beta

AMAT

Applied Materials Inc.

Amat

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Earnings

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Dividends

Earnings

11-15-2018 after market close 08-16-2018 after market close 05-17-2018 after market close 02-14-2018 after market close 11-16-2017 after market close 08-17-2017 after market close 05-18-2017 after market close 02-15-2017 after market close
Actual EPS 0.97 1.2 1.22 1.06 0.93 0.86 0.79 0.67
Consensus EPS 0.96 1.16 1.13 0.97 0.91 0.83 0.76 0.66
Estimated EPS 0.96 1.16 1.13 0.97 0.91 0.83 0.76 0.66
Number of Estimates 10 10 8 9 10 9 11 9
EPS Surprise $0.01 $0.04 $0.09 $0.09 $0.02 $0.03 $0.03 $0.01

Stats

Summary

Applied Materials Inc is a supplier of semiconductor manufacturing equipment. It provides manufacturing equipment, services and software to the semiconductor, flat panel display, solar photovoltaic and related industries.

Market Cap: 58.9 Billion

Primary Exchange: Nasdaq Global Select

Website: http://www.appliedmaterials.com

Shares Outstanding: 1.06 Billion

Float: 1.04 Billion

Dividend: 0.4 (0.72%)

Beta: 1.737204

Sector: Technology

Industry: Semiconductors

Short Interest (Jan 12, 2018): 11.8 Million

Ethical Flags

Longest drawdown: 344 trading days

From: 2015-03-02 To: 2016-07-12

Lowest Point:

'Safer' Dividend NASDAQ Dogs Hunt 26.5%-59.4% Net Gains Per Broker December Targets

via: SeekingAlpha at 2018-12-17 18:15:09:000

Actionable Conclusions (1-10): Brokers Forecast Top Ten NASDAQ "Safer" Dividend Stocks to Net 26.5% to 59.4% Gains By December, 2019 Four of the ten top yield "safer" Dividend NASDAQ stocks (with name backgrounds tinted grey in the list above) were scattered in with the top ten gainers for… read more...

54 Top Nasdaq December Dividend Dears By Yield, Upside, And Net Gains

via: SeekingAlpha at 2018-12-17 08:53:44:000

Source: YCharts Actionable Conclusions (1-10): Brokers Forecast 26.15% To 59.42% Net Gains From December's Nasdaq Top 10 Five of 10 top yield Nasdaq dividend stocks were identified as being among the top 10 net gainers for the coming year based on analyst one-year target prices. (The… read more...

Time To Connect The Dots (Stocks To Watch Podcast)

via: SeekingAlpha at 2018-12-16 08:04:21:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday, look … read more...

Stocks To Watch: Time To Connect The Dots

via: SeekingAlpha at 2018-12-15 09:12:29:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. There are two monster meetings on the agenda next week that could shake things up f… read more...

Here are the stocks that will get the biggest boost if US-China trade talks are successful: Cramer

via: CNBC at 2018-12-12 18:12:00:000

No summary available. read more...

Here are the stocks that will get the biggest boost if US-China trade talks are successful: Cramer

via: CNBC at 2018-12-12 18:12:00:000

No summary available. read more...

Here are the stocks that would get the biggest boost if US and China near a trade deal: Cramer

via: CNBC at 2018-12-12 18:12:00:000

No summary available. read more...

Here are the stocks that will get the biggest boost if US-China trade talks are successful: Cramer

via: CNBC at 2018-12-12 18:12:00:000

No summary available. read more...

Here are the stocks that would get the biggest boost if US and China near a trade deal: Cramer

via: CNBC at 2018-12-12 18:12:00:000

No summary available. read more...

Here are the stocks that would get the biggest boost if US and China near a trade deal: Cramer

via: CNBC at 2018-12-12 18:12:00:000

No summary available. read more...

What One Sector Offers Safety As Markets Get Roiled?

via: SeekingAlpha at 2018-12-10 11:42:07:000

The sharp drop in stocks that rocked markets earlier this year, in February and March 2018, became a distant memory. Tax cuts and repatriation of foreign assets back to the U.S. supported the rise in stocks in the spring and summer. As investors now know, mere threats of the U.S.-China tarif… read more...

What One Sector Offers Safety As Markets Get Roiled?

via: SeekingAlpha at 2018-12-10 11:42:07:000

The sharp drop in stocks that rocked markets earlier this year, in February and March 2018, became a distant memory. Tax cuts and repatriation of foreign assets back to the U.S. supported the rise in stocks in the spring and summer. As investors now know, mere threats of the U.S.-China tarif… read more...

Top Net Payout Yields - December 2018

via: SeekingAlpha at 2018-12-09 09:06:56:000

This article is a continuation of a monthly series highlighting the top net payout yield ((NPY)) stocks that was started back in June 2012 and explained in August 2012 . The series highlights the best stocks for the upcoming month, utilized in part to make investment decisions for the IB A… read more...

Stocks To Watch: Tencent Music, Starbucks And Under Armour In Focus

via: SeekingAlpha at 2018-12-08 09:31:22:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Investors are prepping for another week of volatility as concerns over the China tr… read more...

Applied Materials: Looking For The Bottom

via: SeekingAlpha at 2018-12-06 21:07:45:000

Applied Materials Inc ( AMAT ) operates in the semiconductor equipment business with four key segments: foundry, logic, NAND and DRAM. AMAT is a market leader in its space with one of its key selling points being its globally diverse business. Despite the recent selloff, we believe it prudent … read more...

62 Technology 'Safer' Dividend WallStars Light Up December

via: SeekingAlpha at 2018-12-06 01:02:32:000

Source: YCharts Actionable Conclusion (1-10): Analysts Assert Top Ten Technology "Safer" Dividend WallStars To Net 29.15% to 74.88% Gains Two of the ten top dividend Technology WallStars by yield (shaded in the chart above) were verified as being among the top ten gainers for the… read more...

NAND And DRAM: An Upturn Is Closer Than We Think

via: SeekingAlpha at 2018-12-03 18:45:00:000

I reported in several Seeking Alpha articles that a drop in ASPs was coming for NAND and DRAM memory chips. For example, I reported In a December 13, 2017, Seeking Alpha article entitled The Memory Sector Is Distorting Overall Semiconductor Industry Growth In 2017 that both… read more...

NAND And DRAM: An Upturn Is Closer Than We Think

via: SeekingAlpha at 2018-12-03 18:45:00:000

I reported in several Seeking Alpha articles that a drop in ASPs was coming for NAND and DRAM memory chips. For example, I reported In a December 13, 2017, Seeking Alpha article entitled The Memory Sector Is Distorting Overall Semiconductor Industry Growth In 2017 that both… read more...

NAND And DRAM: An Upturn Is Closer Than We Think

via: SeekingAlpha at 2018-12-03 18:45:00:000

I reported in several Seeking Alpha articles that a drop in ASPs was coming for NAND and DRAM memory chips. For example, I reported In a December 13, 2017, Seeking Alpha article entitled The Memory Sector Is Distorting Overall Semiconductor Industry Growth In 2017 that both… read more...

Beating The Market With Dividend Growth Stocks

via: SeekingAlpha at 2018-12-03 12:38:34:000

Dividend growth investing is one of the most popular investing strategies in the market and for good reasons. The strategy is straightforward and effective, even more important, the statistical data shows that dividend growth stocks tend to produce attractive returns over the long term. To b… read more...

Beating The Market With Dividend Growth Stocks

via: SeekingAlpha at 2018-12-03 12:38:34:000

Dividend growth investing is one of the most popular investing strategies in the market and for good reasons. The strategy is straightforward and effective, even more important, the statistical data shows that dividend growth stocks tend to produce attractive returns over the long term. To b… read more...

Beating The Market With Dividend Growth Stocks

via: SeekingAlpha at 2018-12-03 12:38:34:000

Dividend growth investing is one of the most popular investing strategies in the market and for good reasons. The strategy is straightforward and effective, even more important, the statistical data shows that dividend growth stocks tend to produce attractive returns over the long term. To b… read more...

Exactly When Will Shares Of Applied Materials Bottom?

via: SeekingAlpha at 2018-11-28 12:01:42:000

Applied Materials ( AMAT ) is not finding many stock buyers in light of the bearishness for semiconductor stocks. Investors are expecting a tougher second half of the year as memory and storage prices drop. At the macro level, trade tensions have a high chance of the U.S. adding even more … read more...

Exactly When Will Shares Of Applied Materials Bottom?

via: SeekingAlpha at 2018-11-28 12:01:42:000

Applied Materials ( AMAT ) is not finding many stock buyers in light of the bearishness for semiconductor stocks. Investors are expecting a tougher second half of the year as memory and storage prices drop. At the macro level, trade tensions have a high chance of the U.S. adding even more … read more...

Exactly When Will Shares Of Applied Materials Bottom?

via: SeekingAlpha at 2018-11-28 12:01:42:000

Applied Materials ( AMAT ) is not finding many stock buyers in light of the bearishness for semiconductor stocks. Investors are expecting a tougher second half of the year as memory and storage prices drop. At the macro level, trade tensions have a high chance of the U.S. adding even more … read more...

US-China trade tensions weigh on chipmakers, Apple ahead of G-20 summit

via: CNBC at 2018-11-27 12:37:00:000

No summary available. read more...

Applied Materials Is Closer To Losing Dominance In Semiconductor Equipment

via: SeekingAlpha at 2018-11-26 08:05:37:000

Since the 1990s, Applied Materials ( AMAT ) has been the market leader in the semiconductor equipment space. Previously, Japans Tokyo Electron ( OTCPK:TOELY ) was the market leader going back to 1989. In the first three quarters of 2018, Tokyo Electron is again poised to take over the … read more...

Applied Materials: The Cycle Strikes Again

via: SeekingAlpha at 2018-11-23 05:23:28:000

Knowing the cyclical nature of the semiconductor equipment space, my previous investment research wasn't constructive on Applied Materials ( AMAT ) until the sector corrected. The high capital returns of the company provided a false signal. Down here in the low $30s, the signal might actua… read more...

Applied Materials: The Cycle Strikes Again

via: SeekingAlpha at 2018-11-23 05:23:28:000

Knowing the cyclical nature of the semiconductor equipment space, my previous investment research wasn't constructive on Applied Materials ( AMAT ) until the sector corrected. The high capital returns of the company provided a false signal. Down here in the low $30s, the signal might actua… read more...

Applied Materials: The Cycle Strikes Again

via: SeekingAlpha at 2018-11-23 05:23:28:000

Knowing the cyclical nature of the semiconductor equipment space, my previous investment research wasn't constructive on Applied Materials ( AMAT ) until the sector corrected. The high capital returns of the company provided a false signal. Down here in the low $30s, the signal might actua… read more...

Nvidia: Whose Moat Is This Moat?

via: SeekingAlpha at 2018-11-18 20:12:48:000

Nvidia (NVDA) was a true believer's stock. When something goes up 13-fold in a few years, pretty much every bear has been killed and every negative story been put to rest. NVDA Total Return Price data by YCharts When we first wrote about on this stock , our take was: This has le… read more...

Nvidia: Whose Moat Is This Moat?

via: SeekingAlpha at 2018-11-18 20:12:48:000

Nvidia (NVDA) was a true believer's stock. When something goes up 13-fold in a few years, pretty much every bear has been killed and every negative story been put to rest. NVDA Total Return Price data by YCharts When we first wrote about on this stock , our take was: This has le… read more...

Nvidia: Whose Moat Is This Moat?

via: SeekingAlpha at 2018-11-18 20:12:48:000

Nvidia (NVDA) was a true believer's stock. When something goes up 13-fold in a few years, pretty much every bear has been killed and every negative story been put to rest. NVDA Total Return Price data by YCharts When we first wrote about on this stock , our take was: This has le… read more...

Paint It Black (Stocks To Watch Podcast)

via: SeekingAlpha at 2018-11-18 10:26:59:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday, look for … read more...

Stocks To Watch: Paint It Black

via: SeekingAlpha at 2018-11-17 09:16:12:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. There's a little bit of darkness hanging over the market that can't be ignored. A r… read more...

Citi defends AMAT after earnings

via: SeekingAlpha at 2018-11-16 08:22:07:000

Citi adds Applied Materials (NASDAQ: AMAT ) to its "semis shopping list" after the earnings report caused the Street to reset expectations for 1H19. More news on: Applied Materials, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Volkswagen Mulls Multi-Billion Euro Investment Including Mass EV Production (Wall Street Breakfast Podcast)

via: SeekingAlpha at 2018-11-16 07:37:11:000

Today's top stories: Volkswagen mulls multi-billion euro investment including mass EV production; Brexit volatility continues as no confidence vote expected for May; and BlackBerry acquires AI company. If you are interested in listening to Wall Street Breakfast to start your day, look… read more...

Wall Street Breakfast: Another Down Day For Tech

via: SeekingAlpha at 2018-11-16 07:04:44:000

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on iTunes , Stitcher and SoundCloud (click the highlighted links). U.S. stock index futures are set to open in the red, hit by disappointing results from Nvidia (NVDA), which slugge… read more...

Applied Materials, Inc. (AMAT) CEO Gary Dickerson on Q4 2018 Results - Earnings Call Transcript

via: SeekingAlpha at 2018-11-15 23:02:03:000

Applied Materials, Inc. (AMAT) Q4 2018 Earnings Conference Call November 15, 2018 4:30 PM ET Executives Michael Sullivan - Head of Investor Relations Gary Dickerson - President and Chief Executive Officer Dan Durn - Senior Vice President and Chief Financial Officer Analysts … read more...

Stocks making the biggest moves after hours: Nvidia, PG&E, Sonos and more

via: CNBC at 2018-11-15 17:13:00:000

No summary available. read more...

AMAT -3% on downside guide, near-term headwinds

via: SeekingAlpha at 2018-11-15 16:23:11:000

Applied Materials (NASDAQ: AMAT ) drops 3.3% on Q4 results that beat on revenue with a reported $4.01B (+1% Y/Y) but met on EPS with $0.97. But the report included downside guidance, a near-term headwind mention, and Semiconductor Systems revenue that missed estimates. M… read more...

Applied Materials EPS in-line, beats on revenue

via: SeekingAlpha at 2018-11-15 16:02:10:000

Applied Materials (NASDAQ: AMAT ): Q4 Non-GAAP EPS of $0.97 in-line; GAAP EPS of $0.89 misses by $0.06 . Revenue of $4.01B (+1.0% Y/Y) beats by $10M . Shares -4% . Press Release More news on: Applied Materials, Inc., Earnings news and commentary, Tech stocks news, read more...

Applied Materials Earnings Preview: Can The Report Stop The Bleeding?

via: SeekingAlpha at 2018-11-15 09:10:37:000

Applied Materials ( AMAT ) is a unique company in that it manufactures equipment used in the semiconductor manufacturing process. The company describes itself as the leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world.&… read more...

