Company Overview and News

 
Applied Material Brings Havoc to Semiconductor Capital Equipment Space

2018-05-18 247wallst
Applied Materials Inc. (NASDAQ: AMAT) typically has beaten its earnings and sales expectations. Apparently, the top U.S. player for semiconductor capital equipment is finding out that 29% in quarterly revenue growth (to $4.57 billion) and a 54% jump in operating income (to $1.22 per share) from a year ago aren’t enough in the face of expectations ahead.

 
Apple: No Need To Panic

2018-04-27 seekingalpha
Over the past few years, I've become accustomed to a seasonal downturn in Apple's (AAPL) share price that roughly correlates with the seasonal downturn in iPhone sales. The weakest period for iPhone sales typically is in the April-September time frame. As can be seen in the chart above, Apple's share price often suffers sharp declines in the same period.

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Tracking Ken Fisher's Fisher Asset Management Portfolio - Q1 2018 Update

2018-04-27 seekingalpha
Amazon.com, Alibaba Group Holdings, Visa Inc., Apple Inc., and Taiwan Semiconductor Manufacturing are the largest five individual stock positions.

 
Earnings Roundup: S&P 500 Companies Clear A High Bar

2018-04-22 seekingalpha
The first quarter of 2018 is one of the most heavily anticipated earnings seasons due to high expectations for YoY earnings growth (20.0%). Amidst a high bar, S&P 500 companies have not disappointed and are on track to set a new record, with 79.3% of companies reporting earnings above expectations. With the information technology sector accounting for roughly 22% of 18Q1 earnings, one area of focus will be details about mega-trends as tech companies report 18Q1 results.

 
ASML Holding Doesn't See A Memory Slowdown

2018-04-21 seekingalpha
While Q2 gross margins are guided down, this problem will disappear during the rest of the year as margins will steadily improve.

 
Chipmakers Are Fighting a Three-Front Battle This Week - Bloomberg

2018-04-20 bloomberg
Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

 
Cramer: In a US-China trade war, there are not enough winners

2018-04-19 cnbc
As stocks sank on Thursday, CNBC's Jim Cramer inspected the market for the various triggers that sparked the decline.

 
TSMC's smartphone warning points squarely at Apple - analysts

2018-04-19 channelnewsasia
Shares in Apple Inc and its suppliers fell on Thursday after a raft of analysts read a prediction of softer smartphone sales from Taiwan Semiconductor Manufacturing Co Ltd as driven chiefly by concern about demand for iPhones.

 
TSMC's smartphone warning points squarely at Apple: analysts

2018-04-19 channelnewsasia
Shares in Apple Inc and its suppliers fell on Thursday after a raft of analysts read a prediction of softer smartphone sales from Taiwan Semiconductor Manufacturing Co Ltd as driven chiefly by concern about demand for iPhones.

 
TSMC's smartphone warning points squarely at Apple: analysts

2018-04-19 reuters
(Reuters) - Shares in Apple Inc (AAPL.O) and its suppliers fell on Thursday after a raft of analysts read a prediction of softer smartphone sales from Taiwan Semiconductor Manufacturing Co Ltd (2330.TW) as driven chiefly by concern about demand for iPhones.

 
ASML Holding N.V. 2018 Q1 - Results - Earnings Call Slides

2018-04-19 seekingalpha
The following slide deck was published by ASML Holding N.V. in conjunction with their 2018 Q1 earnings call.

 
ASML Holding's (ASML) CEO Peter Wennink on Q1 2018 Results - Earnings Call Transcript

2018-04-18 seekingalpha
Ladies and gentlemen, thank you for standing by. Welcome to the ASML 2018 First Quarter Financial Results Conference Call on April 18, 2018. Throughout today’s introduction, all participants will be in a listen-only mode. After ASML’s introduction, there will be an opportunity to ask questions. I would now like to open the question-and-answer queue. [Operator Instructions]

 
Why Did Semiconductor Stocks Dip This Morning?

2018-04-18 zacks
Shares of several major semiconductor industry stocks were down in early morning trading Wednesday after the latest quarterly earnings reports from equipment suppliers ASML Holding (ASML - Free Report) and Lam Research (LRCX - Free Report) caused hesitation.

 
Trump: Decision on Syria response coming within next two days

2018-04-09 feeds.marketwatch
President Donald Trump said Monday he'll make a decision on the U.S. response to what he called the "atrocious" chemical-weapons attack in Syria in 24 to 48 hours. Trump spoke at the beginning of a cabinet meeting, a day after warning that Syrian President Bashar al-Assad... Full Story

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