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A single analyst note out of Seoul just erased billions from Korean chip stocks, and the same logic points straight at Micron. Whether that makes MU a buying opportunity or a warning sign depends on one number buried in its next earnings report.
Wall Street looked set for a mixed open as investors digested a 23% plunge in IBM shares, another jump in oil prices and the start of the second-quarter earnings season. Dow Jones futures were down 281 points, or 0.5%, while S&P 500 futures were 0.1% lower. Nasdaq futures were pointing...
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
AI focused memory and chip stocks, including Lam Research (NasdaqGS:LRCX), have come under pressure as the recent boom in demand shows signs of cooling. Shares across the semiconductor sector weakened after SK hynix stumbled and investors reassessed expectations for AI related returns. Reports point to cautious capital spending, slower memory demand and export regulation uncertainty weighing on Lam Research and its peers. Lam Research sits at the center of the semiconductor equipment supply...
Wedbush's Dan Ives is calling one corner of the semiconductor market the single most important asset in the AI buildout, and he says the supply crunch powering it will not let up for years. The stocks he is watching right now tell a very specific story about where the money is moving.
In the latest trading session, Lam Research (LRCX) closed at $329.92, marking a -5.83% move from the previous day.
Stifel says Applied Materials will continue to take advantage of a lengthy demand cycle for AI.
KLA's AI-driven growth and advanced packaging gains support its outlook, but rich valuation, margin pressure and trade risks temper near-term upside.
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...
A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting equipment makers and AI hardware names in ways that point to a much bigger risk lurking beneath a historic rally.
Lam Research's AI-driven demand in HBM, advanced DRAM and leading-edge chips are likely to help it reach a record sales target of $6.6B in Q4'26.
Own ASML Holding (NASDAQ:ASML) before the opening bell on July 15 when the company reports Q2 results and almost certainly reiterates a raised full-year outlook the market is still underpricing. The thesis rests on the fact that ASML is the only company on earth that sells EUV lithography, at a moment when its own CFO ... This Is Why ASML Is a No-Brainer Buy Before July 15 Earnings
Lam Research has quietly become one of the biggest winners of the AI buildout, and Wall Street has noticed. The chip equipment maker reports fiscal fourth-quarter earnings on July 29, 2026, and analysts are already lining up with a hard-to-miss message. That message comes straight from the people ...
We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks. Lam Research Corporation (NASDAQ:LRCX) is one of the stocks discussed by Jim Cramer. Lam Research Corporation (NASDAQ:LRCX) is one of the largest semiconductor manufacturing equipment providers in the world. Its shares are up by 233% over the […]
Applied Materials just blew past its own growth forecast, and the companies supplying every HBM stack and gate-all-around node are collecting the checks. Five picks-and-shovels stocks sit directly under that spending fire hose, and the one most retail investors cannot name is leading the pack.
In recent days, Lam Research has been swept up in a broader rebound in semiconductor and AI infrastructure stocks, helped by reports that China may ease restrictions on advanced Nvidia AI chip imports and by strong institutional interest in AI-focused chip offerings such as SK Hynix’s oversubscribed US ADR. This sector-wide enthusiasm, reinforced by analysts tying Lam’s tools to the buildout of AI data center capacity and custom chips at hyperscalers like Meta, highlights how macro policy...
Stifel just blew past Wall Street's AMD consensus with a target that would push the chipmaker into trillion-dollar territory, and the conditions required to get there are more specific than most investors realize.
ASML Holding's Q2 outlook points to strong growth, but a lofty valuation, China export curbs and rising competition warrant caution ahead of results.
Semiconductor manufacturing was dominated by American companies before factories moved to countries like Taiwan and South Korea. Now, hints of that original vigor are emerging again as a fab construction boom promises to revive what once was the global standard: computer chips made in the USA. "Today, all of the major semiconductor manufacturers capable of building a state-of-the-art semiconductor are investing in the United States," said Joe Stockunas, president of the Americas unit of the SEMI industry trade group.
Ahead of the bell Expect a torpid start to the final trading day of the week. S&P 500 futures were flat on Friday, holding on to a week that has gone the index's way despite a wobble in semiconductors ahead of the opening bell. Nasdaq 100 futures slipped 0.2%, while Dow Jones...
In the latest monthly list of new buys by the best mutual funds, top money managers aggressively scooped up shares of 19 stocks, including Eli Lilly, GE Aerospace, Taiwan Semiconductor Manufacturing and CrowdStrike.
Reuters reported on Thursday that Meta plans to begin manufacturing its AI chip starting in September, lifting ancillary firms' shares, but the rally fizzled.
A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.
Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 6, 2026, Morgan Stanley analyst Shane Brett raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $404 from $331 and kept an Overweight rating on the shares. On June 30, Susquehanna analyst Mehdi […]
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