Lam Research
Yahoo Finance • 4 days ago
Applied Materials Falls 4%, Lam Research and Teradyne Sink 5%: What’s Prompting the Selloff in Chip Equipment Stocks?
Quick Read Applied Materials and Lam Research fell between 4 and 5% Wednesday despite dropping Treasury yields, signaling AI capex repricing rather than a rate-driven selloff. SOXX's 77% YTD gain masks equipment-specific stress because it... Full story
Yahoo Finance • 4 days ago
Broadcom (AVGO) Faces Rising Hedge Fund Caution
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Hedge funds trimmed or exited positions in Broadcom (NasdaqGS: AVGO) in Q2 2026, rotating capital into other large sem... Full story
Yahoo Finance • 5 days ago
Global bond sell-off pressures stocks: AlphaCheck
Good morning. Stocks fell at the open as Treasury yields and oil prices continued their march higher. The tech-heavy Nasdaq Composite (^IXIC) saw the sharpest declines, dropping 1%, while the Dow Jones Industrial Average (^DJI) and S&P 500... Full story
Yahoo Finance • 5 days ago
3 High-Flying Stocks for Long-Term Investors
3 High-Flying Stocks for Long-Term Investors Expensive stocks typically earn their valuations through superior growth rates that other companies simply can't match. The flip side though is that these lofty expectations make them particula... Full story
Yahoo Finance • 6 days ago
Is ASML Stock a Buy as Rapid Growth Tests Its Premium Valuation?
ASML Holding ASML is making rapid strides, courtesy of its dominant position in extreme ultraviolet ("EUV") lithography systems. An increase in AI-driven infrastructure spending is boosting demand for advanced logic and memory chips, there... Full story
Yahoo Finance • 6 days ago
KLA Corporation Had a Tough Month: 60% Returns Will Come According to This Wall Street Stalwart
Quick Read KLA's 9.26% monthly slide masks five straight earnings beats and record quarterly revenue of $3.66B, with China export rules driving the selloff, not fundamentals. C.J. Muse at Cantor Fitzgerald holds a Street-high $325 target... Full story
Yahoo Finance • 6 days ago
Wall Street’s Biggest Funds Are Dumping Broadcom and Adding Taiwan Semiconductor. Time to Follow the ‘Smart Money?’
Quick Read Three major hedge funds piled into TSM while dumping AVGO, with TSM gaining 41% YTD versus AVGO's 8% single-week drop. Druckenmiller exited Intel and Micron while opening new positions in LRCX, AMD, and Entegris, signaling sele... Full story
Yahoo Finance • 8 days ago
Dan Loeb's Third Point adds SpaceX; exits Nvidia; cuts stake in Amazon among Q2 moves
Dan Loeb's Third Point took a new stake in Space Exploration Technologies (SPCX [https://seekingalpha.com/symbol/SPCX]) and State Street SPDR S&P 500 ETF Trust (SPY [https://seekingalpha.com/symbol/SPY]), while exiting Nvidia (NVDA [https:... Full story
Yahoo Finance • 9 days ago
Stocks Rally on the Favorable US PPI Report
The S&P 500 Index ($SPX) (SPY) on Thursday rose +0.65%, the Dow Jones Industrial Average ($DOWI) (DIA) rose +0.13%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +1.15%. September E-mini S&P futures (ESU26) rose +0.68%, and September E-mini... Full story
Yahoo Finance • 9 days ago
Applied Materials slips as investors seek faster growth after stellar run
Aug 14 (Reuters) - Applied Materials shares fell about 5% in premarket trading on Friday, as the chip equipment maker's upbeat outlook failed to soothe investors worried about the threat from intensifying competition. The muted reaction... Full story
Yahoo Finance • 9 days ago
Lam Research Plans To Invest Over $3 Bln To Expand Research, Development Lab Network In AI Era
(RTTNews) - Lam Research Corporation (LRCX), a semiconductor manufacturing equipment and services provider, said that it intends to invest more than $3 billion over the next five years to expand its global research and development lab netw... Full story
Yahoo Finance • 10 days ago
S&P 500 tags an all-time high and these 20 names have helped fuel the rally
[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The... Full story
Yahoo Finance • 10 days ago
Lam Research, Applied Materials, and Camtek Rise After SanDisk Issues Bullish Financial Targets
Quick Read SanDisk's 80% gross margin targets and signed contracts covering two-thirds of FY2028 bits drove LRCX up 4%, the most direct equipment beneficiary. AMAT reports Q3 earnings after today's close, while KLAC has already surged 72%... Full story
Yahoo Finance • 10 days ago
Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough
Image from Pixabay The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand. Applied Materials (AMAT) stock has nearly tripled over the past year, returning 193% while the S&P 500 gained... Full story
Yahoo Finance • 10 days ago
Stocks Close Higher on Favorable CPI Report and Positive AI News
The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-min... Full story
Yahoo Finance • 10 days ago
Stocks Trading Higher on Favorable CPI Report and Positive AI News
The S&P 500 Index ($SPX) (SPY) is up +0.25%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.07%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.85%. September E-mini S&P futures (ESU26) are up +0.38%, and September E-mini Nasdaq... Full story
Yahoo Finance • 11 days ago
Stocks Settle Lower Ahead of Wednesday’s CPI Report
The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%,... Full story
Yahoo Finance • 11 days ago
5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday
Quick Read NVIDIA guided $91 billion next quarter at 75% gross margins as AMD's Data Center revenue doubled to $6.7 billion year over year. Lam Research surged 82% year to date on five straight earnings beats; Qualcomm's automotive segmen... Full story
Yahoo Finance • 11 days ago
Stocks Supported by Renewed Middle East Optimism
The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-min... Full story
Yahoo Finance • 11 days ago
Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz
The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini... Full story