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#semiconductors
Stock analysis posts tagged "semiconductors" from Openbook.
Individual Stock Analysis
Lam Research (LRCX) Fundamentals: Etch, Deposition and Service
A Lam Research stock analysis of the etch and deposition maker: fiscal 2026 results, its installed-base service business, and the risks to watch.
Weekly Market Breakdown
US Market Breakdown: Chips Rally as Fed Fears Fade, Week of 3 August 2026
A shock US jobs report cooled Federal Reserve rate-hike fears and drove the S&P 500 to a record close, capping its best week since April. Nvidia and Palantir led a chip and AI rally, while oil's rebound above $87 clipped Monday's session.
Individual Stock Analysis
From PCs to AI Accelerators: Advanced Micro Devices (AMD) Shares
An AMD stock analysis of the second quarter 2026 numbers: data center growth, margins, cash, the Helios accelerator ramp and the risks to track.