Notícias
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Lam Research Corp (LRCX) reports record quarterly revenue of $6.72 billion and EPS of $1.82, with strong NAND growth and an optimistic outlook for 2027.
Lam Research (NASDAQ:LRCX) reported record revenue, operating margin and earnings per share for its June 2026 quarter, driven by a sharp increase in NAND-related revenue and continued growth in its Customer Support Business Group. Chief Executive Officer Tim Archer said the company’s June-quarter t
The headline numbers for Lam Research (LRCX) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
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 (LRCX) delivered earnings and revenue surprises of +7.69% and +0.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
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 $1.82 per share was 8.1% above analysts’ consensus estimates.
In recent days, Lam Research has been caught in a broad semiconductor pullback as investors weigh upcoming earnings, tighter Federal Reserve expectations, and escalating Middle East tensions alongside sector-specific worries about new Chinese lithography capabilities. This mix of macro uncertainty and potential shifts in China-related chip equipment demand has put extra focus on how Lam’s business is exposed across regions and end markets. Next, we'll examine how concerns about China’s...
Susquehanna analyst Mehdi Hosseini believes the company’s growth is constrained even as KLA issues an upbeat forecast.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.
Today Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.
Semiconductor equipment maker Lam Research (NASDAQ:LRCX) will be reporting results this Wednesday after market hours. Here’s what to look for.
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, […]
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The […]
Wall Street is heading for another mixed session on Tuesday, with blue-chip gains offset by concerns about AI spending and Chinese competition weighing on some technology stocks. Dow Jones futures were up 317 points, or 0.6%, but the Nasdaq has been called 1% lower, with S&P 500 futures...
Today Earnings (a.m.): Coca-Cola, UPS, Boeing, Sherwin-Williams, Hilton, Centene, PayPal, S&P Global Earnings (p.m.): Visa, Ford Motor, Mondelez International, Waste Management, PPG Industries, Bloom Energy, Avis Budget, Seagate Technology Economic data: Consumer confidence index, Johnson Redbook retail sales index, U.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...
Lam Research reports Q4 earnings on July 29, and the setup heading into that print looks unlike anything its closest rivals can match right now. Three factors separate this semiconductor equipment name from the rest of the AI spending story.
It's been a tough trading day for the S&P 500, but if you take a look under the surface, the market was actually holding up alright. The S&P 500 was down 0.3% after trading more than 0.9% higher earlier in the session. Chip stocks were the weakest link, with Sandisk, Coherent, and Lam Research as the index's worst performers.