Lam Research

Yahoo Finance • 2 days ago

Lam Research (LRCX) Leads Etch Market as AI-Driven Memory Supercycle Fuels Robust WFE Spending Outlook Through 2026

Lam Research Corporation (NASDAQ:LRCX) is one of the best stocks for the next decade. On December 23, UBS raised the firm’s price target on Lam Research to $200 from $175 and kept a Buy rating on the shares. Earlier on December 18, B. Ril... Full story

Yahoo Finance • 2 days ago

Nvidia bucks trend as chip stocks mostly lower to end year

[Processor chip on circuit board with copy space for design] Alexander Sikov Semiconductor stocks were mostly lower to end the 2025 trading year, as investors looked to lock in profits heading into 2026. Nvidia (NVDA [https://seekingalph... Full story

Yahoo Finance • 3 days ago

LRCX Quantitative Stock Analysis

Below is Validea's guru fundamental report for LAM RESEARCH CORPORATION (LRCX). Of the 22 guru strategies we follow, LRCX rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum... Full story

Yahoo Finance • 4 days ago

China requiring chipmakers to use at least 50% local equipment: report

[Computer chip mockup on blue circuit board with electronic components, microprocessor, technology background, close-up, high-tech integrated circuits, digital, futuristic, ai hardware] Pavel Muravev China is requiring chipmakers to use a... Full story

Yahoo Finance • 4 days ago

Stocks had a great run in 2025. Here's what powered the market

A version of this article originally appeared in Quartz’s members-only Markets newsletter. Quartz members get access to exclusive newsletters and more. Sign up here. Let's start with the obvious: If you own stocks, 2025 was good to you.... Full story

Yahoo Finance • 4 days ago

What Makes Thermo Fisher (TMO) a Good Investment Choice?

Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market rally persisted in the third quarter as investors igno... Full story

Yahoo Finance • 4 days ago

Does Lam Research Corporation (LRCX) Have an Attractive Valuation?

Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The equity market rally persisted in the third quarter as investors igno... Full story

Yahoo Finance • 4 days ago

Lam Research Corporation (LRCX) is Benefitting from Cyclical Demand

Bailard Inc., an investment management company, released its third-quarter 2025 investor letter for “Bailard Technology Strategy”. A copy of the letter can be downloaded here. The strategy generated 9.36% net of fees in the quarter compare... Full story

Yahoo Finance • 4 days ago

The Zacks Analyst Blog Highlights Advanced Micro Devices, Goldman Sachs, Lam Research, AstroNova and Blue Dolphin

For Immediate Release Chicago, IL – December 29, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financia... Full story

Yahoo Finance • 7 days ago

ACM Research is the top performing semiconductor materials stock YTD

[Abstract financial graph with up trend line candlestick chart in stock market on blue colour background] champc/iStock via Getty Images Information technology index was the second-best-performing sector in 2025, as it rose +25% YTD, whil... Full story

Yahoo Finance • 7 days ago

Stocks See Support As Year-End Bullish Sentiment Continues

The S&P 500 Index ($SPX) (SPY) today is up +0.32%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.60%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.27%.  March E-mini S&P futures (ESH26) are up +0.02%, and March E-mini Nasdaq fu... Full story

Yahoo Finance • 7 days ago

Micron and 28 Other S&P 500 Stocks Hit 52-Week Highs on Wednesday. These 12 Are Doing It Again Today.

The stock has gained 241% in 2025, making it one of 2025’s big winners as investors finally realized that AI requires huge amounts of its memory chips. Its stock was up 1.7%, at $291.67 in premarket trading on Friday as investors looked se... Full story

Yahoo Finance • 7 days ago

Stock Market Today: Dow Edges Up After Hitting Record High; Nvidia, Palantir, Tesla In Buy Zones (Live Coverage)

Stock Market Today: The Dow Jones index fell Friday after closing at a record high Wednesday. Nvidia, Palantir and Tesla are in buy zones. Continue Reading... Full story

Yahoo Finance • 7 days ago

Micron and 10 Other S&P 500 Stocks That Could Open at New 52-Week Highs Today

The winning stocks are led by Micron Technology whose stock has gained 241% in 2025, has been one of the year’s big winners as investors finally realized that AI requires huge amounts of its memory chips. Its stock was up 1.7%, at $291.67... Full story

Yahoo Finance • 8 days ago

Could January Spark the Next Big Rally in AI Stocks?

Key Points The AI-fueled productivity gains are expected to drive a surge in AI infrastructure spending in 2026. Solid results from a couple of key companies in this sector should help reinstate investor confidence in AI stocks. It may be... Full story

Yahoo Finance • 9 days ago

Micron surge is bullish for these other stocks, says Bank of America

I started investing in the 1990s and joined Wall Street on the sell side in 1997. One of the first things my mentor taught me was that "semiconductors are cyclical." Like most good advice, I ignored it. And paid a stiff tuition learning f... Full story

Yahoo Finance • 9 days ago

These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says

The artificial intelligence boom isn't cooling off — it's getting bigger, Bank of America analyst Vivek Arya contends. While AI skeptics have pointed to eye-popping valuations as a reason to run, Arya said the industry is only at the "mid... Full story

Yahoo Finance • 9 days ago

Here’s How Lam Research Corporation (LRCX) is Benefitting from AI

Janus Henderson Investors, an investment management company, released its third-quarter 2025 investor letter for its “Janus Henderson Global Technology and Innovation Fund”. A copy of the letter can be downloaded here. The technology secto... Full story

Yahoo Finance • 10 days ago

The best stocks of 2025: AI, tech, gold, and some surprises

There's no question that this year was a banger for U.S. stocks. Many of the biggest winners won’t surprise even casual market observers, much less anyone who can name the mega-cap tech giants from memory. And yet, a few unexpected names s... Full story

Yahoo Finance • 12 days ago

Dow Jones Futures Rise; Palantir, GE Lead 12 Stocks In Buy Zones

Bearish conditions on Wednesday turned bullish by Friday's close, with the S&P 500 and Nasdaq back above their 50-day lines. Palantir and GE lead a slew of new buys. Continue Reading... Full story