Article Brief Key Takeaways 5 Points30s Read 01The setup–Four companies — ASML, Applied Materials, Lam Research and KLA — sell nearly all the machines that turn memory capex into memory capacity. 02The logic–Toolmakers get paid…
Article Brief Key Takeaways 5 Points30s Read 01The move–Lam Research closed July 9 at $353.17, up 6%, after TD Cowen, Mizuho, Morgan Stanley and Susquehanna raised targets to $400–$475 within a week. 02The standoff–The 35-analyst…
Market Brief Key Takeaways 5 Points30s Read 01The debut–SK Hynix ADRs begin trading Friday, July 10 on the Nasdaq under ticker SKHY — 177.9 million ADRs, 10 per common share, the largest first-time US share…
On June 24, one minute after the closing bell, Micron reported the largest quarter any standalone memory company has ever posted: $41.46 billion in revenue, up 346% in a year, at an 84.9% gross margin….
$205.42· 0.00 (0.00%) Market Cap $4.97T Day Range $203.44 – $207.07 52-week range $141.84 – $236.26 Consensus target $298.93 · Buy (61 analysts) Forward P/E ≈23× Next earnings Aug 25, 2026 As of Jun 12,…
Article Brief Key Takeaways 3 Points18s Read 01Infrastructure angle–Onto Innovation is an AI-chip infrastructure name because HBM, 2.5D packaging, gate-all-around logic, and chiplet systems need more process control as designs become harder to manufacture. 02Quarter…