3 Reasons Why Growth Investors Shouldn't Overlook Lam Research (LRCX)
Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Micron Technology is on track to significantly raise its capex this year, followed by another substantial jump in the next fiscal year. Lam Research derives a significant portion of its revenue from selling memory manufacturing equipment, which explains why its growth has been robust in recent quarters.
The latest trading day saw Lam Research (LRCX) settling at $391.17, representing a -9.73% change from its previous close.
Nancy Pelosi's husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly well for investors. Copying their portfolio would've let you trounce the broader market's gains again and again. But what if I... Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi's Neck With AI Stock Picks
Lam Research (LRCX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
LRCX soars 153.9% in H1'26, and AI infrastructure demand, margin gains and advanced packaging growth may keep the stock's rally alive.
LRCX's AI-fueled demand for advanced memory, foundry and packaging tools could push Q4 gross margin above 50% for the first time.
We think these stocks have gotten ahead of themselves.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
MU's AI-driven memory surge fuels a historic rally, making semiconductor ETFs a diversified way to tap the industry's broad-based momentum.
The equipment that Lam and its rivals offer is key to the production of AI processors, memory chips, and other semiconductors. Rising demand for Lam's wafer fabrication equipment has translated into sequential revenue growth and expanding profit margins.
LRCX has an edge over ASML, with stronger price gains, higher 2026 growth estimates and positive analyst sentiment despite a richer valuation.
The race to build humanoid robots is accelerating from science fiction to industrial reality. RBC Capital Markets expect the market to grow into a $9 trillion opportunity by 2050, once software, services, and maintenance are included. Most investor attention has centered on companies building the robots themselves. Yet history suggests the biggest long-term winners are... The 2 Hidden Winners in the $9 Trillion Humanoid Robotics Opportunity
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The likes of Nvidia (NVDA) and Micron (MU) remain the front and center of all AI-related debates in 2026, but billionaire investor Philippe Laffont is approaching the boom from a different angle. Speaking recently with CNBC, the founder of Coatue Management revealed his $90 billion hedge fund prefers a classic “picks-and-shovels” strategy rather than wagering on individual chipmakers like NVDA.
Lam Research (LRCX) concluded the recent trading session at $371.33, signifying a -9.33% move from its prior day's close.
Memory stocks get nailed
U.S. stocks splintered Tuesday as a violent global sell-off in semiconductor shares hammered the Nasdaq, even as a rotation into defensive sectors and small caps kept the Dow Jones in positive territory through midday trading.