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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%

Trump Meets Nvidia's CEO -- Is a New AI Trade War Flashpoint Brewing?

U.S. President Trump met with Nvidia CEO Jensen Huang, discussing AI trade and export controls. Regulators are considering Nvidia's ability to sell H200 chips to China. Huang expressed concerns about U.S. regulations slowing AI progress and opposed a bill requiring domestic chip sales before exporting. At a CSIS event, Huang downplayed smuggling concerns, emphasizing the logistical challenges of transporting GPUs. The meeting highlights potential regulatory impacts on Nvidia's global growth.

GuruFocus·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+4.41%
GuruFocus·
US
NVDA
+2.12%
US
NVDL
+4.15%
HK
07788
+4.41%

Will Intel Stock Beat Nvidia In The New Year?

Intel's stock has surged 95% since December 2024, outperforming Nvidia's 28% increase. The analysis suggests Intel's geopolitical advantages and innovative technology could make it a viable investment despite Nvidia's strong market position. The shift from AI model training to inference may impact Nvidia's margins, while Intel's 18A node offers potential value. The strategic asset allocation approach is recommended for future investments.

Forbes·
US
INTC
-7.45%
US
NVDA
+2.12%
US
NVDL
+4.15%
Forbes·
US
INTC
-7.45%
US
NVDA
+2.12%
US
NVDL
+4.15%

Nvidia partner Foxconn reports 26% revenue spike as AI boom continues

Foxconn, a key partner of Nvidia, reported a 26% year-on-year revenue increase in November, driven by strong demand for AI server racks. The company, known for manufacturing Apple products, is expanding in AI infrastructure, collaborating with Nvidia and OpenAI. Despite a 6% month-on-month revenue decline, Foxconn's AI server business boosted third-quarter profits by 17%. Its share price rose 26% in 2025, following a 76% increase the previous year.

CNBC·
NA
OpenAI
0.00%
US
NVDA
+2.12%
CNBC·
NA
OpenAI
0.00%
US
NVDA
+2.12%

REG - Wellington Mngmnt Gp Qualcomm Inc - Form 8.3 - Qualcomm Incorporated

Wellington Management Group LLP has disclosed its interests and short positions in Qualcomm Incorporated through Form 8.3. The disclosure includes details of securities owned, cash-settled derivatives, and stock-settled derivatives. Wellington Management Group LLP holds 1.26% of Qualcomm's common stock, with additional positions in derivatives. No indemnity or option arrangements are reported. The disclosure is dated 05 December 2025.

London Stock Exchange·
US
QCOM
+0.10%
London Stock Exchange·
US
QCOM
+0.10%
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