|Day Low/High||236.50 / 238.26|
|52 Wk Low/High||122.64 / 238.90|
The chip manufacturing giant has reportedly seen lead times stretch for its most advanced manufacturing processes, which are used by Apple, AMD and others.
Easing trade tensions and steepening yield curve add to bulls' optimism.
We will buy more Novartis shares and trim our Lam Research position.
We're starting to struggle to make headway as upside momentum slips and breadth falls flat.
Marvell Technology, Nvidia and Lam Research were all in the green.
We are trimming Lam Research into strength and when the stock is in favor, providing us some flexibility.
Stocks fell on manufacturing worries, but snapped back by the end of the week on renewed hopes for easing U.S.- China trade tensions.
One group that rallies the hardest on positive trade headlines is the semis, and we have terrific exposure to the group through our big investments, including Lam Research.
Recent pricing data, upbeat analyst reports and a guidance hike from a Taiwanese memory maker give fresh reasons to think the memory industry's downturn is nearing an end.
FREMONT, Calif., Aug.
One debate around Apple was centered on whether or not the company would 'eat' the tariffs at a cost to its margins or pass on the higher prices to the consumer.
We are locking in some additional gains on Lam Research Monday morning with the market trading higher.
Applied Materials stock is struggling on earnings but held key support. Here's how to trade AMAT stock from here.
Markets were whipsawed this week by trade-war jitters and the U.S yield-curve inversion.
Despite a top- and bottom-line beat, CSCO's quarter had a few cracks, such as weaker-than-expected sales guidance that could spook many investors.
Jim discusses this morning's profit-taking cash raising effort, Amgen's successful defense of Enbrel, semiconductors, and more!
We are staying the course, using bouts of panic to buy up the stocks of high-quality companies on discounts.
Since the beginning of the month, our cash position has moved from about $299,000 to the current $204,000, and we think we bought high quality companies at discounts along this way.
Disney, CVS and Viacom are reporting Tuesday, Wednesday and Thursday, and we're keeping an eye on several additional stocks as well during the unfolding volatility in the market.
We do not trust up opens one day after a major selloff; Indeed, we loathe up opens, which is why we will be patient.
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