Description: ASML Holding's IBM business is gaining momentum in 2025, driven by system upgrades, expanding EUV adoption, and rising service revenues.

Description: Lam Research sees revenues from China falling below 30% in 2026 as export curbs ail, but AI-led demand outside China could help sustain growth.

Description: Lam Research Ltd. (LRCX) is up 188% in the last year thanks to six outlier inflows since September.

Description: Lam Research (LRCX) closed the most recent trading day at $214.33, moving 2.75% from the previous trading session.

Description: Microsoft headlines Zacks' Analyst Blog as strong cloud, AI, and semiconductor trends shape outlooks across tech and healthcare.

Description: Applied Materials' NAND sales nearly double to $1.41 billion in FY25 as 3D NAND upgrades and new metrology tools boost its flash memory momentum.

Description: Lam Research (LRCX) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Description: Microsoft beat software peers as Azure's 25% cloud share and OpenAI-led AI lift cash flow, despite competition, regulation and rising AI capex.

Description: With the S&P 500 closing in on the 7,000 mark to start 2026 on the right footing, now seems like a good time to reflect on the big winners from 2025 and ponder whether there’s more gas left in the tank. Undoubtedly, 2026’s list of winners could have the potential to look vastly different than ... 2 Tech Stocks That Beat the Mag Seven By a Mile in 2025—Can They Repeat?

Description: Lam Research is set to report its second-quarter results later this month, and analysts are forecasting double-digit growth in earnings, underscoring expectations of improving profitability amid a strengthening semiconductor cycle.

Description: We recently published 10 Stocks Jim Cramer Talked About. Lam Research Corporation (NASDAQ:LRCX) is one of the stocks on Jim Cramer talked about. Lam Research Corporation (NASDAQ:LRCX) is one of the few American companies that make and sell equipment used in semiconductor fabrication. Its shares are up by a whopping 192% over the past year. December […]

Description: While AI stocks Google, Broadcom and Palantir remain in demand, the best mutual funds shoveled massive sums into 3 stocks.

Description: Mizuho Sees AI-Focused Semiconductors Outperforming Broader Market

Description: Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 8% in the morning session after Goldman Sachs raised its price target on the stock amid broad strength in the semiconductor industry.

Description: Investing.com -- In a note to clients on Friday, Mizuho analysts highlighted a mix of core semiconductor names and key outperformers for 2026, citing strong AI-driven demand and select memory and networking opportunities.

Description: U.S. artificial-intelligence-related stocks regained momentum premarket after largely falling Thursday, following a better-than-expected revenue report from Taiwan Semiconductor Manufacturing. The world's largest contract chip maker announced a 32% increase in revenue, beating consensus expectations.

Description: Lam Research (LRCX) is back on investors’ radar after its recent share move, with the stock showing a mix of short term pullback and strong longer term gains that invites a closer look. See our latest analysis for Lam Research. At a share price of $203.08, Lam Research has seen strong recent momentum, with a 30 day share price return of 22.48% and a 1 year total shareholder return of 166.02%, which suggests that sentiment has shifted meaningfully over the past year. If Lam’s move has caught...

Description: A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally.

Description: Lam Research gains the upper hand in the AI chip boom, delivering strong growth and steadier prospects compared to Taiwan Semiconductor.

Description: KLA Corporation (NASDAQ:KLAC) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer highlighted the company’s enormous rally in the previous year, as he said: “Next, there’s KLA Corp. There’s a, it’s another semiconductor equipment company just like Lam Research, up 93% last year. This one’s all about the data center’s […]

Description: Lam Research Corporation (NASDAQ:LRCX) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer showed optimism around the company, as he commented: “Finally, at eighth place is another one I like so much, Lam Research, up 137%. That’s a semiconductor capital equipment maker. That is who the memory companies call when […]

Description: Lam Research (LRCX) closed at $203.13 in the latest trading session, marking a -1.85% move from the prior day.

Description: Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, January 28, 2026, beginning at 2:00 p.m. Pacific Standard Time (5:00 p.m. Eastern Standard Time).

Description: Brady Corporation delivers identification and workplace safety solutions to industrial and commercial clients worldwide.

Description: ASML Holding stock is up 58.2% in six months as AI chip demand lifts EUV orders, but valuation, margins and geopolitics raise the buy-or-hold question.

Description: In recent days, Lam Research has attracted heightened attention after multiple research firms, including Citi and Aletheia Capital, highlighted the company’s strong position in semiconductor equipment tied to artificial intelligence and high-performance computing demand. Beyond near-term enthusiasm, the focus on Lam’s etch and deposition tools for advanced 3D chip architectures underscores how AI-related manufacturing needs are increasingly central to its long-term business profile. With...

Description: Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.

Description: Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 6.2% in the afternoon session after Aletheia Capital initiated coverage on the stock with a 'Buy' rating.

Description: Applied Materials is up 114% from its 52-week low as AI-driven wafer fab demand boosts growth, but export limits, competition and valuation raise the hold-or-sell question.

Description: The stock market was grinding higher in Tuesday morning trading. The Dow Jones Industrial Average rose 46 points, or 0.1%. The S&P 500 was up 0.2%. The Nasdaq Composite was up 0.2%. The yield on the 2-year Treasury note was up to 3.

Description: CoreWeave initiated, Shopify downgraded: Wall Street's top analyst calls

Description: If you are trying to figure out whether Lam Research is still good value after its strong run, you will want to look past the headlines and focus on what the current price really implies. The stock last closed at US$194.76, with returns of 12.1% over 7 days, 22.7% over 30 days, 5.2% year to date and 153.5% over the past year, so many holders are already sitting on sizeable gains. Recent attention on semiconductor equipment makers like Lam Research has been closely linked to market interest...

