$306.40
-4.95 (-1.59%)
At Close: Aug 10, 2026
Lam Research Stock Trades Near 52-Week High: Buy More or Book Profits?
10:01am, Monday, 11'th May 2026
LRCX trades near a 52-week high as AI chipmaking demand powers $5B+ quarterly sales, rising margins and upbeat advanced-packaging outlook.
LRCX DCF Analysis: Intrinsic Value $167 vs Price $294
07:35am, Monday, 11'th May 2026
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
Why Intel Is The Secret Winner Of The Elon Musk Terafab Buildout
09:35am, Friday, 08'th May 2026
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 Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead
11:35am, Thursday, 07'th May 2026
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.
Why Lam Research Still Looks Like a Buy After a 300% Rally
10:41am, Thursday, 07'th May 2026
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
Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand
02:54pm, Wednesday, 06'th May 2026
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: 30% Growth And Expanding Margins Make It A Solid Buy
12:24pm, Tuesday, 05'th May 2026
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: $140B WFE, $725B In Hyperscaler Capex, And Still Raising -- BUY
11:54am, Tuesday, 05'th May 2026
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
Why the VanEck Semiconductor ETF Rallied Over 30% in April
08:21am, Tuesday, 05'th May 2026
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 Analyst: AI Agents Drive Chip Demand ‘Off the Charts,' Supply Can't Keep Up
05:07pm, Monday, 04'th May 2026
Bernstein Research's Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share.
Polen Focus Growth Portfolio Q1 2026 Portfolio Update
11:32am, Monday, 04'th May 2026
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 Is Spending $700 Billion. These Companies Get Paid.
12:00am, Monday, 04'th May 2026
Big Tech earnings reveal where $700 billion in AI spending is flowing - and why the biggest winners aren't the obvious stocks.
China's Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions
09:13pm, Friday, 01'st May 2026
Chart 2: Semiconductor Equipment Sales to China (China vs.
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