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The race to build humanoid robots is accelerating from science fiction to industrial reality. RBC Capital Markets expect the market to grow into a $9 trillion opportunity by 2050, once software, services, and maintenance are included. Most investor attention has centered on companies building the robots themselves. Yet history suggests the biggest long-term winners are ... The 2 Hidden Winners in the $9 Trillion Humanoid Robotics Opportunity

US stocks have been predicted to extend their recovery on Tuesday, as investors approach the final session of a second quarter that has delivered a strong rebound for many risk assets. Futures pointed to a slightly firmer open, with S&P 500 futures up 0.1%, Nasdaq futures up 0.35% and Dow...

The tech resurgence was running out of steam ahead of the open Tuesday but there were still plenty of AI and chip stocks on the move.

Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 29, Cantor Fitzgerald analyst C.J. Muse raised the price target on Applied Materials (NASDAQ: AMAT) to $850.00 (from $650), maintaining an Overweight rating. Despite the PT raise and rating affirmation, the firm sees more […]

8.26am: Market analysis Today is the last day of the month, the quarter and the first half of the year, as several analysts are pointing out. It has been the best quarter for global equities in the past six years, "despite the Iran war, disrupted oil and fertilizer flows, and a spike in...

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...

Lam Research Corporation (NASDAQ:LRCX) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 23, Bank of America raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $480 from $330 while maintaining a Buy rating. Lead analyst Vivek Arya said the price target hike was necessary to align […]

Lam Research Corporation (NASDAQ:LRCX) is one of the best fast growth stocks to buy according to hedge funds. On June 17, Citi raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $450 from $315, which was one among similar moves for several semiconductor equipment makers. The firm said the move was part of updating […]

Ichor Holdings, Ltd. (NASDAQ:ICHR) is one of the High Growth Semiconductor Stocks to Buy Now. Ichor Holdings, Ltd. (NASDAQ:ICHR) has gained more than 22.8% over the past month and is now trading near an all-time high. Wall Street is bullish on the stock, with 86% of the 7 analysts covering the stock maintaining a Buy […]

Lam Research Corporation (NASDAQ:LRCX) is one of the High Growth Semiconductor Stocks to Buy Now. On June 23, Bank of America Securities raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) from $330 to $480 and maintained a Buy rating on the shares. ​The rating comes after a 16% increase in share price for […]

Lam Research Corporation (NASDAQ:LRCX) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires. On June 11, Barclays analyst Tom O’Malley raised his price target on Lam Research Corporation (NASDAQ:LRCX) to $335 from $275. The analyst maintained an “Overweight” rating on the shares. He pointed out a wafer-fab-equipment capital spending cycle that […]

The company's story is now a single, powerful bet on AI, but the silence on its once-core technology milestones reveals how much the business has concentrated its risk.

Applied Materials' cash flow falls after strategic capacity and supply chain investments as AI-driven chip demand supports growth through 2027 and beyond.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.38%. September E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini Nasdaq futures...

The semiconductor sector declined on Friday as high memory and storage costs weighed on stocks.

FTSE 100 falls 80 points to 10,450 Apple price hike weighs on tech stocks Softbank sinks 14% in Tokyo 2.47pm: Nasdaq falls for fifth day US stocks have opened lower, as expected, with the Nasdaq shedding almost 1% from a further selloff in semiconductor stocks. Chipmakers...

The chip-equipment giant is at the center of an AI-fueled boom with unprecedented demand, but you'll pay a steep premium for a stock whose biggest risk may be its own supply chain.

The chip equipment maker is firing on all cylinders, but a slowdown in its single largest market presents a risk that investors shouldn't ignore.

Nancy Pelosi disclosed a new Intel position, but investors should focus on the chipmaker’s turnaround, valuation, and earnings momentum.

Lam Research opened a new office in Boise to support Micron’s high volume memory manufacturing. The move deepens Lam Research’s role in Micron’s expansion of advanced memory production. The development follows strong recent share price performance for NasdaqGS:LRCX. Lam Research, traded as NasdaqGS:LRCX, is moving closer to a key customer with its new Boise office aligned to Micron’s memory expansion plans. The stock last closed at $374.8 and is up 16.2% over the past 30 days and 102.5%...

AI chip rally powers gains as inflation data looms.

The chipmaker's fiscal third-quarter results topped expectations across the board, lifting chip stocks worldwide

Qualcomm, Applied Materials and Lam Research were among the top after-hours gainers on Wednesday, buoyed higher by a surge in AI chip stocks.

The company is forecasting massive growth, but management has gone quiet on the one operational issue that's still determining how fast they can actually run.

Lam Research Corporation (NASDAQ:LRCX) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 22, 2026, Wells Fargo analyst Joe Quatrochi raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $450 from $365 and maintained an Overweight rating. Wells Fargo expects semiconductor capital equipment companies to continue reporting […]

Qualcomm is in talks to provide chip-design services to China's ByteDance, four people familiar with the matter said, as the U.S. company seeks ‌to reduce dependence on the smartphone market, its biggest revenue source. If successful, the ‌negotiations would make ByteDance, the parent of short-video platform TikTok, an early customer of Qualcomm's chip-design services operation. ​Qualcomm is the world's largest supplier of smartphone modem chips, which manage cellular communications.

A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.

Lam Research (LRCX) concluded the recent trading session at $371.33, signifying a -9.33% move from its prior day's close.

Most of the day’s biggest losers were still up tremendously for 2026.

Technology companies are spending big to incorporate artificial intelligence into their businesses and to build huge data centers. Investors who had jumped on the bandwagon appear to be having second thoughts. Just four companies — Alphabet, Amazon, Meta Platforms and Microsoft — plan to spend up to $720 billion this year, primarily on AI data centers.