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Track Lam Research Corporation in real time with a live news feed covering Lam Research Corporation stock news, official press releases, company announcements, and an archive of historical Lam Research Corporation news. ...more
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9:00 AM | Tuesday | Jul 14, 2026
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A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big banks are pulling the market in a very different direction.
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A cooler-than-expected inflation reading sent tech and chip stocks surging in premarket trading, but earnings from IBM and the big banks are pulling the market in a very different direction.
Read full articleLam Research's AI-driven demand in HBM, advanced DRAM and leading-edge chips are likely to help it reach a record sales target of $6.6B in Q4'26.
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Prefer to listen? Hear this as a ~5-minute audio briefing on The GuruFocus Brief.Stock News Oil prices surge on U.S.-Iran tensions: Oil prices jumped over 2% as
Read full articleApplied Materials (NASDAQ:AMAT | AMAT Price Prediction) just told the Street its semiconductor equipment business will grow more than 30% in calendar 2026, an upward revision from a prior bar of 20%.
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Lam Research Corp. (NASDAQ:LRCX) stock climbed nearly 7% on Thursday as investors poured into semiconductor equipment stocks during a broad technology rally. The Nasdaq gained 1.51%, while the S&P 500 rose 0.68%.
Meta's decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.
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The narrative around artificial intelligence has shifted several times over the past year. Investors have worried about stretched valuations, slowing cloud spending, and whether businesses will generate enough return on their investment to justify the billions pouring into AI infrastructure. Yet the latest long-term forecasts suggest the investment cycle is still in its early innings...
. Wall Street Thinks AI Is Slowing. Wall Street Is Wrong
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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 names to $380 and $645, respectively.
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