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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.

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

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

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

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

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 (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.

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%...

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

Investing.com -- Lam Research reported record quarterly revenue and earnings on Wednesday, helped by robust demand for semiconductor manufacturing equipment as artificial intelligence investment continued to drive advanced chip production.

Lam Research beat analyst estimates for its fiscal fourth quarter and with its guidance for the current period. LRCX stock rose.

Semiconductor equipment maker Lam Research (NASDAQ:LRCX) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 30% year on year to $6.72 billion. The company expects next quarter’s revenue to be around $8.1 billion, coming in 13.6% above analysts’ estimates. Its non-GAAP profit of $1.82 per share was 8.1% above analysts’ consensus estimates.

(Updates with index/price moves and Fed/company/geopolitical news from the first paragraph.) US e

The chip-packaging firm trades above the market on earnings even as its largest segment slips and an AI ramp tries to carry the rest.

Semiconductor capital equipment stocks took a brutal U-turn on Monday. Heading into the opening bell, the sector was riding a pre-market high. The optimism was fueled by easing geopolitical tensions in Iran and a blockbuster Wall Street Journal report revealing that Nvidia is in talks to guarantee a massive $250 billion in financing for an OpenAI data center project. But that AI-driven euphoria evaporated instantly. ASML erased early gains of over 2%—and dragged U.S. peers Applied Materials (AMA

Lam Research's Q4 results are expected to reflect the benefits of strong demand for AI chips and rising DRAM spending.

AXT (AXTI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

FTSE 100 up 163 points at 10,749 Index hits highest since 3 March Inflation eases to 2.6% from 2.8%, but core CPI unmoved Brent crude oil hits 6-week high Wetherspoon's, Greencore, Mulberry, Liontrust post updates 3.12pm: Super Micro with super update An exception to the selling...

NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Equity markets delivered a strong performance in the second quarter of 2026, driven by demand for AI infrastructure, geopolitical stabilization, and positive earnings reports. The portfolio achieved a gross […]

The Zacks Electronics - Semiconductors industry players like AMAT, LRCX and FORM gain from the growing proliferation of AI that is driving sustained demand for advanced semiconductors.

Chip stocks trimmed losses on Friday as investors bought the dip despite AI jitters.

Lam Research Corporation (NASDAQ:LRCX) has gained more than 9.7% over the past month. The growth has been driven by several analyst upgrades and overall sectoral recovery. Analysts are projecting continued growth. Lam Research Corporation (NASDAQ:LRCX) ranks as one of the Best Stocks to Buy Now for High Returns. ​Recently, on July 9, TD Cowen analyst […]

ASE Technology gains an edge over Lam Research as strong AI packaging demand and a more attractive valuation support its investment outlook.

A number of stocks jumped in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

AI memory stocks have entered a bear market. Is this a buying opportunity, or a warning that the AI trade has become too expensive?