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UNCOVERED: Lam research corp - The Untold Story

Microsoft Could Swing $189 Billion in Value After Earnings

Earnings are set to hit the tape on Wednesday, after the closing bell, and options traders are already laying down markers on how violent the post-print reaction could be, according to Benzinga Pro.

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

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.

Nvidia Stock 'Particularly Compelling,' Could See 70% Earnings Growth In 2026, Analyst Says

Nvidia Stock 'Particularly Compelling,' Could See 70% Earnings Growth In 2026, Analyst Says

Bank of America Securities analyst Vivek Arya said skepticism around artificial intelligence (AI) spending is understandable but overstated, calling it a healthy correction within a long-term growth cycle. The analyst reiterated Buy ratings on leading data center and semiconductor capital equipment stocks — including Nvidia Corp (NASDAQ:NVDA), Broadcom Inc (NASDAQ:AVGO),…

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Lam Research Corp's Strong FCF Margins From AI-Related Chip Equipment Sales Shows LRCX Stock is Cheap

Lam Research Corp generated a strong 30% FCF margin on semiconductor equipment sales in its latest quarter. That could portend well for LCRX stock, which could be 19% too cheap based on its FCF margins and analysts' revenue estimates.

Lam Research Remains Top Pick Despite China Risks, Says Analyst

Lam Research Corporation (NASDAQ:LRCX) is poised for robust growth in 2026 despite China-related challenges, driven by strong demand for advanced foundry, DRAM, and NAND upgrades, with AI-related investments further boosting its wafer fabrication opportunities and long-term earnings potential.

Tesla, IBM, Quantumscape, Lam Research And Nuburu: Why These 5 Stocks Are On Investors' Radars Today

Major U.S. indices closed lower on Wednesday, with the Dow Jones Industrial Average down 0.7% at 46,590.41, the SP 500 declining 0.5% to 6,699.40, and the Nasdaq shedding 0.9% to finish at 22,740.39.These are the top stocks that gained the attention of retail traders and investors through the day. Tesla…

Nvidia Remains Hedge Fund King, But Lam Research Climbs The Ranks

NVIDIA Corp (NASDAQ:NVDA) is still the undisputed monarch of hedge fund portfolios, but second-quarter filings show a new challenger climbing the stairs to the throne: Lam Research Corp (NASDAQ:LRCX).

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Nvidia, Broadcom, Marvell Lead Chip Stock Slide After Trump Hits China, Taiwan With New Tariffs

Nvidia, Broadcom, Marvell Lead Chip Stock Slide After Trump Hits China, Taiwan With New Tariffs

Artificial intelligence chip stocks including NVIDIA Corp. (NASDAQ:NVDA), Advanced Micro Devices Inc (NASDAQ:AMD), Broadcom Inc (NASDAQ:AVGO), Arm Holdings PLC-ADR (NASDAQ:ARM), Marvell Technology Inc (NASDAQ:MRVL), Micron Technology Inc (NASDAQ:MU), Lam Research Corp (NASDAQ:LRCX), Taiwan Semiconductor Manufacturing Co (NYSE:TSM), Super Micro Computer Inc (NASDAQ:SMCI) are trading lower on Friday as the Trump…

The AI Rally Just Flipped—These Stocks Are Now Outgunning Nvidia

The AI Rally Just Flipped—These Stocks Are Now Outgunning Nvidia

The artificial intelligence rally that made Nvidia Corp. (NASDAQ:NVDA) a market juggernaut appears to have entered a new phase in 2025, as a sharp rotation in semiconductor leadership has seen rivals outperform the AI front-runner.

Biden Targets China With New Chip Restrictions, Nvidia Slides

Biden Targets China With New Chip Restrictions, Nvidia Slides

The Biden administration is implementing its third crackdown on China's semiconductor industry, imposing export restrictions on 140 Chinese entities and limiting Beijing's access to advanced technologies. Stock prices for companies like Nvidia, Lam Research Corp, and KLA Corp are affected.

Here's Why Piper Sandler Considers DRAM Pricing "Slightly Negative" For Micron And Others

Here's Why Piper Sandler Considers DRAM Pricing "Slightly Negative" For Micron And Others

Piper Sandler analysts Weston Twigg and Harsh Kumar jointly noted that inSpectrum released its January monthly memory contract pricing data, which indicated DRAM 8Gb DDR4 fell 8% month-over-month and that NAND 256Gb TLC dropped 1% on a month-over-month basis. The analysts, who monitor the three-month rolling average year-over-year change to better gauge trends,…

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