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Marshall Wace LLP Increases Stock Position in Lam Research Corporation $LRCX

Marshall Wace LLP increased its holdings in Lam Research Corporation by 77.5% in Q2, owning 1,502,100 shares worth $146.2 million. Other investors like Epoch Investment Partners and Baird Financial Group also boosted their stakes. Insider sales included Director Bethany Mayer and SVP Vahid Vahedi. Lam Research reported Q2 earnings of $1.26 per share, beating estimates, with revenue up 27.7% year-over-year. The company announced a quarterly dividend payable on January 7th.

Market Beat·
US
LRCX
-1.67%
Market Beat·
US
LRCX
-1.67%

Vertiv Holdings Completes $1 Billion Acquisition of Purge Rite

Vertiv Holdings Co has completed the acquisition of Purge Rite Intermediate, LLC for $1 billion in cash. This acquisition enhances Vertiv's capabilities in fluid management for high-density computing and AI applications, strengthening its position in thermal chain services for liquid cooling systems. The integration is expected to improve system performance and expand service scale. The most recent analyst rating for Vertiv stock is a Hold with a $181 price target, while TipRanks' AI Analyst rates it as Outperform, noting strong financial performance but cautioning on high P/E ratio and regional challenges.

Tip Ranks·
US
VRT
+2.05%
Tip Ranks·
US
VRT
+2.05%

Coherent (COHR) Valuation Check After New 300mm Silicon Carbide Platform for AI Datacenters

Coherent (COHR) has launched a new 300mm silicon carbide platform for AI datacenters, boosting its stock to $177.35 with a 90-day return of 81.27%. Analysts have a consensus price target of $113.368, with the stock currently seen as 5.1% overvalued. The narrative suggests optimism due to AI demand, but warns of risks from competition and capital needs. Simply Wall St provides analysis but not financial advice.

Simplywall·
US
COHR
+3.74%
Simplywall·
US
COHR
+3.74%

Northwestern Mutual Wealth Management Co. Acquires 3,874 Shares of Seagate Technology Holdings PLC $STX

Northwestern Mutual Wealth Management Co. increased its holdings in Seagate Technology Holdings PLC by 35.4% in Q2, acquiring 3,874 additional shares, totaling 14,809 shares valued at $2,137,000. This move is part of broader institutional interest in Seagate, with other major investors like Vanguard and JPMorgan also increasing their stakes. Seagate's stock performance and dividend increase are highlighted, with analysts forecasting growth driven by AI demand.

Market Beat·
US
STX
+2.69%
Market Beat·
US
STX
+2.69%

Maripau Wealth Management LLC Grows Stock Position in Alphabet Inc. $GOOGL

Maripau Wealth Management LLC increased its holdings in Alphabet Inc. by 45.4% in Q2, owning 5,459 shares worth $969,000. Other investors also adjusted their stakes in Alphabet. The stock opened at $317.62, with a market cap of $3.83 trillion. Alphabet reported Q3 earnings of $2.87 per share, beating estimates. A quarterly dividend of $0.21 will be paid on December 15th. Insider sales included CEO Sundar Pichai selling 32,500 shares.

Market Beat·
US
GOOGL
-0.63%
US
GGLS
+0.60%
US
GGLL
-1.33%
Market Beat·
US
GOOGL
-0.63%
US
GGLS
+0.60%
US
GGLL
-1.33%
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