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Zacks10h agoneutral

Lam Research vs. Applied Materials: Which AI Chip Stock Has the Edge?

AMAT's AIx software, diversified tools and cheaper valuation give it an edge over LRCX as AI chip spending accelerates.

Reuters11h agoneutral

Lam Research opens Austria lab to advance chip packaging, cut costs

Lam Research has opened a research lab in Salzburg, Austria, to advance a chip packaging technology ‌that promises to increase chip density and cut costs, ‌as the company looks to capitalize on surging AI demand for processors. The U.S. chipmaking tools supplier said on Wednesday that the Salzburg facility will focus on panel-level packaging, which replaces the semiconductor industry's traditional circular silicon wafers with square panels. Square panels can eliminate the dead space, allowing chipmakers to produce more chips ⁠per surface at a lower cost per unit — a crucial advantage as AI drives chip shortages.

24/7 Wall St.13h agoneutral

XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like the same trade: cheap, passive, mega-cap heavy. But XLK has quietly outrun FTEC 22.06% year to date versus 19.58%, and that gap traces ... XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

AAPL AMAT IBM LRCX MSFT NVDA ORCL XLK

Reuters15h agoneutral

Tech leaders favoured by hedge funds last month, Hazeltree says

Hedge funds stuck to their holdings in companies with ‌strong fundamentals in April, particularly technology ‌and semiconductor stocks, according to a report on Wednesday from data platform Hazeltree, in a month when the S&P 500 jumped over 10%.

AMZN LRCX META NVDA ON ^GSPC

Proactive17h agoneutral

FTSE 100 Live: London stocks deadlocked as UK inflation softens, M&S and Trent gain

FTSE 100 up 12 points at 10,343 UK inflation eases to 2.8% in April M&S, British Land, Experian, Severn Trent report results 12.59pm: Grocery analyst not a fan of Treasury food plan On the stories that the Treasury is asking major UK supermarkets to limit prices on some basic...

AMAT ASML AXP CEG CRM HD IBM LRCX+3

Barchart1d agoneutral

Stocks Settle Lower on Rising Bond Yields

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

AAL ADI AMAT AMD ARM ASML AU AVGO+25

Barchart1d agoneutral

Rising Bond Yields Weigh on Stocks

The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...

AAL ADBE ADI ADSK AMAT AU AVGO B+26

Barrons.com1d agoneutral

Buy Apple Stock and Other Dow Winners, Sell Salesforce and Other Losers, Technician Says

It isn’t time to bail on the Magnificent Seven yet. But there are momentum winners in staples and healthcare, too.

AAPL AMZN AVGO CRM GOOG GOOGL HD IBM+4

Barchart1d agoneutral

Stocks Pressured by Tech Weakness and Rising Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.45%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...

AAL ADBE ADI ADSK AMAT AU CCL CRM+20

StockStory1d agoneutral

3 Growth Stocks Set to Flourish

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

BE LRCX

Proactive1d agoneutral

Nasdaq to lead further losses after Trump says he called off Iran strikes

Wall Street futures were heading deeper into the red ahead of Tuesday's opening bell, as investors remained unconvinced about reports on the latest US-Iran diplomacy efforts. Futures tracking the Nasdaq 100 pointed to an 0.8% drop, while S&P 500 futures were down 0.4% and those for the...

AMAT AMD AMZN AVGO DG LRCX MRNA QCOM+6

Barchart2d agoneutral

Stocks Settle Mixed as Iran War Remains Unresolved

The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...

AMAT ASML AVGO BSX COIN CRWD DIA FTNT+20

Investing.com2d agoneutral

Semicap stocks: Morgan Stanley raises WFE outlook and shifts ratings

Investing.com -- Morgan Stanley raised its outlook for the semiconductor capital equipment cycle, lifting wafer fab equipment (WFE) forecasts and reshuffling ratings across key industry names as it flagged stronger NAND momentum and a longer cycle than previously expected.

AMAT LRCX MS

Zacks2d agoneutral

Applied Materials' Margin Reaches Historic High: Is it Sustainable?

AMAT hits its highest gross margin in 25 years as AI chip demand, premium products and services fuel profitability growth.

AMAT ASML LRCX

Barchart2d agoneutral

Stocks Pressured by a Rebound in Crude Prices and Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...

