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Is Jeff Bezos’ New Startup An Even Bigger Idea than Amazon? He Tells CNBC it Will Drive ‘Civilizational Wealth.’
24/7 Wall St.62d agoneutral
Is Jeff Bezos’ New Startup An Even Bigger Idea than Amazon? He Tells CNBC it Will Drive ‘Civilizational Wealth.’

Jeff Bezos sat down with CNBC on June 11, 2026, to make the case that his next act could become even bigger than Amazon. As co-founder and co-CEO of Prometheus, Bezos is pitching a thesis that tries to answer one question: What actually makes societies rich? His answer is invention. “What drives the wealth of ... Is Jeff Bezos’ New Startup An Even Bigger Idea than Amazon? He Tells CNBC it Will Drive ‘Civilizational Wealth.’

A Look At Lam Research (LRCX) Valuation After AI Upswing And Capacity Expansion Plans
Simply Wall St.62d agoneutral
A Look At Lam Research (LRCX) Valuation After AI Upswing And Capacity Expansion Plans

Lam Research (LRCX) is back in focus after a strong run driven by upbeat quarterly results, higher wafer fab equipment forecasts, and fresh capacity expansion plans, even as new China export restrictions introduce clear policy risk. See our latest analysis for Lam Research. After the recent jump around earnings, higher wafer fab equipment forecasts, and capacity expansion news, Lam Research’s share price momentum has cooled slightly. The 7 day share price return is down 6.37%, but the 90 day...

Guinness Global Innovators Fund: Lam Research Corporation (LRCX) Sits at the Heart of The Semiconductor Value Chain
Insider Monkey63d agoneutral
Guinness Global Innovators Fund: Lam Research Corporation (LRCX) Sits at the Heart of The Semiconductor Value Chain

Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Innovators Fund”. A copy of the letter is available to download here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In Q1 […]

SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?
24/7 Wall St.63d agoneutral
SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?

The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both ride the same AI cycle. The reason the choice still matters is that their indexes draw different lines around what counts as a ... SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?

Lam Research Corporation (LRCX) Among the Top Unstoppable Growth Stocks
Insider Monkey64d agoneutral
Lam Research Corporation (LRCX) Among the Top Unstoppable Growth Stocks

Lam Research Corporation (NASDAQ:LRCX) has gained more than 86% over the past 6 months and around 17% since the release of its fiscal Q3 2026 earnings. The Street expects the company to grow its EPS by more than 32% over the next 5 years. Lam Research Corporation (NASDAQ:LRCX) also ranks among our Top 10 Unstoppable […]

Why Lam Research (LRCX) Stock Is Trading Up Today
StockStory64d agoneutral
Why Lam Research (LRCX) Stock Is Trading Up Today

Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 2.8% in the morning session after UBS raised its price target on the stock to $375 from $310, adding to an ongoing rally.

Lam Research (LRCX): A Strategic Investment in the Transformative Industry
Insider Monkey65d agoneutral
Lam Research (LRCX): A Strategic Investment in the Transformative Industry

Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]

Stocks Climb on an AI-Led Rebound
Barchart65d agoneutral
Stocks Climb on an AI-Led Rebound

The S&P 500 Index ($SPX ) (SPY ) today is up +0.93%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.89%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. June E-mini S&P futures (ESM26 ) are up +0.76%, and June E-mini Nasdaq futures...