Notable earnings after Thursday's close

via: SeekingAlpha at 2018-11-14 17:35:07:000

AMAT , DWCH , ESE , GLOB , HTHT , JWN , MATW , NVDA , POST , SCVL , SONO , WAIR , WSM For Seeking Alpha's full earnings season calendar, click here . More news on: Applied Materials, Inc., Datawatch Corporation, ESCO Technologies Inc., Earnings news and commentary, … read more...

Interactive Brokers - U.S. Fixed Income Calendar: The Week Ahead (Nov 12 - 16)

via: SeekingAlpha at 2018-11-14 08:32:05:000

Interactive Brokers senior market analyst Steven Levine provides some highlights for what to look for in the week beginning Nov. 12. Note : This material was originally published on IBKR Traders' Insight on November 12, 2018. The analysis in this material is provided for in… read more...

Citigroup gets negative on chip stocks, citing weak iPhone demand

via: CNBC at 2018-11-12 08:12:00:000

No summary available. read more...

Citigroup gets negative on chip stocks, citing weak iPhone demand

via: CNBC at 2018-11-12 08:12:00:000

No summary available. read more...

Game Plan For The Week - Cramer's Mad Money (11/9/18)

via: SeekingAlpha at 2018-11-12 07:37:24:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday , November 9. The market is reading the decline in oil as an economic weakness. "I read the decline in oil as an issue of supply overwhelming demand, not demand waning. When that happens, it's terrific f… read more...

Game Plan For The Week - Cramer's Mad Money (11/9/18)

via: SeekingAlpha at 2018-11-12 07:37:24:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday , November 9. The market is reading the decline in oil as an economic weakness. "I read the decline in oil as an issue of supply overwhelming demand, not demand waning. When that happens, it's terrific f… read more...

All Eyes On Walmart, Volkswagen And A Jedi Contract (Stocks To Watch Podcast)

via: SeekingAlpha at 2018-11-11 08:07:42:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday, look fo… read more...

Stocks To Watch: All Eyes On Walmart, Volkswagen And A Jedi Contract

via: SeekingAlpha at 2018-11-10 09:13:00:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. We are about 90% of the way through the earnings seasons, but a couple of heavy hit… read more...

Cramer's game plan: Let the market fret over oil and get ready to buy high-quality stocks

via: CNBC at 2018-11-09 18:12:00:000

No summary available. read more...

Chips slide after Skyworks' Q1 warning

via: SeekingAlpha at 2018-11-09 10:59:30:000

Chip stocks are seeing red after Skyworks reported downside Q1 guidance on premium smartphone weakness and softness in China. More news on: VanEck Vectors Semiconductor ETF, Ultra Clean Holdings, Inc., Qorvo, Inc, Tech stocks news, Stocks on the move, , News on ETFs, Read more … read more...

Technology And Communication Dashboard - Update

via: SeekingAlpha at 2018-11-07 11:38:20:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive Summary Semiconductors and wireless telecom services have 2 valuation me… read more...

Technology And Communication Dashboard - Update

via: SeekingAlpha at 2018-11-07 11:38:20:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive Summary Semiconductors and wireless telecom services have 2 valuation me… read more...

Micron: The Chinese DRAM Threat Has Taken A Hit

via: SeekingAlpha at 2018-11-07 10:43:23:000

Volatility has been center stage for Micron ( MU ) since my previous article two weeks ago discussing the thrashing the market was giving it. However, volatility isn't enough of a reason to write - unless, of course, it's driven by something. And indeed it was quietly driven by something las… read more...

Micron: The Chinese DRAM Threat Has Taken A Hit

via: SeekingAlpha at 2018-11-07 10:43:23:000

Volatility has been center stage for Micron ( MU ) since my previous article two weeks ago discussing the thrashing the market was giving it. However, volatility isn't enough of a reason to write - unless, of course, it's driven by something. And indeed it was quietly driven by something las… read more...

Tech Stock Trade Rally

via: SeekingAlpha at 2018-11-06 12:17:55:000

Today there were two reports out of China signaling a trade deal is in the offing. China's Vice President Wang Qishan said in no uncertain terms, "the Chinese side is ready to have discussions." Music to my ears. The other report was that China and the US are meeting Friday to settle s… read more...

U.S. Restricts Exports Of Some Chip Production Equipment To China - Impact On Memory And Equipment Suppliers

via: SeekingAlpha at 2018-11-06 09:57:40:000

Background The U.S. Department of Commerce said on Oct. 30 that it had put Chinese DRAM manufacturer Fujian Jinhua Integrated Circuit Co. on a list of entities that cannot purchase components, software and technology good from U.S. firms. U.S. Department of Commerce Secretary Wilbur… read more...

Applied Materials: A Lot To Like But Not Yet Cheap Enough

via: SeekingAlpha at 2018-11-05 12:25:45:000

There is a lot to like about Applied Materials ( AMAT ), but the shares are not yet cheap enough in my opinion based on past profitability through the sales cycle. The market has begun to price in a decline in chip and memory prices and in turn a pullback in capital expenditures by semiconduct… read more...

10 Nasdaq 'Safer' Dividend Dogs Chase 26.65-72.28% Net Gains Per Broker October 2019 Targets

via: SeekingAlpha at 2018-11-02 11:16:03:000

Actionable Conclusions (1-10): Brokers Forecast Top Ten NASDAQ "Safer" Dividend Stocks to Net 26.65% to 72.28% Gains By October 2019 Five of the ten top yield "safer" dividend NASDAQ stocks (with name backgrounds tinted grey in the list above) were scattered in with the top ten gainers for… read more...

10 Nasdaq 'Safer' Dividend Dogs Chase 26.65-72.28% Net Gains Per Broker October 2019 Targets

via: SeekingAlpha at 2018-11-02 11:16:03:000

Actionable Conclusions (1-10): Brokers Forecast Top Ten NASDAQ "Safer" Dividend Stocks to Net 26.65% to 72.28% Gains By October 2019 Five of the ten top yield "safer" dividend NASDAQ stocks (with name backgrounds tinted grey in the list above) were scattered in with the top ten gainers for… read more...

10 Nasdaq 'Safer' Dividend Dogs Chase 26.65-72.28% Net Gains Per Broker October 2019 Targets

via: SeekingAlpha at 2018-11-02 11:16:03:000

Actionable Conclusions (1-10): Brokers Forecast Top Ten NASDAQ "Safer" Dividend Stocks to Net 26.65% to 72.28% Gains By October 2019 Five of the ten top yield "safer" dividend NASDAQ stocks (with name backgrounds tinted grey in the list above) were scattered in with the top ten gainers for… read more...

54 Top Nasdaq October Dividend Dogs By Yield, Upside And Net Gains

via: SeekingAlpha at 2018-11-01 12:11:17:000

Actionable Conclusions (1-10): Brokers Forecast 26.65% To 72.28% Net Gains From October's Nasdaq Top 10 Four of 10 top yield Nasdaq dividend stocks were identified as being among the top 10 net gainers for the coming year based on analyst one-year target prices. (They are tinted gray in … read more...

The stock market lost nearly $2 trillion in October. Here's what happened

via: CNBC at 2018-10-31 14:07:00:000

No summary available. read more...

Applied Materials' Display Segment In Light Of 10.5G LCD Factory Cancellations

via: SeekingAlpha at 2018-10-30 13:18:00:000

My October 24, 2018, Seeking Alpha article entitled "Applied Materials In Crosshairs As Semiconductor Revenues Drop And 10.5G Display Factories Are Cancelled," which detailed Applied Materials' ( AMAT ) semiconductor woes, offered a preview of this article that will discuss AMAT's Display se… read more...

Semis slide on rough weak of misses, warnings

via: SeekingAlpha at 2018-10-26 11:59:37:000

Semi equipment names slide as a rough week got harder after Western Digitals earnings report included a flash pricing warning. The Philadelphia Semiconductor Index is down 1.7% . More news on: Texas Instruments Inc., STMicroelectronics NV, Advanced Micro Devices, Inc.,… read more...

Semis slide on rough weak of misses, warnings

via: SeekingAlpha at 2018-10-26 11:59:37:000

Semi equipment names slide as a rough week got harder after Western Digitals earnings report included a flash pricing warning. The Philadelphia Semiconductor Index is down 1.7% . More news on: Texas Instruments Inc., STMicroelectronics NV, Advanced Micro Devices, Inc.,… read more...

Semis slide on rough weak of misses, warnings

via: SeekingAlpha at 2018-10-26 11:59:37:000

Semi equipment names slide as a rough week got harder after Western Digitals earnings report included a flash pricing warning. The Philadelphia Semiconductor Index is down 1.7% . More news on: Texas Instruments Inc., STMicroelectronics NV, Advanced Micro Devices, Inc.,… read more...

Semis slide on rough weak of misses, warnings

via: SeekingAlpha at 2018-10-26 11:59:37:000

Semi equipment names slide as a rough week got harder after Western Digitals earnings report included a flash pricing warning. The Philadelphia Semiconductor Index is down 1.7% . More news on: Texas Instruments Inc., STMicroelectronics NV, Advanced Micro Devices, Inc.,… read more...

Applied Materials In Crosshairs As Semiconductor Revenues Drop And 10.5G Display Factories Are Cancelled

via: SeekingAlpha at 2018-10-24 12:48:53:000

Applied Materials ( AMAT ) FY Q4 ends on October 29, 2018, and the company is expected to report earnings in mid-November. The conference call comes on the heels of: Major semiconductor equipment competitor Lam Researchs (LRCX revenues dropped 25.4% QoQ and 5.9% YoY in the… read more...

Applied Materials In Crosshairs As Semiconductor Revenues Drop And 10.5G Display Factories Are Cancelled

via: SeekingAlpha at 2018-10-24 12:48:53:000

Applied Materials ( AMAT ) FY Q4 ends on October 29, 2018, and the company is expected to report earnings in mid-November. The conference call comes on the heels of: Major semiconductor equipment competitor Lam Researchs (LRCX revenues dropped 25.4% QoQ and 5.9% YoY in the… read more...

Applied Materials Stock Got Crushed And That's Good News

via: SeekingAlpha at 2018-10-23 14:29:30:000

Looking at the performance for Applied Materials ( AMAT ) stock price, we can see that, if we take the beginning of 2015 as the start for our comparison, it has almost converged to the performance of the S&P 500 ( SPY ). Graph 1 Applied Materials vs S&P 500 relative performa… read more...

Lam Research, AMAT down as Susquehanna cuts semi-cap names

via: SeekingAlpha at 2018-10-23 08:12:21:000

Susquehanna downgrades semi-cap stocks after checks signal incremental weakness for cloud and enterprise spending expectations in 1H19. More news on: Applied Materials, Inc., ASML Holding N.V., Lam Research Corporation, Tech stocks news, Stocks on the move, , Read more … read more...

Chip stocks could plunge another 8 percent before hitting bottom, technician warns

via: CNBC at 2018-10-23 07:15:00:000

No summary available. read more...

Cramer: We could be facing a cold war with China, and these stocks may be sacrificed

via: CNBC at 2018-10-22 18:10:00:000

No summary available. read more...

73 Technology 'Safer' Dividend WallStars For October

via: SeekingAlpha at 2018-10-17 19:37:36:000

Actionable Conclusion (1-10): Analysts Assert Top Ten Technology "Safer" Dividend WallStars To Net 28.99% to 74.88% Gains Four of the ten top dividend Technology WallStars by yield (shaded in the chart above) were verified as being among the top ten gainers for the coming year based on ana… read more...

73 Technology 'Safer' Dividend WallStars For October

via: SeekingAlpha at 2018-10-17 19:37:36:000

Actionable Conclusion (1-10): Analysts Assert Top Ten Technology "Safer" Dividend WallStars To Net 28.99% to 74.88% Gains Four of the ten top dividend Technology WallStars by yield (shaded in the chart above) were verified as being among the top ten gainers for the coming year based on ana… read more...

73 Technology 'Safer' Dividend WallStars For October

via: SeekingAlpha at 2018-10-17 19:37:36:000

Actionable Conclusion (1-10): Analysts Assert Top Ten Technology "Safer" Dividend WallStars To Net 28.99% to 74.88% Gains Four of the ten top dividend Technology WallStars by yield (shaded in the chart above) were verified as being among the top ten gainers for the coming year based on ana… read more...

The Disconnect Between Memory Chip Output And Processing Equipment Sales: Part 2, Equipment

via: SeekingAlpha at 2018-10-17 19:28:00:000

On June 7, 2018, I wrote a Seeking Alpha article entitled Memory Chips: The Interplay Of Equipment Spend, Process Migration, Capacity And Stock Prices. In the four months since that article, the stock price of Micron Technology ( MU ) dropped from $59.63 on June 7 to $43…. read more...

The Disconnect Between Memory Chip Output And Processing Equipment Sales: Part 2, Equipment

via: SeekingAlpha at 2018-10-17 19:28:00:000

On June 7, 2018, I wrote a Seeking Alpha article entitled Memory Chips: The Interplay Of Equipment Spend, Process Migration, Capacity And Stock Prices. In the four months since that article, the stock price of Micron Technology ( MU ) dropped from $59.63 on June 7 to $43…. read more...

The Disconnect Between Memory Chip Output And Processing Equipment Sales: Part 2, Equipment

via: SeekingAlpha at 2018-10-17 19:28:00:000

On June 7, 2018, I wrote a Seeking Alpha article entitled Memory Chips: The Interplay Of Equipment Spend, Process Migration, Capacity And Stock Prices. In the four months since that article, the stock price of Micron Technology ( MU ) dropped from $59.63 on June 7 to $43…. read more...

Tech lunch break: Earnings boost semis, pull down services

via: SeekingAlpha at 2018-10-17 12:40:04:000

Tech stocks are treading water with the Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is down 0.2% , the S&P 500 IT Index is down 0.3% , and the Philadelphia Semiconductor Index is down 0.1% compared to the 0.07% dip for the S&P 500. … read more...

Tech lunch break: Earnings boost semis, pull down services

via: SeekingAlpha at 2018-10-17 12:40:04:000

Tech stocks are treading water with the Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is down 0.2% , the S&P 500 IT Index is down 0.3% , and the Philadelphia Semiconductor Index is down 0.1% compared to the 0.07% dip for the S&P 500. … read more...

Tech lunch break: Earnings boost semis, pull down services

via: SeekingAlpha at 2018-10-17 12:40:04:000

Tech stocks are treading water with the Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is down 0.2% , the S&P 500 IT Index is down 0.3% , and the Philadelphia Semiconductor Index is down 0.1% compared to the 0.07% dip for the S&P 500. … read more...

Applied Materials Is Interesting

via: SeekingAlpha at 2018-10-16 12:16:09:000

Over the past 12 months, the shares of Applied Materials Inc. ( AMAT ) are down about 39%, and this price move has put the company very much on my radar. I think now is a fairly good entry price because near term softness is putting the shares on sale. Ill go through my reasoning below… read more...

