Group 1: Stock Splits Overview - Stock splits are becoming less common due to the availability of fractional shares, but they still serve purposes such as employee compensation [1] - Stock splits can generate excitement among investors and may lead to stock price surges, making it a strategic time to acquire stocks that are potential candidates for splits [1] Group 2: Microsoft - Microsoft, currently trading around $500, may be compelled to split its stock to maintain its position in the Dow Jones Industrial Average, as it is the second most expensive stock in the index [3][4] Group 3: Goldman Sachs - Goldman Sachs, the most expensive stock in the Dow at over $700, may also consider a stock split next year to remain a manageable component of the index [5] Group 4: Meta Platforms - Meta Platforms, trading at approximately $725, could be a candidate for a stock split as the Dow transitions to include more AI-focused companies [6] Group 5: Berkshire Hathaway - Berkshire Hathaway's Class A shares are unlikely to split due to their high price of over $700,000, but the more affordable Class B shares at $477 could be considered for a split next year [7][8] Group 6: Costco - Costco, which has seen its stock price exceed $1,000, may announce a stock split in 2026 as it becomes a candidate for such action [9] Group 7: Netflix - Netflix, with shares trading around $1,250, may also consider a stock split in 2026 to manage employee compensation costs associated with stock options [10] Group 8: ASML - ASML, currently trading at approximately $800, may consider a stock split in anticipation of strong growth in the semiconductor sector [11] Group 9: ServiceNow - ServiceNow, trading around $1,000, is benefiting from AI integration and could be a potential candidate for a stock split as its stock continues to rise [12] Group 10: Fair Isaac Corporation - Fair Isaac Corporation, known for credit scoring, has seen its stock rise to over $1,600 and may announce a split next year despite a recent decline from its 52-week high of $2,400 [13] Group 11: MercadoLibre - MercadoLibre, a leading e-commerce and fintech company in Latin America, has a stock price of $2,400 and could be ripe for a stock split in 2026 [14] Group 12: Investment Considerations - Even if some companies do not proceed with stock splits, they may still represent strong investment opportunities, with compelling cases beyond the potential for a split [15]

Core Viewpoint - U.S. investors may be overlooking better investment opportunities in international stocks due to the fear of missing out on U.S. market gains, particularly as the S&P 500 reaches record highs [1][2] Group 1: International Exposure - Increasing international exposure is suggested as a safer and smarter alternative to investing more in the U.S. economy, as foreign stocks are currently trading at cheaper valuations and performing better [2][10] - The iShares Core MSCI EAFE ETF (IEFA) is highlighted as a suitable vehicle for gaining international exposure [4] Group 2: Historical Performance - Historical data shows that foreign stocks outperformed the S&P 500 between 2002 and 2009, primarily due to a weaker U.S. dollar [5][6] - Analysts predict a potential reversal of the recent U.S. stock performance dominance, leading to a recovery in non-U.S. stocks [8][9] Group 3: Valuation Comparison - The S&P 500 is currently priced at 24.5 times trailing earnings and 23.6 times forward-looking earnings, which is high compared to the MSCI EAFE's 10-year average P/E of 14.2 and trailing-12-month P/E of 16.7 [12][14] - Analysts emphasize that international stocks are closer to their historical averages, suggesting greater price appreciation potential compared to overvalued U.S. stocks [14] Group 4: Diversification Strategy - Adding international exposure is recommended to shield portfolios from economic and political uncertainties in the U.S. [16] - The iShares Core MSCI EAFE ETF includes quality foreign companies such as SAP, ASML, Nestlé, and Novartis, providing a diversified investment option [17]

With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.My previous 2 articles on ASML Holding N.V. (NASDAQ: ASML ) were Buy-rated, as I was expecting the stock to reverse from its correction, thanks to a likely continuation of strong revenue growth and EPS, becauseHe leads the investing group Beyond the ...

在福布斯中国今日发布的2025中国最佳CEO榜单中，中微公司董事长兼总经理尹 志尧博士再次荣登上榜。 今日，福布斯中国发布2025中国最佳CEO榜单，中微半导体设备（上海）股份有限公司（简 称"中微公司"，股票代码：688012）董事长兼总经理尹志尧博士第三次荣登上榜。 尹志尧博士是 中微公司创始人， 早年获中国科学技术大学化学物理学士学位，后进入北京大 学化学系就读研究生，于1984年获得美国加州大学洛杉矶分校（UCLA）物理化学博士学位。此 后，他先后加盟半导体行业国际巨头工作，参与并领导了 Rainbow 彩虹号 CCP 高能等离子体介质 刻蚀机、 ICP 低能等离子体刻蚀技术和设备、 DPS 金属刻蚀机和多晶硅刻蚀机等业界一半以上重 量级等离子体刻蚀设备的开发。他也是几代等离子体刻蚀技术及设备的主要发明人和工业化应用 的推动者之一。 关于中微半导体设备（上海）股份有限公司 中微半导体设备（上海）股份有限公司（证券简称：中微公司，证券代码：688012）致力于为全球集 成电路和LED芯片制造商提供领先的加工设备和工艺技术解决方案。中微公司开发的CCP高能等离子体 和ICP低能等离子体刻蚀两大类，包括十几 ...

Key Takeaways ASML saw China contribute 27% of Q1 2025 revenues, driven by strong DUV lithography system demand. EUV system exports to China remain restricted under U.S. and Dutch trade controls. ASML stated steady customer behavior but warned of rising uncertainty amid global trade tensions.ASML Holding’s (ASML) sales to China accounted for 27% of first-quarter 2025 total revenues, which was way higher than the earlier expectations of low-20% levels. This increase came mainly from strong demand for Deep ...

