LRCX trades near a 52-week high as AI chipmaking demand powers $5B+ quarterly sales, rising margins and upbeat advanced-packaging outlook.
On May 11, 2026, we delve into the DCF analysis for Lam Research Corp (LRCX), a company that has experienced significant price performance recently, with a year
Earlier this week, Elon Musk formally introduced the Terafab Initiative, a chip manufacturing facility located in Texas, designed to create processors for Tesla (TSLA), SpaceX, and xAI.

This 150% Run Is Just the Beginning

05:00pm, Thursday, 07'th May 2026
The AI trade shifts to CPUs
Lam Research (NASDAQ:LRCX | LRCX Price Prediction) has been a quiet AI winner all throughout the year, with shares now up close to 300% in the past year.
In a field of success stories, Lam Research Corporation NASDAQ: LRCX has become one of the absolute winners of the AI boom. As of May 7, the stock was up almost 300% in the last 12 months, more than 7
The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SO
Lam Research (LRCX) receives a Buy rating, driven by its technological moat in plasma dry etching for advanced memory manufacturing. AI infrastructure buildout and hyperscaler CapEx are fueling a memo
Lam Research (LRCX) maintains its Buy rating as upgraded WFE and advanced packaging outlooks reinforce a robust investment case. LRCX delivered its eleventh consecutive quarter of growth, beating reve
Semiconductors had a very good month on the back of several earnings blowouts and a tentative U.S.-Iran ceasefire.
Pre-Market Stock Futures: Futures are trading higher on Tuesday after new highs on Friday turned into a risk-off Monday, triggered by rising oil prices, a report that Iran attacked the UAE, and an add
Bernstein Research's Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share.
In Q1 2026, Polen Focus Growth Portfolio returned -17.27% (net of fees) compared to -9.78% for the Index. Starbucks was the top performing absolute and relative contributor in Q1 amid positive signs t
Big Tech earnings reveal where $700 billion in AI spending is flowing - and why the biggest winners aren't the obvious stocks.
Chart 2: Semiconductor Equipment Sales to China (China vs.
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