The Disconnect Between Memory Chip Output And Processing Equipment Sales: Part 1 Memory Chips

via: SeekingAlpha at 2018-10-12 16:29:17:000

On June 7, 2018, I wrote a Seeking Alpha article entitled "Memory Chips: The Interplay Of Equipment Spend, Process Migration, Capacity And Stock Prices." In the 4 months since that article, the stock prices of Micron Technology ( MU ) dropped from $59.63 on June 7 to $41.97 at the close on… read more...

The Disconnect Between Memory Chip Output And Processing Equipment Sales: Part 1 Memory Chips

via: SeekingAlpha at 2018-10-12 16:29:17:000

On June 7, 2018, I wrote a Seeking Alpha article entitled "Memory Chips: The Interplay Of Equipment Spend, Process Migration, Capacity And Stock Prices." In the 4 months since that article, the stock prices of Micron Technology ( MU ) dropped from $59.63 on June 7 to $41.97 at the close on… read more...

The Disconnect Between Memory Chip Output And Processing Equipment Sales: Part 1 Memory Chips

via: SeekingAlpha at 2018-10-12 16:29:17:000

On June 7, 2018, I wrote a Seeking Alpha article entitled "Memory Chips: The Interplay Of Equipment Spend, Process Migration, Capacity And Stock Prices." In the 4 months since that article, the stock prices of Micron Technology ( MU ) dropped from $59.63 on June 7 to $41.97 at the close on… read more...

The Disconnect Between Memory Chip Output And Processing Equipment Sales: Part 1 Memory Chips

via: SeekingAlpha at 2018-10-12 16:29:17:000

On June 7, 2018, I wrote a Seeking Alpha article entitled "Memory Chips: The Interplay Of Equipment Spend, Process Migration, Capacity And Stock Prices." In the 4 months since that article, the stock prices of Micron Technology ( MU ) dropped from $59.63 on June 7 to $41.97 at the close on… read more...

Fed's Macro Approach To The Economy Is Incorrect - Cramer's Mad Money (10/11/18)

via: SeekingAlpha at 2018-10-12 07:41:46:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , October 11. The selloff continued on Thursday and it might not be done. There are two approaches to see the economy - top-bottom approach or the macro approach and bottom-top approach or micro a… read more...

Fed's Macro Approach To The Economy Is Incorrect - Cramer's Mad Money (10/11/18)

via: SeekingAlpha at 2018-10-12 07:41:46:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , October 11. The selloff continued on Thursday and it might not be done. There are two approaches to see the economy - top-bottom approach or the macro approach and bottom-top approach or micro a… read more...

Fed's Macro Approach To The Economy Is Incorrect - Cramer's Mad Money (10/11/18)

via: SeekingAlpha at 2018-10-12 07:41:46:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , October 11. The selloff continued on Thursday and it might not be done. There are two approaches to see the economy - top-bottom approach or the macro approach and bottom-top approach or micro a… read more...

Fed's Macro Approach To The Economy Is Incorrect - Cramer's Mad Money (10/11/18)

via: SeekingAlpha at 2018-10-12 07:41:46:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , October 11. The selloff continued on Thursday and it might not be done. There are two approaches to see the economy - top-bottom approach or the macro approach and bottom-top approach or micro a… read more...

80% of technology stocks are already in a correction, down 10% from their highs

via: CNBC at 2018-10-10 18:48:00:000

No summary available. read more...

80% of technology stocks are already in a correction, down 10% from their highs

via: CNBC at 2018-10-10 18:48:00:000

No summary available. read more...

Goldman cuts semi equipment stocks after memory checks

via: SeekingAlpha at 2018-10-10 15:47:23:000

Goldman Sachs cuts semi equipment estimates after checks showed that the market could be underestimating the size of the cyclical downturn due to memory weakness. More news on: Lam Research Corporation, Applied Materials, Inc., KLA-Tencor Corporation, Tech stocks news, Stocks on the move,… read more...

Goldman cuts semi equipment stocks after memory checks

via: SeekingAlpha at 2018-10-10 15:47:23:000

Goldman Sachs cuts semi equipment estimates after checks showed that the market could be underestimating the size of the cyclical downturn due to memory weakness. More news on: Lam Research Corporation, Applied Materials, Inc., KLA-Tencor Corporation, Tech stocks news, Stocks on the move,… read more...

Tech lunch break: Large-caps slump with Nasdaq 100

via: SeekingAlpha at 2018-10-10 12:17:12:000

Large-cap tech stocks are slumping with the Nasdaq (NASDAQ: QQQ ) 100 down 2.3% . More news on: Invesco QQQ ETF, Apple Inc., Citrix Systems, Inc., Tech stocks news, Stocks on the move, , News on ETFs, Read more … read more...

Tech lunch break: Large-caps slump with Nasdaq 100

via: SeekingAlpha at 2018-10-10 12:17:12:000

Large-cap tech stocks are slumping with the Nasdaq (NASDAQ: QQQ ) 100 down 2.3% . More news on: Invesco QQQ ETF, Apple Inc., Citrix Systems, Inc., Tech stocks news, Stocks on the move, , News on ETFs, Read more … read more...

Tech is getting wrecked - three experts weigh in on whether the turmoil will continue

via: CNBC at 2018-10-09 17:47:00:000

No summary available. read more...

Technology And Communication Dashboard - Update

via: SeekingAlpha at 2018-10-05 12:20:56:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary This dashboard is reshuffled after last week's GICS sector moves … read more...

Technology And Communication Dashboard - Update

via: SeekingAlpha at 2018-10-05 12:20:56:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary This dashboard is reshuffled after last week's GICS sector moves … read more...

Technology And Communication Dashboard - Update

via: SeekingAlpha at 2018-10-05 12:20:56:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary This dashboard is reshuffled after last week's GICS sector moves … read more...

Technology And Communication Dashboard - Update

via: SeekingAlpha at 2018-10-05 12:20:56:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary This dashboard is reshuffled after last week's GICS sector moves … read more...

AMD: The Only Thing That Matters

via: SeekingAlpha at 2018-10-03 16:17:43:000

Advanced Micro Devices ( AMD ) is currently trading at bubble valuations. For a stock that generates half the gross margins of Intel Corp ( INTC ) and is far more cyclical, a multiple of 2X as much shows that bulls have gotten carried away and have bought the story hook, line and sinker. A… read more...

AMD: The Only Thing That Matters

via: SeekingAlpha at 2018-10-03 16:17:43:000

Advanced Micro Devices ( AMD ) is currently trading at bubble valuations. For a stock that generates half the gross margins of Intel Corp ( INTC ) and is far more cyclical, a multiple of 2X as much shows that bulls have gotten carried away and have bought the story hook, line and sinker. A… read more...

Semi stocks trade up with few catalysts

via: SeekingAlpha at 2018-10-02 12:40:06:000

Semiconductor stocks are on the move heading into the afternoon without a load of associated catalysts. More news on: Micron Technology Inc., Analog Devices Inc., Intel Corporation, Tech stocks news, Stocks on the move, , Read more … read more...

Intel: Poor Business And Technology Direction, But No Real Damage

via: SeekingAlpha at 2018-10-02 09:29:05:000

Intel ( INTC ) has been battered and downgraded because of supply constraints, yield problems, and delays in introducing 10nm chips. In a September 28, 2018 open letter to its customers and partners, Bob Swan, Intel CFO and Interim CEO made several comments in a company press release that sh… read more...

Deutsche Bank says Hold to AMAT, Lam Research

via: SeekingAlpha at 2018-10-01 09:08:58:000

Deutsche Bank downgrades Applied Materials (NASDAQ: AMAT ) from Buy to Hold and cuts the target from $58 to $43, an 11% upside to Fridays close. More news on: Applied Materials, Inc., Lam Research Corporation, Tech stocks news, Stocks on the move, Read more … read more...

AMD -4.5% on Intel's 10nm supply update

via: SeekingAlpha at 2018-09-28 11:36:31:000

Intel ( INTC +2.9% ) provides a supply update that includes news that the company is making progress with 10nm with yields improving and volume production still expected in 2019. The 10nm delay has proven a tailwind for rival AMD (NASDAQ: AMD ), which is down 4.5% on the new… read more...

AMD -4.5% on Intel's 10nm supply update

via: SeekingAlpha at 2018-09-28 11:36:31:000

Intel ( INTC +2.9% ) provides a supply update that includes news that the company is making progress with 10nm with yields improving and volume production still expected in 2019. The 10nm delay has proven a tailwind for rival AMD (NASDAQ: AMD ), which is down 4.5% on the new… read more...

AMD -4.5% on Intel's 10nm supply update

via: SeekingAlpha at 2018-09-28 11:36:31:000

Intel ( INTC +2.9% ) provides a supply update that includes news that the company is making progress with 10nm with yields improving and volume production still expected in 2019. The 10nm delay has proven a tailwind for rival AMD (NASDAQ: AMD ), which is down 4.5% on the new… read more...

Personalization Is The Latest Theme - Cramer's Mad Money (9/27/18)

via: SeekingAlpha at 2018-09-28 07:33:23:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , September 27. Cramer is at the Dreamforce conference and he likes to know what the Silicon Valley is thinking about next. This year's theme is 'Personalization'. "Technology has made it possible… read more...

Personalization Is The Latest Theme - Cramer's Mad Money (9/27/18)

via: SeekingAlpha at 2018-09-28 07:33:23:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , September 27. Cramer is at the Dreamforce conference and he likes to know what the Silicon Valley is thinking about next. This year's theme is 'Personalization'. "Technology has made it possible… read more...

Personalization Is The Latest Theme - Cramer's Mad Money (9/27/18)

via: SeekingAlpha at 2018-09-28 07:33:23:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , September 27. Cramer is at the Dreamforce conference and he likes to know what the Silicon Valley is thinking about next. This year's theme is 'Personalization'. "Technology has made it possible… read more...

The Lean, Mean, Income Machine: Volume 5

via: SeekingAlpha at 2018-09-27 10:54:30:000

The 60% stock and 40% bond portfolio is one of the best known in the financial world. Giving the juice of stock returns while buttressing it with the lower volatility bond component , this portfolio has apparently everything going for it. It's most recent test during the 2008 crisis proved its… read more...

Applied Materials: Major Growth Prospects At An Attractive Valuation

via: SeekingAlpha at 2018-09-26 10:22:03:000

Thesis Applied Materials Inc ( AMAT ) is down 37.4% since it hit an all-time high of $62.40 in March. This massive pullback occurred in response to weak short-term prospects in the semiconductor and display markets, and the resulting disappointing guidance for the third and fourth quarters… read more...

Citi removes Applied Materials from its Focus List

via: SeekingAlpha at 2018-09-24 08:59:00:000

Citi removes Applied Materials (NASDAQ: AMAT ) from its Focus List but remains at a Buy rating. More news on: Applied Materials, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Citi removes Applied Materials from its Focus List

via: SeekingAlpha at 2018-09-24 08:59:00:000

Citi removes Applied Materials (NASDAQ: AMAT ) from its Focus List but remains at a Buy rating. More news on: Applied Materials, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Top 10 Net Payout Yields - September 2018

via: SeekingAlpha at 2018-09-23 22:19:02:000

This article is a continuation of a monthly series highlighting the top net payout yield ((NPY)) stocks that was started back in June 2012 and explained in August 2012 . The series highlights the best stocks for the upcoming month, utilized in part to make investment decisions for the IB A… read more...

Top 10 Net Payout Yields - September 2018

via: SeekingAlpha at 2018-09-23 22:19:02:000

This article is a continuation of a monthly series highlighting the top net payout yield ((NPY)) stocks that was started back in June 2012 and explained in August 2012 . The series highlights the best stocks for the upcoming month, utilized in part to make investment decisions for the IB A… read more...

Applied Materials Prepares A Comeback?

via: SeekingAlpha at 2018-09-18 12:15:56:000

Applied Materials (NASDAQ: AMAT ) had a rough month, as its shares have been tumbling since the announcement of Q3 earnings that beat the estimates due to the news that the company would not meet its Q4 consensus because of the weakness of the sector. As the companys shares… read more...

Applied Materials Prepares A Comeback?

via: SeekingAlpha at 2018-09-18 12:15:56:000

Applied Materials (NASDAQ: AMAT ) had a rough month, as its shares have been tumbling since the announcement of Q3 earnings that beat the estimates due to the news that the company would not meet its Q4 consensus because of the weakness of the sector. As the companys shares… read more...

Applied Materials Prepares A Comeback?

via: SeekingAlpha at 2018-09-18 12:15:56:000

Applied Materials (NASDAQ: AMAT ) had a rough month, as its shares have been tumbling since the announcement of Q3 earnings that beat the estimates due to the news that the company would not meet its Q4 consensus because of the weakness of the sector. As the companys shares… read more...

KLA-Tencor Is A Firm With Consistent Profitability

via: SeekingAlpha at 2018-09-17 13:17:13:000

KLA-Tencor ( KLAC ) is engaged in process control and yield management solutions for the semiconductor and related nanoelectronics industries. Despite inherent sales volatility in the industry, the firm has featured 31.30% and 21.36% average in EBIT margin and profit margin, respectively, over… read more...

56 Technology 'Safer' Dividend WallStars For September

via: SeekingAlpha at 2018-09-14 16:25:18:000

Actionable Conclusion (1-10): Analysts Allege Top Ten Technology "Safer" Dividend WallStars To Net 24.38% to 75.13% Gains Three of the ten top dividend Technology WallStars by yield (shaded in the chart above) were verified as being among the top ten gainers for the coming year based on a… read more...

56 Technology 'Safer' Dividend WallStars For September

via: SeekingAlpha at 2018-09-14 16:25:18:000

Actionable Conclusion (1-10): Analysts Allege Top Ten Technology "Safer" Dividend WallStars To Net 24.38% to 75.13% Gains Three of the ten top dividend Technology WallStars by yield (shaded in the chart above) were verified as being among the top ten gainers for the coming year based on a… read more...

56 Technology 'Safer' Dividend WallStars For September

via: SeekingAlpha at 2018-09-14 16:25:18:000

Actionable Conclusion (1-10): Analysts Allege Top Ten Technology "Safer" Dividend WallStars To Net 24.38% to 75.13% Gains Three of the ten top dividend Technology WallStars by yield (shaded in the chart above) were verified as being among the top ten gainers for the coming year based on a… read more...

Bull And Bear Markets Within S&P 500 - Cramer's Mad Money (9/12/18)

via: SeekingAlpha at 2018-09-13 07:39:20:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Wednesday , September 12. Don't look at the entire market from the perspective of the S&P500 and instead look at it sector by sector. There are many bull and bear markets within the S&P500 and Cram… read more...

