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Lam Research

All articles tagged with #lam research

business5 days ago•21 min saved

Druckenmiller Rotates Into AI Infrastructure Bets With Equinix and Lam Research

Billionaire Stanley Druckenmiller's Duquesne Family Office exited Micron, Intel, and Broadcom in Q2 2026 and opened new stakes in Equinix and Lam Research, signaling a shift from chipmakers to AI infrastructure and equipment. The moves are described as portfolio reshuffle rather than a bearish stance; Equinix raised its long-term growth outlook and pays a growing dividend, while Lam Research benefits from rising demand for advanced semiconductor manufacturing equipment. The takeaway is a tilt toward data-center real estate and AI-capex exposure across infrastructure rather than a single-chip play.

via 24/7 Wall St.|

#ai-infrastructure #business #druckenmiller

technology1 month ago•8 min saved

AI-Driven Memory Boom Spurs Record Capex for Micron, Benefits Lam Research

Micron Technology posted a blowout fiscal Q3 2026 as DRAM and NAND demand far outpace supply, with revenue up 346% year over year and EPS surging more than 1,200%. Management projects capex of about $27 billion for fiscal 2026, likely rising above $40 billion in fiscal 2027, as AI workloads keep memory demand strong into the next decade. This tight memory market also supports Lam Research, a key memory-fab equipment supplier, contributing to an upbeat outlook for AI infrastructure stocks.

via The Motley Fool|

#ai-demand #capital-expenditure #lam-research

markets2 months ago•4 min saved

AI Boom Spurs Bullish Calls on Datadog, Micron, and Lam Research

Top Wall Street analysts are bullish on three AI beneficiaries — Datadog (DDOG), Micron Technology (MU), and Lam Research (LRCX) — citing strong AI-related demand and improving pricing dynamics. Bank of America’s Koji Ikeda raised DDOG's target on solid Q1 results and AI-led demand; UBS’s Timothy Arcuri lifted MU’s target, citing longer-term AI-driven LTAs and a re-rating of the memory complex; Mizuho’s Vijay Rakesh increased LRCX’s target amid accelerating WFE spending and NAND node transitions. The takeaway: AI infrastructure spending is supporting growth across software observability, memory, and semiconductor equipment, even as macro headwinds persist.

via CNBC|

#ai-infrastructure #datadog #lam-research

technology4 months ago•27 min saved

BofA sees multi-year AI growth driver in wafer-fab chip equipment

Bank of America analysts say wafer-fab chip-equipment names such as Lam Research, KLA and Applied Materials are set for multi-year AI-driven growth, lifting 2026–2027 revenue forecasts toward about $140B and $171B, with potential long-run gains as AI workloads, CPUs and memory demand tighten supply and spur continued investment in semiconductor fabrication equipment.

via MarketWatch|

#ai-growth #applied-materials #kla-corp

business7 months ago•16 min saved

TSMC's AI Capex Push Sparks Multi-Billion Windfall for Chip Equipment Makers

Taiwan Semiconductor (TSMC) committed about $56 billion to expanding AI chip manufacturing, funneling orders to equipment suppliers ASML, Applied Materials, and Lam Research. ASML stands to gain from EUV capacity expansion (dozens of machines at $150–$200M each) as TSMC pushes 2nm and beyond, potentially generating $3–$5B in revenue; Applied Materials just posted its 12th straight earnings beat with solid cash flow and profitability, while Lam Research has surged ~192% year over year on the capex cycle. However, valuations are high across these names and orders may be spread over several years, implying multi-quarter to multi-year upside tied to a broader AI-driven semiconductor buildout.

via 24/7 Wall St.|

#applied-materials #asml #business

finance8 months ago•2 min saved

Major Stock Market Movers: Nvidia, Micron, Nike, Tesla, Biohaven, Coupang, and More

Stock markets saw mixed movements with Nvidia rising 2% after licensing AI technology from Groq, Coupang surging 8.8% following an internal cybersecurity investigation, and Lam Research approaching record highs. Tesla declined 1.3% amid safety concerns, while Moderna dropped 4.6% as its pandemic vaccine stock continued to decline. Other notable movements included Nike, Micron, and Newmont, with the market volume remaining thin due to the holiday season.