Description: Investing.com -- Bank of America remains “constructive on AI-related semi, memory and semicap stocks despite expected volatility,” highlighting seven names it sees as best positioned for 2026.

Description: As impressive as 2025 was, the momentum setup for 2026 looks more challenging for Lam Research investors.

Description: Robust spending by memory manufacturers to meet AI-fueled demand is going to be a tailwind for this company.

Description: Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 6.9% in the morning session after the company was named to Citi's Large Cap Recommended list for 2026.

Description: Lam Research Corporation (NASDAQ:LRCX) is one of the Unstoppable Technology Stocks to Buy. Lam Research Corporation (NASDAQ:LRCX) has risen more than 82% over the past 6 months. Wall Street remains bullish for further upside. Recently, on December 23, Timothy Arcuri from UBS reiterated a Buy rating on the stock and raised the price target from […]

Description: Lam Research Corporation (NASDAQ:LRCX) is one of the best stocks for the next decade. On December 23, UBS raised the firm’s price target on Lam Research to $200 from $175 and kept a Buy rating on the shares. Earlier on December 18, B. Riley raised the firm’s price target on Lam Research to $195 from […]

Description: Lam Research stock soared 141% in 2025 on surging AI-driven demand for advanced semiconductor equipment, solidifying its position as a premier pick-and-shovel play and backed by analyst support for future gains.

Description: (Updates with response from the Chinese embassy in Washington in the fifth paragraph.) China is r

Description: Lam Research (LRCX) closed the most recent trading day at $173.78, moving 1.19% from the previous trading session.

Description: The big three stock indexes were mixed in late-morning trading Tuesday ahead of the upcoming New Yea

Description: China is requiring chipmaking companies to use at least 50% locally made equipment for capacity expa

Description: Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market rally persisted in the third quarter as investors ignored tariffs, buoyed by strong corporate earnings, rising AI investment, and prospects of economic support from US fiscal policy and […]

Description: Bailard Inc., an investment management company, released its third-quarter 2025 investor letter for “Bailard Technology Strategy”. A copy of the letter can be downloaded here. The strategy generated 9.36% net of fees in the quarter compared to the S&P North American Technology Index’s 13.14% return, the Morningstar U.S. Open-End Technology Categories’ 11.64% return, and the Lipper Science […]

Description: Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Description: AMD stands out in Zacks' latest analyst picks, riding strong AI and cloud demand while other featured stocks show mixed sector momentum.

Description: Lam Research Corporation (NASDAQ:LRCX) is one of the best performing S&P 500 stocks in 2025. On December 18, B. Riley raised the firm’s price target on Lam Research to $195 from $180 while maintaining a Buy rating on the shares. The firm identified Lam Research as a high-leverage play on the recovery of memory WFE. […]

Description: Nvidia is rising after reaching an agreement with AI start-up Groq, while Lam Research stock is on track for a record high.

Description: AMD, LRCX and GS headline Zacks Research Daily, which spotlights 16 analyst-picked stocks selected from roughly 70 reports.

Description: The stock has gained 241% in 2025, making it one of 2025’s big winners as investors finally realized that AI requires huge amounts of its memory chips. Its stock was up 1.7%, at $291.67 in premarket trading on Friday as investors looked set to press those bets heading into the end of the year, but was off 0.4% in morning trading. Lam Research, however, was up 1.1% at $179.28, making it the group’s top gainer.

Description: March S&P 500 E-Mini futures (ESH26) are trending down -0.03% this morning as trading resumed after the Christmas holiday, with activity subdued and volumes expected to remain light ahead of a shortened New Year’s week.

Description: Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.

Description: Lam Research (LRCX) is riding a wave of AI driven optimism after a string of analyst upgrades and upbeat industry forecasts tied to heavier chipmaking budgets for memory, advanced packaging, and wafer fabrication tools. See our latest analysis for Lam Research. The latest rally has been anything but subtle, with Lam’s share price climbing to fresh highs on the back of upbeat AI capex forecasts, fund endorsements, and even CEO share sales that have not derailed bullish sentiment. This has left...

Description: Nike rises after Apple CEO Tim Cook snaps up shares, while Tesla stock drops amid door safety investigation.

Description: Memory chips are in short supply as artificial-intelligence models demand ever larger data centers. Archer’s next sale of $5 million worth came at the end of February 2025, before Lam stock retreated 25% on President Donald Trump’s April 1 reciprocal tariff announcement.

Description: AMAT is gaining momentum from improving DRAM conditions, as AI-driven memory demand lifts spending outlook.

Description: Bank of America's Vivek Arya sees a 30% surge in chip sales and a $900 billion accelerator market just over the horizon.

Description: Janus Henderson Investors, an investment management company, released its third-quarter 2025 investor letter for its “Janus Henderson Global Technology and Innovation Fund”. A copy of the letter can be downloaded here. The technology sector generated strong results in the quarter, driven by the semiconductor complex and hardware makers, which outpaced the broader equities. The fund […]

Description: Earlier this week, Lam Research reported robust demand for its semiconductor fabrication equipment tied to artificial intelligence and advanced memory applications, supported by stronger system revenues and improved margins. An interesting angle is that tripling shipments of advanced packaging and gate-all-around technologies in 2025 signals how deeply AI-related manufacturing trends are reshaping Lam’s technology mix and revenue drivers. We’ll now examine how this AI-fueled equipment demand...

Description: Lam Research (LRCX) closed the most recent trading day at $175.27, moving +1.74% from the previous trading session.

Description: Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Description: According to the average brokerage recommendation (ABR), one should invest in Lam Research (LRCX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Description: LRCX hits a 52-week high as AI-driven chip demand boosts shipments, earnings and margins, raising the question of whether the stock still offers upside.

