Financial News

Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip dominance, Rasgon offered a line that should reframe how retirement investors think about the AI buildout. “There’s no such thing as too many ... Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a shift in how chips are manufactured. Specifically, KLAC primarily designs and sells “metrology and inspection” equipment. These are very different from the “processing” equipment from companies including Applied Materials (AMAT), Lam Research (LRCX), or Tokyo ... KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

LASR heads into Q1 2026 with revenues seen up 38% Y/Y on strong defense demand, but exit from cutting and welding may pressure margins and growth.

In Q1 2026, Polen Focus Growth Portfolio returned -17.27% (net of fees) compared to -9.78% for the Index. Read more here.

KLA Corporation (NASDAQ:KLAC) ranks among the stocks to invest in before they split next. On April 10, Wolfe Research increased its price target for KLA Corporation (NASDAQ:KLAC) to $2,000 from $1,800 while keeping an Outperform rating on the company’s shares. The firm referenced KLA’s updated forecast at its Investor Day. The company raised its 2026 […]

Track 50 dividend growth stocks with forward return estimates (10%+), FCF-based value flags, and entry ideas for long-term total return—read now.

Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market, although the absolute level remains modest. Global leaders such as Applied Materials (AMAT), Lam Research (LRCX), KLA (KLAC), ASML (ASML), Tokyo Electron (TOELY), and Screen still dominate the market, particularly in leading-edge logic and memory. ... China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

Lam Research sits in the spotlight after a series of analyst price target changes, with individual moves ranging from US$6 to US$105 per share. These shifts come as research firms reassess wafer fab equipment demand, earnings potential and how much investors might be willing to pay. This is highlighted by actions such as BofA adding Lam Research to its US 1 List, while others maintain more cautious stances. As you read on, you will see how these evolving targets shape the broader story and...

We just covered Here is How Billionaire Philippe Laffont’s Top 10 Picks Crushed The Market. Lam Research Corporation (NASDAQ:LRCX) ranks #10 (see the Here is How Billionaire Philippe Laffont’s Top 5 Picks Crushed The Market). YTD Stock Performance: +35% Philippe Laffont’s Stake: $1.67 Billion Lam Research Corporation (NASDAQ:LRCX) has been one of the biggest winners in the portfolio […]

Should investors be excited or worried when a stock crosses above the 20-day simple moving average?

Lam Research (LRCX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Quality investing focuses on companies with sustainable advantages and strong finances. Lam Research (LRCX) passes the Caviar Cruise screen with high ROIC, solid growth, and low debt.

With a five-year forward EPS growth rate of almost 20%, Lam Research Corporation (NASDAQ:LRCX) makes it to the best long-term tech stocks to buy according to hedge funds. Lam Research made notable developments during the Q3 FY2026, surpassing market expectations and keeping the ongoing AI-driven demand for semiconductor segment. The company posted $5.84 billion in […]

Applied Materials, Inc. (NASDAQ:AMAT) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. Cramer mentioned the company during the episode and commented: Throw in the four horsemen of Wednesday, and you could get a terrific opportunity to go back to an […]

US regulators tighten export controls on Lam Research, restricting shipments of chipmaking tools to China's Hua Hong. Lam Research is required to halt certain sales to Hua Hong, China's second-largest chipmaker, introducing new regulatory and revenue risks. Separately, Lam Research and IBM enter a five-year agreement to co-develop advanced semiconductor manufacturing technologies, including High-NA EUV. Lam Research (NasdaqGS: LRCX) sits at the center of two very different forces right now:...

Lam Research, BlackRock and Corning lead Zacks highlights, driven by AI demand, AUM growth and data center expansion despite macro and trade risks.

Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile for US equities, driven by AI disruption concerns and the US-Israel conflict in Iran and the Middle East. In this backdrop, the Polen […]

During the quarter, we initiated new positions in Edwards Lifesciences, Eli Lilly and Roblox.

A number of stocks fell in the afternoon session after a broad selloff swept through the semiconductor industry, sparked by concerns over the future of artificial intelligence spending and rising geopolitical risks.

Lam Research leads top research picks as AI-driven chip demand fuels strong gains, while BlackRock and Corning ride growth in AUM and optical solutions.

US equity indexes closed lower on Tuesday as semiconductor shares fell and Middle East tensions lift

Tech stocks fell late Tuesday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Applied Materials, Lam Research, and KLA were among companies receiving Commerce Department letters restricting tool shipments to Hua Hong

Tech stocks fell Tuesday afternoon with the State Street Technology Select Sector SPDR ETF (XLK) dro

Lam Research Corporation (NASDAQ:LRCX) secures a spot on our list of the best memory stocks to buy according to analysts. As of April 20, 2026, sentiment on Lam Research Corporation (NASDAQ:LRCX) remains firmly bullish, with 72% of covering analysts maintaining “Buy” ratings. The Street-high price target of $360 implies about 36.2% upside from the current share […]

US equity indexes were mixed in Tuesday's midday trading, with the S&P 500 and the Nasdaq Composite

The U.S. Department of Commerce last week ordered multiple chip equipment companies to halt certain tool shipments to China's second-largest chipmaker, Hua Hong, its latest action to slow the country's development of advanced chips, according to two people familiar with the matter. The department ‌sent letters to at least a handful of companies informing them of the new restrictions on tools and other materials destined for Hua Hong facilities ‌that U.S. officials believe may make China's most sophisticated chips, the people said. Top U.S. chip equipment companies Lam Research, Applied Materials and KLA, each of which has significant business supplying China, were among those ​believed to have received a letter, the sources added.

Does Lam Research (LRCX) have what it takes to be a top stock pick for momentum investors? Let's find out.

Based on the average brokerage recommendation (ABR), Lam Research (LRCX) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

The U.S. Department of Commerce last week ordered numerous chip equipment companies to halt certain tool shipments to China's second-largest chipmaker Hua Hong, according to two people familiar with...