via Barron's|

#coupang #finance #lam-research

business1 year ago•4 min saved

Cisco Reports Strong Q4 Earnings and Revenue Growth

The article highlights key stocks in the current rally, including Cisco, Alphabet, Lam Research, and Monster Energy, all of which are in or near buy zones, with analysis on their recent performance and upcoming earnings. It emphasizes the importance of methodical exposure management and using IBD tools for stock analysis.

via Investor's Business Daily|

#alphabet #business #cisco

finance2 years ago•7 min saved

"Wall Street Predicts Up to 29% Drop for These 3 Stock-Split Stocks"

Wall Street analysts predict that three high-flying stocks that recently announced stock splits—Nvidia, Amphenol, and Lam Research—could see significant declines, with potential drops of up to 29%. Despite their recent successes and stock splits aimed at making shares more affordable, concerns about competition, valuation, and economic headwinds suggest these stocks may face substantial challenges ahead.

via The Motley Fool|

#amphenol #finance #lam-research

financestock-market2 years ago•5 min saved

"Lam Research Rides High on AI-Powered Growth and Strong Results"

Lam Research's stock has reached new all-time highs due to its strong performance in the semiconductor equipment sector, particularly in etch, deposition, and packaging techniques essential for AI chipmaking. The company's forecasted recovery is driven by the continued growth of new AI applications, which require its expertise. Additionally, Lam's focus on R&D investments and AI-powered services positions it well for the AI era, making its recent share price spike well-deserved and potentially sustainable.

via The Motley Fool|

#ai-chipmaking #artificial-intelligence #financestock-market

finance2 years ago•1 min saved

"Market Movers: IBM and Lam Research Surge, Tesla and Humana Decline"

On Thursday, IBM's stock rose after beating analysts' fourth-quarter earnings and revenue forecasts, while Lam Research gave an encouraging earnings forecast, causing its stock to rise as well. In contrast, Tesla's stock fell significantly due to disappointing fourth-quarter earnings and a warning of lower sales growth, and Humana's stock also dropped after its earnings forecast fell short of Wall Street expectations.

via ABC News|

#finance #humana #ibm

stock-market3 years ago•4 min saved

"Midday Market Movers: Meta Platforms, Chipotle, Royal Caribbean, and Beyond"

Meta Platforms (parent company of Facebook) saw its shares rise 6% after reporting strong Q2 results and optimistic guidance, while Chipotle's stock dropped 8.6% as its quarterly revenue fell short of expectations. Royal Caribbean's shares surged 9% after beating expectations for Q2, boosting other cruise stocks like Norwegian. Semiconductor companies Lam Research and KLA Corp. saw their shares soar 11% and 7% respectively after delivering strong Q4 results. Defense contractor L3Harris Technologies' stock sank 8% despite a better-than-expected Q2 report, while insurance company Willis Towers Watson's shares fell 8% after reporting softer-than-expected earnings.

via CNBC|

#chipotle #kla-corp #lam-research

finance3 years ago•1 min saved

Jim Cramer's Lightning Round: Avoid Taiwan-based companies, buy Tesla.

CNBC's Jim Cramer gave his take on several stocks in his lightning round, including Pfizer, which he expressed concern about due to the FTC's recent actions, and recommended Eli Lilly instead. He advised against investing in Rivian Automotive, which is currently losing money. Cramer suggested DraftKings over Everi Holdings and Lam Research over Globalfoundries in the semiconductor capital equipment space. Finally, he advised taking profits and cutting positions in Builders Firstsource due to concerns about Home Depot and Lowe's.

via CNBC|

#builders-firstsource #draftkings #eli-lilly

business3 years ago•2 min saved

"Biggest After-Hours and Pre-Market Stock Moves: Tesla, Netflix, United Airlines, and More"

Tesla's shares fell 3.6% after reporting a more than 20% drop in income and GAAP earnings from the same quarter last year, while Las Vegas Sands rose 4.3% after beating expectations for revenue and earnings. IBM's shares rose 2.3% despite reporting lower-than-expected revenue, and Lam Research slid 0.7% after giving weak guidance. Zions Bancorporation's shares dropped 4% after reporting lower-than-expected earnings, and Alphatec tumbled 6.9% after acquiring all assets of REMI Robotic Navigation System from Fusion Robotics for $55 million.

via CNBC|

#business #ibm #lam-research