Lam Research's stock jumped 20.95% recently after reporting Q3 FY26 revenue of $5.84 billion, up 23.76% year-over-year, and EPS beating estimates. The company benefits from rising AI-related semiconductor demand and an upgraded $140 billion wafer-fab equipment market outlook. Despite strong fundamentals, the stock trades at high valuations with risks from China revenue exposure and insider selling. Investors are advised to wait for a price pullback to around $330 for better risk-reward before buying.
Following SpaceX's historic $75 billion IPO, Lynx Equity suggests Nvidia could be the biggest winner due to increased demand for AI infrastructure. SpaceX's valuation is closely linked to Elon Musk's AI venture xAI, which relies heavily on Nvidia GPU...
The semiconductor sector jumped 8.8% in one week, driven by strong AI-related demand and impressive earnings from key players like Kulicke & Soffa, Lam Research, ASML, Arm Holdings, and Marvell Technology. These companies are benefiting from increase...
