HISTORICAL FACTS: Lam research | History Defined

Nvidia and AMD Get the Headlines. The Real AI Winners Might Be Applied Materials and Lam Research.

Applied Materials and Lam Research build the tools behind every AI chip. See how their strategies differ and which stock best fits investors.

Barchart · Sep 23

Goldman Sachs raises target on a stock that has already surged over 140% this year. Do you own it?

Sansera Engineering shares rallied after Goldman Sachs raised its target price to Rs 4,990 from Rs 4,500 while retaining its Buy rating. The revised target implies 16.1% upside, with the stock already up over 140% in 2026. Goldman sees investments by Applied Materials and Lam Research in India supporting local…

The Economic Times · Sep 22

India attracts $12 billion for chipmaking as global firms join the push: What it means for the sector

India is witnessing a surge in investment commitments under its ambitious semiconductor policy, with both global and domestic players pledging billions. Major firms such as Applied Materials and Lam Research are gearing up for noteworthy investments, while Micron Technology is set to initiate local testing and assembly of millions of…

The Economic Times · Sep 21

5 AI Stocks with Strong Growth to Buy on the Rebound

Markets have been choppy over the last few weeks, but the AI rally appears to be building momentum again as several major stocks bounce off key technical levels.

Benzinga · Aug 14

AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom

For those seeking a pick-and-shovel approach to the AI wave, here’s a guide to utilities, grid hardware, cooling firms, and refinery stocks.

Fortune · Aug 11

Samsung, SK Hynix test Chinese chip tools as hedge against US risks

The memory chipmakers began testing AMEC etching equipment about two years ago, when ​uncertainty was mounting over whether Washington would continue allowing them to import U.S. chipmaking tools into China, two of the sources said.

The Economic Times · Aug 5

Stocks Settle Sharply Higher as Microsoft Leads a Surge in Tech Stocks

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.66%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.36%. September E-mini S&P futures (ESU26 ) rose +1.65%, and September E-mini Nasdaq futures...

Barchart · Jul 30

Stocks Rally on Stellar Microsoft Earnings and Chip Stock Strength

The S&P 500 Index ($SPX ) (SPY ) today is up +0.86%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.65%. September E-mini S&P futures (ESU26 ) are up +0.84%, and September E-mini Nasdaq futures...

Barchart · Jul 30

Stocks Rebound as Microsoft Earnings Ease AI Spending Concerns

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

Barchart · Jul 30

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.

Benzinga · Jul 28