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Lam Research
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Barometer Capital Management: Lam Research (LRCX) benefits from memory expansion driven by AI accelerators
Barometer Capital Management, in its Q2 2026 investor letter, highlighted Lam Research Corporation (NASDAQ:LRCX), a leading semiconductor equipment company. The firm stated that Lam Research, as a key
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Chip-equipment stocks KLA and Lam Research outperformed Nvidia on September 4, sparking debate on AI rally broadening
On September 4, KLA Corporation (NASDAQ:KLAC) gained 7.3% and Lam Research Corporation (NASDAQ:LRCX) rose 5.1%, significantly outpacing Nvidia's 0.8% increase. These companies, which sell process-cont
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Artisan Partners mentioned Lam Research (LRCX) in its Q2 2026 investor letter and raised its 2026 wafer fab equipment spending outlook.
Investment management firm Artisan Partners noted in its Q2 2026 "Artisan Global Opportunities Strategy" investor letter that semiconductor equipment company Lam Research (Nasdaq: LRCX) was one of the
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Sands Capital Select Growth Fund highlights Lam Research (LRCX) in Q2 2026 letter, citing 24% Q1 revenue growth and Q2 guidance beat; LRCX shares up 196.91% YoY despite 5.60% monthly drop.
Sands Capital Select Growth Fund highlights Lam Research (LRCX) in Q2 2026 letter, citing 24% Q1 revenue growth and Q2 guidance beat; LRCX shares up 196.91% YoY despite 5.60% monthly drop.
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Lam Research Invests $1.5 Billion in Oregon to Expand Chip R&D, Driven by AI Buildout Demand
Lam Research CEO Tim Archer stated that the company's investment aims to stay ahead of the accelerating pace of AI innovation, as new AI models demand more computational power, bandwidth, and storage.
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Guinness Global Innovators Fund reports Lam Research (LRCX) expects strong growth to extend into 2027, driven by accelerating AI spending
In its Q2 2026 investor letter, Guinness Global Innovators Fund highlighted Lam Research Corporation (NASDAQ:LRCX), a leading semiconductor equipment company. The fund noted that Lam Research's manage
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Top Wall Street Analysts Bullish on Palantir, Amazon, and Lam Research, Citing Strong Growth Potential
According to TipRanks, analysts are bullish on Palantir Technologies, Amazon, and Lam Research. Bank of America analyst Mariana Perez Mora reiterated a "Buy" rating for Palantir with a price target of
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Lam Research shares surged ~20% after reporting Q2 EPS of $1.82 (vs. $1.70 expected) and strong next-quarter guidance of $2.15 (vs. $1.84 expected).
Analyst Eric Bleeker noted that while the quarter was solid, the stock's jump was largely a rebound from July's sell-off. He views the valuation as high, trading at over 30 times forward earnings, and
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MGBX will launch OUSDT and LRCXUSDT perpetual futures trading pairs
Svmuu News: According to official announcements, MGBX will launch OUSDT and LRCXUSDT perpetual contract trading pairs on June 30, 2026, at 18:00 (SGT) Trading Start Time: June 30, 2026, at 6:00 PM (SG
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Barometer Capital Management: Lam Research (LRCX) benefits from memory expansion driven by AI accelerators
Barometer Capital Management, in its Q2 2026 investor letter, highlighted Lam Research Corporation (NASDAQ:LRCX), a leading semiconductor equipment company. The firm stated that Lam Research, as a key
-
Chip-equipment stocks KLA and Lam Research outperformed Nvidia on September 4, sparking debate on AI rally broadening
On September 4, KLA Corporation (NASDAQ:KLAC) gained 7.3% and Lam Research Corporation (NASDAQ:LRCX) rose 5.1%, significantly outpacing Nvidia's 0.8% increase. These companies, which sell process-cont
-
Artisan Partners mentioned Lam Research (LRCX) in its Q2 2026 investor letter and raised its 2026 wafer fab equipment spending outlook.
Investment management firm Artisan Partners noted in its Q2 2026 "Artisan Global Opportunities Strategy" investor letter that semiconductor equipment company Lam Research (Nasdaq: LRCX) was one of the
-
Sands Capital Select Growth Fund highlights Lam Research (LRCX) in Q2 2026 letter, citing 24% Q1 revenue growth and Q2 guidance beat; LRCX shares up 196.91% YoY despite 5.60% monthly drop.
Sands Capital Select Growth Fund highlights Lam Research (LRCX) in Q2 2026 letter, citing 24% Q1 revenue growth and Q2 guidance beat; LRCX shares up 196.91% YoY despite 5.60% monthly drop.
-
Lam Research Invests $1.5 Billion in Oregon to Expand Chip R&D, Driven by AI Buildout Demand
Lam Research CEO Tim Archer stated that the company's investment aims to stay ahead of the accelerating pace of AI innovation, as new AI models demand more computational power, bandwidth, and storage.
-
Guinness Global Innovators Fund reports Lam Research (LRCX) expects strong growth to extend into 2027, driven by accelerating AI spending
In its Q2 2026 investor letter, Guinness Global Innovators Fund highlighted Lam Research Corporation (NASDAQ:LRCX), a leading semiconductor equipment company. The fund noted that Lam Research's manage
-
Top Wall Street Analysts Bullish on Palantir, Amazon, and Lam Research, Citing Strong Growth Potential
According to TipRanks, analysts are bullish on Palantir Technologies, Amazon, and Lam Research. Bank of America analyst Mariana Perez Mora reiterated a "Buy" rating for Palantir with a price target of
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Lam Research shares surged ~20% after reporting Q2 EPS of $1.82 (vs. $1.70 expected) and strong next-quarter guidance of $2.15 (vs. $1.84 expected).
Analyst Eric Bleeker noted that while the quarter was solid, the stock's jump was largely a rebound from July's sell-off. He views the valuation as high, trading at over 30 times forward earnings, and
-
MGBX will launch OUSDT and LRCXUSDT perpetual futures trading pairs
Svmuu News: According to official announcements, MGBX will launch OUSDT and LRCXUSDT perpetual contract trading pairs on June 30, 2026, at 18:00 (SGT) Trading Start Time: June 30, 2026, at 6:00 PM (SG
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