American semiconductor equipment company
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22 episodes with Lam Research
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8 episodes with Lam Research
5 episodes with Lam Research
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2 episodes with Lam Research
3 episodes with Lam Research
2 episodes with Lam Research
3 episodes with Lam Research
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dr. Ankur Crawford from Alger to discuss: what everyone is getting wrong about the AI trade, why this technology is different, letting the market tell you if you're wrong or right, and how to manage a concentrated portfolio of stocks. Find complete show notes on our blogs... Ben Carlson's A Wealth of Common Sense Michael Batnick's The Irrelevant Investor Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Alger Disclaimer: The views expressed are the views of Fred Alger Management, LLC (FAM) and its affiliates as of June 2026. This material is not meant to provide investment advice and should not be considered a recommendation to purchase or sell securities. Holdings are subject to change. Risk Disclosures: Investing in the stock market involves risks, including the potential loss of principal. Growth stocks may be more volatile than other stocks as their prices tend to be higher in relation to their companies' earnings and may be more sensitive to market, political, and economic developments. The following represented the noted percentage of CNEQ assets as of 3/31/26: Micron 0%; Astera Labs 2.0%; Nebius 5.2%; Anthropic 4.4%; TSMC 5.8%; Lam Research 0%; GE Vernova 3%; Nvidia 14.9%; QXO 4%; Heico 2.2%. Before investing, carefully consider the Fund's investment objective, risks, charges, and expenses. For a prospectus and summary prospectus containing this and other information or for the Fund's most recent month-end performance data, visit www.alger.com, call (800) 223-3810 or consult your financial advisor. Read the prospectus and summary prospectus carefully before investing. Distributor: Fred Alger & Company, LLC. Listed on NYSE Arca, Inc. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE. Learn more about your ad choices. Visit megaphone.fm/adchoices
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Nando Sommerfeldt über einen weiteren Rekord für Elon Musk, einen unerwarteten Dämpfer für Adobe und eine beispiellose Vorfreude-Rallye. Außerdem geht es um JP Morgan, Eli Lilly, Tesla, KLA Corporation, Lam Research, Micron Technology, Arm, Applied Materials, Marvell Technology, ASML, AMD, Intel, SanDisk, Viasat, Firefly Aerospace, Intuitive Machines, Planet Labs, EchoStar, Rocket Lab, OHB, Siemens Energy, Infineon, SAP, Oracle, Kontron, Porsche AG, Microsoft, Amazon, Apple, Alphabet, Nvidia, Deutsche Telekom, Ennoconn, Vanguard FTSE All-World UCITS ETF (WKN: A1JX52), SPDR MSCI ACWI IMI UCITS ETF (WKN: A1JJTD) und Invesco EQQQ Nasdaq-100 UCITS ETF (WKN: 801498). Meldet Euch hier zum kostenlosen AAA-Newsletter an: https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ Und mit dem Code „AAAFRIENDS“ spart ihr jetzt 50 Prozent auf Eure Tickets beim Finance Summit am 2. Oktober – aber nur unter diesem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
US stocks closed sharply higher on Thursday, with the S&P 500 rising 1.8%, the Nasdaq gaining 2.5%, and the Dow Jones climbing 930 points. Investor sentiment improved amid a pullback in oil prices after President Trump cancelled strikes against Iran after earlier threatening "very hard" attacks tonight. He also claimed a deal had been agreed in principle by several allies in the Middle East, including Israel, without elaborating. Further support came from a rally in technology shares as investors positioned themselves ahead of SpaceX's expected IPO tomorrow. Micron and AMD soared 11% and 8%, respectively, while Lam Research added 12.7% and Intel jumped over 10% after being upgraded by BofA on soaring CPU orders. On the other hand, Oracle slipped nearly 9% as investors focused on a cloud revenue miss and rising AI infrastructure costs despite an earnings beat. On the data front, PPI data pointed to accelerating prices in May, consolidating bets that the Fed will raise rates this year.SPI jumps 1436 - Gold up 3% plus...Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Daniel Eckert über die Siri-Revolution von Apple, einen Milliarden-Deal von Intel und eine profitable Erfrischung von Adidas. Außerdem geht es um Nvidia, Alphabet, Marvell Technology, Micron, Applied Materials, KLA Corp., Lam Research, Corning, Amazon, Vonovia, TAG Immobilien, Aroundtown, LEG Immobilien, Airbus, Tui, Lufthansa, BASF, Symrise, Evonik, Lanxess, Zealand Pharma, Eli Lilly, Novo Nordisk, Strategy, Jenoptik, SMA Solar, Westwing, Krones, Microsoft, Broadcom, TSMC, Meta, Tesla, iShares MSCI ACWI (WKN: A1JMDF) und Invesco FTSE All-World ETF (WKN: A3D7QX). Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Are the Fab 5 wafer fab equipment companies — ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA Corp — still worth buying at today's valuations? CSI breaks down 20 years of revenue data across the five companies that control roughly 70% of annual global fab equipment spending, and explain why 2026 and 2027 are shaping up to be record revenue years — with a potential speed bump in 2028 worth watching.The conversation also covers the wave of creative M&A reshaping the equipment landscape: the Axcelis and Veeco merger nearing final approval, Onto Innovation's strategic equity stake in X-ray imaging firm Rigaku, and Applied Materials' targeted acquisition of an advanced packaging segment from ASMPT.But the most overlooked part of this episode is the introduction of the Lab 7 — a group of life science and laboratory capital equipment companies, including Thermo Fisher, Agilent, Bruker, and Revvity, that share surprising structural overlap with semiconductor supply chain investing. CSI explains why these companies could serve as a diversification play for semiconductor-heavy portfolios, and why the two industries may begin to converge.If you're wondering how to stay invested in the semiconductor supply chain without overconcentrating in a handful of names, this episode gives you a research-backed framework for thinking about it.Topics covered:- Fab 5 revenue breakdown and 20-year performance- Is wafer fab equipment overpriced in 2026?- Axcelis + Veeco merger update- Onto Innovation & Rigaku X-ray partnership- Applied Materials acquires ASMPT packaging segment- Introducing the Lab 7: life science meets semiconductor- Portfolio diversification beyond the semiconductor supply chain- Semiconductor market cycle outlook through 2028 and beyondFor in-depth stock research and the Semiconductor Insider membership, visit chipstockinvestor.com. Use fiscal.ai/csi for 15% off any paid plan.
US equity futures are modestly higher, Asian markets are broadly higher, while European equities are also firmer. Equities were supported by renewed optimism around a potential US-Iran ceasefire. Momentum and AI-linked names resumed leadership following recent underperformance, while improved sentiment also contributed to a pullback in oil prices and some easing in rate hike expectations. However, investors remain cautious given persistent uncertainty around the durability of any geopolitical resolution, alongside mixed signals from earnings and continued concerns around inflation pressures reflected in elevated input and selling prices. Investors also cautious heading into a long weekend with reduced risk appetite.Companies mentioned: Lam Research, Kawasaki Heavy Industries, Nvidia , Imax
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Philipp Vetter über einen Dämpfer für Hasbro, Rückenwind für die Rüstungsbranche und die RE-IPO-Fantasie bei OHB. Außerdem geht es um Springer Nature, Renk, Rheinmetall, Hensoldt, Infineon, Aixtron, Nvidia, Arm Holdings, Marvell, AMD, Lam Research, ASML, Intel, Target, Analog Devices, KKR, Alphabet, Amazon, Microsoft und Meta. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
"Ich habe ein Anlage-Universum zusammengestellt mit den Unternehmen, die von dem zukünftigen Quanten-Computing-Boom profitieren werden", so wikifolio-Trader Gerd Junker, alias Greenwave. In seinem Quantum Computing Innovation allerhand Techs (insgesamt 25 Werte), darunter viele Vertreter aus der unverzichtbaren Infrastruktur. So könnte Intel alsbald mit seiner Technologie "richtig durchzünden". Ciena baut die Lichtautobahn für die Quantencomputer. "Ciena ist Weltmarktführer für optische Netzwerke." LAM Research ist ein Lieferant für die Halbleiterindustrie: "Ein absolut heißer Sektor." Weitere Informationen finden Sie unter: https://go.brn-ag.de/524
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Anthropic-Deal von Alphabet, märchenhafte Zeiten bei Walt Disney und einen Werkstoff-Konzern, der plötzlich Teil einer großen KI-Allianz ist. Außerdem geht es um AMD, Arm Holdings, Lam Research, Nvidia, Broadcom, SK Hynix, Super Micro Computer, BMW, MTU Aero Engines, Strategy, Kontron, Novo Nordisk, Uber, New York Times Company, Infineon, STMicroelectronics, NXP Semiconductors, ASML, Soitec, Aixtron, BE Semiconductor Industries, X-Fab, Corning, Meta, Microsoft und iShares MSCI Europe Information Technology Sector (WKN: A2QBZ3). https://www.businessinsider.de/gruenderszene/gruenderszene-sucht-die-super-gruender/ Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Alissa Coram and Ed Carson walk through Tuesday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. Melisa Buie is an operational excellence leader and co-author of Faceplant: FREE Yourself from Failure's Funk. She has a PhD in nuclear engineering from the University of Michigan, taught graduate engineering courses at San Jose State University, and has worked at semiconductor and photonics companies including Lam Research, Coherent, and Applied Materials. She is also the author of Problem Solving for New Engineers. Episode page with links, video, and more Melisa's favorite mistake is one she didn't recognize until ten years after the fact. After publishing her first book while juggling a full-time job, teaching, and raising her son as a single parent, she was exhausted -- so she did nothing to market or promote it. She told herself she had earned the rest. What she actually did, she now sees, was choose invisibility. The lesson wasn't that rest is bad. It was that she had mis-timed it, treating rest as the finish line instead of part of the cycle. In this conversation, Mark and Melisa get into why platitudes like "fail fast" and "fail forward" tend to fall flat, why pre-mortems can prevent faceplants that postmortems can't, and the four autopilot reactions Melisa calls the Conspirators -- the machine, the magician, the statue, and the satellite. They also explore how separating the facts of a failure from the story we tell ourselves about it is often the difference between getting stuck and getting free, what happens when organizations inadvertently create cultures where failure isn't safe, and how AI can be a thinking partner in problem solving rather than a replacement.
