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Lam Research (LRCX) Benefits From Memory Expansion
Insider Monkey9d agoneutral
Lam Research (LRCX) Benefits From Memory Expansion

Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter experienced significant volatility driven by macro and headline risks. Concurrently, an upcoming Federal Reserve leadership transition contributed to policy uncertainty, and rising inflation concerns re-emerged, resulting in choppy, headline-driven price […]

Stocks Mixed Ahead of Fed Chair Warsh
Barchart22d agoneutral
Stocks Mixed Ahead of Fed Chair Warsh

The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...

Nasdaq 100's Best Day Since May 2025: 10 Stocks Driving the Move
Benzinga50d agoneutral
Nasdaq 100's Best Day Since May 2025: 10 Stocks Driving the Move

The Nasdaq-100 is on track to deliver its strongest daily gain in more than a year. The index tracked by the Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) surged 3.5% in afternoon trading, on pace for its best session since May 2025, when the Trump administration’s 90-day tariff pause with China unleashed a relief rally across global equities. This time, the catalyst was another proof yet that the artificial intelligence spending boom remains alive and well. A blockbuster quarter from Microsoft Corpo

Lam Research (LRCX) Is Down 16.3% After China Lithography Jitters Hit Chip-Equipment Sentiment
Simply Wall St.51d agoneutral
Lam Research (LRCX) Is Down 16.3% After China Lithography Jitters Hit Chip-Equipment Sentiment

In recent days, Lam Research has been caught in a broad semiconductor pullback as investors weigh upcoming earnings, tighter Federal Reserve expectations, and escalating Middle East tensions alongside sector-specific worries about new Chinese lithography capabilities. This mix of macro uncertainty and potential shifts in China-related chip equipment demand has put extra focus on how Lam’s business is exposed across regions and end markets. Next, we'll examine how concerns about China’s...

Tech Earnings, Fed Rate Decision: What to Watch This Week
The Wall Street Journal53d agoneutral
Tech Earnings, Fed Rate Decision: What to Watch This Week

Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.

Stocks Rally on Fed-Friendly CPI Report
Barchart67d agobullish
Stocks Rally on Fed-Friendly CPI Report

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

Buy, Hold, or Sell: Lam Research Rocketed 21% Off Its June Lows as a New Fed Begins. Is LRCX Worthwhile at $366?
24/7 Wall St.96d agoneutral
Buy, Hold, or Sell: Lam Research Rocketed 21% Off Its June Lows as a New Fed Begins. Is LRCX Worthwhile at $366?

At $366.81, Lam Research (NASDAQ:LRCX) trades in a zone where valuation and momentum are in tension. The stock has rocketed 20.95% in the past week as softer rates and a fresh Fed posture reset risk appetite across semicap. Lam designs deposition and etch tools for leading-edge logic, high-bandwidth memory, and 3D NAND. Q3 FY26 revenue ... Buy, Hold, or Sell: Lam Research Rocketed 21% Off Its June Lows as a New Fed Begins. Is LRCX Worthwhile at $366?