Key Takeaways Heidrick & Struggles surged 19.6% after announcing a $1.3B go-private acquisition deal.The $59-per-share all-cash offer marks a major milestone in HSII's transformation strategy.The buyout highlights continued private equity interest in human capital and consulting firms.Shares of Heidrick & Struggles International, Inc. (HSII) surged 19.6% on Oct. 6, after the global executive search and consulting firm announced that it had entered into a definitive agreement to be acquired by a private inve ...

And right now we are 2 minutes away from the end of the trading day. Romaine Bostick alongside Katie Greifeld, taking you through to that closing bell with a global simulcast. We're joined now by Carol Massar and Tim Stenovec, both in the radio booth as we welcome our audiences across all of our platforms, including our partnership with YouTube, to parse the most crucial moments of the day.And Carol, nothing is more crucial right now than the news that just crossed the wire that Charlie xcx is back in the s ...

Lam Research Corporation (NASDAQ:LRCX) is one of the 12 Set-It-and-Forget-It Stocks to Buy Now. Analyst opinion is mixed following a sizeable growth in the quarterly and annual earnings. Lam Research Delivers Strong Results Amid Mixed Opinions from Analysts The quarterly earnings of Lam Research Corporation (NASDAQ:LRCX) for Q4 2025 reached $1.33 per share, beating the consensus estimate of $1.2 per share. The company’s revenue has sequentially increased to $5.17 billion. Additionally, as the quarter ma ...

路透社报道，知情人士透露，特朗普政府正考虑根据每台设备中的芯片数量，对外国电子设备征收关税，此举旨在推动企业将生产转移至美国。根据计划，美国商务部将对进口产品征收关税，税额相当于该产品芯片含量估算价值的一定百分比。若该计划得以实施，将表明特朗普政府试图对从牙刷到笔记本电脑等各类消费产品施加影响。外汇交易员 (@myfxtrader):华尔街日报：特朗普政府正在考虑一项新计划，目标是让芯片公司在美国生产的半导体数量与其客户从海外生产商进口的数量相同，如果公司不能长期保持1:1的比例，就必须缴纳关税。知情人士透露，根据新制度，苹果等企业必须追踪所有芯片的产地，并与芯片制造商合作，逐步匹配美国和海外产品的数量。 https://t.co/jF5wLykTNS ...

Xiaomi (OTCPK:XIACF) (OTCPK:XIACY) is planning a new high-end chip for its smartphones but won’t release one on an annual basis like Apple (NASDAQ:AAPL), CNBC reported, citing a company executive. Xu Fei, vice president at Xiaomi, discussed the Chinese company's semiconductor ambitions, and provided ...

Market Overview - The Shanghai Composite Index experienced slight fluctuations in the morning, while the ChiNext Index surged over 2%, with major stocks like CATL rising over 5% [1] - As of the midday close, the Shanghai Composite Index rose by 0.16%, the Shenzhen Component Index increased by 1.14%, and the ChiNext Index gained 2.22% [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.54 trillion yuan, an increase of 134.8 billion yuan compared to the previous trading day [1] Sector Performance AI Industry - The AI industry chain led the market, with stocks like Inspur Information and Yonyou Network hitting the daily limit [1] Gaming Sector - Gaming stocks showed strong performance, with Ice Glacier Network rising over 8% [1][5] - In September, 156 games were approved, indicating a robust supply-demand dynamic in the gaming industry [5] Nonferrous Metals - The nonferrous metals sector saw an initial rise, with stocks like Precision Instrument and Northern Copper hitting the daily limit [3] - A recent landslide at Freeport McMoRan's Grasberg mine has raised global copper prices significantly, with LME copper rising by 3.27% to $10,320 per ton [3] Nuclear Fusion - The nuclear fusion sector remained active, with stocks like Hahai Huaton and Hezhu Intelligent hitting the daily limit [4] - China's fusion company plans to build a high-temperature superconducting fusion device, indicating a long-term growth trend in the industry [4] Wind Power - The wind power sector was active, with stocks like Jixin Technology hitting the daily limit [7] - A report from Wood Mackenzie predicts that global annual wind power installations will exceed 170 GW over the next five years [7] Institutional Insights Market Trends - Dongfang Securities noted that the market is in a "slow bull" trend, with technology stocks, especially in the semiconductor sector, remaining strong due to breakthroughs in domestic photolithography [8] - Xinda Securities predicts that the stock market is likely entering a main upward wave, with increased resident capital expected [9] AI Hardware and Chip Demand - Tianfeng Securities highlighted the growth in demand for chips driven by AI hardware penetration, with optimistic future prospects for domestic chip suppliers [10] Long Video Industry - CITIC Securities anticipates policy benefits for the long video industry, which may enhance production capacity and improve financial performance for content creators [11]