Patrick Moorhead and Daniel Newman break down a massive week in enterprise tech, from Google Cloud Next's full-stack AI push and Amazon's $100 billion Anthropic commitment, to Apple's leadership transition and Intel's long-awaited foundry validation courtesy of Elon Musk. The handpicked topics for this week are: Google Cloud Next 2026: Full-Stack AI and New TPUs — Google Cloud Next has cemented itself as the second-biggest AI event on the calendar, with Thomas Kurian declaring the proof-of-concept era over and enterprises now in full production mode with agents. Google unveiled two next-generation TPUs (the 8i for training and the 8t for high-throughput inference) and reinforced its full-stack differentiation from infrastructure through Gemini Enterprise Workspace. (The Decode) Google's Agentic Security and MCP Push — Google made a significant move into agentic security, combining Wiz and Mandiant into what Pat calls a sleeper announcement of the show. Google also committed to placing MCP servers across all of its data surfaces, meaning even non-Google platforms can tap into Google data without full lock-in. (The Decode) Google Distributed Cloud and On-Prem Agentic Orchestration — Google took the biggest first step Patrick has seen toward a true agentic orchestrator that spans on-prem enterprise and public cloud through progress on Google Distributed Cloud. No other company has yet attempted cross-environment agent coordination at this level. (The Decode) Amazon's $100 Billion Anthropic Commitment — Amazon formalized a commitment of up to $100 billion into Anthropic, including five gigawatts of Trainium capacity, making it the largest non-NVIDIA silicon commitment in history. Anthropic's valuation crossed $1 trillion just weeks after a $350 billion raise, a pace that has left even veteran analysts searching for new language. (The Decode) Adobe Summit 2026: Enterprise Agents and Jensen's Endorsement — Jensen Huang took the stage at Adobe Summit to deepen the NVIDIA-Adobe partnership, calling agentic workflows the new front end for SaaS rather than a replacement for it. Adobe reported $250 million in Firefly ARR and 45% quarter-over-quarter growth in agentic tool usage, yet the stock continued to disappoint investors expecting hypergrowth multiples. (The Decode) Apple's New CEO: John Ternus and Tim Cook's Legacy — Apple named John Ternus as its fourth CEO, closing the book on Tim Cook's 15-year tenure marked by custom silicon success, services expansion, and operational excellence, alongside misses in Vision Pro, the abandoned car project, and Siri's failure to become the AI front end it should have been. Ternus is a continuity hardware candidate, and the most consequential decision may prove to be keeping Johny Srouji over all of hardware. (The Decode) Intel Foundry: Elon Musk, TerraFab, and 14A Validation — One day before Intel's earnings print, Elon Musk publicly confirmed TeraFab will use Intel's 14A process, delivering the first verifiable public wafer commitment on that node. Intel then reported a 23% stock surge, 22% data center growth, and EPS of $0.29 against a $0.01 street consensus. (The Decode) The Flip: TSMC vs. Semiconductor Equipment Makers — Pat and Dan take hard opposing stances on who holds more power in the AI supply chain: TSMC with its control of over 90% of advanced AI silicon and irreplaceable process expertise, or the equipment oligopoly of ASML, Applied Materials, LAM, and KLA without whom no leading-edge fab can operate. The real answer, they conclude, is deep interdependence, though TSMC's combination of talent and leading-edge control gives it outsized leverage today. (The Flip) Intel — Intel's earnings were a blowout across the board, with data center up 22%, EPS of $0.29 versus a $0.01 estimate, and guide raised, driven by CPU price increases, customer pull-ins, and packaging volume growth. Hosts discuss whether the stock at current levels is pricing in foundry revenue that has barely begun to materialize on the tape. (Bulls and Bears) GE Vernova and Vertiv — GE Vernova posted a beat on revenue and EPS with orders up 71% organically and a $163 billion backlog, while Vertiv reported sales up 30% and raised forward guidance to $14 billion. Both companies reflect the acute power infrastructure demand tied to data center buildout, with Patrick noting their growth was likely already baked into share prices heading into the print. (Bulls and Bears) ServiceNow — ServiceNow beat across the board with a Rule of 57 growth result and AI run rate up to $1.5 billion, 50% above its prior target, though margin headwinds from three acquisitions and on-prem impacts from the Middle East conflict weighed on sentiment. Daniel argues the market has not yet accepted that workflow automation at enterprise scale will not be replaced by vibe-coded alternatives. (Bulls and Bears) IBM — IBM posted a triple beat with Red Hat up 13%, software up 11%, and Z mainframe up 48%, the latter driven in part by AI-assisted COBOL modernization tools making the platform newly relevant. The stock slid after hours despite the results, continuing a pattern Patrick describes simply as silly season for enterprise infrastructure names. (Bulls and Bears) SAP — SAP beat on revenue and earnings with cloud revenue up 19%, cloud backlog up 20%, and total backlog up 25%, reinforcing that enterprise ERP customers are not moving away from core platforms. Daniel and Patrick agree this is another data point showing enterprises are building AI on top of existing software stacks, not tearing them out. (Bulls and Bears) The Decode Google Cloud Next 2026 — TPU 8 Dual-Architecture and the Agentic Enterprise Stack https://cloud.google.com/blog/topics/google-cloud-next/welcome-to-google-cloud-next26 https://oplexa.com/google-cloud-next-2026/ https://www.itpro.com/cloud/cloud-computing/google-cloud-next-2026-googles-unique-advantages https://thenextweb.com/news/google-inference-chips-nvidia-challenge-supply-chain Amazon Commits Up to $25B More in Anthropic; $100B+ AWS Commitment in Return https://www.cnbc.com/2026/04/20/amazon-invest-up-to-25-billion-in-anthropic-part-of-ai-infrastructure.html https://www.nytimes.com/2026/04/20/technology/amazon-anthropic-investment.html https://www.geekwire.com/2026/amazon-doubles-down-on-anthropic-with-25b-investment-mirroring-its-openai-cloud-deal/ https://futurumgroup.com/insights/anthropics-gigawatt-scale-tpu-deal-with-broadcom-creates-a-structural-advantage/ Adobe Summit 2026 — CX Enterprise, Creative Agent, and Jensen Huang Onstage https://www.cxtoday.com/ai-automation-in-cx/adobe-summit-2026-cx-announcements/ https://www.cmswire.com/digital-experience/nvidia-ceo-jensen-huang-told-the-saas-world-agentic-is-here-adobe-was-listening/ https://www.techradar.com/pro/live/adobe-summit-2026 https://futurumgroup.com/insights/will-adobes-brand-visibility-solution-rewrite-the-rules-of-ai-driven-customer-experience/ https://www.linkedin.com/posts/patmoorhead_adobesummit-googlecloudnext-ai-activity-7451754772128514048-0BwK Apple CEO Transition — Tim Cook to Executive Chairman, John Ternus to CEO https://www.apple.com/newsroom/2026/04/tim-cook-to-become-apple-executive-chairman-john-ternus-to-become-apple-ceo/ https://www.facebook.com/HBR/posts/on-monday-april-20-2026-apple-announced-that-tim-cook-will-step-down-as-ceo-in-s/1324436846218173/ https://www.apple.com/newsroom/2026/03/introducing-apple-business-a-new-all-in-one-platform-for-businesses-of-all-sizes/ Intel Foundry Lands Tesla for Terafab on 14A — First External 14A Customer, and a Direct Shot at the TSMC Bottleneck https://www.reuters.com/business/autos-transportation/tesla-ceo-musk-says-company-plans-use-intels-14a-process-terafab-2026-04-22/ https://www.trendforce.com/news/2026/04/23/news-intel-tapped-as-tesla-wins-first-14a-customer-spot-in-terafab-push/ https://www.benzinga.com/markets/equities/26/04/51992031/musk-bets-on-intels-14a-process-tesla-stock-falls-on-capex-plans https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html The Flip Who has more power in the AI chip supply chain — TSMC (the fabricator) or the equipment companies (ASML, Applied Materials, Lam, KLA)? FOR: TSMC is the single choke point for every leading-edge AI chip in production https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html TSMC's pricing power shows up directly in its gross margins — and customer behavior https://leverageshares.com/en-eu/insights/why-asml-and-tsmcs-q1-2026-results-didnt-stir-markets/ TSMC is now a systems integrator — CoWoS packaging is the real moat, not just lithography https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic AGAINST: ASML is the single point of failure for every advanced node on the planet https://sterlites.com/blog/ai-supply-chain-2026-tsmc-asml-asic Applied Materials, Lam Research, and KLA control the etch, deposition, and metrology steps every fab needs https://finance.yahoo.com/markets/stocks/articles/dear-lam-research-investors-mark-154010553.html The equipment oligopoly has better margin structure and less concentration risk than TSMC https://www.cnbc.com/2026/04/16/taiwan-semi-tsm-asml-stock-earnings-ai-chips.html Bulls & Bears Intel Q1 2026 — Huge Beat and Q2 Guide Raise; Data Center +22%, Stock +16% After Hours https://www.cnbc.com/2026/04/23/intel-earnings-q1-2026.html https://seekingalpha.com/news/4578382-intel-q1-2026-beat-guidance-raise-stock-surges https://www.nasdaq.com/articles/intel-reports-net-loss-q1-2026 Veritiv & GE Vernova Q1 2026 — AI Power Trade Reports a Massive Beat https://www.investing.com/equities/ge-vernova-llc-earnings https://www.techi.com/ge-vernova-vertiv-ai-data-center/ ServiceNow Q1 2026 — Strong Beat and Raise, But Middle East Deal Delays Crater the Stock https://newsroom.servicenow.com/press-releases/details/2026/ServiceNow-Reports-First-Quarter-2026-Financial-Results/default.aspx https://www.cnbc.com/2026/04/22/servicenow-now-earnings-q1-2026.html https://www.businessinsider.com/servicenow-ceo-dismisses-ai-threats-parlor-tricks-2026-4 IBM Q1 2026 — Beat on Top and Bottom; Mainframe Surge, Guidance Unchanged Sends Stock Lower https://www.streetinsider.com/PRNewswire/IBM+RELEASES+FIRST-QUARTER+RESULTS/26351381.html https://www.briefs.co/news/ibm-q1-2026-earnings-guidance/ https://seekingalpha.com/news/4578381-ibm-signals-5-percent-2026-revenue-growth-and-about-1b-higher-free-cash-flow-while-keeping https://www.barrons.com/articles/software-stock-selloff-ibm-earnings-servicenow-salesforce-665a8f73 SAP Q1 2026 — Beat on Cloud; Backlog €21.9B (+25% cc), Operating Profit +17% https://www.prnewswire.com/news-releases/sap-quarterly-statement-q1-2026-302752280.html https://www.gurufocus.com/news/8813611/sap-se-sap-reports-strong-q1-earnings-with-revenue-growth https://www.globalbankingandfinance.com/sap-reports-17-rise-first-quarter-profit/ Want the full breakdown from the ground at Google Cloud Next? Check out our live coverage: https://www.sixfivemedia.com/our-events/google-cloud-next-2026 Be part of our community — hit that subscribe button and let us know if you'd like us to go back to Friday drops.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Halbleiter-Hochs, das Mega-Telekom-Gerücht und einen Korea-Kracher. Außerdem geht es um ServiceNow, IBM, Texas Instruments, Lam Research, GE Vernova, Siemens Energy, Siemens, SAP, Boeing, AT&T, Philip Morris, Avis Budget, Vertiv, Nvidia, Deutsche Telekom, T-Mobile US, Vodafone, SK Hynix, Spirit Airlines, ASML, ASMI, AMD, TSMC, Samsung, Applied Materials, Tokyo Electron. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Lam Research just reported its best quarter ever — and then guided the next quarter to $6.6 billion in revenue. Wall Street was expecting $6.1 billion. In this episode, Nick and Kasey break down everything that matters from Lam Research's Q3 fiscal year 2026 earnings: the headline numbers, the mix shift toward memory, the advanced packaging growth story, what management's $796 million share buyback at all-time highs is actually communicating, and why Lam has quietly become CSI's largest semiconductor equipment holding — overtaking Applied Materials, where their conviction started over a decade ago.There is also the acceleration of the $40 billion NAND conversion investment timeline, now expected to complete before the end of 2027 — a significant pull-forward that increases near-term equipment demand for exactly the etch and deposition tools that Lam dominates. What we cover:— Q3 FY2026 results: $5.84B revenue, +24% year over year, EPS beat, gross margin approaching 50%— Q4 guidance: $6.6B vs. $6.1B analyst consensus — what the gap means for the cycle— Memory mix rising to 39% of systems revenue and why it has further to run in 2026 and 2027— Advanced packaging revenues targeted to grow over 50% in calendar year 2026— Customer support segment hits a record $2B — the recurring revenue cushion for the next downturn— The $796M share buyback at all-time highs — management's unambiguous signal— The $40B NAND conversion acceleration and what it means for Lam's revenue runway— Wafer fab equipment spending raised to $140B annually — the industry-wide read-through— Why Lam has become CSI's largest fab equipment holdingSponsored by fiscal.ai — the platform powering CSI's KPI charts and financial data. Get 15% off at fiscal.ai/csiDisclosure: Nick and Kasey are Lam Research shareholders. This content is for general information only and is not individual investment advice. All investing involves risk.chipstockinvestor.com
Die Wall Street startet nach der gestrigen Rally schwächer in den Tag, belastet durch steigende Ölpreise und geopolitische Unsicherheiten , während die Berichtssaison eine klare Sektor-Rotation zeigt: Halbleiter bleiben das Zugpferd mit starken Zahlen und angehobenen Ausblicken bei Unternehmen wie Texas Instruments und Lam Research, getragen vom anhaltenden AI-Boom, allerdings mehren sich nach der außergewöhnlich starken Rally Überhitzungssignale und das Chance-Risiko-Verhältnis verschlechtert sich deutlich ; im Gegensatz dazu steht der Software-Sektor unter Druck, mit Gewinnmitnahmen bei ServiceNow und IBM, wo sich eine leicht schwächere Wachstumsdynamik, Margendruck und durch den Nahost-Konflikt verzögerte Deals bemerkbar machen ; zusätzlich sorgt im AI-Infrastruktur-Bereich die Schwäche von Supermicro für Aufmerksamkeit, nachdem Berichte über einen verlorenen Milliardenauftrag von Oracle sowie hohe Lagerbestände bei älteren GPUs kursieren, was auf eine Verschiebung der Nachfrage hindeutet und die Aktie belastet; auch Tesla steht trotz solider Zahlen unter Druck, da die massiv steigenden Investitionen von über 25 Milliarden Dollar die freien Cashflows belasten und Zweifel nähren, ob das Bewertungsniveau gerechtfertigt ist – insgesamt zeigt sich ein Markt, der zwar weiterhin vom AI-Boom getragen wird, aber zunehmend selektiver wird und erste Ermüdungserscheinungen in den heiß gelaufenen Segmenten signalisiert. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Die Wall Street startet nach der gestrigen Rally schwächer in den Tag, belastet durch steigende Ölpreise und geopolitische Unsicherheiten , während die Berichtssaison eine klare Sektor-Rotation zeigt: Halbleiter bleiben das Zugpferd mit starken Zahlen und angehobenen Ausblicken bei Unternehmen wie Texas Instruments und Lam Research, getragen vom anhaltenden AI-Boom, allerdings mehren sich nach der außergewöhnlich starken Rally Überhitzungssignale und das Chance-Risiko-Verhältnis verschlechtert sich deutlich ; im Gegensatz dazu steht der Software-Sektor unter Druck, mit Gewinnmitnahmen bei ServiceNow und IBM, wo sich eine leicht schwächere Wachstumsdynamik, Margendruck und durch den Nahost-Konflikt verzögerte Deals bemerkbar machen ; zusätzlich sorgt im AI-Infrastruktur-Bereich die Schwäche von Supermicro für Aufmerksamkeit, nachdem Berichte über einen verlorenen Milliardenauftrag von Oracle sowie hohe Lagerbestände bei älteren GPUs kursieren, was auf eine Verschiebung der Nachfrage hindeutet und die Aktie belastet; auch Tesla steht trotz solider Zahlen unter Druck, da die massiv steigenden Investitionen von über 25 Milliarden Dollar die freien Cashflows belasten und Zweifel nähren, ob das Bewertungsniveau gerechtfertigt ist – insgesamt zeigt sich ein Markt, der zwar weiterhin vom AI-Boom getragen wird, aber zunehmend selektiver wird und erste Ermüdungserscheinungen in den heiß gelaufenen Segmenten signalisiert. Ein Podcast - featured by Handelsblatt. ► Direkt an der Börse handeln mit tradegate.direct: https://bit.ly/wallstreet_april * ► Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet * ► Entdecke den exklusiven NordVPN Deal! Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie: https://nordvpn.com/wallstreet * +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ ► Mehr Einblicke: https://bit.ly/360wallstreetpc * Impressum: https://www.360wallstreet.de/impressum *Werbung
