... the market is looking ahead: it will be crucial what the company says about new orders. If Lam Research’s management reports an increase in orders from memory and logic chip manufacturers in the second half of the year (for example, due to global construction of new factories and government support programs for the industry), the stock may gain upward momentum along with the entire sector. Conversely, any cautious notes (e.g., regarding the impact of export restrictions in China or that demand ...

... confidence in future revenues. It is also important whether the company has sufficient cash for its stated plans: management usually provides updates on liquidity reserves. Positive news regarding financing (grants, investors) or ahead-of-schedule factory construction may act as a growth catalyst for ENVX shares, appealing to investors focused on clean technologies and the future of batteries. Roku (Streaming/Media): The provider of streaming video and advertising platform Roku will present a report that ...