Semi stocks slide on Goldman downgrades

via: SeekingAlpha at 2018-09-12 12:06:34:000

Semiconductors slide after Goldman Sachs downgraded Micron ( MU -5.3% ) on concerns of a memory downturn. The firm also downgrades the semi equipment industry from Attractive to Neutral. More news on: Micron Technology Inc., Western Digital Corporation, Seagate Technology, Tech st… read more...

Buy NXP Semiconductors As The Stock Falls To $80 A Share

via: SeekingAlpha at 2018-09-11 15:09:47:000

Investors who bought NXP Semiconductors ( NXPI ) on the expectation that Qualcomm ( QCOM ) would complete the buyout are now holding the back. While Qualcomm is now thriving in the markets, NXPI stock is languishing. The stock fell around 5 percent when management showed its hand and its… read more...

Technology And Telecom Dashboard - Update

via: SeekingAlpha at 2018-09-11 14:33:48:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Combining the 3 valuation metrics reported hereafter, wireless tel… read more...

Semi stocks limp towards the weekend

via: SeekingAlpha at 2018-09-07 08:43:31:000

Some signs of semiconductor recovery before open after yesterdays Micron (NASDAQ: MU ) and KLA-Tencor (NASDAQ: KLAC ) memory warnings and some negative overnight news from Asia. More news on: Micron Technology Inc., KLA-Tencor Corporation, Samsung Electronics Co., Ltd., Tec… read more...

Semi stocks limp towards the weekend

via: SeekingAlpha at 2018-09-07 08:43:31:000

Some signs of semiconductor recovery before open after yesterdays Micron (NASDAQ: MU ) and KLA-Tencor (NASDAQ: KLAC ) memory warnings and some negative overnight news from Asia. More news on: Micron Technology Inc., KLA-Tencor Corporation, Samsung Electronics Co., Ltd., Tec… read more...

Semi stocks limp towards the weekend

via: SeekingAlpha at 2018-09-07 08:43:31:000

Some signs of semiconductor recovery before open after yesterdays Micron (NASDAQ: MU ) and KLA-Tencor (NASDAQ: KLAC ) memory warnings and some negative overnight news from Asia. More news on: Micron Technology Inc., KLA-Tencor Corporation, Samsung Electronics Co., Ltd., Tec… read more...

Semi stocks limp towards the weekend

via: SeekingAlpha at 2018-09-07 08:43:31:000

Some signs of semiconductor recovery before open after yesterdays Micron (NASDAQ: MU ) and KLA-Tencor (NASDAQ: KLAC ) memory warnings and some negative overnight news from Asia. More news on: Micron Technology Inc., KLA-Tencor Corporation, Samsung Electronics Co., Ltd., Tec… read more...

Buy United Parcel Service - Cramer's Lightning Round (9/6/18)

via: SeekingAlpha at 2018-09-07 07:17:36:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday, September 6 . Bullish Calls Exelon (EXC): Cramer likes the stock, as interest rates are going up. AbbVie (ABBV): Cramer likes this stock at $92. However, he thinks Abbott Labs (ABT) is a better … read more...

Buy United Parcel Service - Cramer's Lightning Round (9/6/18)

via: SeekingAlpha at 2018-09-07 07:17:36:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday, September 6 . Bullish Calls Exelon (EXC): Cramer likes the stock, as interest rates are going up. AbbVie (ABBV): Cramer likes this stock at $92. However, he thinks Abbott Labs (ABT) is a better … read more...

Buy United Parcel Service - Cramer's Lightning Round (9/6/18)

via: SeekingAlpha at 2018-09-07 07:17:36:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday, September 6 . Bullish Calls Exelon (EXC): Cramer likes the stock, as interest rates are going up. AbbVie (ABBV): Cramer likes this stock at $92. However, he thinks Abbott Labs (ABT) is a better … read more...

Buy United Parcel Service - Cramer's Lightning Round (9/6/18)

via: SeekingAlpha at 2018-09-07 07:17:36:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday, September 6 . Bullish Calls Exelon (EXC): Cramer likes the stock, as interest rates are going up. AbbVie (ABBV): Cramer likes this stock at $92. However, he thinks Abbott Labs (ABT) is a better … read more...

Applied Materials declares $0.20 dividend

via: SeekingAlpha at 2018-09-06 16:14:59:000

Applied Materials (NASDAQ: AMAT ) declares $0.20/share quarterly dividend , in line with previous. More news on: Applied Materials, Inc., Dividend News, Read more … read more...

Semi stocks slip after analysts question Micron

via: SeekingAlpha at 2018-09-06 11:22:07:000

Semiconductor stocks are sliding after analyst doubts on Micron ( MU -10.4% ) and KLA-Tencor ( KLAC -9.5% ) presented at the Citi Global Technology Conference. More news on: Micron Technology Inc., KLA-Tencor Corporation, Applied Materials, Inc., Tech stocks news, Stocks on the move, … read more...

Applied Materials, Inc. (AMAT) Management Presents at Citi Global Technology Conference (Transcript)

via: SeekingAlpha at 2018-09-05 20:47:07:000

Applied Materials, Inc. (AMAT) Citi Global Technology Conference September 5, 2015 02:15 PM ET Executives Dan Durn - SVP, CFO Analysts Atif Malik - Citigroup Presentation Atif Malik Everyone. My name is Atif Malik, I cover semiconductor equipment and semiconductor sto… read more...

Applied Materials: New Normal

via: SeekingAlpha at 2018-09-05 18:43:55:000

As the stock soared to new heights, Applied Materials ( AMAT ) always was going to eventually face the past cyclical nature of the semiconductor equipment industry. The market wasnt going to pay extreme prices for peak earnings, if the cyclical top was around the corner. The curren… read more...

Tracking David Tepper's Appaloosa Management Portfolio - Q2 2018 Update

via: SeekingAlpha at 2018-09-03 07:47:28:000

This article is part of a series that provides an ongoing analysis of the changes made to David Teppers 13F portfolio on a quarterly basis. It is based on Appaloosa Managements regulatory 13F Form filed on 08/14/2018. Please visit our Tracking David Teppers Appaloosa… read more...

Tracking David Tepper's Appaloosa Management Portfolio - Q2 2018 Update

via: SeekingAlpha at 2018-09-03 07:47:28:000

This article is part of a series that provides an ongoing analysis of the changes made to David Teppers 13F portfolio on a quarterly basis. It is based on Appaloosa Managements regulatory 13F Form filed on 08/14/2018. Please visit our Tracking David Teppers Appaloosa… read more...

Tracking David Tepper's Appaloosa Management Portfolio - Q2 2018 Update

via: SeekingAlpha at 2018-09-03 07:47:28:000

This article is part of a series that provides an ongoing analysis of the changes made to David Teppers 13F portfolio on a quarterly basis. It is based on Appaloosa Managements regulatory 13F Form filed on 08/14/2018. Please visit our Tracking David Teppers Appaloosa… read more...

Stocks To Watch: Time To Talk Valuation

via: SeekingAlpha at 2018-09-01 08:28:12:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. The stock market could get a bit of a test as traders return back to their desks fo… read more...

Stocks To Watch: Time To Talk Valuation

via: SeekingAlpha at 2018-09-01 08:28:12:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. The stock market could get a bit of a test as traders return back to their desks fo… read more...

Further Insight Into The BofA Merrill Lynch Downgrade Of Applied Materials

via: SeekingAlpha at 2018-08-29 16:17:47:000

BofA Merrill Lynch analyst Vivek Arya downgraded Applied Materials ( AMAT ) on August 27, 2018. That downgrade follows and corroborates my analysis of the semiconductor equipment growth for 2H 2018, which I detailed in an August 1, 2018, Seeking Alpha article entitled "Lam Research Is Up O… read more...

Further Insight Into The BofA Merrill Lynch Downgrade Of Applied Materials

via: SeekingAlpha at 2018-08-29 16:17:47:000

BofA Merrill Lynch analyst Vivek Arya downgraded Applied Materials ( AMAT ) on August 27, 2018. That downgrade follows and corroborates my analysis of the semiconductor equipment growth for 2H 2018, which I detailed in an August 1, 2018, Seeking Alpha article entitled "Lam Research Is Up O… read more...

Further Insight Into The BofA Merrill Lynch Downgrade Of Applied Materials

via: SeekingAlpha at 2018-08-29 16:17:47:000

BofA Merrill Lynch analyst Vivek Arya downgraded Applied Materials ( AMAT ) on August 27, 2018. That downgrade follows and corroborates my analysis of the semiconductor equipment growth for 2H 2018, which I detailed in an August 1, 2018, Seeking Alpha article entitled "Lam Research Is Up O… read more...

BofAML downgrades Applied Materials on WFE estimates

via: SeekingAlpha at 2018-08-28 08:55:32:000

Bank of America Merrill Lynch downgrades Applied Materials (NASDAQ: AMAT ) from Buy to Neutral with a $49 price target, a 12% upside to yesterdays close. More news on: Applied Materials, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Semi Sector: A Warning Or A Buy?

via: SeekingAlpha at 2018-08-28 08:22:22:000

We began tracking this negative divergence in NFTRH last year as the leadership of two premier Semi Equipment companies began to decelerate vs. the broad sector. Over time the ugly patterns became even uglier with breakdowns to new lows. This chart shows that ugliness but more importantl… read more...

BofAML downgrades Lam Research on lower WFE estimates

via: SeekingAlpha at 2018-08-28 08:19:17:000

Bank of America Merrill Lynch downgrades Lam Research (NASDAQ: LRCX ) from Buy to Neutral and lowers the target from $235 to $200, a 13.5% upside to yesterdays close. More news on: Lam Research Corporation, Applied Materials, Inc., Tech stocks news, Stocks on the move, Read … read more...

Top 10 Net Payout Yields - August 2018

via: SeekingAlpha at 2018-08-27 10:48:54:000

This article is a continuation of a monthly series highlighting the top net payout yield (NPY) stocks that was started back in June 2012 and explained in August 2012 . The series highlights the best stocks for the upcoming month utilized in part to make investment decisions for the IB Asse… read more...

Your 47 Nasdaq 'Safer' Dividend Equities For August

via: SeekingAlpha at 2018-08-23 22:09:02:000

Actionable Conclusions (1-10): Brokers Forecast Top Ten NASDAQ "Safer" Dividend Stocks to Net 19.7% to 60.1% Gains By August 2019 Four of the ten top yield "safer" Dividend NASDAQ stocks (with name backgrounds tinted grey in the list above) were scattered in with the top ten gainers for th… read more...

Your 47 Nasdaq 'Safer' Dividend Equities For August

via: SeekingAlpha at 2018-08-23 22:09:02:000

Actionable Conclusions (1-10): Brokers Forecast Top Ten NASDAQ "Safer" Dividend Stocks to Net 19.7% to 60.1% Gains By August 2019 Four of the ten top yield "safer" Dividend NASDAQ stocks (with name backgrounds tinted grey in the list above) were scattered in with the top ten gainers for th… read more...

Your 47 Nasdaq 'Safer' Dividend Equities For August

via: SeekingAlpha at 2018-08-23 22:09:02:000

Actionable Conclusions (1-10): Brokers Forecast Top Ten NASDAQ "Safer" Dividend Stocks to Net 19.7% to 60.1% Gains By August 2019 Four of the ten top yield "safer" Dividend NASDAQ stocks (with name backgrounds tinted grey in the list above) were scattered in with the top ten gainers for th… read more...

Here's 53 Nasdaq Top Yield, Upside, And Net Gain Stocks For August

via: SeekingAlpha at 2018-08-22 22:29:29:000

Actionable Conclusions (1-10): Brokers Predict 19.72% To 60.12% Net Gains From August's NASDAQ Top Ten Four of ten top yield NASDAQ dividend stocks were identified as being among the top ten net gainers for the coming year based on analyst 1-year target prices. (They are tinted gray in the… read more...

As semi stocks get wrecked, long-time tech investor sees two to buy on the dip

via: CNBC at 2018-08-20 07:54:00:000

No summary available. read more...

As semi stocks get wrecked, long-time tech investor sees two to buy on the dip

via: CNBC at 2018-08-20 07:54:00:000

No summary available. read more...

As semi stocks get wrecked, long-time tech investor sees two to buy on the dip

via: CNBC at 2018-08-20 07:54:00:000

No summary available. read more...

Stocks To Watch: Alibaba, Target And Energy Plays To Center Stage

via: SeekingAlpha at 2018-08-18 09:17:10:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A China delegation will visit the U.S. next week for trade talks in a development t… read more...

Stocks To Watch: Alibaba, Target And Energy Plays To Center Stage

via: SeekingAlpha at 2018-08-18 09:17:10:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A China delegation will visit the U.S. next week for trade talks in a development t… read more...

Stocks making the biggest moves premarket: DE, TSLA, NVDA, AMAT & more

via: CNBC at 2018-08-17 07:53:00:000

No summary available. read more...

U.S. Stocks Poised For A Breather After Yesterday's Spike (Wall Street Breakfast Podcast)

via: SeekingAlpha at 2018-08-17 07:41:35:000

Editor's note: Seeking Alpha is proud to welcome WSB Podcast as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to the SA PRO archive. Click here to find out more Today's top … read more...

United Rentals Should Go Up - Cramer's Lightning Round (8/16/18)

via: SeekingAlpha at 2018-08-17 07:26:17:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday, August 16. Bullish Calls Royal Dutch Shell (RDS.A): Everybody is crazy about oil going from $70 to $80. It's time to buy Royal Dutch. Ebix Inc. (EBIX): Cramer likes this software company dedica… read more...

Wall Street Breakfast: U.S. Stocks Poised For A Breather After Yesterday's Spike

via: SeekingAlpha at 2018-08-17 06:35:30:000

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on iTunes , Stitcher and SoundCloud (click the highlighted links). U.S. stock futures waver between small gains and losses following yesterday's strong gains which included the Dow's b… read more...

Chip stocks on watch as Applied Materials, Nvidia offer lackluster guidance

via: SeekingAlpha at 2018-08-17 05:08:44:000

Chip stocks look set to extend their recent slide after Applied Materials (NASDAQ: AMAT ) and Nvidia (NASDAQ: NVDA ) forecast current quarter earnings and revenue well below Wall Street estimates. More news on: Applied Materials, Inc., NVIDIA Corporation, Samsung Electronics Co., Ltd., T… read more...

Applied Materials, Inc. (AMAT) CEO Gary Dickerson on Q3 2018 Results - Earnings Call Transcript

via: SeekingAlpha at 2018-08-16 20:59:04:000

Applied Materials, Inc. (AMAT) Q3 2018 Results Earnings Conference Call August 16, 2018 04:30 PM ET Executives Michael Sullivan - Head of Investor Relations Gary Dickerson - President and Chief Executive Officer Dan Durn - Chief Financial Officer Analysts C.J. Muse - Everco… read more...

