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The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.73%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.53%. June E-mini S&P futures (ESM26 ) rose +0.36%, and June E-mini Nasdaq futures...

Management is signaling a multi-year surge in demand, but with the stock at all-time highs, the real question is what happens next.

Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Most Promising Stocks to Buy Right Now. On May 27, 2026, Mizuho raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $380 from $330 and maintained an Outperform rating on the shares. Mizuho raised its wafer fab equipment spending estimate for 2026 to $153B […]

Showing strong hedge fund and Wall Street support, Lam Research Corporation (NASDAQ:LRCX) ranks among the best AI infrastructure stocks and carries an upside potential of 21.0% (street high). Wafer fab equipment demand is getting a significant rerating from Wall Street, and Lam Research is one of the clearest beneficiaries. Thus, analyst sentiment on Lam Research […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.90%. June E-mini S&P futures (ESM26 ) are up +0.02%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.41%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.23%. June E-mini S&P futures (ESM26 ) are down -0.14%, and June E-mini Nasdaq futures...

Green Alpha Investment recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. Green Alpha Investment’s philosophy emphasizes that economic growth and portfolio returns are driven by companies that accelerate productivity and can tackle global economic risks. Next Economy Growth & Income Strategy aims for an above-average dividend yield […]

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...

LRCX's strong cash flow powers share repurchase activities. About $4.3B is left authorized for buybacks as AI-led demand lifts revenues and margins.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.60%. June E-mini S&P futures (ESM26 ) are down -0.50%, and June E-mini Nasdaq futures...

EL, TER, LRCX and ASML use strong moats to fend off rivals and deliver consistent returns amid market shifts.

Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 4.8% in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.29%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.33%. June E-mini S&P futures (ESM26 ) are down -0.18%, and June E-mini Nasdaq futures...

NVTS touts new GaNFast 20kW and 10kW AI power boards plus GeneSiC grid demos as data centers shift to higher-voltage DC.

Navitas has soared 249% YTD, and its lofty valuation now demands clear follow-through as it scales high-power AI data-center revenue.

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

Lam Research has significantly outperformed the S&P 500 over the past year, and analysts are highly optimistic about the stock’s prospects.

A $10,000 position in Invesco Semiconductors ETF (NASDAQ:PSI) on the last trading day of 2025 was worth ~$20,496 by the close on May 26, 2026, and that is the kind of arithmetic that ruins dinner parties. Your brother-in-law at Goldman is up 10.07% in the S&P 500. Your friend who only buys the Nasdaq 100 ... The Semiconductor Play Nobody Owns Just Lapped Wall Street’s Biggest Names

Lam Research (NASDAQ:LRCX) President and CEO Tim Archer said AI demand is reshaping the semiconductor equipment market across logic, memory, storage and packaging, creating what Bernstein analyst Stacy Rasgon described as a “renaissance” for wafer fab equipment. Speaking at a Bernstein conference,

Lam Research’s analyst fair value estimate has been updated to US$313.69 from US$309.52, a small but important shift in the latest round of research. This change aligns with a cluster of higher price targets and rating moves that focus on expectations for wafer fab equipment spending across NAND, DRAM and high bandwidth memory, as well as Lam’s position in those areas. Read on to see how these updated targets, and the debate behind them, can help you follow the story as it develops. Stay...

Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT) is up 75% year to date as the AI data center buildout has triggered shortages across every node, every fab, and every piece of capital equipment ... Top 5 Stocks That Will Ride the Data Center Chip Equipment Supercycle

An exchange-traded fund focused on riskier S&P 500 stocks is riding its best seven-day stretch in a year. The Invesco S&P 500 High Beta ETF, which offers exposure to some of the most volatile stocks in the S&P 500, is up another 1%.

Qualcomm (QCOM) 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 ($SPX ) (SPY ) today is up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.66%. June E-mini S&P futures (ESM26 ) are up +0.37%, and June E-mini Nasdaq futures...

After three years of hyperscaler capital spending feeding through to chip designers, foundry capacity, and lithography backlogs, the semiconductor ETF complex has separated into distinct buckets. iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL) are the three broad U.S.-listed vehicles that capture the trade in clean, liquid form. ... After Three Years of Tracking the AI Capex Cycle These 3 Semiconductor ETFs Si

Applied Materials has notably outperformed the Nasdaq Composite over the past year, and analysts are highly optimistic about the stock’s prospects.

High-bandwidth memory has become the choke point in the AI buildout, as NVIDIA’s Blackwell accelerators rely on stacked DRAM modules that only three companies can produce at scale, and the order books for those modules are reportedly stretching past 2027. Investors trying to express that thesis through a single ticker have three obvious vehicles: the ... The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain