12/21/2023 0 Comments Yahoo portfolio![]() ![]() AMD designs leading high-performance central and graphics processing units (known as CPUs and GPUs) and integrates them with hardware and software to build differentiated solutions for customers.ĪMD has been gaining meaningful share in personal computing and server end markets over the past several years driven by the performance of its processors and technology and strong execution against its technology roadmap, and we believe share gains will continue over the coming years from a combination of AMD’s continued advancements and Intel’s stumbles in developing its leading-edge technology.Īdditionally, the recently closed acquisitions of Xilinx and Pensando enhance AMD’s positioning within the data center, a key growth engine for the semiconductor industry, and Xilinx specifically opens up several new growth opportunities in new end markets like industrial, automotive, and communications. (NASDAQ:AMD) is a global fabless semiconductor company focusing on high-performance computing technology, software, and products. On November 21, on Mad Money’s Lightning Round, Jim Cramer backed Howmet Aerospace Inc. The company expects 2023 revenue growth versus 2022 to be up approximately 10%. It operates through four segments – Engine Products, Fastening Systems, Engineered Structures, and Forged Wheels. (NYSE:HWM) is a Pennsylvania-based company that specializes in advanced engineered solutions for the aerospace and transportation industries worldwide. In a recent engagement with the company, we encouraged it to disclose the groundwater extraction quantities that make up the other 5% and compare these to peers.” 9. In the recycling process, wastewater is piped to an on-site water treatment plant where it is treated using reverse osmosis and then reused. The facility recycles all water from its process such that recycled water meets 95% of the facility’s water needs, while the rest comes from groundwater. mining company with a facility that supplies neodymium and praseodymium, two rare earth minerals used to make powerful magnets found in 90% of EV motors. “ClearBridge has visited and engaged with holding MP Materials Corp. (NYSE:MP) in its Q3 2022 investor letter : (NYSE:MP) is one of the stocks favored by Jim Cramer.ĬlearBridge Investments made the following comment about MP Materials Corp. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), and Apple Inc. (NYSE:MP) at the end of September 2022, compared to 26 funds in the prior quarter. (NYSE:MP)’s increasing strategic importance.Īccording to Insider Monkey’s data, 36 hedge funds were bullish on MP Materials Corp. However, he justified his rating given the value creation path in stages 2 and 3 of the company's evolution and MP Materials Corp. The analyst reduced his estimates due to weakness in NdPr prices, a trend he observed from late August. (NYSE:MP) but lowered the price target on the shares to $40 from $47. Revenue for the period climbed approximately 25% year-over-year, supported by an increase in the realized price of rare earth oxide.Ĭanaccord analyst George Gianarikas on September 28 maintained a Buy rating on MP Materials Corp. (NYSE:MP) reported a Q3 non-GAAP EPS of $0.36 and a revenue of $124.45 million, outperforming Wall Street estimates by $0.06 and $6.73 million, respectively. (NYSE:MP) is one of the recent stock picks of Jim Cramer. ![]()
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