intelligence (AI) data centers are one of the hottest topics on Wall Street as companies across the industrial spectrum compete in a race to deploy AI technologies ...
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October 4 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on Lam Research Corporation (LRCX) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on LRCX.
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October 2 - News, Stock Analysis
We recently published a list of Jim Cramer’s Latest Calls: 10 Stocks to Buy and Sell Now. Since Lam Research Corporation (NASDAQ:LRCX) ranks 3rd on the list, it deserves a...
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September 30 - Hedge Funds, News
Companies are investing heavily in AI infrastructure to meet the growing demands of machine learning, data processing, and AI-driven applications.
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September 29 - Hedge Funds, Industries, News, Tech
Jim Cramer in a recent program on CNBC yet again talked about the importance of investing in individual stocks and said with discipline and patience beginner investors can beat...
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September 27 - Hedge Funds, News
When the Federal Reserve cut rates last week there was a general anticipation that the market would rise. However, that has not been the case.
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September 27 - Hedge Funds, News
The latest developments in the AI industry from a business perspective highlight a growing momentum, driven by significant investments, innovative product launches, and both regulatory...
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September 26 - Hedge Funds, Industries, News, Tech
In a recent episode of Mad Money, Jim Cramer observes that many on Wall Street enjoy going against the crowd, which is why some analysts downplay the significance of a half-point...
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September 23 - Hedge Funds, News
In a recent episode of Mad Money, Jim Cramer traveled to Dreamforce, to understand the true capabilities of artificial intelligence (AI) and to separate fact from hype.
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September 18 - Hedge Funds, News
We recently published a list of 10 AI News and Analyst Ratings You Should Not Miss. Since Lam Research Corporation (NASDAQ:LRCX) ranks 7th on the list, it deserves a deeper ...
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September 18 - News
While everyone is talking about rate cuts, some analysts are questioning whether it was necessary even to start cutting rates at this time.
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September 17 - Hedge Funds, News
In a recent episode of Mad Money, Jim Cramer discussed the current divide between tech stocks and other sectors, highlighting their tendency to move in opposite directions.
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September 17 - Hedge Funds, News
In a recent episode of Mad Money, Jim Cramer described September 6, Friday, as a dismal trading day following a critical non-farm payrolls report.
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September 8 - Hedge Funds, News
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” second quarter 2024 investor letter.
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August 20 - Hedge Fund Investor Letters, News
Artificial intelligence has led to a much-needed market rally in the technology industry over the past year.
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August 13 - Hedge Funds, News
2023 was the year of generative AI, mainly because of the widespread adoption of ChatGPT and the resulting response that followed.
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August 13 - Hedge Funds, Industries, News
Lam Research Corporation (NASDAQ:LRCX) Q4 2024 Earnings Call Transcript July 31, 2024Lam Research Corporation beats earnings expectations.
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August 1 - News, Transcripts
With the first half of 2024 nearly over, artificial intelligence continues to play a dominant role in the stock market.
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June 16 - News, Tech
The semiconductor industry is undoubtedly one of the hottest in the world right now - and for a good reason.
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May 28 - Business, News, Tech
Lam Research Corporation beats earnings expectations. Reported EPS is $7.52, expectations were $7.1.
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April 26 - News, Transcripts
In this piece, we will take a look at the ten best performing growth stocks in January 2024.
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March 8 - Hedge Funds, Market Movers, News
This article presents an overview of Jim Cramer’s Latest Lightning Round: 5 Stock Recommendations. For a detailed overview of such stocks, read our article, Jim Cramer’...
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March 5 - Hedge Funds, News
Baron Funds, an investment management company, released its “Baron Opportunity Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here.
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February 28 - Hedge Fund Investor Letters, News
In this article, we discuss the 5 best semiconductor stocks to invest in.
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February 24 - Hedge Funds, News
In this piece, we will take a look at the 11 best semiconductor stocks to invest in for the AI boom.
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February 22 - Hedge Funds, News
In this piece, we will take a look at the ten best performing growth stocks in January 2024.
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January 29 - News
Operator: Good afternoon, and welcome to the Lam Research Corporation December 2023 Quarterly Earnings Conference Call. [Operator Instructions].
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January 25 - News, Transcripts
In this article, we discuss the 5 best semiconductor stocks according to billionaires.
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December 8 - Hedge Funds, News
In this article, we will take a look at the 12 best performing S&P 500 stocks in the last 10 years.
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November 20 - Hedge Funds, News
In this piece, we will take a look at the 13 best performing S&P500 stocks over the past five years.
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November 15 - Market Movers, News
In this piece, we will take a look at Goldman Sachs' top semiconductor stock picks.
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November 14 - Hedge Funds, News
In this piece, we will take a look at the 12 best cheap growth stocks to buy now.
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November 14 - Hedge Funds, News
In this article, we will take a look at the 13 best tech stocks to buy according to billionaire Laffont.
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November 13 - Hedge Funds, News
In this piece, we will take a look at the latest news about David Tepper and the changes in his investment portfolio.
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October 30 - Hedge Funds, News
Operator: Good day and welcome to the Lam Research September 2023 Financial Conference call. All participants will be in listen-only mode.
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October 19 - News, Transcripts