Cramer's lightning round: It's a good time to buy oil stocks

via: CNBC at 2018-08-16 18:50:00:000

No summary available. read more...

Stocks making the biggest moves after hours: JWN, NVDA and more

via: CNBC at 2018-08-16 16:56:00:000

No summary available. read more...

AMAT -3.5% on Q3 report with downside guide, near-term customer spend warning

via: SeekingAlpha at 2018-08-16 16:18:22:000

Applied Materials (NASDAQ: AMAT ) drops 3.5% aftermarket after Q3 results that beat estimates with a 20% Y/Y revenue growth. Downside Q4 guidance has revenue of $3.85B to $4.15B (consensus: $4.45B) with EPS of $0.92 to $1 (consensus: $1.16). AMAT says it has seen some near-term … read more...

Applied Materials beats by $0.03, beats on revenue

via: SeekingAlpha at 2018-08-16 16:02:58:000

Applied Materials (NASDAQ: AMAT ): Q3 EPS of $1.20 beats by $0.03 . Revenue of $4.47B (+19.5% Y/Y) beats by $40M . Shares -3.5% . Press Release More news on: Applied Materials, Inc., Earnings news and commentary, Tech stocks news, read more...

Notable earnings after Thursday's close

via: SeekingAlpha at 2018-08-15 17:35:35:000

AMAT , ATGE , JWN , NVDA , ZOES For Seeking Alpha's full earnings season calendar, click here . More news on: Applied Materials, Inc., Adtalem Global Education Inc., Nordstrom Inc., Earnings news and commentary, , read more...

Applied Materials Vs. NVIDIA- The Tale Of The Tape Ahead Of Earnings

via: SeekingAlpha at 2018-08-15 08:36:45:000

Two big names in the semiconductor industry are set to release earnings after the closing bell on Thursday and both have really strong fundamentals. Applied Materials (Nasdaq: AMAT) and NVIDIA (Nasdaq: NVDA) will both be in the spotlight, but if you had to choose one or the other which wou… read more...

Applied Materials Reports In Bear Market Territory But Its Weekly Chart Shows A Potential Rebound

via: SeekingAlpha at 2018-08-14 15:17:28:000

Applied Materials Inc (NASDAQ: AMAT ) is one of the 30 components of the PHLX Semiconductor Index which is known as the SOX. The stock closed Monday at $48.25, down 5.6% year to date and in bear market territory 22.7% below its all-time intraday high of $62.40 set on March 12. The stock has … read more...

NAND And DRAM Oversupply And Morgan Stanley's Downgrade Of Applied Materials

via: SeekingAlpha at 2018-08-14 10:26:21:000

Korean memory maker SK Hynix ( HXSCL ) shares fell more than 4% on August 6 after Shawn Kim, an analyst at Morgan Stanley, decreased SK Hynix target stock prices for increased supply of server DRAMs in the fourth quarter, sluggish growth of DRAMs, and the beginning of an oversu… read more...

U.S. Calendar: The Week Ahead

via: SeekingAlpha at 2018-08-14 07:02:49:000

Interactive Brokers senior market analyst Steven Levine provides some highlights for what to look for in the week beginning August 13. [ Note: This video was originally published on IBKR Traders' Insight on August 13, 2018.] The analysis in this material is provided for informat… read more...

Applied Materials Supplies Over 25% Upside

via: SeekingAlpha at 2018-08-13 10:23:06:000

Buffetts Blend Value investor Warren Buffett once described his investing style as 85% Benjamin Graham and 15% Philip Fisher. While most investors know Benjamin Graham as the father of security analysis, Fisher may not be quite as well known. Fisher made his mark on the in… read more...

Game Plan For The Week - Cramer's Mad Money (8/10/18)

via: SeekingAlpha at 2018-08-13 03:55:24:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday , August 10. The earnings season is nearing its end and this means investors will be focusing on macro factors again. "There's plenty of time to study and critique and calibrate and make considered … read more...

Stocks To Watch: Any Privacy For Tesla?

via: SeekingAlpha at 2018-08-11 09:07:58:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. During what's supposed to be a sleepy period of low-volume market activity amid the… read more...

Stocks To Watch: Any Privacy For Tesla?

via: SeekingAlpha at 2018-08-11 09:07:58:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. During what's supposed to be a sleepy period of low-volume market activity amid the… read more...

Bitcoin Burst To Hit Semiconductors Soon

via: SeekingAlpha at 2018-08-10 19:15:41:000

Semiconductors were one of last year's best performing industries as global growth propelled a surge in computational investment by firms worldwide. Semiconductor firms, as seen in the iShares PHLX Semiconductor ETF ( SOXX ) gained over 42% in 2017 but have struggled to continue their strength… read more...

Cramer's game plan: Take time to study your stocks as earnings season fades

via: CNBC at 2018-08-10 18:09:00:000

No summary available. read more...

EAA Announces August 2018 Portfolio

via: SeekingAlpha at 2018-08-10 10:26:49:000

Equity Armor Advisors announces the Top 30 stocks for August 2018. A new series is launched on the 1st business day of each month using EAA quantitative models to select 10 GARP stocks, 10 Dividend stocks, 10 Defensive Earnings Stocks and the Volatility Hedge. The premise is that the series wo… read more...

Applied Materials: Fairly Valued Heading Into Earnings

via: SeekingAlpha at 2018-08-09 14:20:00:000

Synopsis Applied Materials (AMAT) is a semiconductor chip manufacturer that is experiencing a hyper growth cycle in areas of Internet of Things, big data and artificial intelligence segments. The company focuses on manufacturing NAND, DRAM and OLED chip sets for various applications. The dat… read more...

Morgan Stanley downgrades high flying chip sector to sell: 'Indicators are flashing red'

via: CNBC at 2018-08-09 08:04:00:000

No summary available. read more...

A Quality Driven Dividend Growth Portfolio Volume 3

via: SeekingAlpha at 2018-08-08 10:30:04:000

Welcome to the 3rd edition of the Quality Driven Dividend Growth Portfolio. Synopsis While any portfolio of stocks can be successful in the right circumstances, we each attempt to find the best system for determining which stocks we want to purchase to make money. I have found that, f… read more...

Technology And Telecom Dashboard - Update

via: SeekingAlpha at 2018-08-06 06:20:52:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Combining the 3 valuation metrics reported hereafter, wireless telec… read more...

Technology And Telecom Dashboard - Update

via: SeekingAlpha at 2018-08-06 06:20:52:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Combining the 3 valuation metrics reported hereafter, wireless telec… read more...

Applied Materials: Cowen upgrades, sees 27% upside

via: SeekingAlpha at 2018-08-06 05:23:54:000

Cowen analyst Krish Sankar upgrades Applied Materials (NASDAQ: AMAT ) to Outperform from Market Perform. More news on: Applied Materials, Inc., Quick stock ideas, Tech stocks news, Read more … read more...

Applied Materials: Cowen upgrades, sees 27% upside

via: SeekingAlpha at 2018-08-06 05:23:54:000

Cowen analyst Krish Sankar upgrades Applied Materials (NASDAQ: AMAT ) to Outperform from Market Perform. More news on: Applied Materials, Inc., Quick stock ideas, Tech stocks news, Read more … read more...

Lam Research Is Up On Weak Outlook - What's A Trough?

via: SeekingAlpha at 2018-08-01 14:10:55:000

Lam Research ( LRCX ) reported quarterly earnings of $5.31 per share, beating the consensus estimate of $4.94 per share. Downside Q1 guidance has revenue of $2.15 billion to $2.45 billion (consensus: $2.77 billion) with an EPS of $3 to $3.40 (consensus: $3.89). The company reported revenues … read more...

Lam Research Is Up On Weak Outlook - What's A Trough?

via: SeekingAlpha at 2018-08-01 14:10:55:000

Lam Research ( LRCX ) reported quarterly earnings of $5.31 per share, beating the consensus estimate of $4.94 per share. Downside Q1 guidance has revenue of $2.15 billion to $2.45 billion (consensus: $2.77 billion) with an EPS of $3 to $3.40 (consensus: $3.89). The company reported revenues … read more...

Lam Research Is Up On Weak Outlook - What's A Trough?

via: SeekingAlpha at 2018-08-01 14:10:55:000

Lam Research ( LRCX ) reported quarterly earnings of $5.31 per share, beating the consensus estimate of $4.94 per share. Downside Q1 guidance has revenue of $2.15 billion to $2.45 billion (consensus: $2.77 billion) with an EPS of $3 to $3.40 (consensus: $3.89). The company reported revenues … read more...

Semi equipment stocks gain on KLA-Tencor earnings

via: SeekingAlpha at 2018-07-31 11:57:37:000

Semiconductor equipment stocks get a boost from KLA-Tencors ( KLAC +10% ) Q4 beats. More news on: KLA-Tencor Corporation, Applied Materials, Inc., ASML Holding N.V., Tech stocks news, Stocks on the move, , Read more … read more...

Chip stocks are 'vulnerable' as tariff talk rages on, but they may recover

via: CNBC at 2018-07-24 12:59:00:000

No summary available. read more...

Chip stocks are 'vulnerable' as tariff talk rages on, but they may recover

via: CNBC at 2018-07-24 12:59:00:000

No summary available. read more...

Chip stocks are 'vulnerable' as tariff talk rages on, but they may recover

via: CNBC at 2018-07-24 12:59:00:000

No summary available. read more...

Value And Quality In Technology Stocks

via: SeekingAlpha at 2018-07-24 03:07:19:000

Successful investing does not need to be too sophisticated. On the contrary, a simple and straightforward investing strategy can many times produce superior returns in comparison to a more complex approach. At the end of the day, it all comes down to buying solid businesses for an attractive v… read more...

Value And Quality In Technology Stocks

via: SeekingAlpha at 2018-07-24 03:07:19:000

Successful investing does not need to be too sophisticated. On the contrary, a simple and straightforward investing strategy can many times produce superior returns in comparison to a more complex approach. At the end of the day, it all comes down to buying solid businesses for an attractive v… read more...

Value And Quality In Technology Stocks

via: SeekingAlpha at 2018-07-24 03:07:19:000

Successful investing does not need to be too sophisticated. On the contrary, a simple and straightforward investing strategy can many times produce superior returns in comparison to a more complex approach. At the end of the day, it all comes down to buying solid businesses for an attractive v… read more...

Coherent Facing Strong Headwinds In Smartphone Displays

via: SeekingAlpha at 2018-07-19 12:24:13:000

Coherent, Inc. ( COHR ) is scheduled to report earnings on 07/31/2018 after the market close. The stock is down from its closing high of $321.91 on January 17, 2018 to $165.10 on July 17, 2018. The stock has been reacting to some conflicting statements from analysts. For example, on June 12, 2… read more...

Coherent Facing Strong Headwinds In Smartphone Displays

via: SeekingAlpha at 2018-07-19 12:24:13:000

Coherent, Inc. ( COHR ) is scheduled to report earnings on 07/31/2018 after the market close. The stock is down from its closing high of $321.91 on January 17, 2018 to $165.10 on July 17, 2018. The stock has been reacting to some conflicting statements from analysts. For example, on June 12, 2… read more...

Coherent Facing Strong Headwinds In Smartphone Displays

via: SeekingAlpha at 2018-07-19 12:24:13:000

Coherent, Inc. ( COHR ) is scheduled to report earnings on 07/31/2018 after the market close. The stock is down from its closing high of $321.91 on January 17, 2018 to $165.10 on July 17, 2018. The stock has been reacting to some conflicting statements from analysts. For example, on June 12, 2… read more...

Chip, equipment stocks slip on TSMC's downside guidance

via: SeekingAlpha at 2018-07-19 10:08:17:000

Chip and chip equipment stocks on the move after TSMCs ( TSM +3.8% ) earnings report that included downside Q3 guidance. More news on: Taiwan Semiconductor Manufacturing Company Ltd., Intel Corporation, Maxim Integrated Products, Inc., Tech stocks news, Stocks on the move,… read more...

Chip, equipment stocks slip on TSMC's downside guidance

via: SeekingAlpha at 2018-07-19 10:08:17:000

Chip and chip equipment stocks on the move after TSMCs ( TSM +3.8% ) earnings report that included downside Q3 guidance. More news on: Taiwan Semiconductor Manufacturing Company Ltd., Intel Corporation, Maxim Integrated Products, Inc., Tech stocks news, Stocks on the move,… read more...

Chip, equipment stocks slip on TSMC's downside guidance

via: SeekingAlpha at 2018-07-19 10:08:17:000

Chip and chip equipment stocks on the move after TSMCs ( TSM +3.8% ) earnings report that included downside Q3 guidance. More news on: Taiwan Semiconductor Manufacturing Company Ltd., Intel Corporation, Maxim Integrated Products, Inc., Tech stocks news, Stocks on the move,… read more...

Illinois Tool Works Is Doing Better Than The Stock Indicates - Cramer's Lightning Round (7/17/18)

via: SeekingAlpha at 2018-07-18 06:40:58:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Tuesday, July 17. Bullish Calls ForeScout Technologies (FSCT): "I feel even more strongly about this now and I also like, by the way, Palo Alto (PANW). I like CyberArk (CYBR). I think those are absolutely … read more...

Cramer's lightning round: Business at Illinois Tool Works isn't as bad as the stock suggests

via: CNBC at 2018-07-17 18:50:00:000

No summary available. read more...

Evercore, Cowen name semi picks ahead of earnings

via: SeekingAlpha at 2018-07-17 08:36:30:000

Evercore ISI analyst C.J. Muse calls Nvidia (NASDAQ: NVDA ), Micron (NASDAQ: MU ), Marvell (NASDAQ: MRVL ), and Analog Devices (NASDAQ: ADI ) the best ideas to gain exposure to secular semi trends and potential catalysts. More news on: NVIDIA Corporation, Micron Technology Inc., Marvell T… read more...

The Smart Way To Find Undervalued Stocks

via: SeekingAlpha at 2018-07-16 08:14:32:000

Value investing is not just about buying stocks with a low price to earnings ratio, thats a too simplistic and ultimately myopic approach. The true essence of value investing is buying a company for a market price below the intrinsic value of the business. Growth is one of the variable… read more...

ASML: Extreme Upside Potential; Some Details (Part 2 Of 2)

via: SeekingAlpha at 2018-07-13 11:47:49:000

Background - reminders that we're always guessing with tech (This is Part 2; Part 1 may be of interest before reading this article, especially for readers new to ASML ( ASML )). Probably the greatest growth industry of the past half-century is what used to be called the computer industry… read more...

ASML: Extreme Upside Potential; Some Details (Part 2 Of 2)

via: SeekingAlpha at 2018-07-13 11:47:49:000

Background - reminders that we're always guessing with tech (This is Part 2; Part 1 may be of interest before reading this article, especially for readers new to ASML ( ASML )). Probably the greatest growth industry of the past half-century is what used to be called the computer industry… read more...

