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Lam Research joined the AI Materials Foundry as a founding partner, a new global initiative led by CuspAI. The consortium brings together more than 45 technology and industrial companies to accelerate advanced materials discovery for semiconductors using AI and shared lab resources. The collaboration focuses on improving access to critical materials at a time when rare metal supply and next generation chip development are key industry issues. Lam Research, traded as NasdaqGS:LRCX, is tying...

The Zacks Electronics - Semiconductors industry players like AMAT, LRCX and FORM gain from the growing proliferation of AI that is driving sustained demand for advanced semiconductors.

Semiconductor stocks edged higher on Monday following a recent sell-off.

Semiconductor stocks were poised to jump on Monday.

Nvidia, Lam Research Lead Oppenheimer's Fresh Momentum Stock Picks

The U.K. startup, now valued at $2.6 billion, is directing 80% of its near-term research toward semiconductor materials

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal cracks in the narrative that sent some semis up triple digits this year.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

Chip stocks trimmed losses on Friday as investors bought the dip despite AI jitters.

Chip stocks sold off on Friday as AI jitters resurfaced.

Lam Research (LRCX) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

US equity futures were edging lower pre-bell Friday as concerns over artificial intelligence spendin

The semiconductor ETF iShares SMH is down nearly 7% for the week as investors question AI spending sustainability

FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.

July 17 (Reuters) - U.S. stock index futures slid on Friday as a selloff in chip stocks deepened, forcing investors to reassess the staying power of this year's AI-fueled rally, while a weak forecast

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.

Stock Market Today: The Dow Jones index wavered Wednesday ahead of key inflation data. ASML stock jumped on earnings.

ASML raised its sales outlook for the second time this year, lifting semiconductor stocks even as oil prices climbed on renewed U.S. military action

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 […]

Chip stocks continued to whipsaw in volatile trading on Tuesday. But several semiconductor stocks were holding above a key support level.