Core Viewpoint - The demand for AI is driving significant growth for DISCO, a leading manufacturer of wafer cutting machines in Japan, leading to upward revisions in their financial forecasts for the first quarter of 2025, with net profit expected to reach a historical high [1][2]. Group 1: Financial Forecast Revisions - DISCO revised its consolidated revenue forecast for Q1 2025 from 75 billion JPY (a 9% year-over-year decrease) to 89.914 billion JPY (a 9% year-over-year increase) [1]. - The consolidated operating profit was adjusted from 23.8 billion JPY (a 29% year-over-year decrease) to 34.48 billion JPY (a 3% year-over-year increase) [1]. - The consolidated net profit forecast was raised from 16.7 billion JPY (a 30% year-over-year decrease) to 23.767 billion JPY (a 0.2% year-over-year increase), marking a historical high for the same period [1]. Group 2: Market Dynamics and Demand Drivers - The upward revision in DISCO's financial outlook is attributed to strong demand for high-performance semiconductors driven by generative AI, which has boosted sales of manufacturing equipment [1]. - The depreciation of the Japanese yen against the dollar also contributed to the improved financial outlook, with the average exchange rate during the period being 144.5 JPY per USD, compared to the previously set benchmark of 135 JPY per USD [1]. - DISCO's individual shipment value for Q1 2025 reached 93 billion JPY, an 8.5% increase year-over-year, marking the fifth consecutive quarter of growth and surpassing the previous record of 90.8 billion JPY set in Q3 2024 [2]. Group 3: Industry Trends - The Japan Semiconductor Equipment Association (SEAJ) reported an upward revision in the sales forecast for semiconductor manufacturing equipment in Japan for the fiscal year 2025, increasing from 4.659 trillion JPY to 4.8634 trillion JPY, representing a 2% increase compared to the previous year [2]. - This growth is driven by increased investments in advanced semiconductor technologies, including the production of 2nm chips by TSMC and rising investments in DRAM and HBM by South Korean manufacturers [2].

导读： 屹唐股份上市，市值一度突破700亿。公司主营集成电路设备，三大核心技术：干法去胶设备、快速热处理设备、干法刻蚀设 备行业领先，推动国产半导体发展。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 7月8日，北京屹唐半导体科技股份有限公司（屹唐股份，688729）在上交所科创板敲钟上市，首次公开发行股票数 量295,560,000 股，本次发行全部为新股，无老股转让。屹唐开盘股价飙升超200%，市值一度突破700亿，后涨幅 回落至600亿。此次屹唐上市也照亮了国产半导体行业的IPO征途。 屹唐成立于2015年12月，总部位于北京市经济技术开发区，在集成电路设备制造行业经营发展多年。屹唐招股说明书 中提到，公司半导体三类集成电路设备产品市场竞争力强，行业地位领先，其中干法去胶设备、快速热处理设备市场占 有率均位居全球第二，干法刻蚀设备市场占有率位居全球前十。截至2025年2月11日，公司拥有发明专利445项、实 用新型专利1项，主要设备相关技术达到国际领先水平。 2016 年 ， 在 北 京 亦 庄 国 投 主 导 下 ， 屹 唐 曾 ...

Group 1 - The company Zhongjia Weishi has completed nearly 100 million yuan in Series A financing, with investments from Guotai Junan Innovation Investment, Guojin Dingxing, and Tiantong Co., Ltd. [2] - The financing will primarily support Zhongjia Weishi's strategic focus on enhancing its advantages in display front-end testing and expanding its semiconductor front-end testing capabilities [3][4] - The company aims to address the growing demand for domestic testing equipment from major panel manufacturers in the OLED and high-end panel sectors [3] Group 2 - Zhongjia Weishi, established in July 2019, specializes in the research, production, sales, and service of TFT-LCD, OLED, and semiconductor front-end measurement and testing equipment [4] - The Chinese semiconductor display and wafer front-end measurement/testing market exceeds 100 billion yuan, with a domestic equipment localization rate of less than 5%, highlighting significant challenges in supply chain security and industrial upgrades [4] - The company has achieved significant breakthroughs in technology and market presence, being the only domestic enterprise to receive bulk orders from six major panel manufacturers for OLED front-end testing [5] Group 3 - Zhongjia Weishi's semiconductor measurement/testing base in Baoan District is set to begin production in June 2025, covering an area of 3,960 square meters and expected to produce hundreds of units annually [6] - This base will enhance the company's ability to respond quickly to the semiconductor industry chain demands in South China, reducing equipment delivery times by over 50% [6] - The facility aims to strengthen the "Shenzhen manufacturing" influence in the semiconductor sector and contribute significantly to the domestic replacement process [6]

FREMONT, Calif., July 9, 2025 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, July 30, 2025, beginning at 2:00 p.m. Pacific Daylight Time (5:00 p.m. Eastern Daylight Time). Webcast: To access the webcast, visit the Investors section of Lam's website at http://www.lamresearch.com and click on the Investors/Investors Overview/Events & Presentations section to view the details. Replay Informatio ...

Company Overview - FormFactor, Inc. (NASDAQ: FORM) is a leading provider of essential test and measurement technologies throughout the entire IC life cycle, including characterization, modeling, reliability, design debugging, qualification, and production testing [3] - The company supports semiconductor firms in enhancing profitability by optimizing device performance and improving yield knowledge [3] - FormFactor operates a network of facilities across Asia, Europe, and North America to serve its customers [3] Upcoming Financial Results - FormFactor will report its financial results for the 2025 fiscal second quarter on July 30, 2025, at 1:25 p.m. Pacific Time [1] - A live webcast of the conference call will be available on the Investors section of the company's website [1] - Preregistration is required to listen via telephone, and a replay of the conference call will be accessible approximately two hours after its conclusion [2]