23/4 La tregua tra Usa e Iran sarà “indefinita”. Hormuz ad alta tensione tra confische e tentativi di violare il blocco americano. Torna a salire il greggio: Brent oltre 103$. Salgono dollaro e rendimenti Treasury, scendono oro, argento e Bitcoin. Bessent: pressione massima su Iran e lancia operazione “Economic Jury”, Teheran minaccia di tagliare cavi sottomarini che trasportano internet. Tesla in calo nel pre-market: bene utile e flussi di cassa, ricavi sotto le attese. Alza i cappe a 25mld $ quest'anno. In calo anche IBM (no revisione al rialzo guidance) e ServiceNow. Battono le attese Texas Instruments e LAM Research. ASML -4% per TSMC le nuove macchine a litografia sono troppo care da giustificare la spesa. *** Questo episodio è offerto da Scalable Capital Investire comporta rischi Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** In Asia Nikkei e Kospi rompono nuovi record per poi rintracciare. Salgono Softbank (nuovo debito per AI) e SK Hynix su trimestrale oltre le attese: utile 404%. Pmi manifatturiero in Giappone ai massimi da 4 anni, bene la crescita in Sud Corea miglior trimestre dal 1Q. Xpeng pronta alle auto volanti. Futures a in rosso, dopo i record di S&P500 e Nasdaq. In Europa futures in rosso, attesa per Consiglio Eu. Sul tavolo Accelerator EU il piano EU per lo shock energetico. Deficit sopra il 3,1% l'Italia vara il Def ma non esce dalla procedura per disavanzo eccessivo. Germania: crescita dimezzata. FT: Zampolli chiede a Trump di sostituire Iran con Italia ai mondiali. UBS deve aumentare il proprio capitale di 20mld per il governo svizzero. Essilux conti sopra attese. Learn more about your ad choices. Visit megaphone.fm/adchoices
Julie Biel, Chief Market Strategist at Kayne Anderson Rudnick, lays out the broader market theme and explains how investors should think about positioning as earnings and macro forces collide. Tesla headlines earnings. Seth Goldstein of Morningstar reacts to the results and what they signal for demand, margins and the EV landscape. Reports from IBM, Lam Research, ServiceNow and Texas Instruments add further insight into enterprise tech, semis and AI-driven spending trends. Gargi Chaudhuri of BlackRock on the firm's spring outlook and discusses where she sees opportunity across equities and portfolios. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über Metas Entlassungspläne, Alphabets Emanzipation und gute Nachrichten für Angermayer & Co. Außerdem geht es um Amazon, Block, Marvell, Broadcom, AtaiBeckley, Compass Pathways, GH Research, Cybin, Definium, Tesla, Texas Instruments, Lam Research, IBM, ServiceNow, GE Vernova, Boeing, Rheinmetall, Siemens, Siemens Energy, Caterpillar, Fanuc, Vertiv, First Trust RBA American Industrial Renaissance UCITS ETF (A40ZG6), Amundi S&P World Industrials Screened UCITS ETF (A3DSTE), Xtrackers MSCI World Industrials UCITS ETF (A113FN), iShares MSCI Europe Industrials Sector UCITS ETF (A2QBZ6), L&G ROBO Global Robotics and Automation UCITS ETF (A12DB1), iShares Automation & Robotics UCITS ETF (A2ANH0), Global X Robotics & AI UCITS ETF (A2QPBW), Amundi MSCI Robotics & AI UCITS ETF (A2JSC9), ARK Artificial Intelligence & Robotics UCITS ETF (A408AX), Fidelity Global Industrials Fund (941119), Deka-Industrie 4.0 (DK2J9F). Anzeige: Diese Folge enthält Werbung für Smartbroker+. Depot eröffnen & 60 € ETF sichern! Riesige ETF-Auswahl, flexible Trades & persönlicher Support bei Smartbroker+. Alle Informationen gibt es unter: https://get.smartbrokerplus.de/triple-aaa-podcast/ Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Halbleiteraktien bleiben einer der wenigen Bereiche mit starkem Momentum. Im Fokus stehen Lam Research, KLA und Applied Materials, drei Titel mit Marktstellung, Wachstum und Potenzial. Gleichzeitig geht es um die Frage, warum Technologieführer aktuell gegenüber Banken bevorzugt werden und welche Risiken Anleger trotz der starken Story im Blick behalten sollten.
In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über neue Disruptionsangst bei Software-Aktien, einen möglichen neuen Spirituosen-Giganten und einen Rauswurf aus dem SDax. Außerdem geht es um Lam Research, Marvell, Intel, Broadcom, Snowflake, Cloudflare, Servicenow, Palantir, Autodesk, Workday, SAP, Brown-Forman, Diageo, Gerresheimer, Shelly Group, OpenAI, CoreScientific, Coreweave, Terawulf, Equinix, Digital Realty, Meta, Rheinmetall, Siemens Energy, Novo Nordisk, Apple, Allianz, Bayer, Deutsche Telekom, Droneshield, Paypal, Micron Technology, Deutsche Bank. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Send us Fan MailDr. Melisa Buie is a problem solver, author, and operational excellence leader known for making complex systems work better. Her work spans advanced technologies such as lasers and semiconductor equipment, as well as large-scale global manufacturing and business systems.Melisa's career sits at the intersection of engineering innovation and operational performance. She has held key roles with leading organizations in the semiconductor and photonics industries, including Lam Research, Coherent, Applied Materials, and Advanced Energy. As Global Director for Lean Operational Excellence at Coherent, Inc., a $2B global photonics solutions company, she led initiatives that advanced both engineering performance and enterprise-wide transformation. Earlier in her career, she served as a Member of the Technical Staff and Engineering Manager at Applied Materials and Advanced Energy, and as a Research Scientist with Science Applications International Corporation at the Naval Research Laboratory in Washington, D.C., where she focused on theoretical laser systems.In addition to her industry leadership, Melisa is an author and educator. She wrote Problem Solving for New Engineers: What Every Engineering Manager Wants You to Know in 2017, drawing on her experience bridging industry and academia. She also taught graduate-level courses for nearly a decade at San Jose State University in the Department of Biomedical, Chemical, and Materials Engineering, where she helped develop the next generation of engineering leaders and problem solvers.A Few Quotes From This Episode“If it's safe to fail, then it's safe to learn and grow.” “Experimentation is something that leads to a lot of failure.” “Part of the reason we don't like failing is because of all the emotions that come with it.” “You've got to separate the story you make up about the failure.” Resources Mentioned in This Episode Book: Faceplant: Free Yourself From Failure's Funk by Buie and colleaguesBook: Problem Solving for New Engineers: What Every Engineering Manager Wants You to Know by BuieAbout The International Leadership Association (ILA)The ILA was created in 1999 to bring together professionals interested in studying, practicing, and teaching leadership. About Scott J. AllenWebsiteWeekly Newsletter: Practical Wisdom for LeadersMy Approach to HostingThe views of my guests do not constitute "truth." Nor do they reflect my personal views in some instances. However, they are views to consider, and I hope they help you clarify your perspective. Nothing can ♻️ Please share with others and follow/subscribe to the podcast!⭐️ Please leave a review on Apple, Spotify, or your platform of choice.➡️ Follow me on LinkedIn for more on leadership, communication, and tech.
ASML is known for one thing: the most advanced EUV lithography machines on the planet. But there's a quieter story developing in their advanced packaging division that's worth paying attention to.While the Fab Five have seen a recent sell-off, the second half of 2026 is shaping up to be a revenue inflection point for the semiconductor equipment sector.In this episode, we dig into how ASML is iterating on decades-old i-line technology with the Twinscan XT:260 — and why that "ancient" tool is suddenly relevant again for solving critical modern problems like wafer warpage and 3D chip integration.We cover:The 2026 revenue outlook for semiconductor equipmentFront-end wafer development vs. advanced packagingCompetitor spotlight: Onto, Lam Research, and BESI rumorsASML's Twinscan XT:260 and the Carl Zeiss precision optics partnershipWhether packaging can actually move ASML's bottom lineSemiconductor Insider (Discord + deeper analysis): chipstockinvestor.com/pricingFiscal.ai 15% discount: fiscal.ai/csiFree Newsletter: mailchi.mp/b1228c12f284/sign-up-landing-page-short-formNick and Kasey own shares of ASML.Content is for general information and entertainment only — not individual investment advice. All investing involves risk.