Description: Lam Research (LRCX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Description: Bearish conditions on Wednesday turned bullish by Friday's close, with the S&P 500 and Nasdaq back above their 50-day lines. Palantir and GE lead a slew of new buys.

Description: Bearish conditions on Wednesday turned bullish by Friday's close, with the S&P 500 and Nasdaq back above their 50-day lines. Palantir and GE lead a slew of new buys.

Description: Bearish conditions on Wednesday turned bullish by Friday's close, with the S&P 500 and Nasdaq back above their 50-day lines. Palantir and GE lead a slew of new buys.

Description: Lam Research is the IBD Stock Of The Day as the semiconductor equipment maker is called a "best-in-class franchise."

Description: Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 5.2% in the afternoon session after it received a wave of analyst price target upgrades driven by optimism about its central role in the artificial intelligence (AI) sector.

Description: We recently published 10 Firms Stealing the Show on Wall Street. Lam Research Corporation (NASDAQ:LRCX) is one of the best performers on Thursday. Lam Research snapped a two-day losing streak on Thursday, jumping 6.27 percent to close at $164.70 apiece as investor sentiment was boosted by bullish ratings and price target upgrades for the stock. […]

Description: Is it a good or bad thing when a stock surpasses resistance at the 20-day simple moving average?

Description: AI-driven semiconductor growth is accelerating, with Lam Research strategically positioned to capitalize alongside leading industry players.

Description: Technology stocks led indexes higher. Megacap techs made a strong comeback from Wednesday's selloff. The Nasdaq composite gained 1.4%, while the S&P 500 rose 0.8%. Government data indicated inflation is cooling.

Description: If you are wondering whether Lam Research is still worth buying after its massive run, you are not alone. This article will help you cut through the noise around its valuation. The stock has pulled back around 7.9% over the last week, but is still up about 5.1% over 30 days and an eye catching 113.9% year to date, after more than doubling with a 108.0% gain over the last year and rising 257.1% over three years. Those moves sit against a backdrop of intense interest in semiconductor equipment...

Description: Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 5.9% in the morning session after several analysts raised their price targets on the stock, citing confidence in the company's outlook.

Description: Mizuho analyst Vijay Rakesh raised the firm’s price target on Lam Research (LRCX) to $200 from $170 and keeps an Outperform rating on the shares. The firm sees upside to 2026 wafter fab equipment estimate. The improving WFE outlook is positive for the company, the analyst tells investors in a research note.Claim 50% Off TipRanks Premium and Invest with Confidence Unlock hedge-fund level data and powerful investing tools designed to help you make smarter, sharper decisions Stay ahead of the marke

Description: The company is entering a powerful AI-driven up-cycle with record margins and strong execution, yet still trades at an unjustified discount to peers.

Description: AI chip stocks haven’t had the smoothest of rides lately, but Bank of America believes the bigger trend driving them is intact. In doing so, the investment bank's analysts are putting familiar names at the top of their AI stocks to buy list for 2026. Nvidia (NVDA), Broadcom (AVGO), and Lam ...

Description: AI-driven foundry demand lifts Lam Research's systems revenues 48.3% YoY to $3.55B, with foundries comprising 60% of sales in the first quarter of fiscal 2026.

Description: Semiconductors have accounted for three of the nine industry groups that met the bubble criteria going back to 1991, according to Ned Davis Research Chief Thematic Strategist Pat Tschosik.

Description: Analog Chips Face Headwinds, AI Chips Still Hot

Description: AMSTERDAM, Dec 16 (Reuters) - Sales of equipment used to make computer chip wafers ​will rise about 9% to $126 billion ‌in 2026 and a further 7.3% to $135 billion in ‌2027, as chipmakers expand capacity for logic and memory chips used in artificial intelligence, industry group SEMI forecast on Tuesday.

Description: Investing.com -- In a note to clients on Tuesday, Bank of America analyst Vivek Arya named six large-cap stocks he believes are best positioned to outperform as spending on AI infrastructure accelerates.

Description: TE Connectivity, Enersys, Donaldson, Lam Research and Leidos have been highlighted in this Screen of The Week article.

Description: Semiconductor equipment maker KLA is seen benefiting from chipmakers buying advanced gear for producing AI chips.

Description: Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 3.2% in the afternoon session after an analyst at Jefferies maintained the company's "Buy" rating and raised its price target. The analyst, Blayne Curtis, increased the price target for the semiconductor equipment maker to $200 from $175, a lift of over 14%. This action, combined with the reaffirmed positive rating, reflected growing confidence in Lam Research's market performance and future growth prospects within the sem

Description: Applied Materials sees rising demand for WFE tied to AI and HPC, with strength in leading-edge nodes and DRAM, though China restrictions remain a headwind.

Description: Lam Research (LRCX) closed at $160.52 in the latest trading session, marking a -4.85% move from the prior day.

Description: Lam Research Corporation (NASDAQ:LRCX) is among the 13 Best Nanotechnology Stocks to Buy Now. Stacy Rasgon, a Bernstein analyst, reaffirmed Lam Research’s buy rating on December 1, 2025. He also established a $175.00 price objective. On December 2, 2025, The Fly reported that Morgan Stanley analyst Shane Brett reaffirmed an Equal Weight rating. The analyst […]

Description: Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Description: Lam Research (LRCX) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Description: For investors looking for a high, steadily growing yield in the utility sector, Portland General Electric is one to consider.

