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Earlier this week, Lam Research Corporation confirmed a quarterly dividend of US$0.26 per share payable on July 8, 2026, to shareholders of record on June 17, 2026, reinforcing its ongoing capital-return program alongside strong fiscal third-quarter results and upgraded guidance tied to AI-related semiconductor demand. At the same time, Lam expanded its advanced packaging R&D footprint in Salzburg and intensified efforts to embed sensing and AI capabilities into its tools, underlining how AI...

The artificial intelligence buildout has already sent semiconductor demand sharply higher, and Wall Street is now looking deeper into the supply chain for the next group of companies that could benefit from the spending cycle. Morgan Stanley is making a notable shift inside semiconductor capital ...

Lam Research Corporation (NASDAQ:LRCX) is one of the best oversold growth stocks to invest in now. Morgan Stanley upgraded Lam Research Corporation (NASDAQ:LRCX) to Overweight from Equal Weight on May 18, adjusting the price target on the stock to $331 from $293. The firm told investors in a research note that the magnitude of Morgan […]

A number of stocks jumped in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

As Lam Research has outperformed the broader market over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

Lam Research (LRCX) 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 ($SPX ) (SPY ) today is up +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.73%. June E-mini S&P futures (ESM26 ) are up +0.47%, and June E-mini Nasdaq futures...

Lam Research is expanding into panel-level chip packaging with a new research lab in Salzburg, Austria. The lab focuses on raising chip density and reducing packaging cost as AI-related semiconductor demand grows. The move builds on acquired expertise and AI-driven upgrades to Lam’s existing tools and processes. For investors watching NasdaqGS:LRCX, this development sits alongside a share price of $302.24 and multi year returns of 63.3% year to date and 268.8% over the past year. The...

A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings.

Lam Research (LRCX) is focused on adding more sensing and AI capabilities to its chip manufacturing

Lam Research is focused on adding sensing and AI capabilities to its semiconductor manufacturing tools to make them more productive ‌as it plans expanded operations in Arizona and California, its chief executive told Reuters ‌on Thursday. Shares of Lam, which supplies chipmakers such as Micron Technology and Taiwan Semiconductor Manufacturing Co, have risen more than ​75% this year as huge demand for AI chips has spurred customers to buy more tools. Lam CEO Tim Archer said in an interview that the company's strategic focus over the next two years would be to equip those tools with more sensors that generate data that can be analyzed ‌by AI systems to spot problems ⁠and inefficiencies early.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.20%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

SpaceX's latest filing shows new details about the agreements with Tesla and Intel, its two partners in the Terafab AI chip factory.

The S&P 500 Index ($SPX ) (SPY ) is up +0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.14%. Equity markets are pushing higher this afternoon, tracking a sharp midday reversal in energy markets...

Good things could be on the horizon when a stock surpasses the 20-day simple moving average. How should investors react?

The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.66%. June E-mini S&P futures (ESM26 ) rose +0.96%, and June E-mini Nasdaq futures...

Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now. But here’s what you should actually be watching: the picks-and-shovels layer that every memory maker must write checks to before producing a single bit. The memory trade is crowded, ... Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First

Morgan Stanley has upgraded Lam Research to Overweight rating following a wafer fabrication equipment industry raise.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

Chip Stocks Rally After Samsung Labor Talks Collapse

Investing.com -- Bernstein raised its price targets on Lam Research and KLA Corp. on Wednesday after significantly upgrading its global wafer fabrication equipment spending forecasts, citing an improved outlook for memory expansion in China and beyond.

Lam Research raises WFE outlook, as AI chip demand lifts record Q3'26 revenues and EPS, with strong growth in etch, deposition and memory investments.

The semiconductor industry is one of the most advanced and complex in the world. The semiconductor industry relies on highly specialized supply chains and manufacturing equipment. This ecosystem becomes highly complex because advanced chip manufacturing requires many process steps. The process involves companies from all over the world. Since the sector requires atomic precision, the ... Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching

The Salzburg facility replaces circular wafers with square panels to cut dead space and lower cost per chip

AMAT's operating leverage surges as AI demand, premium chip tools and recurring services lift margins to a 25-year high.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.78%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.24%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.27%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.55%. June E-mini S&P futures (ESM26 ) are up +0.26%, and June E-mini Nasdaq futures...

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