ASE Technology gains an edge over Lam Research as strong AI packaging demand and a more attractive valuation support its investment outlook.

zacks.com - 2026-07-15 10:46:15

Morgan Stanley has identified three stocks that could outperform as the second-quarter earnings season gets underway. The Wall Street bank highlighted GE Vernova (NYSE: GEV), Lam Research (NASDAQ: LRCX), and United Airlines (NASDAQ: UAL) among its top picks, citing expectations that they will deliver strong quarterly earnings.

invezz.com - 2026-07-15 08:40:00

A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big banks are pulling the market in a very different direction.

247wallst.com - 2026-07-14 09:00:34

In the latest trading session, Lam Research (LRCX) closed at $329.92, marking a -5.83% move from the previous day.

zacks.com - 2026-07-13 18:51:11

Wedbush Securities tech strategist Dan Ives argued on CNBC on Monday that memory chips have become the most valuable slice of the AI supply chain, and that SK Hynix's blockbuster U.S.

247wallst.com - 2026-07-13 18:34:25

Lam Research's AI-driven demand in HBM, advanced DRAM and leading-edge chips are likely to help it reach a record sales target of $6.6B in Q4'26.

zacks.com - 2026-07-13 10:46:12

Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief.Stock News Oil prices surge on U.S.-Iran tensions: Oil prices jumped over 2% as

gurufocus.com - 2026-07-13 07:36:00

Lam Research has outperformed, surging over 120% in seven months versus the benchmark's 11%. LRCX now trades at a 62x forward P/E, a significant premium to peers at 25x, raising valuation concerns. Despite strong demand growth in wafer-fabrication and etching markets, much of the upside may be priced in.

seekingalpha.com - 2026-07-11 23:24:05

Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) just told the Street its semiconductor equipment business will grow more than 30% in calendar 2026, an upward revision from a prior bar of 20%.

247wallst.com - 2026-07-11 08:00:45

Lam Research Corp. (NASDAQ:LRCX) stock climbed nearly 7% on Thursday as investors poured into semiconductor equipment stocks during a broad technology rally. The Nasdaq gained 1.51%, while the S&P 500 rose 0.68%.

benzinga.com - 2026-07-09 12:24:09

Meta's decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.

barrons.com - 2026-07-09 11:27:00

FREMONT, Calif., July 8, 2026 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, July 29, 2026, beginning at 2:00 p.m.

prnewswire.com - 2026-07-08 16:05:00

The narrative around artificial intelligence has shifted several times over the past year. Investors have worried about stretched valuations, slowing cloud spending, and whether businesses will generate enough return on their investment to justify the billions pouring into AI infrastructure. Yet the latest long-term forecasts suggest the investment cycle is still in its early innings.... Wall Street Thinks AI Is Slowing. Wall Street Is Wrong

247wallst.com - 2026-07-08 11:34:14

I track a curated universe of 50 high-quality dividend growth stocks to identify opportune entry points based on valuation and future return potential. Year-to-date through June, the investable universe returned 8.69%, trailing SPY (10.10%) and SCHD (17.50%), but several individual stocks outperformed significantly. Currently, 39 out of 50 stocks offer a forward return estimate of at least 10%, with 22 appearing potentially undervalued by my free cash flow model.

seekingalpha.com - 2026-07-08 07:42:40

Lam Research (LRCX) concluded the recent trading session at $326.13, signifying a -6.87% move from its prior day's close.

zacks.com - 2026-07-07 18:50:14

Miller Tabak Chief Market Strategist Matt Maley believes investors should keep a close eye on two often-overlooked warning signs: the Japanese yen and South Korea's KOSPI index. During CNBC's Morning Call Sheet yesterday, he argued that a reversal in the popular yen carry trade and continued weakness in Korean stocks could signal broader trouble for... Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors

247wallst.com - 2026-07-07 13:41:58

A deepening sell-off in chip and memory stocks dragged all four major U.S. equity indexes lower by midday Tuesday.

benzinga.com - 2026-07-07 13:20:32

Samsung posted a 19-fold profit increase and investors said "cool, we're selling anyway," dragging the Nasdaq Composite index deep into the red.

fool.com - 2026-07-07 12:17:55

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.

zacks.com - 2026-07-07 10:31:15

Lam Research Corp (NASDAQ:LRCX) and Applied Materials Inc (NASDAQ:AMAT) are contributing to the semiconductor and memory stock rally this morning, after Goldman Sachs hiked its price targets on both names to $380 and $645, respectively.

schaeffersresearch.com - 2026-07-06 08:52:13

The world's richest investor is making an unprecedented all-in bet on artificial intelligence. In June alone, Bezos Expeditions, Jeff Bezos' 21-year-old family office, made five direct investments in AI startups, accounting for 10% of all family office dealmaking that month, per Fintrx. Bezos Expeditions is now the most active family office investor of 2026 with... Jeff Bezos Is Pouring Money Into a Startup That Could Drive 'Civilizational Wealth'

247wallst.com - 2026-07-06 08:30:37

The goalposts have been moved this summer, and not just by Lionel Messi and Kylian Mbappe. Analysts at Susquehanna have boosted their market projections for the wafer fab equipment (WFE) industry, which bodes well for certain companies in the artificial intelligence ecosystem.

marketbeat.com - 2026-07-06 08:05:20

Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.