Description: Lam Research (LRCX) has been on a quiet tear this year, with the stock up roughly 132% year to date and about 46% over the past 3 months, easily outpacing many chip peers. See our latest analysis for Lam Research. That surge in the 90 day share price return, alongside a triple digit year to date share price gain, suggests momentum is still building as investors lean into Lam's foundry and AI related demand story. If Lam's run has sharpened your appetite for semiconductor opportunities, now is...

Description: Does Lam Research (LRCX) have what it takes to be a top stock pick for momentum investors? Let's find out.

Description: Applied Materials' AI-fueled gains lift shares 56% this year, but export limits, rivals and valuation cloud the near-term outlook.

Description: NVTS skyrockets 172% YTD as demand for its GaN and SiC chips grows alongside new AI data center power architectures.

Description: In recent days, Lam Research reported upbeat guidance for its fiscal Q2 2026, projecting about US$5.2 billion in revenue and non-GAAP EPS of roughly US$1.15, while Morgan Stanley raised its longer-term forecast for the wafer fab equipment market to US$145 billion in 2027. The combination of stronger company guidance and a higher industry demand outlook highlights how Lam is positioned within an expanding wafer fabrication equipment landscape. We’ll now examine how this stronger wafer fab...

Description: Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 1.6% in the morning session after Morgan Stanley raised its price target on the stock to $158 from $137. The firm kept its "Equal Weight" rating on the shares. This decision came as the analyst firm increased its forecast for the Wafer Fab Equipment (WFE) market, which is the machinery used to create computer chips. The firm's 2027 WFE forecast was lifted to $145 billion, marking a 13% increase from its prior projection. T

Description: MU's faster growth estimates, stronger AI momentum and lower valuation than LRCX point to clearer upside.

Description: Lam Research Corporation (NASDAQ:LRCX) is one of the most profitable tech stocks to buy. On December 2, Morgan Stanley analyst Shane Brett raised the firm’s price target on Lam Research to $158 from $137 with an Equal Weight rating on the shares. This decision comes as the firm has largely maintained its 2026 Wafer Fab […]

Description: Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.

Description: Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Description: If you are wondering whether Lam Research is still worth buying after its huge run, you are not alone. This is exactly the question we are going to unpack. The stock has surged an eye catching 120.5% year to date and 106.6% over the last year, even after a recent 0.9% pullback over the past month and a 3.0% gain in just the last week. Much of this momentum reflects growing enthusiasm around semiconductor equipment suppliers as chipmakers ramp up capacity for AI data centers and advanced...

Description: We came across a bullish thesis on Lam Research Corporation on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on LRCX. Lam Research Corporation’s share was trading at $154.79 as of December 1st. LRCX’s trailing and forward P/E were 34.17 and 31.55 respectively according to Yahoo Finance. Lam Research (LRCX), […]

Description: Based on the average brokerage recommendation (ABR), Lam Research (LRCX) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Description: PG, LRCX, TXN, SD and CRWS headline Zacks' latest research, highlighting consumer resilience, semiconductor momentum and micro-cap contrasts.

Description: New Zacks reports spotlight shifts in PG, LRCX and TXN as analysts assess market pressures, tech trends and growth drivers across key sectors.

Description: Lattice (LSCC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Description: Check out the companies making headlines yesterday:

Description: Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 2.9% in the morning session after Morgan Stanley raised its price target on the stock to $158 from $137. The firm maintained its "Equalweight" rating on the shares. This adjustment signaled a more positive outlook on the company's valuation from the investment bank. The move came as the semiconductor equipment maker had been drawing interest from investors, reportedly due to its robust financial stance and potential for gr

Description: As the Nasdaq holds tough after a five-day win streak, Google stock, Robinhood and others land on list of stocks to watch.

Description: As Lam Research has significantly outperformed its sector peers recently, analysts remain moderately optimistic about the stock’s prospects.

Description: Lam Research (LRCX) caught investors’ attention after its recent earnings exceeded projections. Management also boosted its 2025 spending outlook for wafer fab equipment to $105 billion, citing stronger demand for AI-driven chip technologies. See our latest analysis for Lam Research. Lam Research’s impressive run is more than just a flash-in-the-pan rally. Following a notable office expansion in Oregon and a strong earnings beat, the company has seen its share price surge, with a 114% return...

Description: AMAT's high-margin chip tools and tighter cost controls are helping sustain margin gains even as R&D spending climbs.

Description: The major indexes broke above their 50-day moving averages, despite Nvidia and AMD woes. Here's what to do now.

Description: The major indexes broke above their 50-day moving averages, despite Nvidia and AMD woes. Here's what to do now.

Description: Applied Materials Stock Climbs as UBS Predicts Explosive DRAM Spending Boom

Description: UBS upgraded shares of Applied Materials to Buy from Neutral and lifted its price target to $285 from $250 in a research note, arguing the company will outpace the already-hot wafer fabrication equipment, or WFE, market over the next two years. “Given AMAT’s stock underperformance YTD, we believe investors hold little confidence around the company’s ability to outperform its served market,” UBS analyst Timothy Arcuri wrote. Applied Materials is a top supplier for memory and logic chips, as well as dynamic random-access memory, or DRAM, hardware.

Description: LRCX's 109% YTD surge, strong financials and AI-driven chip demand momentum position the stock firmly in buy territory.

Description: SMTC's Q3 earnings jump 85%, while revenues soar 13%, primarily driven by strong demand across the data center and IoT markets.

Description: Lam Research recently celebrated the opening of a new US$65 million, four-story office and R&D facility in Tualatin, Oregon, designed to accommodate up to 700 workspaces and support ongoing semiconductor innovation. This expansion not only increases Lam's research and development capacity but also highlights its commitment to future-proofing its operations amid rapid advances in AI and semiconductor technologies. We'll examine how the added R&D capacity positions Lam Research to capture...

