Is Lam Research (LRCX) Outperforming Other Computer and Technology Stocks This Year?
Here is how Lam Research (LRCX) and Aehr Test Systems (AEHR) have performed compared to their sector so far this year.
Yahoo14 days agoLRCX
Applied Materials (AMAT) Beat Estimates and Investors Sold Anyway. Lam Research Corporation (LRCX) Didn’t Have That Problem
On August 13, 2026, Applied Materials, Inc. (NASDAQ:AMAT) reported fiscal third-quarter results that topped Wall Street estimates on both revenue and adjusted profit, yet shares fell nearly 5% in after-hours trading and kept sliding into August 14, 2026. Rival Lam Research Corporation (NASDAQ:LRCX) posted its own stronger-than-expected results on July 29, 2026, and saw shares […]
Yahoo14 days agoLRCX
Coatue Management Opens New Position in AMD Stock. View This as a Renewed Bet on the AI Trade.
Coatue Management started a new AMD stock position worth $55.8 million in Q2, joining a wave of fresh AI bets from the hedge fund giant.
Yahoo14 days agoLRCX
The Biggest Risk Facing the First Trust Nasdaq Semiconductor ETF (FTXL) Right Now
FTXL has handed holders a stunning run, but the modified-equal-weight label that made the fund feel safe may be hiding a concentration problem that turns one bad earnings call into a portfolio event.
Yahoo14 days agoLRCX
Billionaire Stanley Druckenmiller Dumped Micron, Intel, and Broadcom: Here Are the AI Infrastructure Stocks He Bought Instead
Stanley Druckenmiller just closed out three of the most talked-about semiconductor positions on Wall Street and immediately put the proceeds to work in a pair of AI infrastructure names most income investors overlook entirely.
Yahoo14 days agoLRCX
Can Applied Materials Sustain Its Growth Amid AI-Driven Demand?
AMAT's AI-driven semiconductor equipment launches strengthen its advanced packaging position amid rising HBM demand and a memory production ramp-up.
Yahoo14 days agoLRCX
Micron and 15 Other Stocks To Play The AI Buildout Race: They Are Still 20% Below Highs
Bank of America screened its AI baskets for Buy-rated stocks down over 20% from highs. Micron carries the widest gap to target.
Benzinga21 days agoLRCX
What's Going On With Lam Research Stock Friday?
Lam Research (LRCX) plans a $3B+ R&D expansion to fuel AI chip production. Get the latest stock analysis, technicals, and analyst ratings.
Benzinga21 days agoLRCX
Why Lam Research (LRCX) Is Up 10.2% After $3 Billion Global R&D Lab Expansion Plan
In August 2026, Lam Research announced plans to invest more than US$3.00 billion over five years to expand its global R&D lab network, aiming to lift experiment capacity by over 50% and compress product development cycles for semiconductor customers across the US, Asia, and Europe. An interesting angle is how this integrated 24/7 lab system, which already supports over one million experiments annually, is being scaled to accelerate AI-era chip innovation through faster, closer collaboration...
Yahoo21 days agoLRCX
Lam Research Announces Plans to Invest More than $3B to Expand Global Lab Network, Increase Innovation Velocity in the AI Era
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. The planned multi-site expansion is expected to add infrastructure and capabilities to increase experiment capacity by more than 50%. Lam's R&D approach combines specialized labs worldwide, each purpose-built to accelerate a distinct step of the innovation cycle, with deep customer collaboration that includes lo
Yahoo21 days agoLRCX
Chip equipment maker Lam Research to invest more than $3 billion to expand R&D labs
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. The U.S. chip equipment maker said the multi-site expansion is expected to increase its experiment capacity by over 50%. • Lam Research is making the investment with the intention of staying ahead of customers' needs as the pace of innovation requires chips with new architectures, different materials and complex features engineered with nanoscale precision, CEO Tim Archer said.
Yahoo21 days agoLRCX