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den nächsten Taco-Trade, den Absturz der Tech-Titel und die Gewinne von CTS Eventim. Außerdem geht es um AMD, Intel, Nvidia, Micron, Lam Research, ASML, Meta, Alphabet, APA Corporation, Occidental Petroleum, EOG Resources, Valero Energy, Autodesk, Salesforce, CrowdStrike, Fortinet, Netflix, Olaplex Holdings, Henkel, TUI, Siemens Energy, Deutz, Carnival, Wüstenrot & Württembergisch, Jungheinrich, SAP, Deutsche Post, Siemens, Apollo, Blackstone, KKR, SK Hynix, Commerzbank, Apple, Mondelez International, McKesson, Loews, Morgan Stanley, Wells Fargo, Visa, Mastercard, American Express, JPMorgan Chase, Bank of America, Citigroup, General Dynamics und RTX. Hier kostenlos für den AAA-Newsletter anmelden: https://www.businessinsider.de/informationen/newsletter/alles-auf-aktien/ Wir freuen uns an Feedback über aaa@welt.de. Noch mehr „Alles auf Aktien“ findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und - ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast „Deffner&Zschäpitz“ hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Is High-Bandwidth Flash (HBF) a direct competitor to HBM, or something entirely new? In this episode, we break down the technology of High-Bandwidth Flash (HBF) and its role in solving the "memory wall" for AI inference.We explore how HBF fits into the existing memory hierarchy—sitting between HBM and traditional NAND flash—to provide high capacity and increased speed for the next generation of AI data centers. We also discuss the technical side of the SanDisk and Kioxia partnership, including BiCS technology and CBA wafer bonding, and when investors can expect this technology to actually hit the bottom line.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:01:17 – The NAND Market: Key Players (Micron, Samsung, SK hynix) 02:10 – What is NAND Flash? Memory vs. Storage 02:50 – The Memory Hierarchy: Capacity vs. Speed 03:57 – What is High-Bandwidth Flash (HBF)? 04:32 – HBF vs. HBM: Clearing up the Misunderstandings 05:10 – The Tech: BiCS, 16-Chip Stacks, and Wafer Bonding 05:57 – Solving the AI "Memory Wall" & Inference Bottleneck 06:58 – Timeline: When Will HBF Generate Revenue? 08:01 – Investment Strategy: The Fab Five & Lam ResearchIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #HBF #HighBandwidthFlash #HBM #AIInvesting #Semiconductors #ChipStockInvestor #SanDisk #NAND #DataCenter #AIHardwareNick and Kasey own shares of Sandisk
Alissa Coram and Ken Shreve walk through Thursday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wael Sawan, baas van Shell, moet veel meer geld krijgen. Als het aan de raad van commissarissen ligt. Bij ‘uitzonderlijke prestaties’ kan die bonus oplopen naar 900 procent van zijn jaarsalaris. In totaal kan hij zo jaarlijks meer dan 23 miljoen euro pakken.Deze aflevering hebben we het over de enorme bonussen die AEX-bestuurders krijgen. Ook bij Unilever, Ahold Delhaize en ING willen de rvc's namelijk dat hun ceo meer geld krijgt. Maar zorgt dat er ook voor dat het bedrijf het beter doet op de beurs? Ook hebben we het over Besi. Dat is ineens overnameprooi. Volgens persbureau Reuters staan er twee buitenlandse techbedrijven die het Nederlandse bedrijf willen kopen. Het is zelfs zo serieus dat Besi achter de schermen al hulp ingeschakeld heeft.Verder hoor je deze aflevering meer over: Adobe. De ceo stapt onverwachts op Tinder. Dat wil scoren met AI SIF. Het moet wéér zijn outlook aanpassen Hein Schumacher. De oude baas van Unilever kreeg een jaarsalaris mee Honda. Dat gaat voor het eerst in 70 jaar verlies maken Te gast: Jim Tehupuring van 1Vermogensbeheer BNR Beurs is een journalistiek onafhankelijke productie, mede mogelijk gemaakt door Saxo. Over de makers: Jelle Maasbach is presentator van BNR Beurs en freelance financieel journalist. Zijn favoriete aandeel om over te praten is Disney, maar daar lijkt hij de enige in te zijn. Sinds de eerste uitzending van BNR Beurs is 'ie er bij. Maxim van Mil is presentator van BNR Beurs en journalist bij BNR, waar hij zich focust op de financiële markten en ontwikkelingen in de tech-wereld. Je krijgt hem het meest enthousiast als hij kan praten over ASML, of oer-Hollandse bedrijven zoals Ahold of ABN Amro. Jorik Simonides is presentator van BNR Beurs, economieredacteur en verslaggever bij BNR. Hij wordt er vooral blij van als het een keer níet over AI gaat. Milou Brand is presentator van BNR Beurs, freelance podcastmaker en columnist bij het Financieele Dagblad. Jochem Visser is presentator van BNR Beurs, maakt Beursnerd XL en de podcast Onder Curatoren. Vraag hem naar obscure zaken op financiële markten en hij vertelt je waarom het eigenlijk nóg leuker is dan je al dacht. Over de podcast: Met BNR Beurs ga je altijd voorbereid de nieuwe beursdag in. We praten je in een kleine 25 minuten bij over alle laatste ontwikkelingen op de handelsvloer. We blijven niet alleen bij de AEX of Wall Street, maar vertellen je ook waar nog meer kansen liggen. En we houden het niet bij de cijfers, maar zoeken ook iedere dag voor je naar duiding van scherpe gasten en experts. Of je nu een ervaren belegger bent of net begint met je eerste stappen op de beurs, de podcast biedt waardevolle inzichten voor je beleggingsstrategie. Door de focus op zowel de korte termijn als de lange termijn, helpt BNR Beurs luisteraars om de ruis van de markt te scheiden van de essentie. Van Musk tot Microsoft en van Ahold tot ASML. Wij vertellen je wat beleggers bezighoudt, wie de markten in beweging zet en wat dat betekent voor jouw beleggingsportefeuille. See omnystudio.com/listener for privacy information.
Avalancha de resultados un día más, con foco sobre Lam Research, Applied Materials, Banca Europea y Zalando como lo más destacado. Lo analizamos con Antonio Aspas, socio de Buy&Hold Gestión de Activos
半導體產業已是當前全球矚目的焦點，海外佈局成為企業競爭的關鍵策略，國際歷練也正迅速成為工程師職涯發展的重要資產。本集Bryan邀請到全球前三大半導體設備商科林研發的台灣區總經理郭偉毅博士（Dr. William Kuo）與外派至美國亞利桑那州的資深製程工程師蔡昀真（Amanda Tsai），分享科林研發如何系統性培育具備國際視野的人才，並分享第一線外派工作的經驗與觀察。從跨文化視角、跨國協作到心理韌性的建立，提供給大家具體且全面的職涯發展觀點。如果你對半導體產業的海外工作機會感興趣，千萬別錯過本集訪談。 相關集數 【EP367 職業大百科：全球 Top 3半導體設備商，到底是怎麼煉成的？客戶夥伴、技術創新、以人為本｜科林研發台灣總經理 郭偉毅 William Kuo & 營運副總 焦長泰 CT Chiao 專訪】 https://youtu.be/-AWtW8Xkvps 【本集節目由 Lam Research 科林研發 贊助播出】 科林研發是全球前三大的半導體設備商，我們為半導體產業提供創新晶圓製造設備和服務，讓晶片製造商能製造出體積更小、速度更快和效能更好的電子元件，今天幾乎所有先進晶片都是利用我們的技術來製造。科林研發在Nasdaq股票市場上市，是一家 FORTUNE 500®公司，總部位於美國加州佛利蒙市，營運據點遍佈北美、亞洲和歐洲，我們在美國、奧地利、南韓、馬來西亞以及台灣均設有製造中心。 了解更多關於 Lam Research 科林研發的資訊，歡迎造訪： ● 官方網站：https://www.lamresearch.com/zh-hant/ ● 海外工作機會：https://careers.lamresearch.com/careers?hl=zh-TW&start=0&pid=1099541714875&sort_by=timestamp ● FB 粉絲專頁：https://www.facebook.com/LamResearchCorporation 什麼問題想問Joe跟Bryan嗎？提問&合作信箱：podcast@ftpm.com.tw 如果你喜歡我們的節目，歡迎贊助我們：https://bit.ly/3kskVsZ 如果你喜歡這集節目，歡迎到Apple Podcast給我們五星評價，並留言給我們鼓勵！ FB｜https://www.facebook.com/darencademy/ IG｜https://www.instagram.com/da.ren.cademy/ 大人學網站｜https://www.darencademy.com/ -- Hosting provided by SoundOn
Other chip stocks such as Broadcom, Lam Research, Western Digital and Applied Materials all fell more than 6 percent, EP Wealth Advisor Certified Financial Planner Stephanie Richman on Planning for Retirement, More on the next seminar Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library March 11th from 6:30pm to 8:30pm
Other chip stocks such as Broadcom, Lam Research, Western Digital and Applied Materials all fell more than 6 percent, EP Wealth Advisor Certified Financial Planner Stephanie Richman on Planning for Retirement, More on the next seminar Beyond the Noise: Navigating Wealth in Uncertain Times with EP Wealth Advisors CFP Stephanie Richman and JD Nathan Rogers at the Don Tatzin Community Hall Lafayette Library March 11th from 6:30pm to 8:30pmSee omnystudio.com/listener for privacy information.
echtgeld.tv - Geldanlage, Börse, Altersvorsorge, Aktien, Fonds, ETF
Nach der letzten Sendung mit Stefan Waldhauser kamen viele Aktienwünsche aus den Kommentaren – und bei einigen haben bei Tobias Kramer sofort die Alarmglocken geläutet: Vieles wirkt einfach überteuert? Gleichzeitig ist „teuer“ ein Begriff, der zwei Ebenen hat: Unternehmenswert (Marktkapitalisierung bzw. Enterprise Value) und Bewertung der Aktie (Multiples wie KGV). In dieser Folge wird deshalb nicht „gefühlt“, sondern systematisch gefiltert: Ausgehend von Unternehmen mit mehr als 200 Mrd. US-Dollar Marktkapitalisierung wird bewusst nach hohen Bewertungen gesucht – mit einem klaren Kriterium: KGV > 40 - auf zwei verschiedenen Zeitebenen. Ergebnis: zehn Aktien, die diese Hürden erfüllen – mit einer Tabelle, die die wichtigsten Kennzahlen auf einen Blick zusammenführt (u.a. Trendindikator über die 200-Tage-Linie, Debt/EBITDA, Price/Sales, erwartetes Umsatz- und Gewinnwachstum sowie eine 3-Jahres-Perspektive auf das KGV. Der wertvollste teure Aktie, Tesla, wird genutzt, um die Logik der Tabelle zu erklären – inklusive der Frage, wie stark bei manchen Unternehmen heute bereits Zukunftsversprechen im Kurs eingepreist sind (z.B. neue Märkte wie autonomes Fahren oder humanoide Roboter). Danach folgt der Überblick über alle zehn Werte, die so wohl noch nie zusammengestellt wurden. Mit dabei sind unter anderem auch ASML, Palantir, Intel, Lam Research, GE Vernova und GE Aerospace. Drei Unternehmen werden anschließend ausführlicher eingeordnet: - Hermès als Luxus-Ausnahme mit starker Marke und Preissetzungsmacht – bei gleichzeitig begrenzter „Luft“ für weitere Multiple-Expansion. - Costco als extrem beliebtes Mitgliedschaftsmodell mit hoher Kundentreue und der Spagat zwischen Qualität, Execution und Multiple. - Walmart als zwar größte Vertriebsmaschine der Welt, bei der sich aber und die Bewertungsfrage aufdrängt, denn wieso notiert ein Lebensmittelhändler mit einem derartig hohen KGV? Am Ende steht wie immer die Einladung: Welche Auswertungen wären als Nächstes spannend (z.B. andere Marktkapitalisierungs-Schwellen oder Filterkombinationen) – und welche Aktien sollen in künftigen Folgen genauer auf den Prüfstand? Aktienmarkt, Marktanalyse, Börsenüberblick: Die 10 teuersten Aktien der Welt per Filter (Marktkapitalisierung, KGV, Forward-KGV) – Bewertung, Risiko-Management, Sektortrends und Echtgeld-Depot-Einordnung.
