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Dan Loeb Exits Nvidia, Meta And Broadcom — Bets Big On Warner Bros. Discovery
17.08.2026 12:41
The investor exited Meta, Nvidia, Broadcom, KLA and Lam Research while adding major positions in Warner Bros. Discovery, Riot Platforms and Block.
Equipment Companies Will Collect While Hyperscalers Borrow
17.08.2026 08:30
Explore COWG ETF: large-cap cash-flow leaders with momentum.
Semiconductor Equipment Rally Tests Its Breadth as High-Growth Names Surge Ahead of ASML, Lam Earnings
14.08.2026 12:07
Semiconductor equipment stocks split: mega-cap leaders consolidate ahead of earnings while high-growth names surge. Will the rally broaden?
Why Lam Research (LRCX) Is Up 10.2% After $3 Billion Global R&D Lab Expansion Plan
14.08.2026 02:13
In August 2026, Lam Research announced plans to invest more than US$3.00 billion over five years to expand its global R&D lab network, aiming to lift experiment capacity by over 50% and compress product development cycles for semiconductor customers across the US, Asia, and Europe. An interesting angle is how this integrated 24/7 lab system, which already supports over one million experiments annually, is being scaled to accelerate AI-era chip innovation through faster, closer collaboration...
Lam Research (NASDAQ:LRCX): A Quality Compounder for Long-Term Investors
12.08.2026 09:51
Lam Research (LRCX) clears the Caviar Cruise quality screen with 72% ROIC, strong growth, and low debt. A semiconductor pick for long-term investors.
Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges
11.08.2026 09:11
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) Upgraded to Strong Buy: Here's Why
10.08.2026 16:00
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).
Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%
10.08.2026 13:38
Shares of semiconductor tool makers jumped after Taiwan Semiconductor posted a jump in revenue for July.
Wall Street Analysts See Lam Research (LRCX) as a Buy: Should You Invest?
07.08.2026 13:30
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?
Lam Research's Latest Earnings Report Says the AI Chip Supercycle Isn't Over. Here's Why.
05.08.2026 18:15
This linchpin of the AI chipmaking market still has plenty of upside potential.
Lam Research's Latest Earnings Report Says the AI Chip Supercycle Isn't Over. Here's Why.
05.08.2026 18:15
This linchpin of the AI chipmaking market still has plenty of upside potential.
Lam Research Soars After Earnings. Are they the Top Semiconductor Equipment Buy?
05.08.2026 15:50
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.
Zacks.com featured highlights Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls
05.08.2026 10:15
Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls have been highlighted in this Screen of The Week article.
Vishay Q2 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?
31.07.2026 13:16
VSH heads into Q2 earnings with stronger demand, pricing support and AI growth, but rising costs, heavy spending and a rich valuation favor a hold.
I Am Still Calling Lam Research A Strong Buy After Q4 2026
31.07.2026 06:17
Lam Research (LRCX) stays a Strong Buy: Q4 FY26 beat drives EPS estimate to $9.1 and $455 target.
These S&P500 stocks are gapping in today's session
30.07.2026 14:35
Let's take a look at the S&P500 stocks that are experiencing notable price gaps in today's session on Thursday. Discover the gap up and gap down stocks in the S&P500 index.
Lam Research Surges After Record Quarter and Stronger Outlook
30.07.2026 12:49
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.
Microsoft To Rally More Than 40%? Here Are 10 Top Analyst Forecasts For Thursday
30.07.2026 08:15
Wall Street analysts changed outlook on top names: Barclays cut META price target, Needham boosted QTWO target, Deutsche Bank upgraded GTX & more.
Lam Research Corp (LRCX) (Q4 2026) Earnings Call Highlights: Record Revenue and EPS Fueled by ...
30.07.2026 05:01
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 Corporation (LRCX) Q4 2026 Earnings Call Transcript
30.07.2026 02:23
Lam Research Corporation (LRCX) Q4 2026 Earnings Call July 29, 2026 5:00 PM EDTCompany ParticipantsRam Ganesh - Vice President of Investor RelationsTimothy...