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Apenas manchetes de alto sinal — eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
KLA Corporation (NASDAQ:KLAC) ranks among the stocks to invest in before they split next. On April 10, Wolfe Research increased its price target for KLA Corporation (NASDAQ:KLAC) to $2,000 from $1,800 while keeping an Outperform rating on the company’s shares. The firm referenced KLA’s updated forecast at its Investor Day. The company raised its 2026 […]
Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market, although the absolute level remains modest. Global leaders such as Applied Materials (AMAT), Lam Research (LRCX), KLA (KLAC), ASML (ASML), Tokyo Electron (TOELY), and Screen still dominate the market, particularly in leading-edge logic and memory. ... China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions
Lam Research sits in the spotlight after a series of analyst price target changes, with individual moves ranging from US$6 to US$105 per share. These shifts come as research firms reassess wafer fab equipment demand, earnings potential and how much investors might be willing to pay. This is highlighted by actions such as BofA adding Lam Research to its US 1 List, while others maintain more cautious stances. As you read on, you will see how these evolving targets shape the broader story and...
We just covered Here is How Billionaire Philippe Laffont’s Top 10 Picks Crushed The Market. Lam Research Corporation (NASDAQ:LRCX) ranks #10 (see the Here is How Billionaire Philippe Laffont’s Top 5 Picks Crushed The Market). YTD Stock Performance: +35% Philippe Laffont’s Stake: $1.67 Billion Lam Research Corporation (NASDAQ:LRCX) has been one of the biggest winners in the portfolio […]
Should investors be excited or worried when a stock crosses above the 20-day simple moving average?
Lam Research (LRCX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
With a five-year forward EPS growth rate of almost 20%, Lam Research Corporation (NASDAQ:LRCX) makes it to the best long-term tech stocks to buy according to hedge funds. Lam Research made notable developments during the Q3 FY2026, surpassing market expectations and keeping the ongoing AI-driven demand for semiconductor segment. The company posted $5.84 billion in […]
Applied Materials, Inc. (NASDAQ:AMAT) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. Cramer mentioned the company during the episode and commented: Throw in the four horsemen of Wednesday, and you could get a terrific opportunity to go back to an […]
US regulators tighten export controls on Lam Research, restricting shipments of chipmaking tools to China's Hua Hong. Lam Research is required to halt certain sales to Hua Hong, China's second-largest chipmaker, introducing new regulatory and revenue risks. Separately, Lam Research and IBM enter a five-year agreement to co-develop advanced semiconductor manufacturing technologies, including High-NA EUV. Lam Research (NasdaqGS: LRCX) sits at the center of two very different forces right now:...
Lam Research, BlackRock and Corning lead Zacks highlights, driven by AI demand, AUM growth and data center expansion despite macro and trade risks.
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile for US equities, driven by AI disruption concerns and the US-Israel conflict in Iran and the Middle East. In this backdrop, the Polen […]
