Lam Research: Huge HBM Demand Due To Massive AI Infrastructure Buildout
Lam Research is poised to benefit significantly from the AI infrastructure boom. Learn why LRCX stock is a Buy.
Why Lam Research (LRCX) International Revenue Trends Deserve Your Attention
Explore Lam Research's (LRCX) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
Lam Research: Here's The Price I'll Start Buying At
Lam Research's Q2-2025 earnings beat expectations, with strong revenue and EPS growth. Read why I remain neutral on LRCX ...
Lam Research Corporation (LRCX): A Bull Case Theory
We came across a bullish thesis on Lam Research Corporation (LRCX) on Substack by Long-Term Pick. In this article, we will ...
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Why Lam Research (LRCX) International Revenue Trends Deserve Your Attention
The current fiscal quarter's total revenue for Lam Research, as projected by Wall Street analysts, is expected to reach $4.65 billion, reflecting an increase of 22.6% from the same quarter last year.
Applied Materials Beat Quarterly Estimates. Why the Stock Is Lower.
Shares of Applied Materials were falling Friday after the chip equipment maker issued mixed financial guidance. Applied ...
Chip Equipment Stocks Gain Traction as AI Demand, TSMC's Capex, and Semiconductor Expansion Drive Valuations
Semiconductor equipment companies ASML Holding, Applied Materials, KLA Corp, and Lam Research Corp have benefited from the AI boom, driven by TSMC's strong capex plans and advanced process ...