Core Insights - Sterling Infrastructure, Inc. (STRL) is establishing a significant presence in the development of America's digital infrastructure, with Q2 2025 revenues increasing by 21% year-over-year to $614.5 million and adjusted EPS rising by 41% to $2.69, alongside meaningful margin expansion [1][11] E-Infrastructure Solutions - The E-Infrastructure Solutions segment is experiencing explosive demand, particularly from data centers and e-commerce facilities, with data centers now representing 62% of the E-Infrastructure backlog and revenues from this market more than doubling year-over-year [2][11] Backlog and Acquisitions - STRL has a robust backlog of $2 billion, including $1.2 billion in E-Infrastructure, providing multiyear visibility. The upcoming acquisition of CEC Facilities Group will enhance Sterling's electrical and mechanical capabilities, positioning the company as a strategic partner in complex facility development [3][11] Macro Trends - Favorable macro trends include rising capital expenditures from hyperscale tech firms, a pipeline of semiconductor plants, and accelerating e-commerce buildouts, aligning with Sterling's strengths. Although there are near-term challenges in the Building Solutions segment, the diversified portfolio mitigates risks [4][11] Competitive Landscape - STRL faces competition from major players like Quanta Services and MasTec, both of which are well-positioned in the digital and clean energy sectors. Quanta Services focuses on utility and grid modernization, while MasTec is expanding in telecommunications and renewable infrastructure [6][8][9] Stock Performance - STRL's stock has surged by 59.9% over the past three months, outperforming the Zacks Engineering - R and D Services industry, the broader Zacks Construction sector, and the S&P 500 index [10] Valuation and Earnings Estimates - Sterling's stock is trading at a premium with a forward 12-month P/E ratio of 32.96. Earnings estimates for 2025 and 2026 have increased to $9.57 and $10.98 per share, reflecting year-over-year growth of 56.9% and 14.7%, respectively [12][14]

Lam Research (LRCX) is a leading semiconductor equipment supplier, showing strong technical momentum and consistent price appreciation. LRCX maintains a 100% “Buy” rating from Barchart. Shares have gained 58% over the past year. Fundamentals remain robust with projected revenue and earnings growth, a wide economic moat, and strong analyst and investor sentiment. Today’s Featured Stock Valued at $151.9 billion, Lam Research (LRCX) is a global supplier of innovative wafer fabrication equipment and ...

Group 1 - The semiconductor sector is experiencing significant interest from investors, with the China-Korea Semiconductor ETF (513310) attracting a net inflow of 267 million yuan over four trading days, reaching a record high of 1.206 billion yuan in total assets [1] - The trading volume of the China-Korea Semiconductor ETF has also increased, maintaining daily trading volumes above 4 billion yuan during the same period, indicating strong liquidity [1] - The underlying index of the ETF, which tracks 15 leading semiconductor companies in China and Korea, has seen a 36.62% increase over the past six months, outperforming major technology indices [1] Group 2 - Recent events in the semiconductor industry include China's anti-dumping investigation into imported analog chips from the U.S. and the launch of self-developed chips by domestic internet leaders, indicating a steady push for domestic substitution [2] - The China-Korea Semiconductor ETF is the first product to adopt a cross-border index, reflecting trends in both countries' semiconductor industries and offering investors a unique opportunity to capitalize on growth in this sector [2] - The ETF supports T+0 trading, providing investors with flexibility, and is positioned to benefit from the ongoing advancements in both Chinese and Korean semiconductor technologies [2] Group 3 - The China-Korea Semiconductor ETF was established on November 2, 2022, and has reported returns of 27.70%, 15.87%, and 17.10% for the years 2023, 2024, and the first half of 2025, respectively [3] - The performance of the ETF has been competitive compared to its benchmark, which had returns of 27.94%, 16.80%, and 16.90% during the same periods [3] - The fund has been managed by Liu Jun and Li Mu Yang since its inception [3]

We came across a bullish thesis on Lam Research Corporation on Value investing subreddit by SniperPearl. In this article, we will summarize the bulls’ thesis on LRCX. Lam Research Corporation's share was trading at $100.42 as of September 4th. LRCX’s trailing and forward P/E were 24.20 and 22.47 respectively according to Yahoo Finance. Lam Research, LRCX, engineering, semiconductor, network, flash, circuit, complexity, board, networking, integrated, community, hardware, future, laboratory, multimedia, int ...