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U.S. STOCKS Caesars Entertainment, Ciena, Salesforce

BUZZ-U.S. STOCKS ON THE MOVE-Caesars Entertainment, Ciena, Salesforce Eikon search string for individual stock moves: STXBZ The Day Ahead newsletter: https://refini.tv/3LI4BU7 The Morning News Call newsletter: https://refini.tv/3dKUyB8 The benchmark S&P 500 and the Nasdaq traded near two-week lows on Wednesday as investors priced in a possible escalation in geopolitical tensions in the Middle East, while a survey allayed worries about a rapid cooldown in the U.S.
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U.S. Applied Materials, Lam Research, S&P Global

U.S. RESEARCH ROUNDUP-Applied Materials, Lam Research, S&P Global Oct 2 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including Applied Materials, Lam Research and S&P Global, on Wednesday. HIGHLIGHTS * Applied Materials Inc AMAT.O : Berenberg cuts target price to $246 from $250 * Bank of Hawaii Corp BOH.N : KBW raises to market perform from underperform * First Citizens BancShares FCNCA.O : KBW cuts target price to $2200 fr
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Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT

BUZZ - Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT Nasdaq 100 .NDX Top Performers Percent Change Micron Technology Inc MU.OQ +15.7% PDD Holdings Inc PDD.OQ +13.4% Applied Materials Inc AMAT.OQ +6.7% Lam Research Corp LRCX.OQ +6.2% Microchip Technology Inc MCHP.OQ +5.8% Bottom Performers Percent Change Super Micro Computer Inc SMCI.OQ -12.2% Diamondback Energy Inc FANG.OQ -6.7% Baker Hughes Co BKR.OQ -4.1% Constellation Energy Corp CEG.OQ -3.0% MongoDB Inc MDB.OQ -2.0% The Nas
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China, South Korea, Taiwan to spend most on chip equipment 2025-2027, industry body says

China, South Korea, Taiwan to spend most on chip equipment 2025-2027, industry body says AMSTERDAM, Sept 26 (Reuters) - Semiconductor manufacturers will spend a record $400 billion on computer chip-making equipment in 2025-2027, global industry association SEMI said in estimates published on Thursday, with China, South Korea and Taiwan leading the way.
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Chipmaker stocks rally after Micron's forecast points to steady AI demand

RPT-BUZZ-Chipmaker stocks rally after Micron's forecast points to steady AI demand Repeats to widen distribution with no changes to text ** Shares of chipmakers advance after Micron Technology MU.O signals robust demand for semiconductors used to power generative AI technology with strong revenue forecast ** The broader Philadelphia Semiconductor Index .SOX opened at a two-month high, last up 3.87%, set to add to the nearly 23% gain this year ** Largest chipmaker Nvidia NVDA.O , which uses Micro
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Chipmaker stocks rally after Micron's forecast points to steady AI demand

BUZZ-Chipmaker stocks rally after Micron's forecast points to steady AI demand ** Shares of chipmakers advance after Micron Technology MU.O signals robust demand for semiconductors used to power generative AI technology with strong revenue forecast ** The broader Philadelphia Semiconductor Index .SOX opened at a two-month high, last up 3.87%, set to add to the nearly 23% gain this year ** Largest chipmaker Nvidia NVDA.O , which uses Micron's high-bandwidth memory chips (HBM) for its AI processor
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ASML supplier NTS Group opens Singapore plant

ASML supplier NTS Group opens Singapore plant AMSTERDAM, Sept 20 (Reuters) - NTS Group, a Dutch-based maker of "mechatronic" equipment used by semiconductor firms including neighbouring giant ASML ASML.AS , on Friday opened a major new assembly and manufacturing plant in Singapore. Mechatronics integrate mechanical, electronics and software systems. NTS is known as a supplier of highly complex systems used in metrology, where top names include Lam Research, Applied Materials AMAT.O , Thermo Fish
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ASML faces bigger problems than China