Description: A number of stocks jumped in the afternoon session after renewed enthusiasm for Alphabet reinvigorated the artificial intelligence trade, propelling a market rebound heading into the Thanksgiving holiday. The Nasdaq index jumped 2.6% and the S&P 500 gained 1.6%, driven by a 5% rally in Alphabet following the announcement of its upgraded Gemini 3 AI model. This optimism spilled over into the broader tech sector, lifting shares of Broadcom, Micron, and Palantir significantly. The rally built on mo

Description: AMAT's AI-driven product momentum and margin gains fuel optimism, even as export curbs and chip-market pressures temper the outlook.

Description: In a ribbon-cutting event today at its campus in Tualatin, OR, Lam Research Corp. (NASDAQ: LRCX) commemorated the opening of its new, $65 million office building, joined by Oregon State Senate President Robert Wagner, representatives from the offices of Oregon Governor Tina Kotek and Oregon Congresswoman Andrea Salinas, and other distinguished local government, community, business, philanthropic, and academic leaders. It is the newest U.S. expansion by Lam, a global leader in delivering the semi

Description: Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Description: Lam Research’s Fair Value Estimate has seen a slight upward revision, moving from $158.02 to $158.52 in the latest analysis. This modest change reflects analyst optimism about the company’s role in emerging AI and memory markets. At the same time, some express caution over valuation and competitive challenges. Stay tuned to learn how investors can follow these evolving analyst perspectives going forward. Stay updated as the Fair Value for Lam Research shifts by adding it to your watchlist or...

Description: Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Description: A number of stocks fell in the afternoon session after markets faded the Nvidia rally in the morning session, as investors remained uncertain about future rate cuts.

Description: PHOENIX (Reuters) -A bipartisan group of U.S. lawmakers introduced a bill on Thursday in the House that ​would block the purchase of Chinese chipmaking equipment by CHIPS Act grant recipients for ‌10 years. The bill targets a range of chipmaking tools from complex lithography equipment, like that produced by Dutch manufacturer ‌ASML, to machines that slice and dice the silicon wafers on which chips are printed. The bill was introduced in the House by Republican Jay Obernolte and Democratic member Zoe Lofgren.

Description: NVDA jumps 6% as Q3 earnings and revenues surge on broad market strength and soaring demand for Blackwell-driven data center systems.

Description: WMT gains on omnichannel strength and rising e-commerce momentum, though tariffs and expense pressures temper the retailer's outlook.

Description: While Lam Research has been outperforming the broader market over the past year, analysts remain cautiously optimistic about the stock's growth potential.

Description: Walmart's omnichannel strength, delivery gains and newer ventures like advertising and membership underscore its solid momentum in Zacks' latest review.

Description: Lam Research (LRCX) could produce exceptional returns because of its solid growth attributes.

Description: Semiconductor-related stocks have taken the brunt of the pullback in correlation with AI bubble fears, and Entegris (ENTG) has been one to avoid in particular.

Description: Thinking about whether Lam Research stock is actually worth its current price? You are not alone. A closer look at its valuation reveals some surprises most investors overlook. Despite a slight 0.6% dip in the past month and a double-digit 11.3% pullback over the last week, Lam Research’s share price has soared an incredible 97.7% year-to-date and 106.6% over the last year, showing that market sentiment is anything but dull. This momentum comes in the context of sector-wide interest as...

Description: Lam Research Corp. (Nasdaq: LRCX) today announced that Tim Archer, President and Chief Executive Officer, and Doug Bettinger, Executive Vice President and Chief Financial Officer, will participate in the following upcoming investor event.

Description: Soaring datacenter and AI chip demand set up NVDA for a robust Q3, with revenues and earnings poised for sharp gains on broad AI adoption.

Description: December S&P 500 E-Mini futures (ESZ25) are up +0.02%, and December Nasdaq 100 E-Mini futures (NQZ25) are up +0.09% this morning, pointing to a muted open on Wall Street as cautious sentiment prevailed at the start of a busy week.

Description: We recently published 9 Stocks Jim Cramer Talked About in a Show Where He Advised OpenAI to Slow Down. Lam Research Corporation (NASDAQ:LRCX) is one of the stocks Jim Cramer discussed on the show. Cramer has started to frequently discuss semiconductor manufacturing equipment provider Lam Research Corporation (NASDAQ:LRCX) recently. He believes the high demand for […]

Description: Lam Research Corporation (NASDAQ:LRCX) is one of the stocks Jim Cramer discussed recently. During the lightning round, when a caller mentioned that they are a long-term holder of the stock, Cramer commented: “I’ll tell you, Applied Materials reported tonight, and they did not do a good job. They haven’t done a good job. Lam is […]

Description: Lam Research Corporation (NASDAQ:LRCX) is one of the Best Fundamentally Strong Stocks to Buy. On November 12, Citi analyst Atif Malik lifted the price target on the company’s stock to $190 from $175, while keeping a “Buy” rating, as reported by The Fly. Notably, the firm lifted the wafer fab equipment estimates to exhibit increasing AI investments. Overall, […]

Description: Applied Materials' (AMAT) fiscal Q4 results were "uninspiring" and offered little that could reshape

Description: December S&P 500 E-Mini futures (ESZ25) are down -0.97%, and December Nasdaq 100 E-Mini futures (NQZ25) are down -1.29% this morning, pointing to further losses on Wall Street as worries over stretched tech valuations persisted and investors questioned whether the Federal Reserve was still on track to cut rates in December.

Description: A number of stocks fell in the afternoon session after markets continued to retreat, as investors re-evaluated the high valuations of stocks that benefited from the artificial intelligence boom.