zacks.com - 2026-07-02 13:46:10

Micron Technology is on track to significantly raise its capex this year, followed by another substantial jump in the next fiscal year. Lam Research derives a significant portion of its revenue from selling memory manufacturing equipment, which explains why its growth has been robust in recent quarters.

fool.com - 2026-07-02 11:45:00

The latest trading day saw Lam Research (LRCX) settling at $391.17, representing a -9.73% change from its previous close.

zacks.com - 2026-07-01 18:51:13

Nancy Pelosi's husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly well for investors. Copying their portfolio would've let you trounce the broader market's gains again and again. But what if I... Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi's Neck With AI Stock Picks

247wallst.com - 2026-07-01 14:28:01

Lam Research (LRCX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

zacks.com - 2026-07-01 13:10:31

LRCX soars 153.9% in H1'26, and AI infrastructure demand, margin gains and advanced packaging growth may keep the stock's rally alive.

zacks.com - 2026-07-01 11:17:05

LRCX's AI-fueled demand for advanced memory, foundry and packaging tools could push Q4 gross margin above 50% for the first time.

zacks.com - 2026-07-01 11:16:09

We think these stocks have gotten ahead of themselves.

youtube.com - 2026-07-01 11:10:09

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

zacks.com - 2026-07-01 10:30:36

MU's AI-driven memory surge fuels a historic rally, making semiconductor ETFs a diversified way to tap the industry's broad-based momentum.

zacks.com - 2026-07-01 09:16:26

The equipment that Lam and its rivals offer is key to the production of AI processors, memory chips, and other semiconductors. Rising demand for Lam's wafer fabrication equipment has translated into sequential revenue growth and expanding profit margins.

fool.com - 2026-07-01 02:37:00

LRCX has an edge over ASML, with stronger price gains, higher 2026 growth estimates and positive analyst sentiment despite a richer valuation.

zacks.com - 2026-06-30 12:31:03

The race to build humanoid robots is accelerating from science fiction to industrial reality. RBC Capital Markets expect the market to grow into a $9 trillion opportunity by 2050, once software, services, and maintenance are included. Most investor attention has centered on companies building the robots themselves. Yet history suggests the biggest long-term winners are... The 2 Hidden Winners in the $9 Trillion Humanoid Robotics Opportunity

247wallst.com - 2026-06-30 08:30:18

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

zacks.com - 2026-06-29 09:56:07

The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.

zacks.com - 2026-06-26 10:31:18

Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks - and Apple didn't make the cut. Grab the names FREE today. Cooling Inflation 19 minutes ago Live May's Personal Consumption Expenditures (PCE) price index offered a measured dose of relief, with the Federal Reserve's preferred inflation... Live Nasdaq Composite: Micron Lifts Market Boat Alongside Cooling Inflation Signal

247wallst.com - 2026-06-25 09:16:59

The likes of Nvidia (NVDA) and Micron (MU) remain the front and center of all AI-related debates in 2026, but billionaire investor Philippe Laffont is approaching the boom from a different angle. Speaking recently with CNBC, the founder of Coatue Management revealed his $90 billion hedge fund prefers a classic “picks-and-shovels” strategy rather than wagering on individual chipmakers like NVDA.

invezz.com - 2026-06-24 00:06:21

Lam Research (LRCX) concluded the recent trading session at $371.33, signifying a -9.33% move from its prior day's close.

zacks.com - 2026-06-23 18:51:06

Memory stocks get nailed

investorplace.com - 2026-06-23 17:00:00

U.S. stocks splintered Tuesday as a violent global sell-off in semiconductor shares hammered the Nasdaq, even as a rotation into defensive sectors and small caps kept the Dow Jones in positive territory through midday trading.

benzinga.com - 2026-06-23 12:45:55

The pick and shovels behind the AI trade are getting more favorable coverage from analysts, seen in Wells Fargo's price target hikes in ASML (ASML), Applied Materials (AMAT), KLA Corp. (KLAC), and Lam Research (LRCX). Marley Kayden walks investors through the analyst note and offers more insight on why firms are turning bullish on these names.

youtube.com - 2026-06-22 11:30:00

Shares of semiconductor name Credo Technology Group Holding Ltd (NASDAQ:CRDO) are surging 10.3% at $299.88 this morning, enjoying the fruits of several bull notes.

schaeffersresearch.com - 2026-06-22 10:46:31

I'm rating Lam Research (LRCX) a Strong Buy rating with a $497 price target, implying 28% upside from $389. My growth drivers are AI-driven WFE and SAM expansion, NAND conversion spending, DRAM and HBM-related deposition intensity, advanced packaging growth, and CSBG services. Together, I estimate these growth drivers can add about $1.11 of incremental EPS and drive the Forward non-GAAP EPS to $7.26.

seekingalpha.com - 2026-06-22 09:33:51

Memory is currently the hot topic in AI. Here are some excellent companies flying a bit more under the radar than Micron and Sandisk.

fool.com - 2026-06-19 12:30:00

Lam Research Corporation (LRCX) is up over 321% in a year as institutions buy big.

fxempire.com - 2026-06-19 08:44:38

Lam Research (LRCX) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.

zacks.com - 2026-06-19 04:11:05

On June 18, 2026, Lam Research Corp (LRCX) shares rose 4.0% to $389.04, continuing a strong performance with a year-to-date increase of 127.7%. The stock has fl

gurufocus.com - 2026-06-18 17:04:00

Does Lam Research (LRCX) have what it takes to be a top stock pick for momentum investors? Let's find out.

zacks.com - 2026-06-18 13:00:32