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 ...
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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Lam Research: Is a NAND Upgrade Cycle the Next Growth Catalyst?
Shares of semiconductor equipment maker Lam Research (NASDAQ: LRCX) are off to a hot start in 2025. Around half of the ...
Lam Research Corporation (LRCX): Among The Chip Stocks In Focus Amid Tech Selloff
We recently compiled a list of the 35 Chip Stocks In Focus Amid Tech Selloff. In this article, we are going to take a look at ...
Huawei revenue exceeded $118 billion last year, and analysts think the company is showing it’s able to live with U.S. sanctions
The Chinese tech giant's 2024 revenue is a 22% year-on-year increase and marks a return to growth following Washington's ...
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 ...
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.