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ASX surges 82% in six months as strong AI packaging demand, rising LEAP sales and expanding margins support its growth outlook.

Applied Materials (AMAT), Lam Research (LRCX), and KLA (KLAC) sell machines used to manufacture and inspect processors and memory chips. Cloud providers purchase finished processors and memory for artificial intelligence data centers. Chip manufacturers may need more factory equipment when server ...

The biggest companies in the world call the S&P 500 (^GSPC) home, but only a handful are still growing rapidly. Some of these industry leaders are executing exceptionally well and rewarding shareholders.

KLA Corporation just cratered 40% from its highs despite beating earnings five quarters in a row, leaving Wall Street torn between a China-risk nightmare and a structural AI story that one analyst thinks is worth 78% more than today's price.

LRCX, VRT and MBIN made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 3rd, 2026.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

FORM, LRCX, VRT, MBIN and SNDR have been added to the Zacks Rank #1 (Strong Buy) List on August 3rd, 2026.

8.31am: AstraZeneca talks suggest 'reduced confidence' in outlook AstraZeneca's reported talks with Bristol Myers about creating a $400 billion company appear to make "limited strategic sense for Astra and would likely be subject to antitrust scrutiny, given the overlaps of their oncology...

The chip-equipment maker just capped a record fiscal year with an 18% one-day jump in its stock.

The equipment maker's big jump came on a rival's blowout report. Its own turn arrives in less than two weeks.

(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

Investing.com -- In a note to clients on Friday, Mizuho pushed back on mounting concerns that Chinese memory maker CXMT will flood the DRAM market and crush pricing, telling investors the fear is overblown.

Most memory chipmakers extended Thursday’s gain after-hours as tech bigwigs flag continued rise in memory prices.

Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 18% in the afternoon session after the company reported strong second-quarter results and provided an outstanding forecast for the upcoming quarter that significantly surpassed expectations.

Lam Research has delivered a very strong share price return of about 3.9x over the past five years, yet the broader valuation checks currently lean cautious rather than clearly cheap. After a period of sharp swings in semiconductor stocks, the question for you is whether Lam Research stock still offers value or mostly reflects high expectations already. Over five years, Lam Research has returned roughly 385.7%, which sets a high bar for any further upside to be justified by future cash flows...

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

Lam Research forecast quarterly revenue and earnings substantially above expectations as AI investment increased chip-equipment demand.

It’s a vibes market and it doesn’t matter how good earnings or guidance is for many companies, writes Mizuho analyst Jordan Klein.

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

The AI equipment demand that repriced Lam Research stock was named, sized and already visible in the reported numbers before the run began.

FEATURE Lam Research stock was pacing toward its best day in 27 years on Thursday, drawing a stark contrast to an industry peer’s post-earnings slide. Lam shares spiked 23% to $310.69, putting them on track for their largest same-day percentage increase since January 1999, according to Dow Jones Market Data.

Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.

The tech sector was leading today’s stock market bounce back, and chip stocks were a standout group. Tech was the top performing sector in the S&P 500 by a large margin. The State Street Technology Select Sector SPDR ETF was up 4.9%, while the next best performing sectors saw less than 1% in gains.

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

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

Lam Research (NASDAQ:LRCX) reported record quarterly revenue and earnings on Wednesday as continued investment in artificial intelligence supported strong demand for semiconductor manufacturing equipment. The company also issued an upbeat outlook for the current quarter, sending its shares sharply higher in premarket trading.

Stock Market Today: The Dow Jones index rises Thursday ahead of key inflation data. Meta stock plunges on earnings.

Wall Street is set to open higher on Thursday as strong Microsoft results helped technology stocks recover from their sharp post-Federal Reserve sell-off. Dow Jones futures were up 225 points, or 0.4%, while S&P 500 futures pointed to a 0.6% gain and the Nasdaq was called 1.3%...

Investors are weighing up a batch of Big Tech earnings reports, which could help power a market rebound.

U.S. stock futures rose, as markets stabilized after reacting sharply to the Fed’s rate meeting Wednesday.