Intel Windfall Is The Iceberg's Tip: Here Are The Silent Winners - Intel ( NASDAQ:INTC )
Washington and SoftBank backing Intel could boost suppliers like Applied Materials, Lam Research, and Entegris. TSMC and Nvidia may face pressure as Intel's U.S.-focused expansion reshapes semiconductor geopolitics. Get more market-moving news first with AI-powered analysis that turns noise into ...
Lam Research Stock Trades at Low P/E: Should You Buy, Sell or Hold?
Despite robust growth in AI and HPC, LRCX faces near-term risks tied to China sales and chip cycle swings.
Here's Why Lam Research ( LRCX ) is a Strong Momentum Stock
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These 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radar
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Why Lam Research ( LRCX ) is a Top Growth Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
AMAT Stock Trades at a P/E of 16.69X: Should You Buy, Sell or Hold?
Applied Materials trades at a discount P/E, but China woes, weak memory demand and bearish trends cloud its outlook.
Nvidia Remains Hedge Fund King, But Lam Research Climbs The Ranks - NVIDIA ( NASDAQ:NVDA ) , Lam Research ( NASDAQ:LRCX )
Nvidia stays a top hedge fund holding, but Lam Research surges as a semiconductor "picks and shovels" play. Hedge funds rotate away from AMD and Qualcomm, favoring chip equipment makers with stronger AI exposure.
Insights Into 13F Filings: ETFs to Invest in Like Billionaires
Hedge funds invest in Microsoft, UnitedHealth and homebuilders. ETFs like MAGS, IHF and XHB let you invest like billionaires.
David Tepper's Hedge Fund Bets On Intel, UnitedHealth; Cuts Position In Four Mag 7 Stocks - Alibaba Gr Hldgs ( NYSE:BABA )
David Tepper's Appaloosa decreased position sizes in several Magnificent 7 stocks in the second quarter. The company increased its position in UnitedHealth Group with size, making it the top position.
Why Lam Research Stock Got Clobbered Today
Bad news for Applied Materials could be bad news for Lam Research stock as well.
Why KULR Technology Shares Are Trading Higher By Around 19%; Here Are 20 Stocks Moving Premarket - Applied Mat ( NASDAQ:AMAT ) , 180 Life Sciences ( NASDAQ:ATNF )
Shares of KULR Technology Group, Inc. KULR rose sharply in pre-market trading after the company reported better-than-expected quarterly financial results. KULR Technology reported second-quarter revenue of $3.97 million, beating estimates of $3.5 million, according to Benzinga Pro.
Applied Materials Issues Weak Outlook, Joins Globant, Sandisk And Other Big Stocks Moving Lower In Friday's Pre-Market Session - Applied Mat ( NASDAQ:AMAT ) , 180 Life Sciences ( NASDAQ:ATNF )
U.S. stock futures were mixed this morning, with the Dow futures gaining around 300 points on Friday. Shares of Applied Materials, Inc. AMAT fell sharply in pre-market trading after the company issued weak fourth-quarter guidance.
Beijing E-Town Semiconductor sues Applied Materials over tech infringement
Chinese chip equipment maker Beijing E-Town Semiconductor Technology has slapped US rival Applied Materials with a lawsuit over a trade secret infringement, demanding 99.99 million yuan (US$14 million) as compensation.
What's Going On With Applied Materials Stock Thursday? - Applied Mat ( NASDAQ:AMAT )
Beijing E-Town sued Applied Materials in China for alleged trade secret theft tied to wafer plasma tech. Analysts warn U.S. tariffs on China could cut Applied Materials' Q2 revenue, with a $400M hit in fiscal 2025.
Here's How Much $1000 Invested In Lam Research 5 Years Ago Would Be Worth Today - Lam Research ( NASDAQ:LRCX )
Lam Research LRCX has outperformed the market over the past 5 years by 9.55% on an annualized basis producing an average annual return of 23.3%. Currently, Lam Research has a market capitalization of $135.31 billion.
New to Investing? This 1 Computer and Technology Stock Could Be the Perfect Starting Point
The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
Check Out What Whales Are Doing With LRCX - Lam Research ( NASDAQ:LRCX )
Investors with a lot of money to spend have taken a bearish stance on Lam Research LRCX. We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga. Whether these are institutions or just wealthy individuals, we don't know.
LRCX vs. AMAT: Which Chip-Equipment Stock Is a Better Buy Right Now?
Applied Materials' diversified portfolio, resilient growth and lower valuation give it the edge over Lam Research in the AI-driven chip boom.
LRCX's ALD Moly Adoption Ramps Up: Will it be a Key Growth Driver?
Lam Research's early lead in ALD molybdenum tools positions it to gain share in advanced chipmaking for NAND and AI-driven logic.
International Markets and Lam Research ( LRCX ) : A Deep Dive for Investors
Explore Lam Research's (LRCX) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Applied Materials Before Q3 Earnings: How to Play the Stock
AMAT's third-quarter fiscal 2025 performance is likely to grow on the back of AI-driven chip demand, but trade tensions can weigh on results.
3 Undervalued Dividend Stocks for Passive Income Investors to Buy in August
These dividend stocks are coiled springs for an economic recovery across key industries.
AI Is on Sale: 2 Stocks Worth Buying Before the Next Surge
Investors looking to buy potential AI winners trading at attractive valuations should consider taking a closer look at these two names.
Here's How Much a $1000 Investment in Celestica Made 10 Years Ago Would Be Worth Today
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Intel Can't Stop Cutting
The former Chip King is cutting again in hopes of finding a path to sustainable growth.
