Company Overview and News

2
KLA-Tencor Is A Firm With Consistent Profitability

2018-09-17 seekingalpha - 1
Current exposure to a multitude of high growth markets along with expansion into adjacent markets through acquisition of Orbotech.
XLNX LRCX ORBK ASML AMAT ADI KLAC

3
Tech stocks weigh on Wall Street, energy stocks help cut losses

2018-09-12 malaymail
NEW YORK, Sept 12 — The benchmark S&P 500 and the Dow Jones Industrial Average were flat today, as gains in energy companies helped offset a slide in technology stocks, which weighed on the Nasdaq.
GILD XOM ASML GLPG

14
Micron leads memory stocks lower after Goldman downgrades on fear of downturn

2018-09-12 marketwatch - 1
Micron Technology Inc. is leading memory-oriented tech stocks downward in Wednesday’s session, after another analyst expressed concern about supply and demand in the industry.
LRCX ASML WDC STX MU AMAT MS

3
Tech stocks weigh on Wall Street, energy stocks help cut losses

2018-09-12 channelnewsasia
U.S. stock index futures were flat early on Wednesday, held back by worries over the Sino-U.S. trade war, while Apple shares moved higher ahead of the expected launch of new iPhone models.
GILD XOM ASML GLPG

1
Semiconductor Capital Equipment Sector Still Has Too Much Bull Market Hope

2018-09-06 247wallst
Investors are often concerned about the stock market in September, and the investment community is getting another look ahead at the lack of strength in the semiconductor capital equipment segment. Presenting at the Citi Global Technology Conference, KLA-Tencor Corp. (NASDAQ: KLAC) sent the whole industry lower on Thursday after tweaking its recovery expectations.
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KLA-Tencor tanks chip-equipment stocks with weaker outlook

2018-09-06 marketwatch
Shares of KLA-Tencor Corp. KLAC, -8.62% are down 9% in Thursday morning trading, after the company's chief financial officer gave a presentation at the Citi Global Technology Conference. He said that while the company still sees the September quarter as the "trough" for shipments, he delivered a "modestly weaker" view of his expectations for a rebound. Back when KLA-Tencor issued its outlook six weeks ago, the company "thought the December quarter would snap back pretty strongly," CFO Bren Higgins said Thursday, but he now thinks "it will be up a little less than what we thought," according to a FactSet transcript.
LRCX ASML

 
Semiconductor WFE Stock Outlook: Not Much Upside in the Cards

2018-08-17 zacks
Researchers are divided on wafer fab equipment spending this year with Gartner projecting a 6% increase followed by cyclical correction in 2019 and 2020 after which the market is expected to return to growth. SEMI however sees 11.7% growth this year to $50.8 billion, with the front end growing stronger than the back-end.
LRCX ASML AMAT KLAC

38
Alphabet Earnings Party Spoiled as Nasdaq Erases a 1.1% Gain - Bloomberg

2018-07-24 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.
SPLK HAS GOOGL ASML OKTA ZS AMD MSFT NFLX GOOG

1
STOXX 600 Earnings Roundup - Week Of July 20, 2018

2018-07-24 seekingalpha
18Q2 earnings season is underway with 44 companies reporting last week. Exhibit 1 provides a summary of reporting results.
ERIC ABB SWTUY ASML ASML AKZA BIOVF

 
Nikkei hovers at 1-month high

2018-07-19 thehindubusinessline
The Nikkei climbed 0.4 per cent to 22,894.62 in midmorning trade for its fifth day of gains. - Reuters
ADTTF ASML KIKOY KIKOF 8035 TOELF ATEYY LN TOELY

1
Nikkei gains for 5th day; oil shares, chip equipment firms rally

2018-07-19 reuters - 1
TOKYO, July 19 (Reuters) - Japan’s Nikkei share average gained on Thursday, hovering at a one-month high thanks to a softer yen as well as strong demand for energy, mining and chip equipment makers, though investors were wary of bidding up prices across-the-board given the recent rally.
ASML KIKOY KIKOF LN

 
ASML Holding N.V. (ASML) CEO Peter Wennink on Q2 2018 Results - Earnings Call Transcript

2018-07-18 seekingalpha
Good afternoon ladies and gentlemen. Thank you for standing-by. Welcome to the ASML 2018 Second Quarter Financial Results Conference Call on July 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 your question.
DB ASML

15
America Movil (AMX) Q2 Earnings Miss Estimates, Revenues Top

2018-07-18 zacks
America Movil S.A.B. (AMX - Free Report) reported disappointing financial results for second-quarter 2018 wherein the bottom line lagged the Zacks Consensus Estimate.
ANET AVT GEC GE ASML GNE

 
ASML Holding N.V. 2018 Q2 - Results - Earnings Call Slides

2018-07-18 seekingalpha
The following slide deck was published by ASML Holding N.V. in conjunction with their 2018 Q2 earnings call.
ASML

3
Stock futures at five-month highs ahead of Powell testimony, earnings

2018-07-18 reuters
(Reuters) - U.S. stock index futures hovered at five-month highs on Wednesday ahead of a slew of earnings, with a strong quarterly report from Morgan Stanley helping reaffirm a bullish outlook for the earnings season.
BRK.A ASML MS

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