Notícias

KLA gained 7.3% and Lam Research rose 5.1% on September 4, comfortably ahead of Nvidia’s 0.8% move. The stocks do not sell accelerators. They sell the process-control and fabrication equipment required to produce more advanced logic, memory, and packaging capacity. KLA Corporation (NASDAQ:KLAC) and Lam Research Corporation (NASDAQ:LRCX) therefore test whether investors are shifting from […]

Lam Research chief legal officer Ava Harter sold 5,000 shares at $302.46 on August 31, generating about $1.51 million and leaving her with 42,462 shares. The filing says the sale followed a Rule 10b5-1 plan adopted on April 28. On August 6, CEO Timothy Archer exercised 30,000 options at $30.033 and sold 30,000 shares at […]

The S&P 500 Index ($SPX ) (SPY ) is down by -0.46% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.68%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.03%. E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...

Fortinet's 2026 growth outlook, AI security push and rising earnings estimates make it a standout GARP stock to watch.

PECO, NRIM, NDSN and LRCX raise dividends as geopolitical tensions fuel oil prices, inflation fears and market volatility.

Investors need to pay close attention to LRCX stock based on the movements in the options market lately.

Stock Market Today: The Dow Jones index falls Friday ahead of the August jobs report. Lululemon stock plunges 21% on earnings.

Lam Research raised its quarterly dividend by 26.9% to $0.33 per share after posting record June-quarter revenue.

The latest trading day saw Lam Research (LRCX) settling at $292.66, representing a +1.51% change from its previous close.

Applied Materials (AMAT) stock has returned about 180% over the past year, against roughly a fifth for the S&P 500. Nothing in the trailing revenue looks like that. Revenue over the trailing twelve months grew 7.8%. What re-rated the shares was a forecast management raised twice between February and August, and the reason that forecast kept rising is the part worth knowing.

Lam Research stock has delivered very strong long term gains over the past five years, yet the broader valuation checks now lean toward the shares looking expensive rather than like a clear bargain. After such a strong run, the recent pullback raises a simple question for investors about what kind of expectations are now built into the price. The stock has returned about 420.5% over five years, which suggests that a lot of optimism is already reflected in Lam Research’s market value. Lam...

Applied Materials is benefiting from AI-driven semiconductor demand, with advanced packaging, DRAM and HBM fueling growth as fab investments accelerate globally.

Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should do next.

Applied Materials' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]

Lam Research, Altria and Intuit recently raised dividends, offering contrasting profiles in growth, yield and payout ratios across semiconductor, tobacco and software sectors.

NVIDIA, Micron, SanDisk and Lam Research offer four ways to ride the AI data center boom across chips, memory, storage and equipment.

Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index’s 16.7%. U.S. large-cap growth equities rebounded […]

Lam Research is entering September with a powerful mix of seasonal strength, AI-driven demand, and accelerating growth across advanced semiconductor manufacturing.

Lam Research has substantially outpaced the broader Nasdaq Composite over the past year, while Wall Street analysts remain strongly bullish on the stock’s outlook.

Other companies making annoucements in August included DeltaX, Genetec and Niron. Investments spanned industries including batteries, biotechnology, power generation, magnets, semiconductors and autos.

A number of stocks fell in the afternoon session after surging crude oil prices and a jump in benchmark Treasury yields stoked renewed concerns over inflation and prolonged corporate borrowing costs.

ASML stock has dropped since reports emerged an unnamed Chinese company was mass producing lithography machines. That's a buying opportunity, according to UBS.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

ASML's EUV dominance, rising AI chip demand and High-NA systems position it to capitalize on the semiconductor investment cycle.

Nine of the decade's best-performing S&P 500 stocks trace their gains to AI chips, networking, and data center demand.

Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The options market prices a range just over a year out for the stock running from far below today's price to far above it, and that width is the risk an investor already owns.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...