Description: Fabric8Labs, the company pioneering Electrochemical Additive Manufacturing, today announced a $50 million funding round to expand its U.S.-based advanced manufacturing facilities, boosting capacity to produce tens of millions of components annually. Powered by its breakthrough Electrochemical Additive Manufacturing (ECAM) technology, Fabric8Labs is scaling up production of next-generation electronics components that enable leading-edge systems in thermal management (AI/HPC), wireless communicati

Description: Lam Research's Systems revenues jump 48.3% as strong demand for AI and next-gen nodes boosts its foundry business.

Description: We recently published 12 Latest Stocks on Jim Cramer’s Radar . Lam Research Corporation (NASDAQ:LRCX) is one of the stocks Jim Cramer recently discussed. Lam Research Corporation (NASDAQ:LRCX) also makes and sells equipment used in semiconductor fabrication. Due to the booming demand for chips, Cramer is quite optimistic about the firm. In an earlier appearance, […]

Description: LRCX, ASML, NVDA and MCO use strong moats to fend off rivals and deliver consistent returns amid market shifts.

Description: Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 Index continued its rally in the third quarter, ending the year-to-date returns at 13.7%. During this period, growth and momentum were key contributors to the […]

Description: Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Description: Investor attention toward Lam Research (LRCX) is picking up following a wave of analyst upgrades and brighter earnings outlooks. Recent institutional confidence seems grounded in the company’s positive estimate trends and fresh corporate announcements. See our latest analysis for Lam Research. The latest analyst optimism arrives as Lam Research rides a wave of momentum, with its 1-month share price return clocking in at over 21% and an outstanding 119.7% year-to-date jump. Recent governance...

Description: A number of stocks fell in the afternoon session after negative news from a data center company and a significant sale of Nvidia shares by a major investor fueled a broader sell-off.

Description: A number of stocks fell in the afternoon session after negative news from a data center company and a significant sale of Nvidia shares by a major investor fueled a broader sell-off.

Description: Shares of semiconductor materials supplier Entegris (NASDAQ:ENTG) fell 3% in the afternoon session after negative news from a data center company and a significant sale of Nvidia shares by a major investor fueled a broader sell-off.

Description: Shares of memory chips maker Micron (NYSE:MU) fell 4.2% in the afternoon session after a broad-based sell-off in the semiconductor sector pressured chip stocks. The decline was not isolated to Micron, as many major technology companies faced downward pressure. Other chipmakers, including ARM Holdings, Lam Research, Applied Materials, and KLA Corp, also recorded losses. The negative sentiment in the sector appeared linked to news from CoreWeave Inc., which reported that a data center delay would

Description: Shares of mobile app technology company AppLovin (NASDAQ:APP) fell 7.1% in the afternoon session after the company's stock fell amid a broader sell-off in the technology sector. The ad-tech company was one of the top decliners in the S&P 500. The drop happened as part of a wider retreat in the tech industry, which also saw shares of other notable firms like Micron, Lam Research, and Nvidia fall. This widespread decline pointed to a broader negative sentiment among investors toward the tech secto

Description: Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) fell 4.3% in the afternoon session after an analyst at Morgan Stanley downgraded the stock and the broader semiconductor sector faced a sell-off. The investment firm lowered its rating on Lam Research to 'Underweight' from 'Equal-Weight' and trimmed its price target to $92 from $94. The analysts' concerns stemmed from expectations that the company's growth in China and in the NAND memory markets would slow down after two strong y

Description: Navitas Semiconductor shares plunge 21.7% after weak Q3 results, but its pivot to high-power AI markets can fuel a long-term rebound.

Description: The stock market wavered on Tuesday after a pair of headlines knocked some of the wind out of the artificial-intelligence rally’s sails. The Dow Jones Industrial Average rose 50 points, or 0.1%. The S&P 500 was down 0.

Description: Lam Research's strong AI-driven growth, solid revenues and lower valuation make it the standout pick over ASML Holding in the semiconductor equipment race.

Description: Lam Research Corporation recently announced that its Board of Directors approved a quarterly dividend of US$0.26 per share, while also disclosing changes to its corporate bylaws and a shelf registration filing of approximately US$15.98 billion for potential common stock offerings. These developments point to possible shifts in the company's governance and future capital-raising activities that could influence shareholder rights and corporate strategy. With Lam Research's multi-billion dollar...

Description: Applied Materials' innovation in advanced chip tech and solid service growth offset near-term China and macro headwinds ahead of Q4 results.

Description: Lam Research's advanced AI chip tools and robust growth outlook give it an edge over Applied Materials despite valuation differences.

Description: According to the average brokerage recommendation (ABR), one should invest in Lam Research (LRCX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Description: EverQuote, Amicus, Lam Research and Cboe Global Markets EverQuote, Amicus, Lam Research and Cboe Global Markets been highlighted in this Screen of The Week article.

Description: These dividend stocks balance risk and reward for long-term success.

Description: EVER, FOLD, LRCX and CBOE make the cut as top liquid stocks, with each boasting strong liquidity, growth attributes and operational efficiency.

Description: Lam Research has seen its fair value estimate raised from $130.96 to $158.02, reflecting a shift in analyst expectations following improved financial outlooks. Recent updates point to higher anticipated revenue growth as well as stronger confidence in the company's technology leadership and market opportunities. Stay tuned to discover how you can keep informed about Lam Research's evolving narrative and future developments. Stay updated as the Fair Value for Lam Research shifts by adding it...

Description: Lam Research, Cirrus Logic and FormFactor have been highlighted in this Industry Outlook article.

