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June S&P 500 E-Mini futures (ESM26) are up +0.79%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.21% this morning as investors stepped in to buy the dip after the swift end to the latest round of U.S. strikes against Iran fueled expectations that talks over a peace deal will resume.
Shares are mostly lower in Asia following another sell-off of artificial-intelligence stocks that dragged the U.S. market sharply lower. U.S. futures advanced and oil prices gained more than $1 a barrel.
Lam Research (LRCX) concluded the recent trading session at $321.8, signifying a -1.64% move from its prior day's close.
Check out the companies making headlines yesterday:
The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both ride the same AI cycle. The reason the choice still matters is that their indexes draw different lines around what counts as a ... SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?
Lam Research Corporation (NASDAQ:LRCX) has gained more than 86% over the past 6 months and around 17% since the release of its fiscal Q3 2026 earnings. The Street expects the company to grow its EPS by more than 32% over the next 5 years. Lam Research Corporation (NASDAQ:LRCX) also ranks among our Top 10 Unstoppable […]
Semiconductor equipment stocks marched higher amid continued strong demand for new chip gear amid the AI boom.
Investing.com -- Barclays lifted its wafer fabrication equipment estimates and raised price targets on Applied Materials, KLA Corporation, and Lam Research in a note on Monday.
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 2.8% in the morning session after UBS raised its price target on the stock to $375 from $310, adding to an ongoing rally.
Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]
The S&P 500 Index ($SPX ) (SPY ) today is up +0.93%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.89%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. June E-mini S&P futures (ESM26 ) are up +0.76%, and June E-mini Nasdaq futures...
Wall Street looked set to see chipmakers continue their rebound on Tuesday, with investors continuing to pick through the wreckage of last week's tech sell-off ahead of key US inflation data. Futures pointed higher across the board, with contracts on the Nasdaq 100 up 0.9%, S&P 500...
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.58%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
Lam Research Corporation (NASDAQ:LRCX) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. Lam Research Corporation (NASDAQ:LRCX) participated in the Bank of America Global Technology Conference on June 2, 2026, and during the event, Chief Financial Officer Douglas Bettinger announced that the company has raised its 2026 wafer fab equipment (WFE) […]
The S&P 500 Index ($SPX ) (SPY ) today is up +1.01%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.46%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.39%. June E-mini S&P futures (ESM26 ) are up +1.00%, and June E-mini Nasdaq futures...
Applied Materials surges 166.8% in a year as AI-driven demand boosts logic, DRAM and packaging markets, raising questions about its valuation and outlook.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.59%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...
A $10,000 position in the SPDR S&P Semiconductor ETF (NYSEARCA:XSD) at the close on Thursday was worth roughly $8,873 by Friday’s close, and the people who got there did not own a single share of the stock that supposedly caused it. XSD fell 11.27% on June 5, 2026, dropping from $644.32 to $571.68, its worst ... After 11% Wipeout, XSD Investors Must Hate Broadcom
In early June 2026, Lam Research came under pressure as new U.S. restrictions on chip equipment shipments to Chinese customers coincided with a broad semiconductor pullback following Broadcom’s weaker earnings outlook and rising interest-rate worries. Beyond the immediate regulatory and sector shock, the episode underscores how heavily Lam’s fortunes are tied to geopolitical decisions and sentiment across the wider AI and chip supply chain. We’ll now examine how heightened U.S.–China export...
A number of stocks fell in the afternoon session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -2.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.35%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -4.77%. June E-mini S&P futures (ESM26 ) fell -2.97%, and June E-mini Nasdaq futures...
Cirrus Logic (CRUS) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.90%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.85%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...
The Roundhill Memory ETF (CBOE:DRAM) is the first U.S.-listed pure-play memory-chip ETF, and it landed in the middle of one of the most violent upcycles the industry has ever seen. DRAM launched on April 2, 2026 with a 0.65% expense ratio, just as Micron Technology (NASDAQ:MU) was approaching a trillion-dollar market cap. Micron is up ... Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026
Lam Research (LRCX) concluded the recent trading session at $336.41, signifying a -2.12% move from its prior day's close.