Q
QuantAbundanceAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,521 signal articles · 140 in last 24h · 154,680 total before filter · latest 1h ago
140last 24h
845last 7d
144● bullish (7d)
88● bearish (7d)
214publishers
AllMacro189Earnings105M&A126Regulatory18Product22Analyst20
✕ clear all filtersticker: LRCXSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Chip Stocks Are Extended Amid AI Boom; One Hovers In Buy Zone
Investor's Business Daily133d agobullish
Chip Stocks Are Extended Amid AI Boom; One Hovers In Buy Zone

Chip stocks have surged to new highs in the stock market, showing that the artificial intelligence trade continues to lure buyers after massive gains in 2025. In the IBD 50, however, that means most chip stocks are extended. Analysts polled by FactSet had targeted earnings of $1.29 a share on $9.9 billion in revenue.

Lam Research Rides AI Boom With Record Results And Margin Expansion
Simply Wall St.133d agoneutral
Lam Research Rides AI Boom With Record Results And Margin Expansion

Lam Research (NasdaqGS:LRCX) reports record quarterly revenue and earnings per share as AI-linked demand for semiconductor manufacturing equipment accelerates. The company highlights structural margin expansion tied to advanced packaging and a major NAND conversion cycle. Management lifts its outlook for wafer fabrication equipment spending and advanced packaging revenue into 2026. Lam Research (NasdaqGS:LRCX) sits at the center of semiconductor manufacturing, supplying equipment used to...

Why Lam Research (LRCX) Is Levered to AI-Driven Wafer Fab and Packaging Spending
Insider Monkey134d agoneutral
Why Lam Research (LRCX) Is Levered to AI-Driven Wafer Fab and Packaging Spending

Lam Research Corporation (NASDAQ:LRCX) is one of the best semiconductor equipment stocks to buy. Lam Research Corporation (NASDAQ:LRCX) gave the semiconductor equipment theme a strong update on April 22, when it reported March-quarter revenue of $5.84 billion, up 9% sequentially, with non-GAAP diluted EPS of $1.47. The company said revenue and EPS reached record levels, […]

Benzinga134d agoneutral
Here's How Much $1000 Invested In Lam Research 20 Years Ago Would Be Worth Today

Lam Research (NASDAQ:LRCX) has outperformed the market over the past 20 years by 13.78% on an annualized basis producing an average annual return of 23.04%. Currently, Lam Research has a market capitalization of $370.03 billion. Buying $1000 In LRCX: If an investor had bought $1000 of LRCX stock 20 years ago, it would be worth $62,148.71 today based on a price of $295.89 for LRCX at the time of writing. Lam Research's Performance Over Last 20 Years Finally -- what's the point of all this? The ke

Is Lam Research Corporation (LRCX) A Good Stock To Buy Now?
Insider Monkey134d agobullish
Is Lam Research Corporation (LRCX) A Good Stock To Buy Now?

Is LRCX a good stock to buy? We came across a bullish thesis on Lam Research Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on LRCX. Lam Research Corporation’s share was trading at $258.57 as of May 4th. LRCX’s trailing and forward P/E were 48.53 and 33.22 respectively according to Yahoo Finance. […]

Jim Cramer Highlights Applied Materials and the Shortage of Semiconductor Equipment
Insider Monkey135d agoneutral
Jim Cramer Highlights Applied Materials and the Shortage of Semiconductor Equipment

Applied Materials, Inc. (NASDAQ:AMAT) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer mentioned the stock during the episode, as he commented: Now, one reason we’ve seen such incredible runs in the… semiconductor stocks is that there simply aren’t enough […]

Here’s Why Investors Favour Lam Research Corporation (LRCX)
Insider Monkey135d agoneutral
Here’s Why Investors Favour Lam Research Corporation (LRCX)

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]

Seaport Research Affirms Lam Research Corporation (LRCX) as One of The Top Tech Stocks in Louis Navellier’s Portfolio
Insider Monkey135d agoneutral
Seaport Research Affirms Lam Research Corporation (LRCX) as One of The Top Tech Stocks in Louis Navellier’s Portfolio

Lam Research Corporation (NASDAQ:LRCX) is one of the top tech stocks in Louis Navellier’s portfolio. On May 5, Seaport Research analyst Jay Goldberg initiated coverage of Lam Research Corporation (NASDAQ:LRCX) with a Buy rating and $300 price target. The bullish stance comes amid expectations that the company is well-positioned to benefit as the wafer fabrication […]

Assessing Lam Research (LRCX) Valuation After AI Infrastructure Momentum And Analyst Upgrades
Simply Wall St.136d agobullish
Assessing Lam Research (LRCX) Valuation After AI Infrastructure Momentum And Analyst Upgrades

Lam Research (LRCX) is back in focus after a string of upbeat earnings results, stronger demand across semiconductor end markets, and supportive analyst commentary related to AI infrastructure and global foundry expansion. See our latest analysis for Lam Research. The recent 2.63% 1 day share price return, on top of a 58.89% year to date share price return and a very large 1 year total shareholder return, suggests momentum has been building as investors respond to strong results, rising AI...

BofA is Bullish on MKS Inc. (MKSI)
Insider Monkey137d agoneutral
BofA is Bullish on MKS Inc. (MKSI)

MKS Inc. (NASDAQ:MKSI) is one of the 12 Best Photonics Stocks to Buy Now. On April 28, 2026, BofA analyst Michael Mani hiked its price objective on MKS Inc. (NASDAQ:MKSI) to $330 from $300. It kept a Buy rating on the shares. The firm raised projections for semiconductor capital equipment names based on “strong” Lam […]