High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
SpaceX just unveiled plans for a factory 15 times the size of the Pentagon, and its stated goal is to shatter the memory chip oligopoly. That ambition forces a hard choice for retirement investors holding semiconductor stocks right now.
Is now the time to buy LRCX? Find out in our full research report (it’s free).
LRCX expands into PLP as larger AI chips drive demand, targeting a fast-growing advanced-packaging opportunity.
Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs."
AI-driven semiconductor demand is boosting LRCX and AMKR, with strong results, growth prospects and upside potential supporting both stocks.
Cramer’s Case for the Semiconductor Equipment “Troika” During the August 6 episode of CNBC’s Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research Corporation (NASDAQ:LRCX), KLA Corporation (NASDAQ:KLAC), and Applied Materials, Inc. (NASDAQ:AMAT) as […]
Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing high performance AI chips. The stronger AI spending trend at Taiwan...
Lam Research (LRCX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).
A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's most bullish analysts are treating the dip as a gift. Here is why the bear case just got harder to make.
Applied Materials' AI-driven semiconductor exposure, strong earnings outlook and broad technology portfolio support the case to accumulate the stock.
Tesla and SpaceX's $16.8B Terafab plan could spur demand for chipmaking tools, putting four equipment stocks in focus.
BofA, JPMorgan & Oppenheimer name their top 3 AI stocks. See the $255 Palantir target, $365 Amazon call and $400 Lam Research price target.
KLA Corporation just delivered a clean earnings beat and bullish forward guidance, yet the stock plunged double digits anyway. One top Wall Street analyst sees that panic as the setup of the year in semiconductor equipment.
Record revenue and margins driven by NAND demand surge and strong customer support services.
According to the average brokerage recommendation (ABR), one should invest in Lam Research (LRCX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
The Texas complex aims to produce more than one terawatt of AI computing capacity annually.
Accenture's revenue has swung quarter to quarter, while Lam Research continues to post steady growth.
Lam, The Cheesecake, Vertiv and Fortinet have been highlighted in this Screen of The Week article.
Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.
Applied Materials just handed investors a brutal one-month loss, yet one prominent Wall Street analyst sees the selloff as a setup for gains that would dwarf the broader market. The reasoning behind that call challenges everything the bears are pricing in right now.
Lam Research (LRCX) has drawn fresh attention after reporting quarterly and full year results on July 29, 2026, along with new guidance for the September quarter and commentary tied to AI driven semiconductor demand. See our latest analysis for Lam Research. At a share price of US$307.42, Lam Research has seen a sharp 7 day share price return of 21.82% after recent earnings and guidance, even though the 30 day share price return is down 12.22%. The 1 year total shareholder return of 222.20%...
This linchpin of the AI chipmaking market still has plenty of upside potential.
In this segment of the AI Investor Podcast from 24/7 Wall St., Eric Bleeker reviews Lam Research, a semiconductor equipment holding originally recommended to the million dollar AI portfolio he manages as part of a collection of memory-adjacent stocks. The quarter itself was solid: $1.82 in EPS against $1.70 expected, with the standout being guidance of $2.15 for next quarter versus a street estimate of $1.84. The stock jumped about 20% the next morning, though Bleeker attributes most of that to how far it had fallen during July's selloff rather than to the results, which he characterizes as good but not spectacular. His hesitation is valuation. Against a full-year estimate of $9.40, the shares trade a bit above 30 times forward earnings, which he considers the upper end of the historical range. He is not planning to add more with other opportunities across the market after a steep July sell-off. The broader read on semiconductor equipment is more bullish. Taiwan Semiconductor raised capex, Intel sounded optimistic on capex needs, and Bleeker guesses 2028 equipment spending could come in roughly 25% above where Wall Street currently models it. He is particularly interested in advanced packaging and testing, sub-verticals growing faster than the overall space. Lam remains a core long-term holding and, in his view, among the best operators in semi equipment.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...
Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls have been highlighted in this Screen of The Week article.
LRCX's 16% monthly fall contrasts with record revenues, strong AI equipment demand and rising earnings, strengthening the case for buying the stock.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
