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It's been a tough trading day for the S&P 500, but if you take a look under the surface, the market was actually holding up alright. The S&P 500 was down 0.3% after trading more than 0.9% higher earlier in the session. Chip stocks were the weakest link, with Sandisk, Coherent, and Lam Research as the index's worst performers.
Semiconductor capital equipment stocks took a brutal U-turn on Monday. Heading into the opening bell, the sector was riding a pre-market high. The optimism was fueled by easing geopolitical tensions in Iran and a blockbuster Wall Street Journal report revealing that Nvidia is in talks to guarantee a massive $250 billion in financing for an OpenAI data center project. But that AI-driven euphoria evaporated instantly. ASML erased early gains of over 2%—and dragged U.S. peers Applied Materials (AMA
Get a deeper insight into the potential performance of Lam Research (LRCX) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Lam Research's Q4 results are expected to reflect the benefits of strong demand for AI chips and rising DRAM spending.
Ultra Cleaning Holdings' stock has been carried beyond the company's fundamentals.
AXT (AXTI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Navitas Semiconductor heads into second-quarter earnings on strong AI data center momentum, amid near-term revenue transition risks and a rich valuation.
Lam Research (LRCX) recently joined the AI Materials Foundry as a founding partner, linking the stock directly to a new consortium that uses AI and shared labs to discover semiconductor materials. See our latest analysis for Lam Research. Despite joining the AI Materials Foundry and benefiting from sector wide AI enthusiasm, Lam Research's share price has recently cooled. The 30 day share price return is down 22.04%, while the 1 year total shareholder return is 230.65% and the 5 year total...
Ichor's AI-led growth story gains traction as etch, deposition and proprietary content drive sequential revenue gains in 2026.
Ichor's AI-driven etch and deposition exposure is strengthening demand, while proprietary content and lower-cost production could lift margins.
Lam Research (LRCX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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?
Wall Street stocks looked set for a weaker open on Wednesday as investors lock in profits in technology stocks ahead of crucial earnings from Google owner Alphabet and Tesla, while escalating tensions in the Middle East push oil prices to six-week highs. Dow Jones futures were down 0.2%,...
Companies with more cash than debt can be financially resilient, but that doesn’t mean they’re all strong investments. Some lack leverage because they struggle to grow or generate consistent profits, making them unattractive borrowers.
FTSE 100 up 163 points at 10,749 Index hits highest since 3 March Inflation eases to 2.6% from 2.8%, but core CPI unmoved Brent crude oil hits 6-week high Wetherspoon's, Greencore, Mulberry, Liontrust post updates 3.12pm: Super Micro with super update An exception to the selling...
A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven by continued optimism surrounding the long-term artificial intelligence investment cycle. The recovery comes after a sharp decline that briefly pushed semiconductor powerhouses into bear market territory, marking their worst weekly drop in over a year. Despite recent market jitters regarding elevated
Lam Research (LRCX) could produce exceptional returns because of its solid growth attributes.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...
Applied Materials' AGS business is fueling recurring revenues and margin gains as AI-driven service tools deepen customer ties. Can that momentum last?
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Equity markets delivered a strong performance in the second quarter of 2026, driven by demand for AI infrastructure, geopolitical stabilization, and positive earnings reports. The portfolio achieved a gross […]
Applied Materials is among semiconductor stocks benefiting from AI-driven chip demand, as advanced packaging and memory fuel industry growth.
Johnson & Johnson, Lam Research and Seagate lead today's analyst picks as strong results, AI demand and growth outlooks drive the latest research.
The latest trading day saw Lam Research (LRCX) settling at $306.76, representing a -2.09% change from its previous close.
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