Memory shortages. It's all anyone wants to talk about. Lam Research's plays a pivotal role in addressing the ongoing memory chip shortage and for the AI and data center sectors. We explore Lam Research's position in the semiconductor supply chain, discuss recent financial performance, market share growth, and future revenue projections. Additionally, we analyze the company's strategic advancements in wafer fab equipment, especially in high-bandwidth memory. We also examine the broader memory and semiconductor market dynamics and provide insights into the future growth cycles. Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 Memory Shortage02:11 Lam Research's Market Position and Achievements04:20 Future Projections and Market Trends07:50 Revenue Growth and Financial Projections09:01 Reverse DCF Analysis and Investment InsightsIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.#LamResearch #LRCX #Semiconductors #ChipStocks #Investing #MemoryShortage #AI #TechStocks #StockMarketAnalysisNick and Kasey own shares of LRCX
WEALTHSTEADING Podcast investing retirement money stock market & wealth
Episode 510 00:00 Q4 Earnings & GDP 01:02 Silver down 30% from its recent high 02:12 2026 long term trends 02:52 Stocks starting out the year on a strong footing 04:41 Lam Research up over 150% past year 05:17 Ciena up 200% past year 05:27 Stupid ads on YouTube 07:25 SAAS software companies too beat up 07:50 Regional Banks are the early warning signal of the economy Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
Three Chinese manufacturers ranked among world's top 20 by sales for 1st time三家企业首度跻身全球销售额前二十In a milestone for China's semiconductor industry, three Chinese equipment manufacturers have ranked among the world's top 20 by sales for the first time in 2025, according to data from Japanese research firm Global Net.日本研究机构Global Net最新数据显示，中国半导体产业在2025年迎来里程碑式突破：首次有三家中国设备制造商凭借销售额跻身全球前二十强。This marks an increase from just one company in the pre-stricter United States-government-restriction era of 2022, underscoring China's accelerated progress in bolstering the domestic supply chain.这标志着自2022年美国实施更严格出口管制前仅有一家企业上榜以来，中国在强化本土供应链方面正加速取得进展。The progress is an outcome of Chinese companies' hard work and big investment in beefing up technological prowess, but a gap still exists in core equipment such as lithography machines, and more efforts are needed to achieve breakthroughs, experts said.业内专家指出，这一进步源于中国企业持续投入研发、努力提升技术实力，但在光刻机等核心设备领域仍存在差距，需持续发力以实现关键突破。The sales ranking reveals a climb for Naura Technology Group, which jumped from eighth place in 2022 to fifth in 2025. It now only trails global giants ASML, Applied Materials, Lam Research and Tokyo Electron.排名显示，北方华创科技集团股份有限公司从2022年的第八位跃升至2025年的第五位，目前仅次于全球巨头阿斯麦、应用材料、泛林集团和东京电子。Founded in 2001, Naura has not yet disclosed its annual revenue for 2025, and Global Net based the ranking partially on estimated data. Financial services provider Suntime compiled forecasts from multiple securities companies to estimate Naura's revenue to stand between 46.8 and 52 billion yuan ($6.74 billion-$7.49 billion) in 2025.北方华创成立于2001年，尚未披露2025年全年营收，Global Net的排名部分依据预估数据。金融服务商赛美特综合多家券商预测，估计其2025年营收将在468亿至520亿元人民币（约合67.4亿至74.9亿美元）之间。New to the list at 13th place is Advanced Micro-Fabrication Equipment Inc China, or AMEC, whose etching equipment comes close to the cutting edge.中微半导体设备股份有限公司（简称“中微公司”）首次上榜即位列第十三位，其刻蚀设备已接近行业先进水平。In chipmaking, etching is the key process of selectively removing unwanted material layers from a silicon wafer to engrave precise 3D patterns, circuits and transistor structures.在芯片制造中，刻蚀是通过选择性去除硅晶圆上不需要的材料层，以精确雕刻三维图案、电路和晶体管结构的关键工艺。Shanghai Micro Electronics Equipment, which specializes in lithography machines that "print" circuit patterns onto silicon wafers, secured the 20th position. While acknowledging generational gaps with market leader ASML, the Shanghai-based company's presence highlights China's domestic capability in this most critical and challenging segment.专门从事将电路图案"印制"到硅晶圆上的光刻机业务的上海微电子装备股份有限公司位列第二十位。尽管承认与市场领导者阿斯麦存在代际差距，但这家上海企业的上榜凸显了中国在这一最关键且最具挑战性环节的本土化能力。Expanding the list to the top 30 would include two more Chinese firms — ACM Research and Hwatsing Technology.若将榜单扩大至前三十名，还将包括盛美半导体和华海清科两家中国公司。This collective ascent is widely viewed as a direct response to US-led export controls on advanced semiconductor technologies, which catalyzed China's drive for greater self-sufficiency in chipmaking tools.这一集体跃升被广泛视为对以美国为首的先进半导体技术出口管制的直接回应，这些限制推动了中国在芯片制造工具领域追求更高的自给率。Roger Sheng, vice-president of research at US market research company Gartner, said: "It's fair to say that Chinese companies' technological gap with international industry leaders is continuously narrowing. This progress has provided strong support for domestic chip manufacturers in their technological upgrades and production expansion efforts, even amid restrictions on access to US technology and equipment."美国市场研究公司高德纳副总裁盛陵海表示："可以公平地说，中国企业与国际行业领导者的技术差距正在不断缩小。即使在美国技术和设备获取受限的情况下，这一进展也为国内芯片制造商的技术升级和产能扩张提供了有力支撑。"The manufacturing of advanced chips involves over 1,000 process steps, each requiring specialized equipment. Chinese suppliers can now cover equipment for almost every stage, including deposition, etching and cleaning. This burgeoning ecosystem includes a wave of emerging startups, experts said.先进芯片制造涉及超千道工艺步骤，每一步都需要专用设备。专家称，中国供应商现已能提供包括沉积、刻蚀、清洗等几乎各环节的设备，蓬勃发展的产业生态中还包括一批新兴初创企业。Yin Zhiyao, chairman and general manager of AMEC, said at a meeting in May 2025 that the company's product portfolios include 30 percent of all the integrated circuit equipment categories, and it aims to collaborate with partners to offer 60 percent of all high-end IC equipment categories over the next five to 10 years.中微公司董事长兼总经理尹志尧在2025年5月的一次会议上表示，公司的产品组合已覆盖集成电路设备类别的30%，目标是在未来五到十年内与合作伙伴共同提供60%的高端集成电路设备类别。Yin said that AMEC would soon complete the development of more than 20 types of thin-film equipment that are subject to international export restrictions to China, and the company aims to finish the development of nearly 40 thin film equipment by 2029.他透露，中微即将完成20余种受国际对华出口限制的薄膜设备开发，并计划在2029年前完成近40种薄膜设备开发。Thin film equipment in chipmaking refers to specialized machinery used to deposit atomic-level layers of conductive, insulating or semiconducting materials onto silicon wafers.在芯片制造中，薄膜设备指用于在硅晶圆上沉积原子级导电、绝缘或半导体材料层的专用机械。China's massive domestic market, now the world's largest for chipmaking equipment, also provides a powerful launchpad. The global semiconductor industry association SEMI, which has more than 3,000 member companies, estimated that worldwide sales of semiconductor manufacturing equipment would reach $133 billion in 2025, surpassing the previous record of $104.3 billion in 2024 and setting an all-time high.中国庞大的本土市场——现已成为全球最大的芯片制造设备市场——也为产业发展提供了强劲动力。拥有超过3000家会员企业的全球半导体行业协会SEMI估计，2025年全球半导体制造设备销售额将达到1330亿美元，超越2024年创下的1043亿美元纪录，再创历史新高。lithography machines /lɪˈθɒɡrəfi məˈʃiːnz/光刻机etching equipment /ˈetʃɪŋ ɪˈkwɪpmənt/刻蚀设备cutting edge /ˈkʌtɪŋ edʒ/尖端/前沿silicon wafer /ˈsɪlɪkən ˈweɪfə/硅晶圆integrated circuit /ˈɪntɪɡreɪtɪd ˈsɜːkɪt/集成电路thin-film equipment /θɪn fɪlm ɪˈkwɪpmənt/薄膜设备conductive /kənˈdʌktɪv/导电的insulating /ˈɪnsəleɪtɪŋ/绝缘的
In this episode, I'm joined by Joe Lalley, author of Question to Learn, to explore why questions are one of the most underrated — and misused — leadership tools. We talk about curiosity, influence, and what really happens when leaders feel they're supposed to have all the answers. In this conversation, we explore: Why most of us stop asking good questions as our careers progress The subtle ways workplace culture rewards answers and punishes curiosity The different motives behind questions — and why some shut people down How questions can build influence without needing certainty What leaders can learn from children, improv, and discomfort Why “I don't know” might be one of the most powerful things a leader can say The role curiosity plays in a world increasingly shaped by AI Joe's favourite question — and why it opens doors most people miss This is Influence & Impact for Leaders, the podcast that helps leaders like you increase your impact and build a happy and high performing team. Each episode delivers focused, actionable insights you can implement immediately, to be better at your job without working harder. Work with Carla: 1:1 Leadership Coaching with Carla – get support to help you get your voice heard at work and develop your career. Book a discovery call About Joe Lalley Joe Lalley is a writer, speaker, and workshop facilitator who has spent much of his career leading innovation workshops for companies of all industries, shapes, and sizes. Joe has published multiple articles ranging from how to use curiosity to navigate remote work in the pandemic to how to fix the endless cycles of bad, inefficient meetings. In 2011, Joe completed the Stanford d.school Design Thinking Bootcamp, an intensive program that draws executives from Fortune 500 companies worldwide. As part of a team with peers from Google and Cisco, he worked directly with JetBlue to redesign the passenger ground experience at San Francisco International Airport. Through field research, interviews, and rapid prototyping, Joe and his team presented innovative solutions to JetBlue executives—a transformational experience that helped shape the next chapter of his career. Joe has held leadership roles at Columbia University, MTV/Viacom, WWE, PwC, and his own consultancy, Joe Lalley Experience Design. His client portfolio spans global brands and organizations such as Meta, Pfizer, Cisco, Chegg, General Assembly, Match Group/Tinder, Latham & Watkins, and Lam Research, as well as mission-driven groups like the American Physical Society, Optica, Banyan Global, and CAQH. In October 2025, Lalley released ‘Question to Learn: How Curiosity Can Transform Your Career, Team, and Organization.' Website...
Wall Street startet freundlich in den Tag: S&P, Nasdaq und Dow liegen vorbörslich im Plus, der VIX fällt – der Markt wirkt auffallend sorglos. Im Fokus stehen heute EZB-Protokoll, US-Erstanträge (200k erwartet) und später Einkommen & Ausgaben. Breaking: Spirit Airlines verhandelt mit Castlelake über eine mögliche Übernahme als Ausweg aus Chapter 11. Bei den Zahlen: PG und Abbott zeigen ein zähes Umsatzumfeld, GE Aerospace punktet mit Orders und Cashflow – aber Margen bleiben das Thema. Analysten treiben den Tape: Upgrades für Vertex und Datadog, höhere Kursziele u.a. für ASML und Lam Research – während Crocs abgestuft wird. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram
Ignacio Vacchiano, responsable de distribución en España de Leverage Shares, repasa los protagonistas: Lam Research, Applied Materials, Carmax, Intel y Netflix.
Who's spent £130 on Vistry shares? Find out on this week's PlayingFTSE Show!Steve D's managed the show's standard performance – between the FTSE 100 and the S&P 500 this week. Steve W, on the other hand…Earnings season for the S&P 500 is underway with the big banks reporting. And their share prices didn't react particularly well, but the stocks still look unusually expensive. By contrast, Visa and Mastercard have fallen back into more familiar P/E territory. So is there a better opportunity there with a short-term distraction on the table?The Diageo share price has been a disaster for the last couple of years. But as the details of the new CEO's plan to turn the firm around become clear, Steve W is getting interested.Selling off some of the company's non-core holdings could release more cash than you might think. There are, however, still some big challenges still to deal with. Vistry is a stock both Steves have had a close eye on for 2026. But the stock market's reaction to its most recent update was not positive at all.With a big government project on the way, is the dip an opportunity? Or are there still major concerns ahead for investors in the housebuilding sector?Steve D's VAT Group has had a great week. A 16% jump puts the stock level with Applied Materials and Lam Research – two of its major customers – since the start of the year.The AI drive has been fuelling strong demand across the semiconductor equipment industry. And there's a lot to like about a company that sells components…Only on this week's PlayingFTSE Podcast!► Get a free fractional share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS5:29 US BANKS21:48 VAT GROUP38:32 DIAGEO54:20 VISTRY► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den Kampf um Warner Bros. Discovery, die neue Bestmarke von BlackRock und das große Coinbase-Chaos. Außerdem geht es um TSMC, Lam Research, Nvidia, AMD, Broadcom, Aixtron, Suss Microtec, PVA Tepla, Siltronic, Volkswagen, Paramount, Netflix, Adidas, Aker ASA, Thales, Leonardo, Hanwha Aerospace, Saab, RTX, iShares Core MSCI World (WKN: A0RPWH), Vanguard FTSE All-World (WKN: A2PKXG), VanEck Morningstar Developed Markets Dividend Leaders (WKN: A2JAHJ), VanEck Defense (WKN: A3D9M1), Xtrackers II EUR Overnight Rate Swap (WKN: DBX0AN), L&G Cyber Security ETF (WKN: A14WU5), VanEck Space Innovators ETF (WKN: A3DP9J), Amundi Stoxx Europe 600 Insurance ETF (WKN: LYX02M), WisdomTree Strategic Metals and Rare Earths Miners ETF (WKN: A3EKKT), Xtrackers MSCI EM Europe Middle East & Africa ETF (WKN: DBX1EA), Xtrackers Vietnam Swap ETF (WKN: DBX1AG), EUWAX Gold II ETC (WKN: EWG2LD), Xtrackers Physical Silver ETC (WKN: A1E0HS). https://www.welt.de/premium/plus255274882/90-Minuten-Kurs-Sieben-einfache-Schritte-zum-erfolgreichen-Depot.html Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Memory shortages are all the rage in 2026. How should you play the AI data center supply crunch?We discussed this back in 2025, and now it is here: Memory shortages are hitting the AI data center supply chain across the board. But is this an AI bubble, or just a normal cyclical growth cycle? In this video, we break down the entire memory hierarchy—from ultra-fast on-chip SRAM to HBM and long-term storage—and give you the basket of companies to watch for each layer.We also discuss why Pure Storage is our top bet for secondary storage and how equipment suppliers like Lam Research could benefit as manufacturers race to expand capacity.Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSupercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-formChapters:00:00 – Memory Shortages: Bubble vs. Cyclical Growth 02:13 – The AI Memory Hierarchy Explained (SRAM, DRAM, NAND) 04:59 – SRAM Stocks: Nvidia, AMD, & Synopsys 06:50 – Embedded Memory: Weebit Nano & MRAM players 07:46 – DRAM & HBM Leaders: SK Hynix, Micron, Samsung 09:00 – The NAND & HDD Resurgence (Seagate & WD) 11:00 – Why Pure Storage is a Top Bet 14:00 – The Fab Five & Lam Research OpportunityIf you found this video useful, please make sure to like and subscribe!*********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Nvidia, Micron, Pure Storage, Sk hynix, Kioxia, Lam Research
Celso Otero, gestor de fondos de Renta 4, analiza los protagonistas de la sesión: Goldman Sachs, BlackRock, Morgan Stanley, Boston Scientific, Applied Materials, Lam Research, Microsoft y General Motors.