ASML: Extreme Upside Potential; Some Details (Part 2 Of 2)

via: SeekingAlpha at 2018-07-13 11:47:49:000

Background - reminders that we're always guessing with tech (This is Part 2; Part 1 may be of interest before reading this article, especially for readers new to ASML ( ASML )). Probably the greatest growth industry of the past half-century is what used to be called the computer industry… read more...

Applied Materials: Strong Growth At A Discount

via: SeekingAlpha at 2018-07-11 14:35:00:000

Shares of Applied Materials Inc. ( AMAT ) are down 21.08% since March 9, 2018, and in my opinion, the shares present an incredible opportunity at current price levels. The company has an excellent history of maintaining strong earnings power, and the future growth rate ratios point to continue… read more...

Applied Materials: Strong Growth At A Discount

via: SeekingAlpha at 2018-07-11 14:35:00:000

Shares of Applied Materials Inc. ( AMAT ) are down 21.08% since March 9, 2018, and in my opinion, the shares present an incredible opportunity at current price levels. The company has an excellent history of maintaining strong earnings power, and the future growth rate ratios point to continue… read more...

White House tariff plans send semi stocks sliding

via: SeekingAlpha at 2018-07-11 09:34:45:000

Semiconductor stocks slide after the White House announces plans to impose 10% tariffs on $200B of Chinese-made products ranging from TV parts to refrigerators. More news on: Advanced Micro Devices, Inc., Applied Materials, Inc., ASML Holding N.V., Tech stocks news, Stocks on the move, … read more...

White House tariff plans send semi stocks sliding

via: SeekingAlpha at 2018-07-11 09:34:45:000

Semiconductor stocks slide after the White House announces plans to impose 10% tariffs on $200B of Chinese-made products ranging from TV parts to refrigerators. More news on: Advanced Micro Devices, Inc., Applied Materials, Inc., ASML Holding N.V., Tech stocks news, Stocks on the move, … read more...

This Pick And Shovel Stock Is Still A Value

via: SeekingAlpha at 2018-07-10 09:46:24:000

The real cash flows of corporate America are in decline , but certain sectors are still growing profits. We featured the semiconductor equipment sector last year in our article, Selling Shovels in a Gold Rush: Buy This Sector to Profit From the Internet of Things . Since then… read more...

Brunch, Craft Beer And Investing: Another Year Later

via: SeekingAlpha at 2018-07-08 15:35:51:000

Welcome to the anniversary of the Brunch, Craft Beer, and Investing Portfolio reviews. If this is your first time, the following paragraph is just for you. I began my Roth IRA two years ago, during an internship, when I decided to invest [most of] the money I earned. Shortly after stumbling … read more...

Brunch, Craft Beer And Investing: Another Year Later

via: SeekingAlpha at 2018-07-08 15:35:51:000

Welcome to the anniversary of the Brunch, Craft Beer, and Investing Portfolio reviews. If this is your first time, the following paragraph is just for you. I began my Roth IRA two years ago, during an internship, when I decided to invest [most of] the money I earned. Shortly after stumbling … read more...

Technology And Telecom Dashboard - Update

via: SeekingAlpha at 2018-07-06 14:27:19:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Semiconductors look close to fair price. When combining the 3 valu… read more...

Technology And Telecom Dashboard - Update

via: SeekingAlpha at 2018-07-06 14:27:19:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Semiconductors look close to fair price. When combining the 3 valu… read more...

Semiconductor Equipment Companies Are Heading To Semicon West As Applied Materials Sputters

via: SeekingAlpha at 2018-07-06 09:36:49:000

Semicon West is taking place in San Francisco July 10-12. This is an annual event, one of many SEMI, the industry consortium, puts on around the world. It is expected to attract nearly 30,000 attendees, 700 exhibitors focusing on the semiconductor equipment and materials business, then 80+ hou… read more...

Semiconductor Equipment Companies Are Heading To Semicon West As Applied Materials Sputters

via: SeekingAlpha at 2018-07-06 09:36:49:000

Semicon West is taking place in San Francisco July 10-12. This is an annual event, one of many SEMI, the industry consortium, puts on around the world. It is expected to attract nearly 30,000 attendees, 700 exhibitors focusing on the semiconductor equipment and materials business, then 80+ hou… read more...

By The Numbers: High-Quality Stocks In Technology

via: SeekingAlpha at 2018-07-03 18:47:02:000

The technology sector is fertile ground for growth and innovation, and many of the most profitable stocks in the market come precisely from the tech sector. On the other hand, tech stocks also are quite volatile, and they operate in an always changing and aggressively competitive environment. … read more...

By The Numbers: High-Quality Stocks In Technology

via: SeekingAlpha at 2018-07-03 18:47:02:000

The technology sector is fertile ground for growth and innovation, and many of the most profitable stocks in the market come precisely from the tech sector. On the other hand, tech stocks also are quite volatile, and they operate in an always changing and aggressively competitive environment. … read more...

By The Numbers: High-Quality Stocks In Technology

via: SeekingAlpha at 2018-07-03 18:47:02:000

The technology sector is fertile ground for growth and innovation, and many of the most profitable stocks in the market come precisely from the tech sector. On the other hand, tech stocks also are quite volatile, and they operate in an always changing and aggressively competitive environment. … read more...

As The Market Gets More Fearful About VAT Group, It's Tempting To Get Greedy

via: SeekingAlpha at 2018-07-02 07:15:00:000

Be fearful when others are greedy, and greedy when others are fearful. - Warren Buffett The Streets unbridled love affair with semi-equipment stocks looks to be over, with investors increasingly worried about the prospect for equipment order push-outs and a general sl… read more...

As The Market Gets More Fearful About VAT Group, It's Tempting To Get Greedy

via: SeekingAlpha at 2018-07-02 07:15:00:000

Be fearful when others are greedy, and greedy when others are fearful. - Warren Buffett The Streets unbridled love affair with semi-equipment stocks looks to be over, with investors increasingly worried about the prospect for equipment order push-outs and a general sl… read more...

As The Market Gets More Fearful About VAT Group, It's Tempting To Get Greedy

via: SeekingAlpha at 2018-07-02 07:15:00:000

Be fearful when others are greedy, and greedy when others are fearful. - Warren Buffett The Streets unbridled love affair with semi-equipment stocks looks to be over, with investors increasingly worried about the prospect for equipment order push-outs and a general sl… read more...

Tech Stocks: Great Earnings Season Or Export Controls?

via: SeekingAlpha at 2018-06-28 12:31:04:000

Intel ( INTC ) had a big news day last Thursday. For investors though there was one key stat that helped confirm a tech boom. Intel's revenue growth accelerated once again which confirms something we've been seeing from many tech giants. What better stat is there than accelerating revenue grow… read more...

Tech Stocks: Great Earnings Season Or Export Controls?

via: SeekingAlpha at 2018-06-28 12:31:04:000

Intel ( INTC ) had a big news day last Thursday. For investors though there was one key stat that helped confirm a tech boom. Intel's revenue growth accelerated once again which confirms something we've been seeing from many tech giants. What better stat is there than accelerating revenue grow… read more...

Tech Stocks: Great Earnings Season Or Export Controls?

via: SeekingAlpha at 2018-06-28 12:31:04:000

Intel ( INTC ) had a big news day last Thursday. For investors though there was one key stat that helped confirm a tech boom. Intel's revenue growth accelerated once again which confirms something we've been seeing from many tech giants. What better stat is there than accelerating revenue grow… read more...

Semiconductor stocks drop on reported investment restrictions on China

via: SeekingAlpha at 2018-06-25 13:22:44:000

Semiconductor stocks are taking a beating today after early morning reports and U.S. Treasury Secretary Steven Mnuchins response tweet about reported investment restrictions on China. More news on: Micron Technology Inc., NVIDIA Corporation, Marvell Technology Group, Ltd., Tech … read more...

Semiconductor stocks drop on reported investment restrictions on China

via: SeekingAlpha at 2018-06-25 13:22:44:000

Semiconductor stocks are taking a beating today after early morning reports and U.S. Treasury Secretary Steven Mnuchins response tweet about reported investment restrictions on China. More news on: Micron Technology Inc., NVIDIA Corporation, Marvell Technology Group, Ltd., Tech … read more...

Semiconductor stocks drop on reported investment restrictions on China

via: SeekingAlpha at 2018-06-25 13:22:44:000

Semiconductor stocks are taking a beating today after early morning reports and U.S. Treasury Secretary Steven Mnuchins response tweet about reported investment restrictions on China. More news on: Micron Technology Inc., NVIDIA Corporation, Marvell Technology Group, Ltd., Tech … read more...

Don't Give Up On Industrials - Cramer's Mad Money (6/21/18)

via: SeekingAlpha at 2018-06-22 07:05:37:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , June 21. When others sell out of panic, that is the time to buy. This is the case with industrial stocks which have taken a beating on trade and tariff fears. 3M (MMM) has fallen from a high of … read more...

Don't Give Up On Industrials - Cramer's Mad Money (6/21/18)

via: SeekingAlpha at 2018-06-22 07:05:37:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , June 21. When others sell out of panic, that is the time to buy. This is the case with industrial stocks which have taken a beating on trade and tariff fears. 3M (MMM) has fallen from a high of … read more...

Don't Give Up On Industrials - Cramer's Mad Money (6/21/18)

via: SeekingAlpha at 2018-06-22 07:05:37:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , June 21. When others sell out of panic, that is the time to buy. This is the case with industrial stocks which have taken a beating on trade and tariff fears. 3M (MMM) has fallen from a high of … read more...

Applied Materials Is Cheap But Not Undervalued

via: SeekingAlpha at 2018-06-20 14:05:09:000

Applied Materials ( AMAT ) is a chip maker. Their products supply computers, mobile devices, and flat panel displays, among other devices. Also, the company produces large capacity and fast memory chips and processors. AMAT is an engineering company in every sense, and their place in the suppl… read more...

A Bull In A China Shop

via: SeekingAlpha at 2018-06-19 09:37:50:000

Reference our article posted at SA on May 20th: Semiconductor Canaries: Chirp, Warble… Soon a Croak and Silence? Following is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 504 . For months now we have been tracking a divergence in the key cyclical Semic... read more...

Semi equipment stocks move on Stifel memory push-out note

via: SeekingAlpha at 2018-06-18 09:40:25:000

Stifel is out with a note attributing memory push-outs to Samsung ( OTC:SSNNF , OTC:SSNLF ), primarily on the 3D NAND front. The firm lowers its 2018 WFE forecast, but is still tracking toward a record year and has raised the 2019 WFE estimates. More news on: Samsung Electronics Co., Ltd… read more...

Advanced Energy Industries Closer To The Edge

via: SeekingAlpha at 2018-06-15 13:50:09:000

Everybody has probably seen at least one video of a person (usually a male between the ages of 15 and 40) running full-speed at some sort of barrier that the runner assumes is lightweight and/or will be easily passed through only to discover too late (typically upon regaining consciou… read more...

Advanced Energy Industries Closer To The Edge

via: SeekingAlpha at 2018-06-15 13:50:09:000

Everybody has probably seen at least one video of a person (usually a male between the ages of 15 and 40) running full-speed at some sort of barrier that the runner assumes is lightweight and/or will be easily passed through only to discover too late (typically upon regaining consciou… read more...

Advanced Energy Industries Closer To The Edge

via: SeekingAlpha at 2018-06-15 13:50:09:000

Everybody has probably seen at least one video of a person (usually a male between the ages of 15 and 40) running full-speed at some sort of barrier that the runner assumes is lightweight and/or will be easily passed through only to discover too late (typically upon regaining consciou… read more...

ASML upgraded at RBC; AMAT and Lam cut

via: SeekingAlpha at 2018-06-13 07:46:33:000

With customers like Samsung and Taiwan Semi likely to at best hold investment flat, 2019 is shaping up as a "muted year" for the semiconductor equipment industry, says the team at RBC. More news on: Applied Materials, Inc., Lam Research Corporation, ASML Holding N.V., Tech stocks news, Sto… read more...

ASML upgraded at RBC; AMAT and Lam cut

via: SeekingAlpha at 2018-06-13 07:46:33:000

With customers like Samsung and Taiwan Semi likely to at best hold investment flat, 2019 is shaping up as a "muted year" for the semiconductor equipment industry, says the team at RBC. More news on: Applied Materials, Inc., Lam Research Corporation, ASML Holding N.V., Tech stocks news, Sto… read more...

Buy Alibaba - Cramer's Lightning Round (6/12/18)

via: SeekingAlpha at 2018-06-13 07:07:42:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Tuesday, June 12. Bullish Calls Applied Materials (AMAT): It's okay to buy here, but Cramer did not pound the table. Endo International (ENDP): Cramer likes the generic drug stocks, including Mylan (MYL)… read more...

Buy Alibaba - Cramer's Lightning Round (6/12/18)

via: SeekingAlpha at 2018-06-13 07:07:42:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Tuesday, June 12. Bullish Calls Applied Materials (AMAT): It's okay to buy here, but Cramer did not pound the table. Endo International (ENDP): Cramer likes the generic drug stocks, including Mylan (MYL)… read more...

Cramer's lightning round: I can't get people to buy Alibaba's stock

via: CNBC at 2018-06-12 18:48:00:000

No summary available. read more...

Lam Research Had A Blowout April On Memory Billings

via: SeekingAlpha at 2018-06-12 11:32:22:000

At Lam Researchs ( LRCX ) FY Q3 2018 earnings call, Executive Vice President and Chief Financial Officer Doug Bettinger noted : As we expected, memory shipments continued to grow in the quarter, with the combined memory segment making up 84% of total system shipments and … read more...

45 'Safer' Dividend Nasdaq Equities For June

via: SeekingAlpha at 2018-06-11 02:12:25:000

Actionable Conclusions (1-10): Brokers Estimate Top Ten "Safer" Dividend NASDAQ Stocks to Net 12.5% to 45% Gains By June, 2019 Three of the ten top yield "safer" Dividend NASDAQ stocks (with name backgrounds tinted grey in the list above) were found among the top ten gainers for the coming… read more...

Your 52 Top Yield, Upside And Gains Nasdaq Index Stocks For June

via: SeekingAlpha at 2018-06-09 23:35:17:000

Actionable Conclusions (1-10): Brokers Predict 19% To 45% Net Gains From June's NASDAQ Top Ten Three of ten top yield NASDAQ dividend stocks were identified as being among the top ten net gainers for the coming year based on analyst 1-year target prices. (They are tinted gray in the c… read more...

Tech sector under pressure from Apple suppliers, semi equipment stocks

via: SeekingAlpha at 2018-06-08 10:11:39:000

Semiconductor stocks and Apple ( AAPL -1.6% ) suppliers are pulling the tech industry down on todays open after Broadcoms ( AVGO -2.1% ), TSMCs ( TSM -1.8% ) May revenue report, and a report that Apple could drop supplier orders by 20%. Semiconductor equipment … read more...

