LRCX

Applied Materials Just Dropped 14% in a Month. Sell Now, or Buy More?

Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should do next.

Should You Buy, Sell or Hold AMAT Stock After a 72.5% YTD Rise?

Applied Materials' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.

Lam Research Corporation (LRCX) is Exploring Growth Opportunities in the Semiconductor Equipment Market

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the “Artisan Global Opportunities Strategy”. The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent […]

PANW Q4 Earnings Beat Estimates on Platformization Strength

Palo Alto Networks' Q4 earnings beat estimates as revenues rise 34%, fueled by broad platform growth, record adoption and a 63% jump in NGS ARR.

4 Stocks to Buy Now to Ride the AI Data Center Spending Boom

NVIDIA, Micron, SanDisk and Lam Research offer four ways to ride the AI data center boom across chips, memory, storage and equipment.

Exploring Semiconductor Resurgence: Lam Research’s (LRCX) Role in Advanced Chip Manufacturing

Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index’s 16.7%. U.S. large-cap growth equities rebounded […]

If You Only Buy One Chip Stock This September, History Points to This One

Lam Research is entering September with a powerful mix of seasonal strength, AI-driven demand, and accelerating growth across advanced semiconductor manufacturing.

Is Lam Research Stock Outperforming the Nasdaq?

Lam Research has substantially outpaced the broader Nasdaq Composite over the past year, while Wall Street analysts remain strongly bullish on the stock’s outlook.