AMAT ASML COIN CRWD DIA FTNT GLXY HIMS+17

Insider Monkey2d agoneutral

B. Riley Raises its Price Target on Lam Research (LRCX)

Lam Research Corporation (NASDAQ:LRCX) is one of the 10 Fastest Growing S&P 500 Stocks to Buy Now. On May 12, 2026, B. Riley raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $385 from $350 while maintaining a Buy rating on the shares. The firm said AI-related investment continues accelerating faster than expected, […]

LRCX

Barchart2d agobearish

Stocks Mixed as Crude Oil Prices and Bond Yields Fall

The S&P 500 Index ($SPX ) (SPY ) today is up +0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.25%. June E-mini S&P futures (ESM26 ) are up +0.10%, and June E-mini Nasdaq futures...

AAL ADI CCL COIN DAL DIA GLXY HIMS+12

The Fly2d agoneutral

Zscaler upgraded, CoreWeave downgraded: Wall Street's top analyst calls

AMAT ARM CRCL CRM CRWV DECK LRCX NBIS+4

24/7 Wall St.2d agoneutral

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More

Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with ... Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow,

AMAT ARM CRCL CRM CRWV DECK FFIV LRCX+4

Simply Wall St.2d agoneutral

Potential Beijing Thaw Puts Lam Research Export And Supply Risks In Focus

US President Trump and China's President Xi hosted a high-level semiconductor summit in Beijing attended by CEOs from Nvidia, Micron, and Lam Research. The meeting focused on chip export restrictions and the stability of rare earth supply chains critical to semiconductor production. NasdaqGS:LRCX and other semiconductor stocks saw share price gains following the summit announcement. Lam Research, listed as NasdaqGS:LRCX, supplies wafer fabrication equipment and services that sit at the core...

LRCX MU

StockStory3d agobullish

Skyworks Solutions, IPG Photonics, and Lam Research Shares Are Soaring, What You Need To Know

A number of stocks jumped in the afternoon session after President Trump landed in Beijing alongside Nvidia CEO Jensen Huang and Micron CEO Sanjay Mehrotra for a summit with President Xi Jinping, raising hopes that the two sides could reach a deal to ease chip export restrictions and stabilise rare earth supply chain, the two pressure points that have most constrained the sector.

IPGP LRCX MU NVDA SWKS

StockStory4d agoneutral

Lam Research (LRCX): Buy, Sell, or Hold Post Q1 Earnings?

Lam Research has been on fire lately. In the past six months alone, the company’s stock price has rocketed 86.6%, reaching $286.10 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

LRCX

StockStory4d agobearish

MACOM, Marvell Technology, Applied Materials, KLA Corporation, and Lam Research Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after hot April CPI sent Treasury yields higher, eliminating 2026 rate-cut hopes, a direct headwind for high-multiple growth stocks.

AMAT KLAC LRCX MRVL

Barchart5d agobullish

Stocks Settle Sharply Lower as Bond Yields Jump on Inflation Fears

The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -1.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.54%. June E-mini S&P futures (ESM26 ) fell -1.26%, and June E-mini Nasdaq futures...

AAL ADI AMD APA ARM ASML AU AVGO+35

Barchart5d agoneutral

Stocks Slide as Inflation Fears Lift Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.91%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.30%. June E-mini S&P futures (ESM26 ) are down -1.02%, and June E-mini Nasdaq futures...

AAL APA ARM ASML AU AVGO B CCL+34

Barchart5d agobearish

Stocks Tumble on Inflation Jitters

The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...

AAL ARM ASML AU AVGO B CCL CDE+27

Zacks5d agoneutral

If You Invested $1000 in Lam Research a Decade Ago, This is How Much It'd Be Worth Now

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

LRCX

Investor's Business Daily5d agobullish

Chip Stocks Are Extended Amid AI Boom; One Hovers In Buy Zone

Chip stocks have surged to new highs in the stock market, showing that the artificial intelligence trade continues to lure buyers after massive gains in 2025. In the IBD 50, however, that means most chip stocks are extended. Analysts polled by FactSet had targeted earnings of $1.29 a share on $9.9 billion in revenue.

AMD LRCX MRVL NVDA TSM

Simply Wall St.5d agoneutral

Lam Research Rides AI Boom With Record Results And Margin Expansion

Lam Research (NasdaqGS:LRCX) reports record quarterly revenue and earnings per share as AI-linked demand for semiconductor manufacturing equipment accelerates. The company highlights structural margin expansion tied to advanced packaging and a major NAND conversion cycle. Management lifts its outlook for wafer fabrication equipment spending and advanced packaging revenue into 2026. Lam Research (NasdaqGS:LRCX) sits at the center of semiconductor manufacturing, supplying equipment used to...

LRCX