Actualités

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

ASX surges 169% YTD as strong AI packaging demand, expanding LEAP capacity and improving margins support its long-term growth outlook.

US markets are set for a mixed open on Tuesday, with technology stocks expected to come under pressure after Samsung delivered record quarterly profits that still failed to satisfy investors, raising fresh questions about AI valuations. Nasdaq futures were down 1.1% ahead of the opening bell,...

Spurred by management's rare, forward-looking confidence, the market has already delivered a massive run.

AI stocks take a beating, with South Korean memory-chip maker Samsung Electronics setting the tone for the broader market.

U.S. chip shares trade sharply lower premarket, extending the reach of a global wobble in artificial intelligence-related stocks following Samsung's quarterly update. Micron Technology and Intel fell around 6% and 4%, respectively Applied Materials and Lam Research, both major suppliers to Samsung--each lost around 5%.

7.47am: Shell gives pre-results update Shell says stronger trading in its integrated gas business and improved refining margins should support second-quarter performance, although production has been hit by disruption to output from Qatar following the Iran war. Ahead of second-quarter...

Momentum investing sounds like a physics law and behaves like a mood ring. The iShares MSCI USA Momentum Factor ETF (BATS:MTUM) has ridden the AI-chip surge to a 29% year-to-date gain through July 6, but the fund just took its worst weekly hit of the year, dropping nearly 7% in the seven days ending July ... MTUM Owns the Winners, but July Could Turn Into a Momentum Bloodbath

Lam Research Corporation (NASDAQ:LRCX) is one of the best long-term growth stocks to invest in now. Susquehanna lifted the price target on Lam Research Corporation (NASDAQ:LRCX) to $475 from $385 on June 30 and maintained a Positive rating on the shares. The firm updated its model after channel checks, suggesting an upward revision to SCE […]

Lam Research Corporation (NASDAQ:LRCX) is one of the best stocks on the rise to invest in. Cantor Fitzgerald lifted the price target on Lam Research Corporation (NASDAQ:LRCX) to $500 from $425 on June 29 and maintained an Overweight rating on the shares. The firm told investors in a research note that the AI infrastructure buildout is […]

UCTT's growth story remains intact as rising fab investments, strong customer demand and strategic execution fuel momentum.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.43%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. September E-mini S&P futures (ESU26 ) are up +0.46%, and September E-mini Nasdaq futures...

Lam Research will release its fourth-quarter earnings soon, and analysts anticipate a double-digit bottom-line growth.

The world’s richest investor is making an unprecedented all-in bet on artificial intelligence. In June alone, Bezos Expeditions, Jeff Bezos’ 21-year-old family office, made five direct investments in AI startups, accounting for 10% of all family office dealmaking that month, per Fintrx. Bezos Expeditions is now the most active family office investor of 2026 with ... Jeff Bezos Is Pouring Money Into a Startup That Could Drive ‘Civilizational Wealth’

Susquehanna raised its WFE market forecast to $250 billion by 2028, lifting price targets on AEIS, LRCX, and KLAC as AI-driven demand fuels the semiconductor equipment sector.

Lam Research (NasdaqGS:LRCX) is seeing its stock sell off sharply as investors react to concerns that AI chip demand could be reaching a plateau. The pullback comes alongside broader weakness in semiconductor equipment stocks and worries about potential overcapacity across the sector. Company guidance and recent management commentary continue to point to solid demand and order constraints linked to physical production limits rather than a shortage of customer interest. Bearish analyst...

Lam Research Corporation (NASDAQ:LRCX) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer mentioned the stock during the episode and said: Oh, how about the semiconductor capital equipment makers? Oh, did I ever know them well. I’ve been adamant that these companies […]

Vltava Fund, a value-focused investment management company, published its investor letter for the second quarter of 2026. A copy of the letter can be downloaded here. The letter explores the growing role of AI and how certain facets of human intelligence may become less valuable economically, while other skills become more important. The author emphasizes […]

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.

(Bloomberg) -- Semiconductor stocks are starting the third quarter with their worst two-day selloff in nearly a month. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsThe Philadelphia Stock Exchange Semiconduc

Shares of Lam Research have soared this year as the company is benefiting from the tremendous demand for memory manufacturing equipment.

Morningstar is warning investors to brace for a reckoning in AI stocks, with memory-chip names sitting on the biggest gains facing the most downside. In a Bloomberg TV segment, Morningstar director of research Lorraine Tan warned that a large slice of AI names could give back 20% to 30% before they become buyable again. For ... Morningstar Warns Of 30% Crash In AI Stocks, Is It Time To Sell Micron?

AMD, Lam Research and Cisco headline new analyst reports as AI demand, semiconductor spending and networking trends drive growth across featured stocks.

Investing.com -- The Wednesday selloff in U.S. chip shares extended into Thursday’s premarket trading as lofty valuations and heavy AI spending by tech companies weigh on investor sentiment.

AMD's AI-driven data center growth, Lam Research's chip equipment momentum and Cisco's AI demand headline today's top analyst reports.

The latest trading day saw Lam Research (LRCX) settling at $391.17, representing a -9.73% change from its previous close.

The price target increase by Susquehanna on Teradyne shows the firm's stronger expectations for semiconductor equipment spending and AI-driven demand for advanced chip testing.

Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly well for investors. Copying their portfolio would’ve let you trounce the broader market’s gains again and again. But what if I ... Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks

Lam Research stock has delivered a very large 5 year return of 634%, yet its current valuation checks flag the shares as expensive rather than a clear bargain. A roughly 6.3x gain over five years suggests Lam Research has already priced in a lot of optimism about its role in AI driven semiconductor spending. Recent enthusiasm around increased wafer fabrication equipment demand can support high expectations, while concerns about rich multiples and insider selling keep valuation risk firmly on...