LRCX - Lam Research Corporation
Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) shares are up 98% year to date (YTD) at $509.29 Tuesday afternoon, a rally that captures how central chip equipment makers have become to the 2026 AI infrastructure trade.
After reaching an important support level, Lam Research (LRCX) could be a good stock pick from a technical perspective. LRCX surpassed resistance at the 50-day moving average, suggesting a short-term bullish trend.
LRCX's DRAM push gains momentum as AI-driven HBM demand, advanced memory nodes and growing tool adoption expand its growth opportunities.
Diversified Trust Co. lifted its position in shares of Lam Research Corporation (NASDAQ: LRCX) by 4.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 37,268 shares of the semiconductor company's stock after purchasing an additional 1,638
GRIMES and Co WEALTH MANAGEMENT LLC lessened its stake in shares of Lam Research Corporation (NASDAQ: LRCX) by 13.8% in the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 15,874 shares of the semiconductor company's stock after selling 2,547 shares during the
Cypress Point Wealth Management LLC purchased a new position in Lam Research Corporation (NASDAQ: LRCX) during the undefined quarter, according to its most recent 13F filing with the SEC. The firm purchased 1,632 shares of the semiconductor company's stock, valued at approximately $707,000. A number of other institutional investors have also made changes
Central Bank and Trust Co. reduced its stake in Lam Research Corporation (NASDAQ: LRCX) by 9.9% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 69,561 shares of the semiconductor company's stock after selling 7,638 shares during the period.
Farther Finance Advisors LLC lifted its holdings in shares of Lam Research Corporation (NASDAQ: LRCX) by 7.5% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 58,476 shares of the semiconductor company's stock after purchasing an additional 4,102 shares during the period. Farther
Archford Capital Strategies LLC raised its stake in shares of Lam Research Corporation (NASDAQ: LRCX) by 16.3% in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 20,606 shares of the semiconductor company's stock after buying an additional 2,895 shares during the quarter.
Commonwealth of Pennsylvania Public School Empls Retrmt SYS lowered its position in shares of Lam Research Corporation (NASDAQ: LRCX) by 5.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 276,217 shares of the semiconductor company's stock after selling 14,675 shares during the
Asio Capital LLC cut its position in shares of Lam Research Corporation (NASDAQ: LRCX) by 29.0% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 18,614 shares of the semiconductor company's stock after selling 7,615 shares during the
Billionaire investor Ray Dalio's hedge fund, Bridgewater Associates, has disclosed its latest stock holdings, revealing a portfolio valued at approximately $24.4 billion as of June 30, 2026.
Bar Harbor Wealth Management lowered its holdings in Lam Research Corporation (NASDAQ: LRCX) by 10.9% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,789 shares of the semiconductor company's stock after selling 4,243 shares during the period. Lam Research
A pullback in the AI trade has created opportunities for bargain-hunting investors, according to analysts at Bank of America.
Shares of Lam Research (NASDAQ:LRCX | LRCX Price Prediction) are rallying back rapidly after a pretty terrifying moment that saw nearly 42% of its value wiped out in just over a month.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
FREMONT, Calif., Aug. 13, 2026 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that it intends to invest more than $3 billion over the next five years to expand its global research and development (R&D) lab network.
Lam Research said on Thursday it intends to invest more than $3 billion in the next five years to expand its global research and development lab network, as it seeks to increase experiment capacity and speed up product development.
Semiconductor equipment names have been climbing since the opening bell Thursday, triggered by SanDisk (NASDAQ:SNDK | SNDK Price Prediction).
Investors continue to pour billions into semiconductor ETFs, including speculative leveraged funds such as the Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL), even as Fidelity Investments‘ Director of Global Macro Jurrien Timmer warns the semiconductor cycle could be nearing a peak.