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A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
AI capex is pulling forward lithography demand faster than Wall Street expected, and ASML just raised guidance again, putting a price level few analysts have publicly named within striking distance.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.28%. September E-mini S&P futures (ESU26 ) are down -0.40%, and September E-mini Nasdaq futures...
After a very strong 5 year run, Lam Research now screens as roughly fairly valued on market multiples, while its broader valuation checks lean expensive. This raises a clear question about how much optimism is already reflected in the share price. Around a 500.6% return over 5 years points to investors having already paid up heavily for Lam Research's growth story. AI related demand for wafer fabrication and AI data center equipment can support high earnings expectations, but heavy exposure...
Applied Materials shares jumped after management signaled AI-driven semiconductor spending could remain elevated for years, reinforcing the company's multiyear growth outlook.
Lam Research Corporation (NASDAQ:LRCX) has gained more than 9.7% over the past month. The growth has been driven by several analyst upgrades and overall sectoral recovery. Analysts are projecting continued growth. Lam Research Corporation (NASDAQ:LRCX) ranks as one of the Best Stocks to Buy Now for High Returns. Recently, on July 9, TD Cowen analyst […]
ASE Technology gains an edge over Lam Research as strong AI packaging demand and a more attractive valuation support its investment outlook.
FTSE 100 down 23 points to 10,506 Miners fall on weaker China GDP Barratt Redrow, ICG, B&M, NextEnergy Solar publish updates 12.13pm: European stocks in the red, US futures green London's blue-chips and those in other European financial centres remain under pressure at midday...
A number of stocks jumped in the afternoon session after a cooler-than-expected June inflation report and a surprise capital expenditure warning from IBM appeared to validate AI hardware demand.
Lam Research Corporation (NASDAQ:LRCX) is among the Ray Dalio Stock Portfolio. On July 9, Mizuho raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $400 from $380. The firm maintained an Outperform rating on the stock. In an investor note, the analyst said AI demand helps durable wafer fab equipment spending through 2027-2029. The firm […]
We recently published Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play. Lam Research Corporation (NASDAQ:LRCX) is one of the stocks discussed by Jim Cramer. Chip manufacturing equipment manufacturer Lam Research Corporation (NASDAQ:LRCX)’s shares have performed well like those of its peers. They are up by 251% over the past year and […]
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
AXT's drop below its 50-day SMA reflects export delays and cash-flow risks, but record InP backlog and AI demand support retaining the stock.
A single analyst note out of Seoul just erased billions from Korean chip stocks, and the same logic points straight at Micron. Whether that makes MU a buying opportunity or a warning sign depends on one number buried in its next earnings report.
Wall Street looked set for a mixed open as investors digested a 23% plunge in IBM shares, another jump in oil prices and the start of the second-quarter earnings season. Dow Jones futures were down 281 points, or 0.5%, while S&P 500 futures were 0.1% lower. Nasdaq futures were pointing...
Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.
AI focused memory and chip stocks, including Lam Research (NasdaqGS:LRCX), have come under pressure as the recent boom in demand shows signs of cooling. Shares across the semiconductor sector weakened after SK hynix stumbled and investors reassessed expectations for AI related returns. Reports point to cautious capital spending, slower memory demand and export regulation uncertainty weighing on Lam Research and its peers. Lam Research sits at the center of the semiconductor equipment supply...
Wedbush's Dan Ives is calling one corner of the semiconductor market the single most important asset in the AI buildout, and he says the supply crunch powering it will not let up for years. The stocks he is watching right now tell a very specific story about where the money is moving.
In the latest trading session, Lam Research (LRCX) closed at $329.92, marking a -5.83% move from the previous day.
Stifel says Applied Materials will continue to take advantage of a lengthy demand cycle for AI.
KLA's AI-driven growth and advanced packaging gains support its outlook, but rich valuation, margin pressure and trade risks temper near-term upside.
When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...
A surprise profit warning out of South Korea sent shockwaves through the chip sector Monday, and the fallout is hitting equipment makers and AI hardware names in ways that point to a much bigger risk lurking beneath a historic rally.
Lam Research's AI-driven demand in HBM, advanced DRAM and leading-edge chips are likely to help it reach a record sales target of $6.6B in Q4'26.
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