Key Takeaways LRCX posted a 48.3% YoY jump in Systems revenues to $3.55B, with foundry sales rising to 60% of the total.LRCX gains from AI and HPC-led investments, supported by its strength in critical etch and deposition tools.LRCX is seeing traction for Aether EUV and Akara systems, with FY26 Systems revenues projected at $14.07B.Lam Research Corporation (LRCX) is seeing growing support from artificial intelligence (AI)-driven demand in the foundry market, which is becoming a key driver of its systems rev ...

Analysts at Jefferies and Wedbush Securities initiate coverage of IonQ, Rigetti Computing, and D-Wave Quantum. ...

Key Takeaways GM has generated nearly $2B from software services, driven by rising adoption of OnStar and Super Cruise.GM exited Q3 2025 with 11M OnStar subscribers and expects over 12M by year-end, up 34% YoY.GM developed software-defined vehicle platform to reduce complexity and create new recurring revenue streamsU.S. legacy automaker General Motors (GM) is moving forward to increase revenues from its software and services, like OnStar and Super Cruise, during and after each vehicle sale. The company has ...

Key Takeaways ORCL plunged 14% last week, dragging AI-linked tech stocks lower and pressuring the Nasdaq-100 and S&P 500.Defined outcome ETFs like BUFR use options to cap upside and buffer losses, a nice bet amid AI-driven swings.Goldman Sachs Asset Management agreed to buy Innovator Capital, expanding its push into defined outcome ETFs.The overvaluation concerns in the red-hot artificial intelligence (AI) space, the fear of timing mismatch between massive AI investments and their payoffs, and uncertainty i ...

LALAKA / Shutterstock.com Quick Read Amazon is surging on news that OpenAI is in talks with the e-commerce giant about an investment that could exceed $10 billion. After gapping lower on AI data center spending fears, Oracle appears to have caught strong support at $188.65. Micron, which is expected to post earnings after the bell tonight, received a buy rating from analysts at Needham. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans ...

In the fast-paced and highly competitive business world of today, conducting thorough company analysis is essential for investors and industry observers. In this article, we will conduct an extensive industry comparison, evaluating Broadcom (NASDAQ:AVGO) in relation to its major competitors in the Semiconductors & Semiconductor Equipment industry. Through a detailed examination of key financial metrics, market standing, and growth prospects, our objective is to provide valuable insights and illuminate compa ...

In the ever-evolving and intensely competitive business landscape, conducting a thorough company analysis is of utmost importance for investors and industry followers. In this article, we will carry out an in-depth industry comparison, assessing Tesla (NASDAQ:TSLA) alongside its primary competitors in the Automobiles industry. By meticulously examining key financial metrics, market positioning, and growth prospects, we aim to offer valuable insights to investors and shed light on company's performance withi ...

In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing NVIDIA (NASDAQ:NVDA) alongside its primary competitors in the Semiconductors & Semiconductor Equipment industry. By meticulously examining crucial financial indicators, market positioning, and growth potential, we aim to provide valuable insights to investors and s ...

In today's rapidly changing and fiercely competitive business landscape, it is vital for investors and industry enthusiasts to carefully evaluate companies. In this article, we will perform a comprehensive industry comparison, evaluating ASML Holding (NASDAQ:ASML) against its key competitors in the Semiconductors & Semiconductor Equipment industry. By analyzing important financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's pe ...

The stock market looks poised for another double-digit percentage gain in 2025, with the S&P 500 index posting a YTD gain of 16.81% as of Dec. 5. But that’s just the average return of an index of 500 stocks. In the midst of this overall bullish year, numerous stocks have actually suffered significant declines, including some that are household names. Check Out: Self-Made Millionaires Suggest 5 Stocks You Should Never Sell See Next: 6 Safe Accounts Proven To Grow Your Money Up To 13x Faster Based on year- ...