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Lam Research is in focus as Citi’s $450 price target highlights the company’s potential from surging NAND demand.

The Dow was up 50 points, or 0.1%, and on the upswing after dropping at the open. The S&P 500 was down 0.7%, while the Nasdaq was down 1.2%. The iShares Semiconductor ETF was still down 5.8%, but consumer staples, health care, real estate, utilities, financials, and communication services were all posting solid gains.

Lam Research Inc. (LRCX) stock has been on a tear, but that has also raised LTCX put option premiums. An investor can short an out-of-the-money put (17% lower strike price) for a 6% yield over 2 months.

Investing.com -- Artificial intelligence is set to compress into five years what took the chip industry half a century to achieve, according to Bank of America analysts, who identified five key forces they believe will drive the next $1 trillion in semiconductor sales.

8.39am: Telecom Plunge Telecom Plus shares have plummeted 30.5% on the news that management plan to invest in growth, which will hit profits this year. Analyst Charles Hall at house broker Peel Hunt says it is an "aggressive reset" by management, investing £55 million per year to double...

Lam has already had a huge run, yet the AI spending cycle driving its growth may still be accelerating.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.54%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.50%. September E-mini S&P futures (ESU26 ) are up +0.20%, and September E-mini Nasdaq futures...

With a forward P/E of 48.39, Lam Research Corporation (NASDAQ:LRCX) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers. On June 9, UBS raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $375 from $310 while maintaining a Buy rating on the shares. The upward revision reflects the firm’s increasing confidence in the company’s growth outlook […]

Lam Research Corporation (NASDAQ:LRCX) is one of the best AI memory stocks to buy in 2026. Cantor Fitzgerald lifted the price target on Lam Research Corporation (NASDAQ:LRCX) to $425 from $320 on June 10 and maintained an Overweight rating on the shares, telling investors in a research note that the firm believes the semi equipment […]

In recent weeks, Lam Research reported quarterly revenue growth of 24% year over year with earnings surpassing guidance, raised its outlook for wafer fabrication equipment demand, and highlighted strong AI-driven orders alongside growing U.S. onshore manufacturing partnerships. At the same time, institutional investors have been accumulating shares even as some insiders sell and valuation concerns and China export risks temper the otherwise upbeat AI and semiconductor equipment...

Lam Research Corporation (LRCX) is up over 321% in a year as institutions buy big.

Applied Materials' AGS unit is turning its installed base into a recurring growth engine with AI-enabled services and expanding margins.

Lam Research (LRCX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

(Bloomberg) -- Dutch chip-equipment giant ASML Holding NV is contending with its biggest challenge yet under the Trump administration: In a series of recent meetings, Commerce Secretary Howard Lutnick outlined concerns to ASML’s senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump Meeting

The company's AI-fueled growth story is compelling, but a single number buried in its earnings report reveals a significant geopolitical vulnerability.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and manufacture chips with Intel in the United States, a foundry validation the market had been waiting on for over a year.

Does Lam Research (LRCX) have what it takes to be a top stock pick for momentum investors? Let's find out.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.99%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.61%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.16%. September E-mini S&P futures (ESU26 ) are up +0.99%, and September E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.62%. June E-mini S&P futures (ESM26 ) are up +0.80%, and June E-mini Nasdaq futures...

Texas Instruments' AI-linked data center growth, manufacturing strength and lower valuation make it look like the better semiconductor buy over Lam Research.

US stocks are set to rebound on Thursday after Wall Street suffered a sharp sell-off following the first meeting of a new Federal Reserve regime, with investors taking comfort from signs of a de-escalation in the Middle East. Futures on the Nasdaq 100 have risen 1.3%, while the S&P 500...

Renaissance Investment Management, an investment management company, released its Q1 2026 “Large Cap Growth Strategy.” A copy of the letter can be downloaded here. Stocks fell sharply in the first quarter due to the Iran conflict. The Energy and Materials sectors outperformed, Financials and Consumer Discretionary lagged. Large-cap stocks underperformed smaller-cap stocks, and Value outperformed Growth. […]

Lam Research Corporation (NASDAQ:LRCX) is among the stocks with the best earnings growth for the next 3 years. On June 15, Oppenheimer elevated the price target on Lam Research Corporation (NASDAQ:LRCX) to $400 from $330 and reaffirmed an Outperform rating. According to the firm, the Lam bus tour strengthened confidence that AI-related WFE growth potential […]

With a net profit margin of 30.94%, Lam Research Corporation (NASDAQ:LRCX) is included among the 12 Most Profitable American Stocks to Buy in 2026. Lam Research Corporation (NASDAQ:LRCX) designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. […]

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.98%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.99%. June E-mini S&P futures (ESM26 ) fell -1.19%, and June E-mini Nasdaq futures...

Shares of several leading semiconductor equipment firms, including ASML, hit record highs on Wednesday.

Three chip equipment maker stocks—Lam Research, Applied Materials, and KLA Corp.—were all surging on Wednesday after Citi hiked their price targets.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.30%. June E-mini S&P futures (ESM26 ) are down -0.17%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.23%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.74%. June E-mini S&P futures (ESM26 ) are up +0.19%, and June E-mini Nasdaq futures...