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UNBELIEVABLE: Lam research - Caught on Camera

Which Semiconductor ETF Is Winning The AI Race In 2026?

The artificial intelligence race has made semiconductors the stock market’s best-performing industry in 2026, but not every ETF has benefited equally.

Benzinga

Lam Research Stock Just Got a New Street-High Price Target. NAND Equipment Demand Can Take LRCX Higher.

Lam Research is in focus as Citi’s $450 price target highlights the company’s potential from surging NAND demand.

Barchart

Lam Research Put Options Short Play - Make a 6% Yield Over 2 Months

Lam Research Inc. (LRCX) stock has been on a tear, but that has also raised LTCX put option premiums. An investor can short an out-of-the-money put (17% lower strike price) for a 6% yield over 2 months.

Barchart

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Lam Research Stock Is Up 114% So Far in 2026. This AI Infrastructure Stock Is Far From Finished.

Lam has already had a huge run, yet the AI spending cycle driving its growth may still be accelerating.

Barchart

Unusual Put Options Activity in Lam Research Stock Highlights Its Value

Today, there is a high volume of out-of-the-money (OTM) put options activity in Lam Research stock for a longer-dated expiry period. That highlights the underlying value of LRCX stock, which with 27% upside.

Barchart

SC asks Karnataka HC to expeditiously decide ED-Embassy dispute, declines to interfere with interim order

A Bench of Justice Dipankar Datta and Justice Augustine George Masih passed the order while hearing a Special Leave Petition filed by the Enforcement Directorate (ED) against an interim order of the Karnataka High Court in proceedings involving Embassy East Business Park Pvt. Ltd. and others.

The Economic Times

Lam Research CEO Sees AI Fueling $140 Billion Chip Equipment Boom

Lam Research (NASDAQ:LRCX) President and CEO Tim Archer said AI demand is reshaping the semiconductor equipment market across logic, memory, storage and packaging, creating what Bernstein analyst Stacy Rasgon described as a “renaissance” for wafer fab equipment. Speaking at a Bernstein conference,

MarketBeat

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Prepare for a Volatile Ride Ahead in Lam Research Stock After 278% Gains

Lam Research (LRCX) demonstrates strong technical momentum with a 278% gain over the past year. LRCX is supported by robust fundamentals. Valuation is elevated and Morningstar notes that the stock is 46% overvalued. For new buyers, this means you should proceed with caution and tight stop losses. Analyst sentiment is...

Barchart

Investors Love Lam Research Stock - Shorting OTM Puts in Huge, Unusual Volume

Investors have pushed Lam Research stock sky-high as its free cash flow and semiconductor equipment revenue surge. A Barchart report shows investors piling into out-of-the-money put options.

Barchart

2 Top AI Stocks I’d Buy Now and Hold for the Next Decade

Microsoft and Lam Research are proving that the biggest AI opportunities extend far beyond just GPU makers.

Barchart

Karnataka High Court sets aside KIADB order in Rs 1,125 crore Lam Research land matter

The High Court passed the order after the company filed an affidavit clarifying its agreements with Lam Research India Pvt Ltd. The HC said the concerns raised by KIADB had been sufficiently explained by the company.

The Economic Times

Is Wall Street Bullish or Bearish on Lam Research Stock?

As Lam Research has outperformed the broader market over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

Barchart

LRCX Overweight: How Lam Research Is Poised to Outperform the $149B WFE Market

Morgan Stanley has upgraded Lam Research to Overweight rating following a wafer fabrication equipment industry raise.

Barchart

Lam Research opens Austria lab to advance chip packaging, cut costs

Lam Research has launched a new research lab in Salzburg, Austria. This facility will focus on advanced chip packaging technology. The goal is to boost chip density and lower production costs. This move is driven by the high demand for processors due to artificial intelligence. The new lab builds on…

The Economic Times

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MarketBeat

Why Lam Research Still Looks Like a Buy After a 300% Rally

Lam may be overbought after a historic rally, but strong earnings and fresh SpaceX-related excitement suggest the rally may have room to run.

Tom’s Hardware

US stops exports of tools to China’s number two chip maker — Hua Hong and Huali Microelectronics reportedly on the cusp of starting a 7-nm fab in Shanghai

Applied Materials, KLA, and Lam Research received letters from the U.S. Department of Commerce preventing them from shipping some of Hua Hong's orders for the latest chipmaking tools. These are reportedly being planned for use on the Chinese company's planned 7-nm fab in Shanghai.

Barchart

1 Top Semiconductor Stock Nobody Is Talking About

Lam stock is up 52% YTD, beating Nvidia, Alphabet, and Apple. Yet, it isn’t making headlines.

Barchart

As Lam Research Joins the Tesla Terafab, Should You Buy, Sell, or Hold LRCX Stock?

The Terafab project is tapping Lam Research and others to support chip production.

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news in one place.

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MarketBeat

The Semiconductor Sector Is Hitting All-Time Highs: 2 Stocks Leading the Charge

Barchart

AMAT, LRCX: Bank of America Is Still Pounding the Table on These 2 Chip Stocks

AMAT and LRCX still look like high‑conviction ways to play the AI and advanced‑node capex cycle, but they sit firmly in “quality growth at a premium” territory rather than obvious bargains.

Barchart

Up 33% YTD, This Stock Isn’t Making Headlines, But Investors Keep Buying

Surging demand for advanced chips is translating into steady growth for Lam Research.

Tom’s Hardware

IBM and Lam Research team up on High NA EUV dry resist to push chip scaling past 1nm

The two companies have worked together for more than a decade, with IBM unveiling what it described as the world's first 2nm node chip in 2021 as part of the partnership.

Barchart

S&P Futures Slip as Bond Yields Climb After Jump in Oil, Key U.S. Jobs Report in Focus

March S&P 500 E-Mini futures (ESH26) are trending down -0.53% this morning as Treasury yields continued to rise after another surge in oil prices stoked concerns that the Middle East conflict would drive inflation higher.

Barchart

How Is Lam Research’s Stock Performance Compared to Other Semiconductor Stocks?

Having substantially outpaced its semiconductor peers over the past year, Lam Research continues to command strong analyst confidence, with sentiment toward the stock remaining decidedly bullish.

Barchart

Are Wall Street Analysts Bullish on Lam Research Stock?

Lam Research has outperformed relative to the broader market over the past year, and Wall Street analysts maintain a highly optimistic outlook on the stock’s prospects.

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