Lam Research : LRCX

All Lam Research Articles

308 Articles

Jeremy Phillips | May 30, 2026 at 6:55 AM EDT

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

Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the…

Omor Ibne Ehsan | May 25, 2026 at 7:30 AM EDT

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

Bank of America’s Vivek Arya walked onto CNBC with a number that sits well above consensus. His price target on…

Alex Sirois | May 20, 2026 at 2:00 PM EDT

Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First

Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the…

Jorge Aragon | May 20, 2026 at 11:55 AM EDT

Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching

The semiconductor industry is one of the most advanced and complex in the world. The semiconductor industry relies on highly…

Michael Williams | May 20, 2026 at 5:30 AM EDT

XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF…

Lee Jackson | May 18, 2026 at 7:56 AM EDT

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More

Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the…

David Beren | May 7, 2026 at 2:57 PM EDT

EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the…

Joey Frenette | May 7, 2026 at 11:35 AM EDT

Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead

Lam Research (NASDAQ:LRCX | LRCX Price Prediction) has been a quiet AI winner all throughout the year, with shares now…

David Beren | May 6, 2026 at 2:54 PM EDT

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds…

Lee Jackson | May 5, 2026 at 7:52 AM EDT

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe’s, Roblox, Tractor Supply, Ulta Beauty, and More

Pre-Market Stock Futures: Futures are trading higher on Tuesday after new highs on Friday turned into a risk-off Monday, triggered…

Omor Ibne Ehsan | May 4, 2026 at 5:07 PM EDT

Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On…

Dr. Robert Castellano | May 4, 2026 at 3:52 PM EDT

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a…

Dr. Robert Castellano | May 1, 2026 at 9:13 PM EDT

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market,…

Ian Cooper | Apr 23, 2026 at 3:06 PM EDT

‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity

Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast…

David Moadel | Apr 23, 2026 at 12:34 PM EDT

JPMorgan Just Crowned Lam Research With a $315 Target. Is the Chip Equipment Supercycle Just Getting Started?

JPMorgan analyst Harlan Sur raised his price target on Lam Research (NASDAQ:LRCX | LRCX Price Prediction) stock to $315 from…

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Lam Research : LRCX

All Lam Research Articles

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

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

Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First

Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching

XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More

EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe’s, Roblox, Tractor Supply, Ulta Beauty, and More

Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity

JPMorgan Just Crowned Lam Research With a $315 Target. Is the Chip Equipment Supercycle Just Getting Started?

Ripple Almost Shut Down in 2020, Now XRP Makes History on a Jersey Patch

The Dividend Growth Approach That Builds Bigger Paychecks Every Single Year

Five HYSA Mistakes That Quietly Cost You Money

The Dividend Growth Approach That Builds Bigger Paychecks Every Single Year

Five HYSA Mistakes That Quietly Cost You Money

Ripple Almost Shut Down in 2020, Now XRP Makes History on a Jersey Patch

The Dividend Growth Approach That Builds Bigger Paychecks Every Single Year

Lam Research : LRCX

All Lam Research Articles

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

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

Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First

Semiconductor Equipment Stocks Powering the AI Chip Manufacturing Boom: Etching

XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More

EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Lam Research Has Surged 300% in a Year. Wall Street Sees More Gains Still Ahead

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe’s, Roblox, Tractor Supply, Ulta Beauty, and More

Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity

JPMorgan Just Crowned Lam Research With a $315 Target. Is the Chip Equipment Supercycle Just Getting Started?

Ripple Almost Shut Down in 2020, Now XRP Makes History on a Jersey Patch

The Dividend Growth Approach That Builds Bigger Paychecks Every Single Year

Five HYSA Mistakes That Quietly Cost You Money

Featured Reads

The Dividend Growth Approach That Builds Bigger Paychecks Every Single Year

Five HYSA Mistakes That Quietly Cost You Money