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Lam Research (LRCX) Raises WFE Forecast at BofA Global Technology Conference
Insider Monkey66d agoneutral
Lam Research (LRCX) Raises WFE Forecast at BofA Global Technology Conference

Lam Research Corporation (NASDAQ:LRCX) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. Lam Research Corporation (NASDAQ:LRCX) participated in the Bank of America Global Technology Conference on June 2, 2026, and during the event, Chief Financial Officer Douglas Bettinger announced that the company has raised its 2026 wafer fab equipment (WFE) […]

After 11% Wipeout, XSD Investors Must Hate Broadcom
24/7 Wall St.66d agoneutral
After 11% Wipeout, XSD Investors Must Hate Broadcom

A $10,000 position in the SPDR S&P Semiconductor ETF (NYSEARCA:XSD) at the close on Thursday was worth roughly $8,873 by Friday’s close, and the people who got there did not own a single share of the stock that supposedly caused it. XSD fell 11.27% on June 5, 2026, dropping from $644.32 to $571.68, its worst ... After 11% Wipeout, XSD Investors Must Hate Broadcom

How New U.S. China Chip Export Curbs Will Impact Lam Research (LRCX) Investors
Simply Wall St.66d agoneutral
How New U.S. China Chip Export Curbs Will Impact Lam Research (LRCX) Investors

In early June 2026, Lam Research came under pressure as new U.S. restrictions on chip equipment shipments to Chinese customers coincided with a broad semiconductor pullback following Broadcom’s weaker earnings outlook and rising interest-rate worries. Beyond the immediate regulatory and sector shock, the episode underscores how heavily Lam’s fortunes are tied to geopolitical decisions and sentiment across the wider AI and chip supply chain. We’ll now examine how heightened U.S.–China export...

Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026
24/7 Wall St.69d agoneutral
Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026

The Roundhill Memory ETF (CBOE:DRAM) is the first U.S.-listed pure-play memory-chip ETF, and it landed in the middle of one of the most violent upcycles the industry has ever seen. DRAM launched on April 2, 2026 with a 0.65% expense ratio, just as Micron Technology (NASDAQ:MU) was approaching a trillion-dollar market cap. Micron is up ... Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026

Mizuho Raises its Price Target on Lam Research (LRCX)
Insider Monkey70d agoneutral
Mizuho Raises its Price Target on Lam Research (LRCX)

Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Most Promising Stocks to Buy Right Now. On May 27, 2026, Mizuho raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $380 from $330 and maintained an Outperform rating on the shares. Mizuho raised its wafer fab equipment spending estimate for 2026 to $153B […]

What Do Analysts Say About Lam Research (LRCX)’s Earnings Outlook?
Insider Monkey70d agoneutral
What Do Analysts Say About Lam Research (LRCX)’s Earnings Outlook?

Showing strong hedge fund and Wall Street support, Lam Research Corporation (NASDAQ:LRCX) ranks among the best AI infrastructure stocks and carries an upside potential of 21.0% (street high). Wafer fab equipment demand is getting a significant rerating from Wall Street, and Lam Research is one of the clearest beneficiaries. Thus, analyst sentiment on Lam Research […]

Stocks Mixed as Tech Weakness Weighs
Barchart70d agoneutral
Stocks Mixed as Tech Weakness Weighs

The S&P 500 Index ($SPX ) (SPY ) today is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.90%. June E-mini S&P futures (ESM26 ) are up +0.02%, and June E-mini Nasdaq futures...

Lam Research Corp (LRCX): Increasing Dependence on Essential Chip Manufacturing
Insider Monkey70d agoneutral
Lam Research Corp (LRCX): Increasing Dependence on Essential Chip Manufacturing

Green Alpha Investment recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. Green Alpha Investment’s philosophy emphasizes that economic growth and portfolio returns are driven by companies that accelerate productivity and can tackle global economic risks. Next Economy Growth & Income Strategy aims for an above-average dividend yield […]

Stocks Retreat as US-Iran Peace Hopes in Doubt
Barchart70d agoneutral
Stocks Retreat as US-Iran Peace Hopes in Doubt

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...