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
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. De
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%.

Why Is Lam Research Stock Soaring Thursday?

12:24pm, Thursday, 09'th Jul 2026
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
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.
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, 20
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 genera
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 univer
Lam Research (LRCX) concluded the recent trading session at $326.13, signifying a -6.87% move from its prior day's close.
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
A deepening sell-off in chip and memory stocks dragged all four major U.S. equity indexes lower by midday Tuesday.
Samsung posted a 19-fold profit increase and investors said "cool, we're selling anyway," dragging the Nasdaq Composite index deep into the red.
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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 n
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
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