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Top 5 Stocks That Will Ride the Data Center Chip Equipment Supercycle

24/7 Wall Street

6:55 AM | Saturday | May 30, 2026

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Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) is up 75% year to date as the AI data center buildout has triggered shortages across every node, every fab, and every piece of capital equipment that touches a wafer.

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6:55 AM | Saturday | May 30, 2026

Top 5 Stocks That Will Ride the Data Center Chip Equipment Supercycle

24/7 Wall Street

Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) is up 75% year to date as the AI data center buildout has triggered shortages across every node, every fab, and every piece of capital equipment that touches a wafer.

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12:24 AM | Saturday | May 30, 2026

Lam Research Corporation (LRCX) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

Seeking Alpha

Lam Research Corporation (LRCX) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

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9:09 AM | Friday | May 29, 2026

What If Chip Stocks Aren't in a Supercycle After All?

24/7 Wall Street

Semiconductor stocks have looked virtually unstoppable this year, and while the year-to-date rally looks unsustainable and adds more air into a bubble that was already on the verge of becoming far larger than in any other corners of the AI trade, questions linger as to what could prick the bubble.

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7:19 PM | Thursday | May 28, 2026

This is the greatest time ever for semiconductors, says CEO of key equipment supplier

CNBC

Applied Materials CEO Gary Dickerson said the semiconductor industry is experiencing its strongest period ever. He said artificial intelligence is driving unprecedented computing demand and long-term growth.

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7:30 AM | Monday | May 25, 2026

BofA's Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle

24/7 Wall Street

Bank of America's Vivek Arya walked onto CNBC with a number that sits well above consensus.

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12:32 PM | Friday | May 22, 2026

Why Is Lam Research (LRCX) Up 16.9% Since Last Earnings Report?

Zacks Investment Research

Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock?

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10:31 AM | Friday | May 22, 2026

Earnings Growth & Price Strength Make Lam Research (LRCX) a Stock to Watch

Zacks Investment Research

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.

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10:36 AM | Thursday | May 21, 2026

Lam Research (LRCX) Just Overtook the 20-Day Moving Average

Zacks Investment Research

Lam Research (LRCX) is looking like an interesting pick from a technical perspective, as the company reached a key level of support. Recently, LRCX crossed above the 20-day moving average, suggesting a short-term bullish trend.

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11:55 AM | Wednesday | May 20, 2026

Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching

24/7 Wall Street

The semiconductor industry is one of the most advanced and complex in the world.

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10:45 AM | Wednesday | May 20, 2026

Lam Research Opens Austria Lab to Advance Panel-Level Chip Packaging

GuruFocus

Lam Research (LRCX) announced the opening of a research lab in Salzburg, Austria, focused on panel-level packaging, a chip packaging technology designed to incr

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