Why Lam Research ( LRCX ) is a Top Momentum Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Ichor ( ICHR ) Q2 Revenue Jumps 18%
Ichor ( NASDAQ:ICHR ) designs and manufactures fluid delivery subsystems for semiconductor capital equipment makers. On August 4, 2025, it reported results for the second quarter of fiscal 2025. GAAP revenue topped expectations at $240.3 million in Q2 FY2025, but non-GAAP earnings per share fell ...
Should You Buy, Sell, or Hold SkyWater Stock Before Q2 Earnings?
SKYT's second-quarter 2025 results are likely to benefit from a strong demand for ThermaView amid weakness in the Advanced Technology Services business.
Are You a Growth Investor? This 1 Stock Could Be the Perfect Pick
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
Is Invesco Semiconductors ETF ( PSI ) a Strong ETF Right Now?
Smart Beta ETF report for PSI ...
Semiconductor Stocks Slide After Trump Hits China, Taiwan With New Tariffs - Advanced Micro Devices ( NASDAQ:AMD ) , ARM Holdings ( NASDAQ:ARM )
AI chip stocks fall as Trump puts steep tariffs on key partners such as China and Taiwan, raising trade tension in the sector. Big Tech's $250B AI capex surge continues, but chipmakers face headwinds from tariffs and geopolitical uncertainty. The market's back, and these 3 income stocks are ...
Here's How Much $1000 Invested In Lam Research 5 Years Ago Would Be Worth Today - Lam Research ( NASDAQ:LRCX )
Lam Research LRCX has outperformed the market over the past 5 years by 5.88% on an annualized basis producing an average annual return of 19.76%. Currently, Lam Research has a market capitalization of $121.29 billion.
Why Is Lam Research Stock Falling Thursday? - Lam Research ( NASDAQ:LRCX )
Lam beat earnings and raised outlook, but stock dipped as analysts debated sustainability of China-driven momentum. Analysts kept Buy ratings and raised forecas to $115, citing strong WFE outlook and Lam's edge in NAND and etch technologies.
Lam Research ( LRCX ) Q2 Revenue Jumps 34%
Lam Research ( NASDAQ:LRCX ) , a leading provider of wafer fabrication equipment used in semiconductor manufacturing, reported its earnings for the quarter ended June 29, 2025, on July 30, 2025. The company significantly outperformed, sharply beating Wall Street expectations across all major ...
Why Did Lam Research Stock Drop Today?
Lam Research delivered terrific news last night, but investors remain nervous about artificial intelligence (AI) demand.
Lam Research's Q4 Earnings Beat Expectations, Revenues Rise Y/Y
LRCX's Q4 results surpass estimates with 34% revenue growth and rising margins, driven by strength in systems and customer support.
Top Wide-Moat Stocks to Buy for Long-Term Wealth and Stability
LRCX, ADBE, DIS and YUM use strong moats to fend off rivals and deliver consistent returns amid market shifts.
Texas Instruments and ASML Are Falling. Could Other AI Growth Stocks Be Next?
These two dividend-paying chip stocks could be worth a closer look in August.
Lam Research ( LRCX ) Q4 Earnings and Revenues Top Estimates
Lam Research (LRCX) delivered earnings and revenue surprises of +10.83% and +3.64%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?
Ultra Clean Posts Q2 Revenue Beat
Ultra Clean ( NASDAQ:UCTT ) , a supplier of engineering and manufacturing solutions for the semiconductor industry, released its second quarter 2025 earnings on July 28, 2025. The company's GAAP revenue surpassed analyst expectations in Q2 FY2025, coming in at $518.8 million ( GAAP ) versus the ...
AMSC Gears Up to Report Q1 Earnings: What's in Store for the Stock?
American Superconductor's Q1 performance is likely to reflect the benefits of the NWL acquisition and growing momentum across the Wind and Grid segments.
Five9 Gears Up to Report Q2 Earnings: What's in Store for the Stock?
FIVN's second-quarter results are likely to reflect the benefits of strong AI momentum and partnerships.
Garmin to Report Q2 Earnings: What's in the Cards for the Stock?
GRMN's second-quarter 2025 earnings are expected to be fueled by demand across fitness, outdoor, marine, aviation and auto segments.
F5 to Report Q3 Earnings: What's in the Cards for the Stock?
FFIV's third-quarter fiscal 2025 results are expected to benefit from software demand and tech refresh cycles across key segments.
Tyler to Report Q2 Earnings: What's in the Offing for the Stock?
TYL's Q2 results are likely to reflect strong SaaS growth as public sector continues to shift from on-premise and backdated systems to cloud-based frameworks.
Lam Research ( LRCX ) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Besides Wall Street's top-and-bottom-line estimates for Lam Research (LRCX), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
RMBS Set to Report Q2 Earnings: What's in Store for the Stock?
Rambus' second-quarter 2025 results are expected to benefit from rising chip demand and AI momentum, offsetting price erosion and macro pressures.
GOOGL Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise
Alphabet's second-quarter 2025 results benefit from strong Search, advertising and Google Cloud revenues.
NOW Q2 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Rise
ServiceNow's Q2 earnings and revenues surpass estimates, driven by strong AI momentum, large deals and expanding enterprise demand.
LRCX Likely to Beat Q4 Earnings Estimates: How to Play the Stock?
Lam Research's Q4 results are likely to gain from a rebound in the semiconductor industry, driven by the surging demand for memory and advanced AI applications.
