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Memory chips, optical technology, semiconductor equipment makers, oh my! The three themes within the AI trade have emerged as investors' favorites, sending related stocks skyrocketing this year. They're also leading today's session.
US stock futures pointed to another mixed Wall Street session on Thursday, as investors weighed fresh developments in the Middle East against signs that chip stocks could extend their recent rally. Dow Jones futures were down 0.1%, while S&P 500 futures rose 0.2% and Nasdaq 100 futures...
Megacap stocks are behemoths that set the tone for their industries, and their massive scale typically leads to wide moats. However, the downside is that most have already exploited their existing market opportunities and must invest heavily to expand further, a risky proposition.
FTSE 100 Live pre-open Blue-chip stocks in London and mainland Europe are set to rebound on Thursday after reports that the US and Iran could agree a new ceasefire deal. FTSE 100 futures pointed to a gain of 36 points, a day after the index plunged almost 177 points to end...
Applied Materials targets over 50% packaging revenue growth in 2026 as AI demand fuels HBM, 3D chiplet stacking and next-generation packaging.
US stocks are expected to extend losses on Wednesday after oil prices spiked following an exchange of strikes between the US and Iran that led to President Donald Trump declaring the ceasefire "over". Dow Jones futures were down 1.1%, with S&P 500 futures pointing to a 0.9% drop, while...
Lam Research (LRCX) concluded the recent trading session at $326.13, signifying a -6.87% move from its prior day's close.
Lam Research (LRCX) was recently added to the Russell Top 50 Index, a shift that can influence how large institutional investors gain exposure to the stock and affect trading flows over time. See our latest analysis for Lam Research. For context, Lam Research shares recently traded at US$350.20, with the stock giving up 14.8% over the past week after a sector wide pullback. The shares have still delivered a 15.5% 30 day share price return and a 1 year total shareholder return of 258.8%. This...
Miller Tabak Chief Market Strategist Matt Maley believes investors should keep a close eye on two often-overlooked warning signs: the Japanese yen and South Korea’s KOSPI index. During CNBC’s Morning Call Sheet yesterday, he argued that a reversal in the popular yen carry trade and continued weakness in Korean stocks could signal broader trouble for ... Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors
July has historically been the U.S. stock market’s best month. The S&P 500 — as tracked by the SPDR S&P 500 ETF Trust (NYSE:SPY) — rose 2.56% on average over the past 20 years in July, the strongest average return of any month. The index finished July higher 80% of the time and has closed green in each of the past 11 Julys. • Apple stock is showing upward bias. Where are AAPL shares going? A subset of large-cap technology stocks has done even better. Data compiled on TradingView across the same
After a 284% rebound from its 52-week low, Applied Materials still has AI-driven demand, portfolio breadth and earnings momentum supporting further growth.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
ASX surges 169% YTD as strong AI packaging demand, expanding LEAP capacity and improving margins support its long-term growth outlook.
US markets are set for a mixed open on Tuesday, with technology stocks expected to come under pressure after Samsung delivered record quarterly profits that still failed to satisfy investors, raising fresh questions about AI valuations. Nasdaq futures were down 1.1% ahead of the opening bell,...
U.S. chip shares trade sharply lower premarket, extending the reach of a global wobble in artificial intelligence-related stocks following Samsung's quarterly update. Micron Technology and Intel fell around 6% and 4%, respectively Applied Materials and Lam Research, both major suppliers to Samsung--each lost around 5%.
7.47am: Shell gives pre-results update Shell says stronger trading in its integrated gas business and improved refining margins should support second-quarter performance, although production has been hit by disruption to output from Qatar following the Iran war. Ahead of second-quarter...
Momentum investing sounds like a physics law and behaves like a mood ring. The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through July 6, but the fund just took its worst weekly hit of the year, dropping nearly 7% in the seven days ending July ... MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath
Lam Research Corporation (NASDAQ:LRCX) is one of the best long-term growth stocks to invest in now. Susquehanna lifted the price target on Lam Research Corporation (NASDAQ:LRCX) to $475 from $385 on June 30 and maintained a Positive rating on the shares. The firm updated its model after channel checks, suggesting an upward revision to SCE […]
Lam Research Corporation (NASDAQ:LRCX) is one of the best stocks on the rise to invest in. Cantor Fitzgerald lifted the price target on Lam Research Corporation (NASDAQ:LRCX) to $500 from $425 on June 29 and maintained an Overweight rating on the shares. The firm told investors in a research note that the AI infrastructure buildout is […]
UCTT's growth story remains intact as rising fab investments, strong customer demand and strategic execution fuel momentum.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.43%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. September E-mini S&P futures (ESU26 ) are up +0.46%, and September E-mini Nasdaq futures...
Lam Research will release its fourth-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.
The world’s richest investor is making an unprecedented all-in bet on artificial intelligence. In June alone, Bezos Expeditions, Jeff Bezos’ 21-year-old family office, made five direct investments in AI startups, accounting for 10% of all family office dealmaking that month, per Fintrx. Bezos Expeditions is now the most active family office investor of 2026 with ... Jeff Bezos Is Pouring Money Into a Startup That Could Drive ‘Civilizational Wealth’
Susquehanna raised its WFE market forecast to $250 billion by 2028, lifting price targets on AEIS, LRCX, and KLAC as AI-driven demand fuels the semiconductor equipment sector.
Lam Research (NasdaqGS:LRCX) is seeing its stock sell off sharply as investors react to concerns that AI chip demand could be reaching a plateau. The pullback comes alongside broader weakness in semiconductor equipment stocks and worries about potential overcapacity across the sector. Company guidance and recent management commentary continue to point to solid demand and order constraints linked to physical production limits rather than a shortage of customer interest. Bearish analyst...
Lam Research Corporation (NASDAQ:LRCX) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer mentioned the stock during the episode and said: Oh, how about the semiconductor capital equipment makers? Oh, did I ever know them well. I’ve been adamant that these companies […]
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