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The project is part of a more than $3 billion investment in the company’s global network over the next five years to accelerate breakthroughs in artificial intelligence chips.
Lam Research recently began construction on a new 120,000-square-foot Oregon lab as part of a more than US$3.00 billion, five-year global R&D expansion aimed at accelerating advanced AI chip process innovation and closer customer collaboration. At the same time, the company’s board approved a 27% quarterly dividend increase and is preparing for two long-serving directors to retire, reshaping both its capital allocation and governance profile. We’ll now examine how Lam’s multibillion-dollar...
The S&P 500 Index ($SPX ) (SPY ) is up by +0.59% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +1.03%. E-mini S&P futures (ESU26 ) are up +0.55%, and September E-mini...
Synopsys beats Q3 estimates as EDA and Ansys fuel strong growth, while higher margins and an upgraded fiscal 2026 outlook add momentum.
CrowdStrike beats Q2 estimates as record net new ARR, Falcon Flex adoption and AI-security demand drive growth and a higher fiscal 2027 outlook.
NVDA's Q2 results top expectations as Blackwell Ultra fuels record Data Center growth, while Vera Rubin is set to gain prominence in Q3.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.39% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.84%. E-mini S&P futures (ESU26 ) are up +0.30%, and September E-mini...
Tim Archer, CEO of Lam Research, said that his company is investing over a billion dollars to stay ahead of AI buildout demand and the accelerating pace of AI innovation. Archer said that new AI models are demanding more computational power, bandwidth and storage and Lam Research is focused on semiconductor chip innovation to meet those needs.
Applied Materials' AGS business achieves record revenues and expanding margins, with growth fueled by subscription services, parts demand and rising fab utilization.
LRCX looks like the better chip-stock buy, supported by AI-driven growth, strong earnings momentum, recurring services and a robust balance sheet.
SMTC's Q2 fiscal 2027 earnings and revenues beat estimates as data center demand, LoRa growth and stronger margins fuel year-over-year gains.
Investing.com -- Bank of America told clients in a note on Tuesday that the risk/reward in semiconductors is positive despite near-term pressure, with the bank flagging eight names as enhanced buying opportunities.
According to the average brokerage recommendation (ABR), one should invest in Lam Research (LRCX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”. You can download the letter here. The Guinness Global Innovators Fund focuses on investing in global companies that benefit from innovation in technology, communication, globalization, and management strategies. In the second quarter of 2026, the […]
After crushing the broader market over the past year, Lam Research continues to enjoy strong backing from Wall Street.
Lam Research (LRCX) is drawing investor attention after announcing a plan to invest more than US$3b over five years in order to expand its global research and development lab network and increase experiment capacity. See our latest analysis for Lam Research. Lam Research’s latest R&D expansion news comes after a strong run, with a year to date share price return of 69.67% and a very large 1 year total shareholder return of 211.75%. However, the 7 day share price return declined 8.68% and the...
Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.38% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.09%. E-mini S&P futures (ESU26 ) are up +0.37%, and September E-mini...
Here is how Lam Research (LRCX) and Aehr Test Systems (AEHR) have performed compared to their sector so far this year.
On August 13, 2026, Applied Materials, Inc. (NASDAQ:AMAT) reported fiscal third-quarter results that topped Wall Street estimates on both revenue and adjusted profit, yet shares fell nearly 5% in after-hours trading and kept sliding into August 14, 2026. Rival Lam Research Corporation (NASDAQ:LRCX) posted its own stronger-than-expected results on July 29, 2026, and saw shares […]
FTXL has handed holders a stunning run, but the modified-equal-weight label that made the fund feel safe may be hiding a concentration problem that turns one bad earnings call into a portfolio event.
Stanley Druckenmiller just closed out three of the most talked-about semiconductor positions on Wall Street and immediately put the proceeds to work in a pair of AI infrastructure names most income investors overlook entirely.
AMAT's AI-driven semiconductor equipment launches strengthen its advanced packaging position amid rising HBM demand and a memory production ramp-up.
ADI's Q3 revenues surge 40% and earnings top estimates, while strong margins and upbeat Q4 guidance signal continued momentum.
Chip equipment stocks are selling off hard even as Treasury yields drop and the broader market climbs, and the disconnect points to something more troubling than a rates problem lurking beneath the AI infrastructure trade.
Jack Henry's Q4 revenues rise 4.7% on processing, cloud hosting and faster payment growth, while higher personnel costs pressure margins.
Top research reports spotlight Visa as payments grow, Lam Research on AI demand and Caterpillar on strong backlog.
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