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Lam Research (LRCX) demonstrates strong technical momentum with a 278% gain over the past year. LRCX is supported by robust fundamentals. Valuation is elevated and Morningstar notes that the stock is 46% overvalued. For new buyers, this means you should proceed with caution and tight stop losses. Analyst sentiment is...

Qualys delivers cloud-based security and compliance solutions to enterprises and public sector clients across multiple industries.

The artificial intelligence (AI) revolution has expanded to include many tech companies. But the industry's leaders are likely to drive growth over the next several years.

Lam Research (LRCX) is back in focus after Micron signaled heavy AI related capital spending, reinforcing expectations of tight chip supply and multi year capacity builds that feed directly into semiconductor equipment demand. See our latest analysis for Lam Research. Short term, Lam Research’s share price has cooled slightly with a 1 day share price return that declined 1.16%. However, the 30 day share price return of 22.92% and year to date share price return of 72.34%, alongside a very...

723 securities hit new 52-week highs on the NYSE and Nasdaq on Tuesday. There were easily more than 200 ETFs. However, many were leveraged or inverse ETFs. Three of them make good long-term investments for any portfolio.

Investors have pushed Lam Research stock sky-high as its free cash flow and semiconductor equipment revenue surge. A Barchart report shows investors piling into out-of-the-money put options.

Amkor Technology (AMKR) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Microsoft and Lam Research are proving that the biggest AI opportunities extend far beyond just GPU makers.

Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 6.6% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 5.7% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.61%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.76%. June E-mini S&P futures (ESM26 ) rose +0.61%, and June E-mini Nasdaq futures...

The long-term money still hates software.

Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”. A copy of the letter is available to download here. The Funds’ Investor Class: ARTLX, Advisor Class: APDLX, and Institutional Class: APHLX returned -3.54%, -3.50%. and 3.50%, respectively, in Q1 vs, 2.10% return for the Russell 1000® Value Index. Performance […]

Bank of America’s Vivek Arya walked onto CNBC with a number that sits well above consensus. His price target on NVIDIA (NASDAQ:NVDA) is $350, against a stock trading around $215. Arya is making a longer call, and this might lead to other analysts also revising their estimates upwards in the coming days and weeks. From ... BofA’s Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle

Earlier this week, Lam Research Corporation confirmed a quarterly dividend of US$0.26 per share payable on July 8, 2026, to shareholders of record on June 17, 2026, reinforcing its ongoing capital-return program alongside strong fiscal third-quarter results and upgraded guidance tied to AI-related semiconductor demand. At the same time, Lam expanded its advanced packaging R&D footprint in Salzburg and intensified efforts to embed sensing and AI capabilities into its tools, underlining how AI...

The artificial intelligence buildout has already sent semiconductor demand sharply higher, and Wall Street is now looking deeper into the supply chain for the next group of companies that could benefit from the spending cycle. Morgan Stanley is making a notable shift inside semiconductor capital ...

Lam Research Corporation (NASDAQ:LRCX) is one of the best oversold growth stocks to invest in now. Morgan Stanley upgraded Lam Research Corporation (NASDAQ:LRCX) to Overweight from Equal Weight on May 18, adjusting the price target on the stock to $331 from $293. The firm told investors in a research note that the magnitude of Morgan […]

A number of stocks jumped in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

As Lam Research has outperformed the broader market over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

Lam Research (LRCX) 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 ($SPX ) (SPY ) today is up +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.73%. June E-mini S&P futures (ESM26 ) are up +0.47%, and June E-mini Nasdaq futures...

Lam Research is expanding into panel-level chip packaging with a new research lab in Salzburg, Austria. The lab focuses on raising chip density and reducing packaging cost as AI-related semiconductor demand grows. The move builds on acquired expertise and AI-driven upgrades to Lam’s existing tools and processes. For investors watching NasdaqGS:LRCX, this development sits alongside a share price of $302.24 and multi year returns of 63.3% year to date and 268.8% over the past year. The...

A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings.

Lam Research (LRCX) is focused on adding more sensing and AI capabilities to its chip manufacturing

Lam Research is focused on adding sensing and AI capabilities to its semiconductor manufacturing tools to make them more productive ‌as it plans expanded operations in Arizona and California, its chief executive told Reuters ‌on Thursday. Shares of Lam, which supplies chipmakers such as Micron Technology and Taiwan Semiconductor Manufacturing Co, have risen more than ​75% this year as huge demand for AI chips has spurred customers to buy more tools. Lam CEO Tim Archer said in an interview that the company's strategic focus over the next two years would be to equip those tools with more sensors that generate data that can be analyzed ‌by AI systems to spot problems ⁠and inefficiencies early.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.20%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...