U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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Semiconductor WFE Outlook. Things Are Worse Than They Appear And Won't Get Better Any Time Soon.
In the wake of the latest round of earnings reports, a clearer picture of the semiconductor WFE sector is emerging and it's not pretty. While the...
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KLAC @ JPM 54th Annual TMC 2026. Key Takeaways & Full Transcript
2027 visibility is very good. I've been CFO here since 2013. I can't recall this level of visibility into the next year in the early May timeframe.
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Latest Semiconductor & WFE Sales Data Implies Stabilising Environment Though Recovery Still Eludes
Semiconductor sales for March 2019 amounted to $32.3 billion, down 1.8% sequentially, but substantially less than the greater than 7% MoM declines...
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Semiconductors Are Breaking Out -- Add Exposure/Overweight
Relative strength for the PHLX Semiconductor index began a bottoming process in November of 2018. In mid-December. Since then we have expanded our...
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