Semis rallied with the support of tailwinds, but they reversed course when the same tailwinds turned into headwinds in Q1 2026. Semis lost most of their gains as they headed into Q2 2026 and it could
Elemental Capital Partners LLC lifted its position in Lam Research Corporation (NASDAQ: LRCX) by 5.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional
Eldred Rock Partners LLC reduced its holdings in Lam Research Corporation (NASDAQ: LRCX) by 51.8% in the undefined quarter, according to the company in its most recent 13F filing with the Securities a
AMAT and LRCX surge as AI chip demand lifts semiconductor equipment makers, positioning them to mirror NVDA's long-term growth despite market volatility.
Banque Pictet and Cie SA reduced its position in shares of Lam Research Corporation (NASDAQ: LRCX) by 33.1% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 104,
Lam Research (NASDAQ: LRCX - Get Free Report) and Silvaco Group (NASDAQ: SVCO - Get Free Report) are both computer and technology companies, but which is the better stock? We will compare the two comp
Lam Research Corporation (NASDAQ: LRCX - Get Free Report) shares traded up 3.9% during trading on Wednesday after New Street Research raised their price target on the stock from $140.00 to $235.00. Ne
I've been watching the memory semiconductor cycle for years now, and I can't stop thinking about a comment from a market analyst this week. On a recent TV segment, the analyst argued the selloff in me
FREMONT, Calif., April 1, 2026 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, April 22,
Micron rides AI-driven memory demand surge as HBM chip shortages lift pricing power, while strong growth and margins set the stage for continued gains.
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Lam Research stands as a critical enabler in the AI-driven semiconductor boom, supplying essential etch equipment to major chipmakers. Significant capex and headcount expansion signal LRCX's aggressiv
DAVENPORT and Co LLC trimmed its position in shares of Lam Research Corporation (NASDAQ: LRCX) by 20.4% in the undefined quarter, according to the company in its most recent filing with the Securities
Nancy Tengler of Laffer Tengler Investments breaks down the 5 stocks she believes can lead the next wave of market outperformance—and how investors can spot similar opportunities.
Lam Research's advanced packaging business is gaining momentum as AI-driven chip complexity boosts demand in memory and logic.
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