LRCX

Lam Research (LRCX) Stock Stays Fully Priced After Fresh AI Fab News

Lam Research has been on a powerful multi‑year run, yet the recent pullback and fresh headlines around AI-focused chip manufacturing leave a straightforward question for you as an investor: Is the current share price still aligned with what the business is earning today and is expected to earn over time? Over the past 5 years the stock has returned about 398.7%, which puts a lot of weight on whether those gains are adequately backed by profit generation rather than just enthusiasm around...

Lam Research vs. Applied Materials: Which Buybacks Are Better Covered by Cash?

Lam Research and Applied Materials belong to our 10 Best AI Infrastructure Stocks to Buy for the Long Term. Both return cash while investing in semiconductor equipment, but the latest cash statements give Applied Materials, Inc. (NASDAQ:AMAT) more room after shareholder payouts than Lam Research Corporation (NASDAQ:LRCX). The comparison changes when a single quarter is […]

Lam Research vs. Applied Materials: How Much Protection Does the Installed Base Offer?

Both Lam Research Corporation (NASDAQ:LRCX) and Applied Materials, Inc. (NASDAQ:AMAT) serve customers building more complex chips, but investors also need to know what survives a pause in new equipment orders. The companies rank seventh and eighth, respectively, in our 10 Best AI Infrastructure Stocks to Buy for the Long Term, which identifies six higher-ranked infrastructure […]

Chip Stocks Just Fell 8 Days in a Row, Their Longest Losing Streak Since 2008

Semiconductor stocks just logged their longest losing streak in nearly two decades, and the cause this time has nothing to do with a credit crisis. What is actually driving the selloff puts every link in the chip supply chain at risk.

Intel, Lam Research, Amkor, and Kulicke and Soffa Shares Are Falling, What You Need To Know

A number of stocks fell in the afternoon session after investors weighed escalating borrowing costs and Federal Reserve remarks emphasizing price stability over rate cut signals.

Applied Materials Stock Fell 21% in 8 Straight Sessions. Here’s What Its 2030 Targets Mean for Shares

Key Stats for Applied Materials StockCurrent Price: $430. 01Target Price (Mid): ~$800Street Target: ~$632Potential Total Return: ~85%Annualized IRR: ~17% / yearWhat Happened?“We’re not going to give a specific WFE forecast today,” Applied Materials (AMAT) CEO Gary Dickerson told investors at the company’s SEMICON West breakfast on Oct.

Applied Materials and Other Chip Equipment Stocks Are Down—but Maybe Not Out

Artificial-intelligence spending worries have spread to other industries.

Chip Equipment Stocks Notch Historic Losing Streaks. AI Spending Fears Are Taking a Toll.

Artificial-intelligence spending worries have spread to other industries.