BREAKINGVIEWS-ASML faces bigger problems than China The author is a Reuters Breakingviews columnist. The opinions expressed are her own. By Karen Kwok LONDON, Sept 16 (Reuters Breakingviews) - Clouds are gathering for ASML ASML.AS , though the nearest ones are not necessarily the most threatening. The fear that the U.S. and Dutch governments may curb exports to China has hurt the shares of the 290 billion euro group, whose lithography machines are used to fashion high-precision microchips.
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S&P 500 top and bottom performing stocks at about 12:00 p.m. EDT

BUZZ - S&P 500 top and bottom performing stocks at about 12:00 p.m. EDT S&P 500 .SPX Top Performers Percent Change First Solar Inc FSLR.OQ +4.6% Warner Bros Discovery Inc WBD.OQ +4.2% Dayforce Inc DAY.N +3.3% Enphase Energy Inc ENPH.OQ +2.4% Nucor Corp NUE.N +2.3% Bottom Performers Percent Change Super Micro Computer Inc SMCI.OQ -7.5% Broadcom Inc
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Nasdaq top and bottom performing stocks at about 12:01 p.m. EDT

BUZZ - Nasdaq top and bottom performing stocks at about 12:01 p.m. EDT Nasdaq 100 .NDX Top Performers Percent Change Dexcom Inc DXCM.OQ +2.6% Atlassian Corp TEAM.OQ +2.3% PDD Holdings Inc PDD.OQ +2.2% Take-Two Interactive Software Inc TTWO.OQ +2.2% Cisco Systems Inc CSCO.OQ +2.0% Bottom Performers Percent Change Palo Alto Networks Inc PANW.OQ -2.7% Applied Materials Inc AMAT.OQ -2.6% KLA Corp KLAC.OQ -2.4% Lam Research Corp LRCX.OQ -2.1% Airbnb Inc ABNB.OQ -1.8% The Nasdaq 100 .NDX lost 7.66 poi
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Applied Materials forecasts quarterly revenue slightly above estimates; shares fall

UPDATE 4-Applied Materials forecasts quarterly revenue slightly above estimates; shares fall Adds details in paragraphs 9 and 10 Aug 15 (Reuters) - Applied Materials AMAT.O forecast fourth-quarter revenue slightly above Wall Street estimates on Thursday, anticipating a surge in AI-fueled demand for its chip-making equipment. But shares of the Santa Clara, California-based company were down 2.8% in extended trading after having closed about 5% higher.
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Chipmaker stocks plummet on U.S. recession fears

BUZZ-Chipmaker stocks plummet on U.S. recession fears ** Shares of chipmakers tumble premarket as investors shun risk globally on U.S. recession fears ** Many AI beneficiary semiconductors stocks, which powered U.S. stocks to record levels this year, are leading declines on Monday ** Nasdaq 100 NQcv1 down 4.6% and S&P futures EScv1 falls 2.5% ** Shares of largest chipmaker Nvidia NVDA.O fall 10% after report of delay in launch of its AI chip ** No.2 U.S.
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Intel shares slump 28% as turnaround struggle deepens

CORRECTED-UPDATE 3-Intel shares slump 28% as turnaround struggle deepens Corrects headline to remove reference to record slump. In first paragraph, corrects to show stock on track for worst day since 1974, not worst day ever Aug 2 (Reuters) - Intel INTC.O shares sank nearly 28% on Friday and were set for their worst day since 1974 after the company suspended dividend and slashed workforce to fund a costly turnaround for its chip-making business.
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Intel shares set to fall most in 24 years as it struggles with turnaround

Intel shares set to fall most in 24 years as it struggles with turnaround Aug 2 (Reuters) - Intel INTC.O was set to erase nearly $25 billion in market value on Friday in what would be its worst selloff since 2000 after it suspended its dividend and slashed its workforce to fund a costly turnaround for its chip-making business. Shares of the company were down about 20% in premarket trading after Intel late on Thursday forecast quarterly revenue below estimates and said it was cutting 15% of its w
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Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT

