Latest news with #Kiyo
Yahoo
29-05-2025
- Business
- Yahoo
Lam Research Corporation (LRCX): A Bull Case Theory
We came across a bullish thesis on Lam Research Corporation (LRCX) on Substack by The Antifragile Investor. In this article, we will summarize the bulls' thesis on LRCX. Lam Research Corporation (LRCX)'s share was trading at $82.79 as of 21st May. LRCX's trailing and forward P/E were 23.06 and 19.01 respectively according to Yahoo Finance. An aerial view of a semiconductor factory, with its intricate machinery and equipment. Lam Research has emerged as an indispensable player in the semiconductor ecosystem, quietly powering the atomic-level processes—etching, deposition, and cleaning—that enable the most advanced chips in the world. These tools are not interchangeable; they are engineered for ultra-precise tasks that, once integrated into fabs, become irreplaceable due to high switching costs and time-to-yield sensitivities. With platforms like Kiyo, Altus, and DV-Prime supporting logic, memory, and 3D NAND production, Lam's tools are deeply embedded across global chipmakers including TSMC, Samsung, and Micron. More than just a hardware supplier, Lam has transformed into a high-margin service powerhouse. Services like parts, upgrades, and productivity solutions now account for over 40% of revenue and carry significantly higher margins, lifting gross profit to an impressive 47.3% despite broader industry headwinds. These recurring revenues expand naturally as the installed base grows, creating a self-reinforcing flywheel. The company's dominance is further cemented by a fortress of moats: thousands of patents, heavy R&D investment ($1.9B in 2023), a vast global support network, and near-impossible switching costs. Even geopolitical risks underscore Lam's value, as 42% of sales now come from China—despite export controls—highlighting just how essential its tools are to domestic fabs. Beyond the technology, Lam thrives because every leap in chip complexity demands more tools per wafer, ensuring its relevance grows with every innovation wave from AI to cloud computing. Investors often overlook Lam's embedded software, service flywheel, and strategic positioning—but those who understand its quiet control over semiconductor manufacturing see a company compounding strength in the background of the digital world. Lam Research Corporation (LRCX) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 84 hedge fund portfolios held LRCX at the end of the fourth quarter which was 58 in the previous quarter. While we acknowledge the risk and potential of LRCX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than LRCX but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey.
Yahoo
20-05-2025
- Health
- Yahoo
Infirmary Health among top places to work according to Becker's Healthcare
MOBILE, Ala. (WKRG) — Infirmary Health has been named one of the top 150 places to work by Becker's Healthcare. Big crowds for 'Sand in My Boots' festival continue this weekend According to an Infirmary Health news release, the healthcare system was listed in the Becker's Healthcare 2025 list of '150+ Top Places to Work in Healthcare.' The list features organizations that 'go above and beyond to create exceptional workplace cultures' and are selected through a combination of independent editorial research and nominations, the release said. Infirmary Health was recognized for its commitment to employee well-being, leadership excellence, and community engagement, according to the release. That attitude has garnered the health system the honor of 'Best places to work and the top healthcare system employer in the state of Alabama' for three consecutive years in Forbes' 'America's Best-in-State Employers' annual list. According to the release, Infirmary Health offers many benefits and plans to its employees such as medical, dental, vision, paid time off, and disability plans 'We provide earned time off plans for vacation, sick and holidays to promote a healthy work-life balance,' the release said. 'This honor reflects Infirmary Health's unwavering dedication to our team members who live out our mission of LIFE: Leadership, Integrity, Family, Excellent service every day,' Mark Nix, president and CEO of Infirmary Health said. 'At Infirmary Health, we believe in investing not just in facilities and technology, but in the people who make high-quality compassionate care possible. We are proud to be recognized as one of the nation's top healthcare employers and remain committed to fostering a workplace where every individual can thrive.' Kiyo's owner shares heartbreak after learning Australian Shepherd was abused, found dead in Loxley The full 2025 list of '150+ Top Places to Work in Healthcare' is available at the Becker's Healthcare website. Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
Yahoo
19-05-2025
- Yahoo
Man arrested in Robertsdale, sentenced for illegally reentering the United States
MOBILE, Ala. (WKRG) — A Guatemalan man arrested in Robertsdale has been sentenced for being an illegal immigrant who came into the country after being deported. Kiyo's owner shares heartbreak after learning Australian Shepherd was abused, found dead in Loxley According to a United States Department of Justice news release, Mateo Juan-Lorenzo, 22, was arrested Feb. 16 by Robertsdale police for allegedly giving law enforcement officers false information. Homeland Security was notified and they found that Juan-Lorenzo had been deported in 2024, the release said. Juan-Lorenzo was sentenced to time served and a one-year term of supervised release. He had been in custody since his arrest in February. He was also ordered to pay $100 in special assessments and referred to immigration officials for deportation. The Department of Homeland Security, Immigrations and Customs Enforcement and the Robertsdale Police Department investigated the case, and Assistant U.S. Attorney Kacey Chappelear prosecuted it. Two Lillian women killed in multi-vehicle crash in Elberta The case is part of Operation Take Back America, a nationwide initiative that uses the full resources of the Department of Justice to reduce the number of illegal immigrants coming into the country, and eliminate cartels and transnational criminal organizations. Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
Yahoo
19-05-2025
- General
- Yahoo
Escambia County Fire Rescue responds to fifth house fire at same location
ESCAMBIA COUNTY, Fla. (WKRG) — Escambia County Fire Rescue responded to a house fire Monday, making it the fifth structure fire at that location since April 2024, has learned. Big crowds for 'Sand in My Boots' festival continue this weekend According to an ECFR news release, the home in the 1100 block of North Green Street was fully engulfed in flames when firefighter crews arrived at about 2:48 a.m. Crews put the fire out by 3:50 a.m., with help from the Pensacola Fire Department. According to the release, ECFR has responded to five structure fires and several outside fires at that location, including the one today. In August 2024, the same home was left uninhabitable because of fire, according to a ECFR Facebook Post. Kiyo's owner shares heartbreak after learning Australian Shepherd was abused, found dead in Loxley The post said an investigation was conducted, but firefighters could not find a cause and said the fire was 'considered suspicious.' Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
Yahoo
17-05-2025
- Yahoo
Florida Wildlife officials give best ways to keep bears from wandering onto property
GULF BREEZE, Fla. (WKRG) — Florida Wildlife officials recognize that residents may see more bears this time of year because most have come out of hibernation. Kiyo's owner shares heartbreak after learning Australian Shepherd was abused, found dead in Loxley 'Black bears are not generally aggressive, but like any wild animal, if they feel threatened, can become defensive,' Florida Fish and Wildlife Conservation Commission Northwest Region Public Information Officer Faith Flawn said. 'Dogs have been involved in over half of the incidents of people being injured by bears in Florida.' In Gulf Breeze, workers have set a trap in the backyard on Joseph Circle, where a man was attacked early Thursday morning. So far, no activity has been reported. Officials are reminding homeowners not to leave food or open garbage bins overnight as it can attract unwanted visitors. One resident filmed a black bear rifling through his garbage cans last August. (Courtesy of Steve Marcanio) What fans are saying on day 1 of Morgan Wallen's 'Sand in My Boots' music festival If residents are to come across bears in their neighborhoods, keep a safe distance and avoid sudden movements. As soon as it's safe, alert neighbors and contact Florida Wildlife at 888-404-3922. Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