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über weitere Hiobsbotschaften für Tesla, gewinnende Chip-Aktien und eine verdächtige Wette bei Polymarket. Außerdem geht es um BYD, Salzgitter, Thyssenkrupp, Aurubis, Valero Energy, Phillips 66, Chevron, ExxonMobil, SAP, Salesforce, ServiceNow, Micron Technology, ASML, Lam Research, Arm Holdings, Nvidia, Siemens, AMD, Aeon, Fast Retailing, Seven & i Holdings, Amundi ETF MSCI EM Latin America (WKN: A2H58P), IBM, Cisco Systems, McDonald's, Nike, UnitedHealth Group, Home Depot, Verizon, Merck & Co., Coca-Cola, Procter & Gamble, Amgen, Johnson & Johnson, Flutter Entertainment und Heineken. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Chain of Learning: Empowering Continuous Improvement Change Leaders
Enter for your chance to a win a copy of "Faceplant: FREE Yourself from Failure's Funk" - http://ChainOfLearning.com/60We all know that moment where something falls apart.A project slips. A conversation goes sideways. The promotion doesn't happen.We call it “failure,” but it's often not the mistake itself that stops us.It's the fear, the funk, and the uncertainty that follow. And those emotions can hold us back far more than the faceplant ever did.In this episode, I'm joined by Dr. Melisa Buie and Keeley Hurley—seasoned leaders in engineering, quality, and continuous improvement and the co-authors of Faceplant: FREE Yourself from Failure's Funk.Together, we explore what really happens beneath the surface when we stumble—and what it takes to get back up with clarity, confidence, and intention. Just like Daruma dolls represent the Japanese proverb “Fall down seven times, get up eight,” always righting themselves when knocked over, our path to success comes from acknowledging the stumbles, setbacks, and faceplants that are inherent along the way. What matters is that we don't get stuck—we get up and learn our way forward.YOU'LL LEARN:What's at risk when leaders fear failure, and how organizations unintentionally teach people to avoid mistakesThe FREE model (Focus, Reflect, Explore, Engage) as a practical way to get back up, learn forward, and regain clarity after a setbackEmotional hijacks to watch for—including the four instinctive patterns in the Conspirator Matrix: machine, magician, statue, and satelliteWhy embracing a growth mindset frees you to experiment, learn, and release perfection when things don't go as plannedContinuous improvement practices like reflection (post-mortems) and anticipation (pre-mortems) that strengthen learning before and after challenges occurIf a setback has ever left you uncertain about your next step in building a people-centered culture, this conversation offers a compassionate, practical path to learn your way forward when you fall down.ABOUT MY GUESTS:Dr. Melisa Buie is a laser physicist–turned–problem solver with a PhD in Nuclear Engineering/Plasma Physics and decades of leadership in manufacturing at Coherent, Lam Research, Applied Materials, and Advanced Energy. She's published 40+ papers, holds 6 patents, and is a Six Sigma Black Belt. Melisa is the co-author of Faceplant: FREE Yourself from Failure's Funk, where she turns hard-won lessons into practical wisdom for navigating setbacks.Keeley Hurley is a continuous improvement leader with 20+ years in engineering, manufacturing, and quality, and a Certified Manager of Quality/Organizational Excellence. Known for her humility and humor, she brings real-world experience from the many “faceplants” that shaped her problem-solving approach. She is the co-author of Faceplant: FREE Yourself from Failure's Funk, blending lessons from her own missteps into tools for resilience and growth.IMPORTANT LINKS:Full episode show notes with links to other podcast episodes and resources: ChainOfLearning.com/60 Check out my website for resources and ways to work with me KBJAnderson.comConnect with Melisa Buie: linkedin.com/in/melisabuieConnect with Keeley Hurley: linkedin.com/in/keeleyhurleyFollow me on LinkedIn: linkedin.com/in/kbjandersonCheck out Melissa and Keeley's book, Faceplant: FREE Yourself from Failure's FunkTIMESTAMPS FOR THIS EPISODE:01:46 What inspired the book, “Faceplant”02:56 The emotion behind failure that keeps us stuck05:53 Getting over the hump of the funk knowing others experience failure07:03 The meaning of the equation, anxiety = care x uncertainty where our anxiety is amplified08:25 Why the care factor amplifies when when others are involved10:01 The pre-mortem exercise to reduce anxiety by anticipating what could go wrong12:01 How faceplanting is similar to daruma dolls in getting up after we fall12:44 The aspects of the FREE model in freeing yourself from failure14:25 Breaking down the acronym FREE: Focus, Reflect, Explore, Engage17:01 The meaning of the Japanese word, hansei, that means deep self-reflection in improving how we react17:53 The four quadrant system and determining which quadrant triggers our fight or flight response20:25 How the four quadrants were determined 21:51 An example of how fear held Keeley back in an emotional hijack in the laser industry22:47 Melisa's personal experience in having a fixed mindset when faced with failure23:56 How Melisa moved from a fixed mindset to a growth mindset and taking chances26:13 Ways to approach failure in an organizational level28:40 Importance of clarifying expectations instead of adding pressure on ourselves30:02 The meaning behind the phrase, “By learning the wrong lesson, you can get stuck with a Life Sentence” 31:24 The both/and thinking that both Melisa and Keeley had to face in embracing failure36:55 How to apply the concept of hansei in reflecting on a current change initiative and how to learn from failure39:06 Two ways to reflect on this episode to get past face plants and building small intentional steps to build a learning culture Gift "Learning to Lead, Leading to Learn" to your team - http://LearningToLeadLeadingToLearn.comEnter for your chance to a win a copy of "Faceplant: FREE Yourself from Failure's Funk" - http://ChainOfLearning.com/60
Ken Shreve and Ed Carson analyze Tuesday's market action and discuss key stocks to watch on Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
半導體產業已是當前全球矚目的焦點，海外佈局成為企業競爭的關鍵策略，國際歷練也正迅速成為工程師職涯發展的重要資產。本集Bryan邀請到全球前三大半導體設備商科林研發的台灣區總經理郭偉毅博士（Dr. William Kuo）與外派至美國亞利桑那州的資深製程工程師蔡昀真（Amanda Tsai），分享科林研發如何系統性培育具備國際視野的人才，並分享第一線外派工作的經驗與觀察。從跨文化視角、跨國協作到心理韌性的建立，提供給大家具體且全面的職涯發展觀點。如果你對半導體產業的海外工作機會感興趣，千萬別錯過本集訪談。 相關集數 【EP367 職業大百科：全球 Top 3半導體設備商，到底是怎麼煉成的？客戶夥伴、技術創新、以人為本｜科林研發台灣總經理 郭偉毅 William Kuo & 營運副總 焦長泰 CT Chiao 專訪】 https://youtu.be/-AWtW8Xkvps 【本集節目由 Lam Research 科林研發 贊助播出】 科林研發是全球前三大的半導體設備商，我們為半導體產業提供創新晶圓製造設備和服務，讓晶片製造商能製造出體積更小、速度更快和效能更好的電子元件，今天幾乎所有先進晶片都是利用我們的技術來製造。科林研發在Nasdaq股票市場上市，是一家 FORTUNE 500®公司，總部位於美國加州佛利蒙市，營運據點遍佈北美、亞洲和歐洲，我們在美國、奧地利、南韓、馬來西亞以及台灣均設有製造中心。 了解更多關於 Lam Research 科林研發的資訊，歡迎造訪： ● 官方網站：https://www.lamresearch.com/zh-hant/ ● 海外工作機會：https://careers.lamresearch.com/careers?hl=zh-TW&start=0&pid=1099541714875&sort_by=timestamp ● FB 粉絲專頁：https://www.facebook.com/LamResearchCorporation 什麼問題想問Joe跟Bryan嗎？提問&合作信箱：podcast@ftpm.com.tw 如果你喜歡我們的節目，歡迎贊助我們：https://bit.ly/3kskVsZ 如果你喜歡這集節目，歡迎到Apple Podcast給我們五星評價，並留言給我們鼓勵！ FB｜https://www.facebook.com/darencademy/ IG｜https://www.instagram.com/da.ren.cademy/ 大人學網站｜https://www.darencademy.com/ -- Hosting provided by SoundOn
In der heutigen Folge sprechen die Finanzjournalisten Holger Zschäpitz und Lea Oetjen über den Vibe Shift an den Börsen, ein europäisches KI-Bollwerk auf deutschem Boden und die “Rule of 40”. Außerdem geht es um Palantir, Nvidia, Applovin, Diamondback Energy, Micron, Marvell Technology, Microsoft, Meta Platforms, Lam Research, Broadcom, Advanced Micro Devices, Arista Networks, Pinterest, Rivian, Uber, Tesla, Fresenius Medical Care, Fresenius, Elmos Semiconductor, Deutsche Telekom, SAP, Siemens, Deutsche Bank, Quantum Systems, PhysicsX, Perplexity AI, Ionos, Schwarz Gruppe, Hims & Hers Health, SoundHound AI, Mara Holdings, Plug Power, Quantum Computing, C3.AI. www.businessinsider.de/informationen/newsletter/businessinsider/ Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
European bourses are broadly lower, but FTSE 100 outperforms after UK inflation; US equity futures are modestly weaker.USD is flat & GBP hit after region's softer-than-expected inflation report, which has boosted bets for a cut in December.USTs are flat/slightly firmer ahead of supply, Gilts gap higher after CPI, Bunds marginally pressured after yet another poor auction.Initial morning bounce back in gold has faded with XAU now lower on the session; crude complex is on a firmer footing.Looking ahead, CCP 4th Plenum (20th-23rd), Speakers including ECB's de Guindos, Lagarde & Fed's Barr, Supply from the US, Earnings from SAP, Tesla, IBM, Kinder Morgan, Alcoa, Lam Research, GE Vernova, Hilton, AT&T & Thermo Fisher.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said he will discuss a lot of things with Chinese President Xi in two weeks; however, he added that the meeting might not happenUS futures are marginally firmer, while European futures point to a slightly lower cash openDXY softened overnight, EUR and GBP lifted modestly off Tuesday's trough, USD/JPY contained and back below 152.00Fixed benchmarks rangebound into supplyCrude underpinned by a Russian strike on Ukrainian energy infrastructure, XAU continued to falter to the USD 4k/oz mark but has since bouncedLooking ahead, highlights include UK CPI (Sep), CCP 4th Plenum (20th-23rd), BoJ SLOOS, Speakers including ECB's de Guindos, Lagarde & Fed's Barr, Supply from Germany & US, Earnings from SAP, Barclays, Akzo Nobel, Tesla, IBM, Kinder Morgan, Alcoa, Lam Research, GE Vernova, Hilton, AT&T & Thermo Fisher.Click for the Newsquawk Week Ahead.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
In today's episode, Maggie Mick sits down with Vartan Dijhanian, Director of Global Government Affairs for LAM Research. Vartan has worked on political campaigns since middle school and went on to serve on the staff for multiple Members of Congress before transitioning to the private sector. A native of Lebanon, he has a deep appreciation for American politics and how anyone can pursue public service and give back to their country.
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