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A Look At The Intrinsic Value Of Lam Research Corporation (NASDAQ:LRCX)
Catalyst Watch: Apple Product Event, Walmart Earnings, Sandisk Debut, and Visa's Investor Day
Tiger Global Management's Latest 13F Filing Shows New 3.96M Shares Stake In Lam Research , 1.45M Shares In Zscaler, 2.63M Shares In PDD Holdings, 3.25M Shares In CoStar Group, 1.30M Shares In ServiceTitan, 378K Shares In Veeva Systems, 370K Shares In...
Applied Materials Beat Quarterly Estimates. Why the Stock Is Lower. -- Barrons.com
Applied Materials Dips After Q2 Revenue Outlook to See China Impact, Analysts Largely Positive
Goldman Sachs traders' perspective on 2025: the AI boom, differentiated markets, and "sticky" inflation.
Goldman Sachs stated that Wednesday's CPI data once again reminds the market that the view that "high interest rates will last longer" is not unfounded. If the performance of Large Cap stocks in the US market is poor, and high interest rates continue to weigh down Small Cap stocks, it will be difficult for the market to sustain an uptrend. The enthusiasm in the AI field continues, but trends are diverging, and funds may be shifting towards the next phase—AI applications.
