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Lam Research NASDAQ: LRCX executives said the semiconductor equipment industry remains constrained by available clean-room capacity despite a higher outlook for wafer-fabrication equipment spending, c

Lam Research NASDAQ: LRCX said it is prioritizing customer execution, capacity readiness and product-roadmap delivery as semiconductor equipment demand remains strong and customers seek tools sooner t

Lam Research Corporation (LRCX) Presents at Citi's 2026 Global TMT Conference Transcript

Lam Research is upgraded to a buy as accelerating growth, margin expansion, and reduced China risk improve risk/reward after the recent pullback. The company delivered 30% YoY revenue growth in the Ju

FREMONT, Calif., Aug. 27, 2026 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that Michael ("Mike") R.

ABN Amro Investment Solutions increased its stake in Lam Research Corporation (NASDAQ: LRCX) by 7.9% in the undefined quarter, according to its most recent disclosure with the SEC. The institutional i

The semiconductor trade has been one of 2026's defining market stories. However, investors have more options than simply owning the industry's largest companies.

The recent tech sector correction is seen as a valuation reset, not a fundamental breakdown, offering selective accumulation opportunities in high-quality AI and semiconductor stocks. Semiconductor le

Lam Research Corporation (LRCX) Q4 2026 Earnings Call Transcript

Lam Research sits 3-4 steps upstream of IREN renting an energized GPU: equipment order, chip/HBM production, accelerator assembly, datacenter deployment, rental. LRCX is a leading indicator for the ba

BALTIMORE, July 16, 2026 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund, Inc. (NYSE: ADX) today announced the Fund's investment returns for the first half of 2026. The total return on the Fund's ne

Lam Research has outperformed, surging over 120% in seven months versus the benchmark's 11%. LRCX now trades at a 62x forward P/E, a significant premium to peers at 25x, raising valuation concerns. De

Lam Research Corp (NASDAQ:LRCX) and Applied Materials Inc (NASDAQ:AMAT) are contributing to the semiconductor and memory stock rally this morning, after Goldman Sachs hiked its price targets on both n