Chip-making equipment supplier Lam Research forecast third-quarter revenue above Wall Street expectations on Wednesday, driven by a surge in orders from chip firms amid the AI boom. Shares of the ...

We came across a bullish thesis on Advanced Micro Devices, Inc. (AMD) on Substack by Antonio Linares. In this article, we ...

RFG Advisory LLC reduced its position in Micron Technology, Inc. (NASDAQ:MU – Free Report) by 19.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange ...

KeyBanc sees AI and data center demand driving semiconductor revenue, with portfolio managers favoring six key stocks ...

FTXL focuses on US semiconductor companies, using quality factors like ROA and cash flow for portfolio selection. Read why ...