Tech sector under pressure from Apple suppliers, semi equipment stocks

via: SeekingAlpha at 2018-06-08 10:11:39:000

Semiconductor stocks and Apple ( AAPL -1.6% ) suppliers are pulling the tech industry down on todays open after Broadcoms ( AVGO -2.1% ), TSMCs ( TSM -1.8% ) May revenue report, and a report that Apple could drop supplier orders by 20%. Semiconductor equipment … read more...

Applied Materials declares $0.20 dividend

via: SeekingAlpha at 2018-06-07 16:10:34:000

Applied Materials (NASDAQ: AMAT ) declares $0.20/share quarterly dividend , in line with previous. More news on: Applied Materials, Inc., Dividend News, Read more … read more...

Memory Chips: The Interplay Of Equipment Spend, Process Migration, Capacity And Stock Prices

via: SeekingAlpha at 2018-06-07 11:30:55:000

According to The Information Network's ( Market Research for Microelectronics | The Information Network ) report entitled "Global Semiconductor Equipment: Markets, Market Shares, Market Forecasts," DRAM and NAND memory suppliers' wafer front end ((WFE)) semiconductor equipment spend grew only … read more...

Semi equipment stocks drop on analyst warning about memory push-outs

via: SeekingAlpha at 2018-06-07 10:35:57:000

Semi equipment stocks drop following this mornings analyst caution on memory push-outs and Lam Researchs ( LRCX -7.1% ) near-term shipments. More news on: Lam Research Corporation, Applied Materials, Inc., ASML Holding N.V., Tech stocks news, Stocks on the move, Read… read more...

Applied Materials (AMAT) New Technology Announcement - Slideshow

via: SeekingAlpha at 2018-06-06 14:37:39:000

The following slide deck was published by Applied Materials, Inc. in conjunction with this Read more … read more...

JP Morgan loves the prospects for this obscure part of the tech sector

via: CNBC at 2018-06-06 12:16:00:000

No summary available. read more...

Your first trade for Wednesday, June 6

via: CNBC at 2018-06-06 09:12:00:000

No summary available. read more...

Valuation Dashboard: Technology And Telecom - Update

via: SeekingAlpha at 2018-06-06 03:59:34:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Semiconductors look close to fair price. When combining the three … read more...

Applied Materials announces Integrated Materials Solution for cobalt adoption

via: SeekingAlpha at 2018-06-05 15:14:51:000

Applied Materials (NASDAQ: AMAT ) announces a breakthrough in materials engineering that accelerates chip performance in the big data and AI era. More news on: Applied Materials, Inc., Tech stocks news, Stocks on the move, Read more … read more...

By The Numbers: Investing Ideas Based On Profitability, Value, And Momentum

via: SeekingAlpha at 2018-06-04 12:19:03:000

There is no infallible formula to pick winning stocks, however, statistical data shows that companies offering some specific quantitative attributes tend to outperform the markets in the long term. Among other factors, research has proven that profitability, valuation, and momentum are some of… read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Applied Materials Has Been Overly Punished - Cramer's Lightning Round (5/29/18)

via: SeekingAlpha at 2018-05-30 06:29:21:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Tuesday, May 29. Bullish Calls Groupon (GRPN): It's a good company and the management is doing a great job. Applied Materials (AMAT): The stock has been overly punished. It's a buy. Watsco (WSO): Crame… read more...

Applied Materials Has Been Overly Punished - Cramer's Lightning Round (5/29/18)

via: SeekingAlpha at 2018-05-30 06:29:21:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Tuesday, May 29. Bullish Calls Groupon (GRPN): It's a good company and the management is doing a great job. Applied Materials (AMAT): The stock has been overly punished. It's a buy. Watsco (WSO): Crame… read more...

Applied Materials Looks Undervalued

via: SeekingAlpha at 2018-05-29 19:00:52:000

When a fundamentally sound business goes through temporary weakness, this can be a great buying opportunity for investors. Applied Materials ( AMAT ) stock is under pressure due to lower-than-expected revenue guidance last quarter, but business prospects look as strong as ever in the long term… read more...

Applied Materials Looks Undervalued

via: SeekingAlpha at 2018-05-29 19:00:52:000

When a fundamentally sound business goes through temporary weakness, this can be a great buying opportunity for investors. Applied Materials ( AMAT ) stock is under pressure due to lower-than-expected revenue guidance last quarter, but business prospects look as strong as ever in the long term… read more...

Applied Materials Looks Undervalued

via: SeekingAlpha at 2018-05-29 19:00:52:000

When a fundamentally sound business goes through temporary weakness, this can be a great buying opportunity for investors. Applied Materials ( AMAT ) stock is under pressure due to lower-than-expected revenue guidance last quarter, but business prospects look as strong as ever in the long term… read more...

Stocks To Watch: Powerhouse CEOs In The Limelight

via: SeekingAlpha at 2018-05-26 09:13:21:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. While investors can expect a continuation of the political dance between Washington… read more...

Stocks To Watch: Powerhouse CEOs In The Limelight

via: SeekingAlpha at 2018-05-26 09:13:21:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. While investors can expect a continuation of the political dance between Washington… read more...

Stocks To Watch: Powerhouse CEOs In The Limelight

via: SeekingAlpha at 2018-05-26 09:13:21:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. While investors can expect a continuation of the political dance between Washington… read more...

Stocks To Watch: Powerhouse CEOs In The Limelight

via: SeekingAlpha at 2018-05-26 09:13:21:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. While investors can expect a continuation of the political dance between Washington… read more...

Stocks To Watch: Powerhouse CEOs In The Limelight

via: SeekingAlpha at 2018-05-26 09:13:21:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. While investors can expect a continuation of the political dance between Washington… read more...

Stock buybacks surge: But who gets the biggest bang for the buck?

via: SeekingAlpha at 2018-05-25 12:20:00:000

Goldman Sachs sees S&P 500 stock buyback reaching $650B this year, topping 2007's previous record, according to its portfolio strategy team. More news on: American International Group Inc, Corning Inc., LyondellBasell Industries N.V., Financial stocks news, News on ETFs, Read more … read more...

Stock buybacks surge: But who gets the biggest bang for the buck?

via: SeekingAlpha at 2018-05-25 12:20:00:000

Goldman Sachs sees S&P 500 stock buyback reaching $650B this year, topping 2007's previous record, according to its portfolio strategy team. More news on: American International Group Inc, Corning Inc., LyondellBasell Industries N.V., Financial stocks news, News on ETFs, Read more … read more...

Stock buybacks surge: But who gets the biggest bang for the buck?

via: SeekingAlpha at 2018-05-25 12:20:00:000

Goldman Sachs sees S&P 500 stock buyback reaching $650B this year, topping 2007's previous record, according to its portfolio strategy team. More news on: American International Group Inc, Corning Inc., LyondellBasell Industries N.V., Financial stocks news, News on ETFs, Read more … read more...

Stock buybacks surge: But who gets the biggest bang for the buck?

via: SeekingAlpha at 2018-05-25 12:20:00:000

Goldman Sachs sees S&P 500 stock buyback reaching $650B this year, topping 2007's previous record, according to its portfolio strategy team. More news on: American International Group Inc, Corning Inc., LyondellBasell Industries N.V., Financial stocks news, News on ETFs, Read more … read more...

Stock buybacks surge: But who gets the biggest bang for the buck?

via: SeekingAlpha at 2018-05-25 12:20:00:000

Goldman Sachs sees S&P 500 stock buyback reaching $650B this year, topping 2007's previous record, according to its portfolio strategy team. More news on: American International Group Inc, Corning Inc., LyondellBasell Industries N.V., Financial stocks news, News on ETFs, Read more … read more...

Stock buybacks surge: But who gets the biggest bang for the buck?

via: SeekingAlpha at 2018-05-25 12:20:00:000

Goldman Sachs sees S&P 500 stock buyback reaching $650B this year, topping 2007's previous record, according to its portfolio strategy team. More news on: American International Group Inc, Corning Inc., LyondellBasell Industries N.V., Financial stocks news, News on ETFs, Read more … read more...

Citi adds Applied Materials to Focus List (update)

via: SeekingAlpha at 2018-05-24 07:26:53:000

Citi adds Applied Materials (NASDAQ: AMAT ) to its Focus List. More news on: Applied Materials, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Citi adds Applied Materials to Focus List (update)

via: SeekingAlpha at 2018-05-24 07:26:53:000

Citi adds Applied Materials (NASDAQ: AMAT ) to its Focus List. More news on: Applied Materials, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Citi adds Applied Materials to Focus List (update)

via: SeekingAlpha at 2018-05-24 07:26:53:000

Citi adds Applied Materials (NASDAQ: AMAT ) to its Focus List. More news on: Applied Materials, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Citi adds Applied Materials to Focus List (update)

via: SeekingAlpha at 2018-05-24 07:26:53:000

Citi adds Applied Materials (NASDAQ: AMAT ) to its Focus List. More news on: Applied Materials, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Applied Materials: Is The End Of The Cycle Near?

via: SeekingAlpha at 2018-05-23 18:22:19:000

Applied Materials ( AMAT ) recently posted mixed 2Q2018 earnings. Positive news include both revenue and earnings beat, accelerating double-digit revenue growth, and increased investments on the company's customers behalf. On a more negative note, guidance was below expectations due to low sma… read more...

Applied Materials: Is The End Of The Cycle Near?

via: SeekingAlpha at 2018-05-23 18:22:19:000

Applied Materials ( AMAT ) recently posted mixed 2Q2018 earnings. Positive news include both revenue and earnings beat, accelerating double-digit revenue growth, and increased investments on the company's customers behalf. On a more negative note, guidance was below expectations due to low sma… read more...

Applied Materials: Is The End Of The Cycle Near?

via: SeekingAlpha at 2018-05-23 18:22:19:000

Applied Materials ( AMAT ) recently posted mixed 2Q2018 earnings. Positive news include both revenue and earnings beat, accelerating double-digit revenue growth, and increased investments on the company's customers behalf. On a more negative note, guidance was below expectations due to low sma… read more...

Applied Materials Is So Attractive Under $50

via: SeekingAlpha at 2018-05-22 12:09:34:000

Applied Materials ( AMAT ) is a stock that was still attractive last week when it was $55, which was our price target on first trade recommendation in this stock, in which we had subscribers enter around $48.50, a nice return of 12%. Guess what? Once again, shares dipped back well below $5… read more...

Needham lowers Applied Materials target to 37% upside

via: SeekingAlpha at 2018-05-21 09:12:49:000

Needham maintains a Strong Buy rating but lowers its Applied Materials (NASDAQ: AMAT ) price target from $72 to $68, a 37% upside to Fridays close. More news on: Applied Materials, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Semiconductor Canaries: Chirp, Warble... Soon A Croak And Silence?

via: SeekingAlpha at 2018-05-20 11:51:05:000

In light of earnings reactions in the Semiconductor Equipment sector, its time for an update of a theme we have had in play since November, 2017 The canary is no longer chirping in a healthy manner and the economys coal mine has a toxic gas leak. While the recent Lam Research… read more...

Applied Materials, barometer for chip industry, drops the most in 9 years on weak forecast

via: CNBC at 2018-05-18 10:29:00:000

No summary available. read more...

Chip stocks slump on Applied Materials earnings, guidance

via: SeekingAlpha at 2018-05-18 09:52:11:000

Applied Materials ( AMAT -9.3% ) earnings report and downside revenue guidance are tugging down chip stocks this morning. More news on: Applied Materials, Inc., Lam Research Corporation, Universal Display Corporation, Tech stocks news, Stocks on the move, News on ETFs, Read more …... read more...

Stocks making the biggest moves premarket: DE, CPB, AMAT, MAT, JWN, UAL, PYPL & more

via: CNBC at 2018-05-18 08:14:00:000

No summary available. read more...

Wall Street Breakfast: Chinese Trade Talks In Washington

via: SeekingAlpha at 2018-05-18 07:01:47:000

China's Foreign Ministry shot down reports overnight stating Beijing offered to slash the U.S. trade deficit by up to $200B, a move that was seen as benefiting U.S. aircraft maker Boeing (BA), as well as producers of U.S. farm products. However, China did extend an olive branch to … read more...

Applied Materials' (AMAT) CEO Gary Dickerson on Q2 2018 Results - Earnings Call Transcript

via: SeekingAlpha at 2018-05-17 21:34:06:000

Applied Materials, Inc. (AMAT) Q2 2018 Results Earnings Conference Call May 17, 2018 04:30 PM ET Executives Michael Sullivan - Head, IR Gary Dickerson - President and CEO Dan Durn - CFO Analysts C.J. Muse - Evercore ISI Atif Malik - Citigroup Pierre Ferragu - Newstreet … read more...

Cramer explains how Micron and Macy's stocks sparked a rally

via: CNBC at 2018-05-16 18:12:00:000

No summary available. read more...

Notable earnings after Thursday's close

via: SeekingAlpha at 2018-05-16 17:35:08:000

AMAT , JWN , OEC For Seeking Alpha's full earnings season calendar, click here . More news on: Applied Materials, Inc., Nordstrom Inc., Orion Engineered Carbons, Earnings news and commentary, , read more...

Highlights from Appaloosa's Q1

via: SeekingAlpha at 2018-05-15 16:42:32:000

Highlights from Appaloosas Q1 13F filing: More news on: Wells Fargo & Co., Applied Materials, Inc., Boyd Gaming Corporation, Tech stocks news, Consumer stocks news, Energy stocks news, Financial stocks news, News on ETFs, Read more … read more...

Highlights from Appaloosa's Q1

via: SeekingAlpha at 2018-05-15 16:42:32:000

Highlights from Appaloosas Q1 13F filing: More news on: Wells Fargo & Co., Applied Materials, Inc., Boyd Gaming Corporation, Tech stocks news, Consumer stocks news, Energy stocks news, Financial stocks news, News on ETFs, Read more … read more...

Highlights from Appaloosa's Q1

via: SeekingAlpha at 2018-05-15 16:42:32:000

Highlights from Appaloosas Q1 13F filing: More news on: Wells Fargo & Co., Applied Materials, Inc., Boyd Gaming Corporation, Tech stocks news, Consumer stocks news, Energy stocks news, Financial stocks news, News on ETFs, Read more … read more...

Highlights from Appaloosa's Q1

via: SeekingAlpha at 2018-05-15 16:42:32:000

Highlights from Appaloosas Q1 13F filing: More news on: Wells Fargo & Co., Applied Materials, Inc., Boyd Gaming Corporation, Tech stocks news, Consumer stocks news, Energy stocks news, Financial stocks news, News on ETFs, Read more … read more...