Description: Lam Research Corporation (NASDAQ:LRCX) is one of the stocks highlighted as Jim Cramer responded to questions from Harvard Business School students. When a student asked which sector Cramer would bet on if he were an HBS student presently, he remarked: “Right now, I know this is going to be really, I, it’s going to be […]

Description: Lam Research Corporation (Nasdaq: LRCX) today announced that its Board of Directors has approved a quarterly dividend of $0.26 per share of common stock. The dividend payment will be made on January 7, 2026, to holders of record on December 3, 2025. Future dividend payments are subject to review and approval by the Board of Directors.

Description: The Zacks Electronics - Semiconductors industry players like LRCX, CRUS and FORM gain from the growing proliferation of AI, ML and consumer electronic devices.

Description: Lam Research (LRCX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Description: Since the first institutional inflow signal in 2002, Lam Research Ltd. (LRCX) is up 4,275%.

Description: Generative AI, cloud services and EV demand set the stage for a pivotal Q3 earnings season in electronics stocks like AOSL, ARM, QCOM, SKYT and MKSI.

Description: Ever wondered if Lam Research's stock is still a bargain or if you've missed the boat entirely? Let's take a closer look at where its value stands today. LRCX has been on a tear, rocketing up 117.4% year-to-date and gaining 8.0% in the last month alone. This suggests that the market may be responding to fresh growth drivers or shifting risk perceptions. Recent headlines have highlighted Lam Research's involvement in advancing semiconductor technologies, with industry chatter focusing on...

Description: The Last Mile Education Fund today announced the launch of the Semiconductor Pathways Fund, an industry-wide initiative to close critical talent gaps in the U.S. semiconductor workforce by enabling financially vulnerable college students to complete their degrees and enter high-demand roles.

Description: Navitas Semiconductor's Q3 results are likely to reflect strong AI and chip production gains, partially offsetting the negative impacts of China's weakness and tariff risks.

Description: UGP, LRCX and WDC made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 31, 2025

Description: Lam Research (LRCX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Description: The chip maker ended Wednesday with a market cap of $5.034 trillion, becoming the first company to close above $5 trillion in history. It reached that level only 78 trading days after it hit $4 trillion in market cap. According to Dow Jones Market Data, Nvidia is larger than the GDP of every country in 2024 except for the U.S. and China.

Description: Nvidia became the first company to hit $5 trillion in market value, the latest milestone in an unprecedented surge that reflects the growing influence of artificial intelligence on markets and the economy. The chip maker’s stock rose about 3% Wednesday to $207.16, giving it a market cap of $5.03 trillion. Shares have been boosted by exuberance for AI’s potential and a recent flurry of deals and partnerships with some of the biggest companies in AI and corporate America, from OpenAI and Oracle to Nokia and drugmaker Eli Lilly Enthusiasm for Chief Executive Officer Jensen Huang’s speech in Washington, D.C., also juiced gains this week.

Description: Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Description: Nvidia stock (NVDA) rallied Wednesday morning, making the artificial-intelligence juggernaut the first company to reach a market capitalization of $5 trillion. 📈 Shares recently traded at $211.17, above the $205.

Description: LRCX posts its third straight quarter of $5B-plus revenues, fueled by surging foundry demand and advanced chipmaking tool sales.

Description: LRCX, FOX and CIB made it to the Zacks Rank #1 (Strong Buy) growth stocks list on October 29, 2025.

Description: Lam Research’s third quarter showcased strong execution as the company exceeded Wall Street’s revenue and profitability expectations, driven primarily by heightened demand for semiconductor equipment tied to artificial intelligence (AI) infrastructure and high-bandwidth memory (HBM) investments. CEO Tim Archer emphasized that “growth in total CSBG revenue outpaced the increase in installed base units,” citing robust activity across both spares and services. The quarter also reflected Lam’s abili

Description: Lam Research (LRCX) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues.

Description: LRCX's strong Q1 earnings, AI-driven demand and attractive valuation make it a standout in the semiconductor space.

Description: Vertiv, Taiwan Semiconductor, Oracle, Lam Research, and Elbit Systems stand out as dividend growth plays amid 3% U.S. inflation.

Description: When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

Description: Lam Research Corp generated a strong 30% FCF margin on semiconductor equipment sales in its latest quarter. That could portend well for LCRX stock, which could be 19% too cheap based on its FCF margins and analysts' revenue estimates.

Description: Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Description: Explore how Lam Research's (LRCX) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

Description: Zacks names Lam Research as Bull of the Day on strong earnings momentum and growth outlook, while Helen of Troy earns Bear of the Day status amid weak guidance and tariff pressures.

Description: Looking for double digit revenue and earnings growth?

Description: Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Description: Lam Research (LRCX) has been catching the eye of investors lately, as shares have seen double-digit growth over the past month. The company’s recent momentum comes amid a broader wave of interest in the semiconductor sector. See our latest analysis for Lam Research. This latest surge follows a truly impressive run for Lam Research, with its share price notching a 109.4% gain year-to-date and a total shareholder return of nearly 97.3% over the past twelve months. Short-term momentum has...

Description: US equity indexes rose this week as China trade tensions cooled alongside consumer price inflation,

Description: Lam Research's strong AI chip exposure and robust growth make it a more compelling buy than Amtech Systems, which continues to face mature node weakness.

Description: According to the average brokerage recommendation (ABR), one should invest in Lam Research (LRCX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Description: A ton of tailwinds behind this company that's intricately involved in the chip-making process.

Description: Lam Research shares recently saw an increase in their Fair Value Estimate from $120.82 to $130.96. This change reflects a stronger outlook for the company as analysts respond to improving memory market conditions and growing demand supported by trends in artificial intelligence. Stay tuned to discover how you can follow these narrative shifts and keep informed about the company’s evolving valuation story. What Wall Street Has Been Saying Recent analyst commentary on Lam Research reflects a...

