Lam Research
Yahoo Finance • 15 hours ago
Lam Research vs. KLA: Is Faster Growth Worth Paying More for Cash Flow?
Lam Research Corporation (NASDAQ:LRCX) is growing faster than KLA Corporation (NASDAQ:KLAC). Yet at October 5 prices, the two semiconductor-equipment stocks carried similar consensus forward earnings multiples, while Lam cost more relative... Full story
Yahoo Finance • yesterday
3 S&P 500 Stocks to Consider Right Now
3 S&P 500 Stocks to Consider Right Now The S&P 500 (^GSPC) is packed with companies that have built dominant market positions, making it a core index for investors. A select few continue to innovate and expand, setting themselves up for l... Full story
Yahoo Finance • 2 days ago
A Tale of Two Markets: Mega-Caps Keep Climbing, But Rate Fears Hit Many Other Stocks
Nvidia and other AI stocks are supporting the S&P 500, while strategists also see opportunities in energy, transportation and materials. Continue Reading... Full story
Yahoo Finance • 3 days ago
Billionaire Investor Dan Loeb’s Third Point Exited 5 Chip Stocks Last Quarter — Here’s How They’re Performing Today
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Billionaire investor Dan Loeb's Third Point LLC exited five semiconductor-related holdings in the second quarter. According to its 13F f... Full story
Yahoo Finance • 5 days ago
Analog Devices, AMD, KLA Corporation, Lam Research, and Marvell Technology Stocks Trade Up, What You Need To Know
Analog Devices, AMD, KLA Corporation, Lam Research, and Marvell Technology Stocks Trade Up, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after weaker-than-expected U.S. employment data cooled Tr... Full story
Yahoo Finance • 5 days ago
Does Lam Research (LRCX) Being a BofA Top Pick Reframe Its Equipment Demand Narrative?
Lam Research recently announced that it held its quarterly financial conference call and webcast on October 21, 2026, providing investors with updates on its semiconductor wafer fabrication equipment and services business. At the same time... Full story
Yahoo Finance • 5 days ago
1 Profitable Stock for Long-Term Investors and 2 We Brush Off
1 Profitable Stock for Long-Term Investors and 2 We Brush Off Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn't mean it will th... Full story
Yahoo Finance • 6 days ago
Year-end AI semiconductor stocks investors should watch for
Yahoo Finance Executive Editor Brian Sozzi breaks down Bank of America analyst Vivek Arya's assessment of year-end semiconductor stocks, with Nvidia (NVDA) and Micron (MU) among the big players. Video Transcript 00:00 Speaker A I want t... Full story
Yahoo Finance • 6 days ago
These 5 AI chip stocks are must-own into Q4, BofA says
Investing.com -- In a note on Thursday, analysts at Bank of America named its top semiconductor picks for the fourth quarter. Before you buy NVIDIA: our AI model's stock picks are beating the market by 120%+. See the list now » The stock... Full story
Yahoo Finance • 7 days ago
AI spending will fuel wins for Micron, Nvidia, Intel, and other chip stocks: BofA analyst
We are down to three months left in the year, and on Wall Street, that means the start of year-ahead predictions for the economy, stocks, and sectors. It's not unusual for analysts' big calls to drive the stocks they call out, especially... Full story
Yahoo Finance • 13 days ago
Lam Research (LRCX) Following Higher 2026 Outlook And Packaging Growth Is It Still Undervalued
Lam Research (LRCX) drew fresh attention after management lifted its 2026 wafer fab equipment outlook to the low US$150b range, while also flagging a sharp expected rise in advanced packaging revenue. Recent trading has been choppy for La... Full story
Yahoo Finance • 15 days ago
How agentic AI impacts the semiconductor industry
[Processor chip on circuit board with copy space for design] Alexander Sikov INVESTORS SHOULD KNOW: Agentic AI is reshaping demand across the semiconductor ecosystem. The shift is moving infrastructure spending beyond GPU accelerators tow... Full story
Yahoo Finance • 15 days ago
As Trump and Xi meet, investors play both sides of AI divide
Sept 22 (Reuters) - As China and the US race to build separate AI supply chains, investors are playing both sides, with US banks fundraising for AI upstarts in China and Chinese money flowing to US tech. The stakes are sizable, with Wall... Full story
Yahoo Finance • 16 days ago
Semiconductor Metrology Global Market Opportunity Analysis and Industry Forecast 2026-2036 Featuring KLA Corp., Applied Materials, ASML, Hitachi High-Tech Corp., Lam Research Corp. and More
Company Logo Dublin, Sept. 21, 2026 (GLOBE NEWSWIRE) -- "Semiconductor Metrology Market Size, Share & Trends Analysis - Global Opportunity Analysis and Industry Forecast (2026-2036)" has been added to ResearchAndMarkets.com's offering.... Full story
Yahoo Finance • 18 days ago
Citi Forecasts Widening Memory Chip Shortages Through 2031 as AI Demand Expands
Semiconductor ©Adobe Stock Images Citi expects shortages across the global memory semiconductor market to deepen through 2031, driven by increasing demand for high-bandwidth memory (HBM), DRAM and NAND as artificial intelligence systems a... Full story
Yahoo Finance • 19 days ago
Chip Stocks Break Through Ceiling As Sector Rebounds. Macom Is A Standout.
The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge. Continue Reading... Full story
Yahoo Finance • 19 days ago
Lam Research Climbs 5% as Chip Equipment Names Outrun the Sector; Applied Materials Rises 4%, KLA Corp. Gains 3%
Quick Read Lam Research surges 5% and Applied Materials jumps 4%, leading a chip equipment rally tied to future capital spending plans rather than current chip demand. SOXX gains just 1% while SPY drops 0.5%, confirming Friday's buying is... Full story
Yahoo Finance • 20 days ago
Lam Research (LRCX) Stock Trades At A Premium On Bigger Shareholder Returns
Lam Research has delivered very strong gains over the past few years, which puts a lot of weight on one question for investors who care about valuation. Given that history, is the current share price properly grounded in the company's earn... Full story
Yahoo Finance • 20 days ago
The Zacks Analyst Blog Highlights Cisco, Lam, Thermo Fisher Scientific, Ampco-Pittsburgh and Catalyst
For Immediate Release Chicago, IL – September 17 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the... Full story
Yahoo Finance • 21 days ago
Top Stock Reports for Cisco, Lam Research & Thermo Fisher
Wednesday, September 16, 2026 The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Cisco Systems, Inc. (CSCO), Lam Research Co... Full story