Highlights from Appaloosa's Q1

via: SeekingAlpha at 2018-05-15 16:42:32:000

Highlights from Appaloosas Q1 13F filing: More news on: Wells Fargo & Co., Applied Materials, Inc., Boyd Gaming Corporation, Tech stocks news, Consumer stocks news, Energy stocks news, Financial stocks news, News on ETFs, Read more … read more...

Applied Materials +2.1% on target increase to 42% upside

via: SeekingAlpha at 2018-05-14 10:21:32:000

Citi maintains a Buy rating and raises its Applied Materials (NASDAQ: AMAT ) price target from $70 to $78, a 42% upside to Fridays close. More news on: Applied Materials, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Semi capital equipment stocks move on Citi note

via: SeekingAlpha at 2018-05-14 08:05:58:000

Citis more positive on semiconductor capital equipment stocks. More news on: Applied Materials, Inc., KLA-Tencor Corporation, MKS Instruments, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Stocks To Watch: A Fed Head Talks Crypto

via: SeekingAlpha at 2018-05-12 09:16:17:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Cryptocurrencies are in the spotlight this week during Blockchain Week in New York … read more...

KLA-Tencor Set To Substantially Underperform Competition In 2018

via: SeekingAlpha at 2018-05-07 15:10:53:000

KLA-Tencor ( KLAC ) has had a long history of dominating the semiconductor metrology/inspection market. According to The Information Networks report " Metrology, Inspection, and Process Control in VLSI Manufacturing ," KLACs share of the market has increased from the mid 40% sh… read more...

Top 10 Trending Stocks For May

via: SeekingAlpha at 2018-05-02 10:56:36:000

At the beginning of every month, we release the top 10 S&P 500 stocks based on Trendrating's Smart Momentum Score. The only names filtered out are those with a retracement of more than 10%. This means the stock price has fallen by at least 10% from a recent high price for the trend. Last… read more...

Revenue Pull By Japanese Competitors Could Distort Market Sentiment For Applied Materials

via: SeekingAlpha at 2018-05-02 10:11:55:000

Semiconductor equipment suppliers typically pull in revenues in the last month of Q4 of their fiscal year, so their results look better to their investors. This can be achieved by expediting deliveries or designing payment terms to be made before the end of the period. North American compani… read more...

Liking Box Since $12 - Cramer's Lightning Round (5/1/18)

via: SeekingAlpha at 2018-05-02 06:42:10:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Tuesday, May 1. Bullish Calls Box (BOX): Cramer has liked the stock since $12. CEO Aaron Levie is good. Applied Materials (AMAT): "I know a lot of people are selling Applied Materials because they feel l… read more...

Cramer's lightning round: Get out of Hi-Crush before you get crushed

via: CNBC at 2018-05-01 18:47:00:000

No summary available. read more...

Applied Materials: Leader In Materials Engineering Solutions With A Big Discount

via: SeekingAlpha at 2018-05-01 13:05:50:000

Applied Materials, Inc. ( AMAT ) is one of the most appealing stocks for value investors within the semiconductors sector because of its good value with a proven track record. With revenue up almost 30% from the same period a year ago, 2018 is off to a great start. Besides, I am certain that A… read more...

Notable earnings after Wednesday's close

via: SeekingAlpha at 2018-02-13 17:35:21:000

A , ABX , AEM , ALSN , AMAT , ANDE , ARI , ARRS , ASGN , CC , CF , CHE , CSCO , CSV , CTL , CUTR , CXW , CYS , EQC , EQIX , GG , H , HCC , HR , IFF , IRTC , KGC , LPI , MAR , MMLP , MRO , NLY , NP , NSIT , NTAP , OIS , OMF , PEI , PKD , PPC , PRTA , … read more...

Ichor Holdings Is Worth The Risk

via: SeekingAlpha at 2018-02-13 04:29:35:000

The current market sell-off may offer good buying opportunities for selected companies. In my point of view, one such company that could be added in the portfolio is Ichor Holdings ( ICHR ). The company operates within the semiconductor industry that is set to benefit from positive secular t… read more...

Applied Materials: Multiple Expansion Will Lead To Stock Price Appreciation

via: SeekingAlpha at 2018-02-12 08:49:01:000

We had recommended Applied Materials's stock ( AMAT ) after the FY 2017 Q3 earnings in August last year on the expectations that the top and bottom line growth will continue. AMAT didn't disappoint. The company delivered strong results in the next quarter and the stock has outperformed the… read more...

Applied Materials: Multiple Expansion Will Lead To Stock Price Appreciation

via: SeekingAlpha at 2018-02-12 08:49:01:000

We had recommended Applied Materials's stock ( AMAT ) after the FY 2017 Q3 earnings in August last year on the expectations that the top and bottom line growth will continue. AMAT didn't disappoint. The company delivered strong results in the next quarter and the stock has outperformed the… read more...

Game Plan For The Week - Cramer's Mad Money (2/9/18)

via: SeekingAlpha at 2018-02-12 07:37:44:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday, February 9. The worst week for the market in two years is finally over but the market is not out of the woods yet. There could still be volatility in the coming week. With that, Cramer discussed the… read more...

Game Plan For The Week - Cramer's Mad Money (2/9/18)

via: SeekingAlpha at 2018-02-12 07:37:44:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday, February 9. The worst week for the market in two years is finally over but the market is not out of the woods yet. There could still be volatility in the coming week. With that, Cramer discussed the… read more...

Stocks To Watch: Digging For Gems In The Shakeout

via: SeekingAlpha at 2018-02-10 08:37:29:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Are you not entertained? The broad-based selling in equities in the U.S. and across… read more...

Stocks To Watch: Digging For Gems In The Shakeout

via: SeekingAlpha at 2018-02-10 08:37:29:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Are you not entertained? The broad-based selling in equities in the U.S. and across… read more...

Stocks To Watch: Digging For Gems In The Shakeout

via: SeekingAlpha at 2018-02-10 08:37:29:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Are you not entertained? The broad-based selling in equities in the U.S. and across… read more...

Stocks To Watch: Digging For Gems In The Shakeout

via: SeekingAlpha at 2018-02-10 08:37:29:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Are you not entertained? The broad-based selling in equities in the U.S. and across… read more...

AMD Stock Could Keep Falling Despite Solid Earnings Report

via: SeekingAlpha at 2018-02-05 12:02:51:000

The nearly 4 percent drop in shares of Advanced Micro Devices ( AMD ) last week, when it reported earnings, is once again perplexing. But even after dismissing the elevated bearish bet against the stock and the higher than average forward P/E, AMD may face some selling pressure. Though the… read more...

Sizeable Changes In Semiconductor Equipment Market Share In 2017

via: SeekingAlpha at 2018-02-05 09:34:55:000

Preliminary market shares of top semiconductor equipment manufacturers for calendar year 2017 indicate large gains by Tokyo Electron and Lam Research while top supplier Applied Materials dropped, according to The Information Networks report Global Semiconductor Equipment: Markets, Ma… read more...

Advice for Jeff Bezos, Warren Buffett and Jamie Dimon from a failed effort to control health costs

via: CNBC at 2018-01-30 15:34:00:000

No summary available. read more...

Advice for Jeff Bezos, Warren Buffett and Jamie Dimon from a failed effort to control health costs

via: CNBC at 2018-01-30 15:34:00:000

No summary available. read more...

Advice for Jeff Bezos, Warren Buffett and Jamie Dimon from a failed effort to control health costs

via: CNBC at 2018-01-30 15:34:00:000

No summary available. read more...

Stocks That May Trump A Fed Tightening

via: SeekingAlpha at 2018-01-29 01:21:34:000

Trump channels a prior alpha Republican In one corner of this fascinating and consequential dynamic between the Federal government and the Federal Reserve, we have Reagan 2.0: tax cuts tax reform encouragement of domestic energy production general deregulation increased mili… read more...

Stocks That May Trump A Fed Tightening

via: SeekingAlpha at 2018-01-29 01:21:34:000

Trump channels a prior alpha Republican In one corner of this fascinating and consequential dynamic between the Federal government and the Federal Reserve, we have Reagan 2.0: tax cuts tax reform encouragement of domestic energy production general deregulation increased mili… read more...

Stocks That May Trump A Fed Tightening

via: SeekingAlpha at 2018-01-29 01:21:34:000

Trump channels a prior alpha Republican In one corner of this fascinating and consequential dynamic between the Federal government and the Federal Reserve, we have Reagan 2.0: tax cuts tax reform encouragement of domestic energy production general deregulation increased mili… read more...

The U.S. Solar Industry Has Been Dead For Years, So Why The Tariffs?

via: SeekingAlpha at 2018-01-25 07:55:58:000

The Trump administration is imposing a 30 percent tariff on solar panels and modules imported from China. The basis for the tariff are: 1. From 2012 to 2016, imports grew by approximately 500 percent, and prices dropped precipitously. Prices for solar cells and modules fell by 60 percent… read more...

The U.S. Solar Industry Has Been Dead For Years, So Why The Tariffs?

via: SeekingAlpha at 2018-01-25 07:55:58:000

The Trump administration is imposing a 30 percent tariff on solar panels and modules imported from China. The basis for the tariff are: 1. From 2012 to 2016, imports grew by approximately 500 percent, and prices dropped precipitously. Prices for solar cells and modules fell by 60 percent… read more...

ASML's Dominance Of The Semiconductor Lithography Sector Has Far-Reaching Implications

via: SeekingAlpha at 2018-01-23 17:26:34:000

ASMLs ( ASML ) stock jumped 7% to close at 199.18 on the stock market on January 17 as the company posted sales of $3.07 billion in U.S. dollars in the December quarter, up 53% year-over-year and topping its forecast for $2.52 billion. It reported a profit of $770 million, beating th… read more...

Applied Materials appoints former Broadcom CEO to board

via: SeekingAlpha at 2018-01-23 14:02:42:000

Applied Materials (NASDAQ: AMAT ) appoints Scott A. McGregor to its Board of Directors. More news on: Applied Materials, Inc., Tech stocks news, Read more … read more...

Photronics Is At A Turning Point

via: SeekingAlpha at 2018-01-23 06:00:00:000

Summary Photronics ( PLAB ) is at the cusp of a large product cycle upgrade. They have recently committed to expanding their capacity in both China and Korea. We believe their results could be volatile and not representative of the longer term earnings power of the business in 2018, due to t… read more...

B. Riley raises ASML price target, recommends AMAT and Lam Research

via: SeekingAlpha at 2018-01-17 14:20:02:000

B. Riley raises its ASML ( ASML +7.5% ) price target from $166 to $200 following the premarket earnings report. More news on: ASML Holding N.V., Applied Materials, Inc., Lam Research Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Semiconductor stocks moving after ASML, Ichor news

via: SeekingAlpha at 2018-01-17 10:05:24:000

Semiconductor equipment stocks are on the move following ASMLs ( ASML +6% ) premarket earnings report and Ichors ( ICHR +8.1% ) upside prelim results and guidance. More news on: ASML Holding N.V., Ichor Holdings, Ltd., Applied Materials, Inc., Tech stocks news, Stocks o… read more...

AMAT +1.6% after analyst upgrade with 35% upside

via: SeekingAlpha at 2018-01-16 07:46:11:000

Susquehanna upgrades Applied Materials (NASDAQ: AMAT ) from Neutral to Positive and raises the price target from $60 to $72, which is 35% higher than Fridays close. More news on: Applied Materials, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Daily Insider Ratings Round Up 1/3/18: PDVW, GABC, ZYNE, CUBA, TDF

via: SeekingAlpha at 2018-01-05 09:21:13:000

InsiderInsights' Daily Round Up articles rate the "significance" of the top 10 dollar value insider purchases and sales filed at the SEC on the Title date. Dollar value is only the most basic metric to assess the significance of an insider transaction, however, and there are many more "Signifi… read more...

Brunch, Craft Beer, And Investing: Reflections And Resolutions

via: SeekingAlpha at 2018-01-04 15:40:43:000

Allow me to present the Brunch, Craft Beer, and Investing Portfolio: my Roth IRA named after a few hobbies of mine. If you would like to read a little more about myself and my goals, check out the introductory article: Brunch, Craft Beer, and Investing: A Millennial's Portfolio . If you wou… read more...

The Meteoric Rise In Semiconductor Equipment Stocks Should Moderate In 2018

via: SeekingAlpha at 2018-01-04 12:40:15:000

SEMI, the industry consortium, just released its year-end forecast for semiconductor equipment for 2017 and 2018. According to SEMI: Fab equipment spending in 2017 totaling US$57 billion, an increase of 41 percent year-over-year (YoY). In 2018, spending is expected to increase 11 … read more...

Ex-Date Payment Date Record Date Declared Date Amount Flag Dividend Type Qualified Indicated
2018-02-20 2018-03-14 2018-02-21 2017-12-15 0.1 Dividend income Q
2017-11-22 2017-12-14 2017-11-24 2017-09-07 0.1 Dividend income Q
2017-08-22 2017-09-14 2017-08-24 2017-06-08 0.1 Dividend income Q
2017-05-23 2017-06-15 2017-05-25 2017-03-09 0.1 Dividend income Q
2017-02-17 2017-03-15 2017-02-22 2016-12-01 0.1 Dividend income Q
2016-11-22 2016-12-15 2016-11-25 2016-09-08 0.1 Dividend income Q
2016-08-23 2016-09-15 2016-08-25 2016-06-09 0.1 Dividend income Q
2016-05-24 2016-06-16 2016-05-26 2016-03-10 0.1 Dividend income Q
2016-02-23 2016-03-17 2016-02-25 2015-12-07 0.1 Dividend income Q
2015-11-17 2015-12-10 2015-11-19 2015-09-10 0.1 Dividend income Q
2015-08-18 2015-09-10 2015-08-20 2015-06-05 0.1 Dividend income Q
2015-05-19 2015-06-11 2015-05-21 2015-03-09 0.1 Dividend income Q
2015-02-13 2015-03-11 2015-02-18 2014-12-08 0.1 Dividend income Q
2014-11-18 2014-12-11 2014-11-20 2014-09-08 0.1 Dividend income Q
2014-08-19 2014-09-11 2014-08-21 2014-06-09 0.1 Dividend income Q
2014-05-20 2014-06-12 2014-05-22 2014-03-04 0.1 Dividend income Q
2014-02-14 2014-03-12 2014-02-19 2013-12-09 0.1 Dividend income Q
2013-11-19 2013-12-12 2013-11-21 2013-09-09 0.1 Dividend income Q
2013-08-20 2013-09-12 2013-08-22 2013-06-18 0.1 Dividend income Q
2013-05-21 2013-06-13 2013-05-23 2013-03-05 0.1 Dividend income Q
2013-02-15 2013-03-13 2013-02-20 2012-12-04 0.09 Dividend income Q
Ex-Date Declared Date Record Date Payment Date Ratio To Factor For Factor
Data provided for free by IEX