Description: US equity indexes rose on Thursday following a boost from quarterly earnings and the announcement of

Description: US equity indexes rose ahead of the close on Thursday amid earnings optimism and as a date was annou

Description: US equity indexes rose after midday Thursday as earnings optimism helped outweigh the detrimental im

Description: Lam Research (LRCX) posted record fiscal Q1 2026 results, beating Wall Street estimates and issuing

Description: The stock is up today after posting earnings.

Description: LRCX's Q1 earnings and revenues surpass forecasts, boosted by strong systems sales and rising demand across key Asian markets.

Description: Semiconductor equipment maker Lam Research (NASDAQ:LRCX) announced better-than-expected revenue in Q3 CY2025, with sales up 27.7% year on year to $5.32 billion. On top of that, next quarter’s revenue guidance ($5.2 billion at the midpoint) was surprisingly good and 8% above what analysts were expecting. Its non-GAAP profit of $1.26 per share was 3.3% above analysts’ consensus estimates.

Description: Lam Research reported its fiscal first-quarter 2026 results on October 22, 2025, with revenue of US$5.32 billion and net income of US$1.57 billion, both showing substantial year-over-year increases, and issued guidance for next quarter targeting revenue of about US$5.20 billion with an operating income margin near 33%. The robust results and optimistic outlook were driven by continued strong demand for advanced semiconductor equipment, particularly from the rapidly expanding AI and...

Description: Semiconductor equipment maker Lam Research beat estimates for its fiscal first quarter and guided higher than views for the current period. LRCX stock wavered.

Description: Lam Research forecast second-quarter revenue above Wall Street estimates on Wednesday, as chipmakers ordered more of its equipment used to manufacture semiconductors for artificial intelligence applications. Shares of the Fremont, California-based company rose 2.2% in trading after the bell. The stock has doubled so far this year, supported by strong demand for AI semiconductors as chip designers seek equipment to create processors capable of meeting growing computing needs.

Description: Lam Research (LRCX) delivered earnings and revenue surprises of +4.13% and +1.99%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Description: Investing.com -- Lam Research Corp (NASDAQ:LRCX) shares jumped 3.3% in after-hours trading after the semiconductor equipment manufacturer reported first quarter fiscal 2026 results that exceeded analyst expectations and provided an upbeat outlook for the current quarter.

Description: Semiconductor equipment maker Lam Research (NASDAQ:LRCX) reported Q3 CY2025 results topping the market’s revenue expectations, with sales up 27.7% year on year to $5.32 billion. On top of that, next quarter’s revenue guidance ($5.2 billion at the midpoint) was surprisingly good and 8% above what analysts were expecting. Its non-GAAP profit of $1.26 per share was 3.3% above analysts’ consensus estimates.

Description: The results exceeded Wall Street expectations. The average estimate of 10 analysts surveyed by Zacks Investment Research was for earnings of $1.21 per share. The semiconductor equipment maker posted revenue of $5.32 billion in the period, also beating Street forecasts.

Description: Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended September 28, 2025 (the "September 2025 quarter").

Description: Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) fell 5.3% in the afternoon session after investors grew concerned about a slowdown in the chip industry following a weak forecast from peer company Texas Instruments.

Description: Chief among them is its stunning lack of earnings growth while its stock price continues to soar. The Elon Musk-led electric vehicle-maker is expected to post a 25% drop in third-quarter profits from a year ago when it reports earnings Wednesday afternoon, according to data compiled by Bloomberg. The decline is nothing new, as Tesla’s results have been in retreat for multiple years.

Description: Applied Materials gains from AI-driven demand and DRAM strength, but macro and China risks suggest a cautious hold.

Description: TXN beats Q3 estimates with 14% revenue growth and solid Analog demand, signaling steady momentum into Q4.

Description: The Zacks Rank offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.

Description: SKIL, LRCX and UGP made it to the Zacks Rank #1 (Strong Buy) growth stocks list on Oct. 21, 2025.

Description: Semiconductor equipment maker Lam Research (NASDAQ:LRCX) will be announcing earnings results this Wednesday after the bell. Here’s what investors should know.

Description: Investors will watch whether record AI-chip demand can keep margins and growth on track.

Description: Does Lam Research (LRCX) have what it takes to be a top stock pick for momentum investors? Let's find out.

Description: AI-driven chip demand and rising DRAM spending are likely to help LRCX deliver another strong earnings beat in the first quarter of fiscal 2026.

Description: Wall Street futures pointed moderately higher pre-bell Monday, as traders weighed possibly easing Be

Description: As investors enters shutdown week three, a US-China trade war, credit gesticulation, and an incoming oil glut are weighing on the market.

Description: If you are on the fence about Lam Research right now, you are not alone. The stock has seen an impressive trajectory this year, nearly doubling year-to-date with a 95.3% return that easily grabs anyone’s attention. The last month alone delivered a 16.1% jump, with just this past week showing a fresh 7.7% upswing. These moves have sparked plenty of conversations about what is fueling the momentum. Some point to new optimism around semiconductor demand thanks to the AI boom and broader supply...

Description: Texas Instruments eyes Q3 revenues of up to $4.8 billion and EPS of $1.60, buoyed by industrial and auto market recovery despite rising costs.

Description: Tesla stock has held gains well after a powerful breakout on Sept. 11. The EV giant is next up on the earnings calendar, along with Netflix.

Description: Here's a less obvious chip stock to invest in amidst the AI boom.

Description: NVIDIA, Roche, and Lam Research lead this week's top Zacks research picks, while Tredegar and Kewaunee Scientific highlight strong niche and microcap opportunities.