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Semiconductor exchange-traded funds have gained more than 25% this year. Intel Corporation's (INTC) second-quarter earnings report after today's close could test whether that rally continues.
Philippe Laffont's Coatue Management just showed its hand: the latest 13F filing (holdings as of March 31, 2026) parks its biggest chips on a single trade: the AI infrastructure buildout.
Lam Research (LRCX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Arvest Bank Trust Division lowered its position in shares of Lam Research Corporation (NASDAQ: LRCX) by 29.7% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,838 shares of the semiconductor company's stock after selling 25,242 shares during the period.
Acumen Wealth Advisors LLC lessened its holdings in shares of Lam Research Corporation (NASDAQ: LRCX) by 29.1% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 36,185 shares of the semiconductor company's stock after selling 14,866 shares during
Alesco Advisors LLC An ESL Co bought a new stake in Lam Research Corporation (NASDAQ: LRCX) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 8,211 shares of the semiconductor company's stock, valued at approximately $1,754,000. A number
Texas Instruments Inc (NASDAQ:TXN) was last seen up 3.5% at $294.04, extending a bounce off familiar support at the $280 level.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.