Lam Research is a leading provider of equipment and services used in the semiconductor manufacturing process. The company specializes in designing and developing advanced technologies that enable the fabrication of integrated circuits, which are essential components in a wide range of electronic devices. Lam Research’s innovative solutions focus on achieving high productivity, improved performance, and efficiency for semiconductor manufacturers. By offering advanced etch, deposition, and cleaning systems, Lam Research plays a crucial role in enabling the production of smaller, faster, and more energy-efficient chips that power modern technology. Read More
The first week of 2026 has marked a definitive turning point for the semiconductor industry, as a massive rally in equipment manufacturers signals the arrival of the "AI Infrastructure Supercycle." At the heart of this surge is Lam Research (NASDAQ: LRCX), which saw its stock price reach a new all-time
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX)
jumped 8% in the morning session after Goldman Sachs raised its price target on the stock amid broad strength in the semiconductor industry.
A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally.
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX)
jumped 6.2% in the afternoon session after Aletheia Capital initiated coverage on the stock with a 'Buy' rating.
As the financial markets open for the first full week of 2026, Advanced Energy Industries (Nasdaq: AEIS) has captured the spotlight of the investing world. Following a year of explosive growth and a series of strategic pivots, the company was recently named Investor’s Business Daily’s (IBD) Stock of
As of early 2026, the global semiconductor industry has reached a definitive tipping point. Beijing has officially, albeit quietly, weaponized its massive domestic market to force a radical decoupling from Western technology. The centerpiece of this strategy is a strictly enforced, unpublished mandate requiring that at least 50% of all semiconductor manufacturing equipment (SMEE) in [...]
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX)
jumped 6.9% in the morning session after the company was named to Citi's Large Cap Recommended list for 2026.
In a move that signals a decisive shift in the global technology cold war, Beijing has informally implemented a strict 50% domestic semiconductor equipment mandate for all new chip-making capacity. This "window guidance," enforced through the state’s rigorous approval process for new fabrication plants, requires domestic chipmakers to source at least half of their manufacturing [...]
Even if a company is profitable, it doesn’t always mean it’s a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
As 2025 draws to a close, the technology sector is bracing for a historic milestone. Bank of America (NYSE: BAC) analyst Vivek Arya has issued a landmark projection stating that the global semiconductor market is on a collision course with the $1 trillion mark by 2026. Driven by what Arya describes as a "once-in-a-generation" AI [...]
