News

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

Lam Research's AI-driven expansion boosts semiconductor opportunities as memory, packaging and wafer fab demand accelerate.

Lam Research Corp (LRCX) reports record quarterly revenue of $6.72 billion and EPS of $1.82, with strong NAND growth and an optimistic outlook for 2027.

Lam Research (NASDAQ:LRCX) reported record revenue, operating margin and earnings per share for its June 2026 quarter, driven by a sharp increase in NAND-related revenue and continued growth in its Customer Support Business Group. Chief Executive Officer Tim Archer said the company’s June-quarter t

Semiconductor equipment maker Lam Research (NASDAQ:LRCX) will be reporting results this Wednesday after market hours. Here’s what to look for.

Lam Research reports Q4 earnings on July 29, and the setup heading into that print looks unlike anything its closest rivals can match right now. Three factors separate this semiconductor equipment name from the rest of the AI spending story.

ASML raised its sales outlook for the second time this year, lifting semiconductor stocks even as oil prices climbed on renewed U.S. military action

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Lam Research will release its fourth-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.

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.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.77%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.73%. June E-mini S&P futures (ESM26 ) rose +0.78%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

The Nasdaq hit new highs Tuesday. AI plays AMD, Astera Labs, Lumentum and Arista were earnings movers late.

8.30am: Oil prices ease, as Hegseth plays down Strait fighting Crude oil futures have eased further, as US defence officials struck a cautious tone on the Strait of Hormuz, saying Iranian actions remain below the threshold for a wider conflict, despite continued harassment of shipping. In...