Lam Research (LRCX) – Insiders' Blog
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Global Semiconductor Wafter-Level Manufacturing Equipment Revenue Fell 1% in 2015 - Gartner (AMAT) (LRCX)
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SIA Reports Record Chip Sales for FY14 and Jan. 2015 (TXN) (SNDK) (KLAC) (BRCM)
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Semi Capital Equipment Spending on Track for 10.2% Increase; Caution into FY12
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Goldman Sachs Names iPad Winners and Losers (AAPL, ARMH, MSFT, more...)
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JANA Partners 13F Shows New Stakes in Genentech (DNA), Sears (SHLD), Washington Mutual (WM); Adds to Positions in AK Steel (AKS), Focus Media (FMCN), Transocean (RIG); Sells Out of Apple (AAPL), Lehma
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Summary of JANA Partners 13F; New Stakes in AAPL, CROX, RAI, MSFT, MF, FMCN, Ups Stake in CSCO, FCX
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