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) […]
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The S&P 500 Index ($SPX ) (SPY ) today is up +1.01%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.46%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.39%. June E-mini S&P futures (ESM26 ) are up +1.00%, and June E-mini Nasdaq futures...
Applied Materials surges 166.8% in a year as AI-driven demand boosts logic, DRAM and packaging markets, raising questions about its valuation and outlook.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.59%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...
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 $571.68, its worst ... After 11% Wipeout, XSD Investors Must Hate Broadcom
In early June 2026, Lam Research came under pressure as new U.S. restrictions on chip equipment shipments to Chinese customers coincided with a broad semiconductor pullback following Broadcom’s weaker earnings outlook and rising interest-rate worries. Beyond the immediate regulatory and sector shock, the episode underscores how heavily Lam’s fortunes are tied to geopolitical decisions and sentiment across the wider AI and chip supply chain. We’ll now examine how heightened U.S.–China export...
A number of stocks fell in the afternoon session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -2.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.35%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -4.77%. June E-mini S&P futures (ESM26 ) fell -2.97%, and June E-mini Nasdaq futures...
Cirrus Logic (CRUS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.90%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.85%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...
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
Lam Research (LRCX) concluded the recent trading session at $336.41, signifying a -2.12% move from its prior day's close.
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.73%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.53%. June E-mini S&P futures (ESM26 ) rose +0.36%, and June E-mini Nasdaq futures...
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 $153B […]
Showing strong hedge fund and Wall Street support, Lam Research Corporation (NASDAQ:LRCX) ranks among the best AI infrastructure stocks and carries an upside potential of 21.0% (street high). Wafer fab equipment demand is getting a significant rerating from Wall Street, and Lam Research is one of the clearest beneficiaries. Thus, analyst sentiment on Lam Research […]
The S&P 500 Index ($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...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.41%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.23%. June E-mini S&P futures (ESM26 ) are down -0.14%, and June E-mini Nasdaq futures...
Green Alpha Investment recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. Green Alpha Investment’s philosophy emphasizes that economic growth and portfolio returns are driven by companies that accelerate productivity and can tackle global economic risks. Next Economy Growth & Income Strategy aims for an above-average dividend yield […]
The S&P 500 Index ($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...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...
LRCX's strong cash flow powers share repurchase activities. About $4.3B is left authorized for buybacks as AI-led demand lifts revenues and margins.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.60%. June E-mini S&P futures (ESM26 ) are down -0.50%, and June E-mini Nasdaq futures...
EL, TER, LRCX and ASML use strong moats to fend off rivals and deliver consistent returns amid market shifts.
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 4.8% in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.29%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.33%. June E-mini S&P futures (ESM26 ) are down -0.18%, and June E-mini Nasdaq futures...
NVTS touts new GaNFast 20kW and 10kW AI power boards plus GeneSiC grid demos as data centers shift to higher-voltage DC.