BUZZ - Nasdaq top and bottom performing stocks at about 03:45 p.m. EDT Nasdaq 100 .NDX Top Performers Percent Change Dexcom Inc DXCM.OQ +4.7% Meta Platforms Inc META.OQ +4.4% American Electric Power Company Inc AEP.OQ +3.2% Exelon Corp EXC.OQ +2.9% T-Mobile US Inc TMUS.OQ +2.7% Bottom Performers Percent Change Moderna Inc MRNA.OQ -21.1% Arm Holdings PLC ARM.OQ -16.9% Lam Research Corp LRCX.OQ -9.9% Qualcomm Inc QCOM.OQ -9.2% Advanced Micro Devices Inc AMD.OQ -8.5% The Nasdaq 100 .NDX lost 516.72
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Nasdaq top and bottom performing stocks at about 12:01 p.m. EDT

BUZZ - Nasdaq top and bottom performing stocks at about 12:01 p.m. EDT Nasdaq 100 .NDX Top Performers Percent Change Meta Platforms Inc META.OQ +6.1% Dexcom Inc DXCM.OQ +3.5% Cognizant Technology Solutions Corp CTSH.OQ +2.8% Vertex Pharmaceuticals Inc VRTX.OQ +1.8% AstraZeneca PLC AZN.OQ +1.4% Bottom Performers Percent Change Moderna Inc MRNA.OQ -19.5% Arm Holdings PLC ARM.OQ -16.0% Qualcomm Inc QCOM.OQ -8.7% Lam Research Corp LRCX.OQ -8.3% Micron Technology Inc MU.OQ -6.7% The Nasdaq 100 .NDX l
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U.S. CH Robinson Worldwide, Dayforce, Entegris

U.S. RESEARCH ROUNDUP-CH Robinson Worldwide, Dayforce, Entegris Aug 1 (Reuters) - Wall Street securities analysts revised their ratings and price targets on several U.S.-listed companies, including CH Robinson Worldwide, Dayforce and Entegris, on Thursday. HIGHLIGHTS * CH Robinson Worldwide Inc CHRW.O : JP Morgan raises to overweight from neutral * Dayforce Inc DAY.N : Piper Sandler raises to overweight from neutral * Entegris Inc ENTG.O : Seaport Research Partners raises to buy from neutral * M
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Lam Research Corp reports results for the quarter ended in June - Earnings Summary

Lam Research Corp reports results for the quarter ended in June - Earnings Summary Lam Research Corp LRCX.OQ reported quarterly adjusted earnings of $8.14​​ per share for the quarter ended in June, higher than the same quarter last year, when the company reported EPS of $5.98. The mean expectation of twenty three analysts for the quarter was for earnings of $7.58 per share.
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Lam Research forecasts quarterly revenue above estimates fueled by AI boom

Lam Research forecasts quarterly revenue above estimates fueled by AI boom July 31 (Reuters) - Chip-making tools supplier Lam Research LRCX.O forecast September quarter revenue above Wall Street estimates on Wednesday, anticipating a surge in orders from chip firms amid the AI boom. The surge in demand for AI-powered chips has increased the need for wafer fabrication equipment, sophisticated and expensive tools essential for chip manufacturing, benefiting companies like Lam Research.
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Lam Research Corporation Reports Financial Results For The Quarter Ended June 30, 2024

BRIEF-Lam Research Corporation Reports Financial Results For The Quarter Ended June 30, 2024 July 31 (Reuters) - Lam Research Corp LRCX.O : LAM RESEARCH CORPORATION REPORTS FINANCIAL RESULTS FOR THE QUARTER ENDED JUNE 30, 2024 FOR QUARTER ENDED SEPTEMBER 29, 2024, SEES REVENUE $4.05 BILLION +/- $300 MILLION FOR QUARTER ENDED SEPTEMBER 29, 2024, SEE
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