Applied Materials TodayAMATApplied Materials$191.57 +1.56 (+0.82%) 52-Week Range$123.74▼$255.89Dividend Yield0.96%P/E Ratio23.28Price Target$200.76Add to WatchlistMicron Technology’s NASDAQ: MU recent fiscal Q3 2025 earnings are some of the best seen in the semiconductor industry over the past several months. This is good news for one of the company’s major suppliers, semiconductor equipment giant Applied Materials NASDAQ: AMAT. Micron’s earnings show trends that are likely to boost demand for Applied Mate ...

The AI revolution goes on. This is no doubt beneficial for the world's largest semiconductor foundry, which is the Taiwan Semiconductor Manufacturing Company (NYSE: TSM ). I have been holding shares of this company for severalWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operatio ...

I hold an MBA from the University of Chicago Booth School of Business and a BS in Finance from the University of Illinois at Urbana-Champaign. I founded Blue Harbinger Research (2015) to help you manage your own investments. I am happy to share a subset of my content on Seeking Alpha. blueharbinger.com | x.com/hinesmarkd | linkedin.com/in/hinesmarkd I am also the owner of a private investment management firm that I founded in 2021. Previously, I was a multibillion-dollar pension fund manager and a buyside p ...

Key Takeaways OKLO surged after winning a DoD deal to supply off-grid nuclear power at a remote Alaska Air Force base. SMR gained traction as the only NRC-approved SMR tech, backed by ENTRA1 Energy's plant rollout plans. Both stocks benefit from Trump-era nuclear support and trade above key moving averages in bullish patterns.Shares of Oklo Inc. (OKLO) and NuScale Power Corporation (SMR) skyrocketed 195.7% and 118.9% this year due to political support for nuclear energy. What factors are driving this mome ...

Bring in show music, please. Hi, I'm CNBC producer Katie Kramer. Today on Squawk Pod, Iran threatens irreparable damage if the US enters its conflict with Israel. Retired four-star General Wesley Clark was once the Supreme Allied Commander of European forces. He joins us today. I would strongly encourage the administration not to simply go in and use a couple of B2s and try to bomb that big plant. The best option is to be prepared. We need to be tough, but there needs to be a two parallel tracks, a military ...

I'm going to address the both of you guys again. Let's back up and talk about tech investing more broadly in the context of what else has been dominating the markets, which is this rapidly changing geopolitical landscape. Todd, I'll go to you for this one.We've seen a good amount of volatility around some of the recent developments on the geopolitical front, specifically when it comes to conflict in the Middle East. It has been jarring for sure, but interestingly enough uh not as jarring from a straight qua ...

All right, so Judge, we all know that AI has been the hot trade, but is it starting to show too many signs of getting maybe too hot. How do you separate some of the hype from the high quality. Joining me now is Dan Ives, the global head of tech research at Wedbush Securities, who recently launched an ETF with his name as the ticker literally on the line.IVES is the ETF name, and it's basically your concentrated picks within artificial intelligence. What is the common denominator or the differentiating facto ...

Lazard (LAZ) 2025 Conference June 10, 2025 09:00 AM ET Speaker0 Alright. So we're pleased with have with us Peter Orzag, CEO and chairman of Lazard. Peter, thanks so much for joining us this morning. Speaker1 Good to be with you. Speaker0 I have a quick disclosure. So four important disclosures, please see Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. Any questions, please reach out to Morgan Stanley sales rep. So, Peter, let's start with your appointed chairman ea ...

hey everybody welcome back to the week in AI i'm Kevin Cook your field guide and storyteller for the fascinating arena of artificial intelligence so we've been doing the Friday space i've been trying to do these videos get them out before the space maybe I'll actually do that this time so one of my top things to talk about at this week's the week in AI is the Mary Mer Bond report mary Mer has done and her research team at at the bond team have done you know they do an annual report where they do a deep dive ...

Zenvia (ZENV) Q4 2024 Earnings Call May 20, 2025 10:00 AM ET Company Participants Cassio Bobsin Machado - Founder, CEO, Chairman & Interim Chief Sales OfficerShay Chor - CFO Operator REPRESENTATIVE:] Today's conference is being recorded and a replay will be available at the company's IR website, where you can also access today's presentation. At this time, all participants are in listen only mode. After the prepared remarks, there will be a question and answer session. And for the Q and A session, we ask yo ...