Lam Research announced a $3 billion investment over the next five years to expand its global R&D lab network, aiming to increase experiment capacity by over 50%. This expansion supports faster product development cycles and innovation in semiconductor technology, crucial for advancing AI-era chips with new architectures and materials. The company’s integrated labs across the US, Asia, and Europe enable continuous innovation and close collaboration with customers. Lam plans to start the expansion this year to maintain its leadership in semiconductor breakthroughs.
Applied Materials CEO Gary Dickerson revealed at a Goldman conference that the company has multi-year order books from customers driven by AI chip demand, expecting nearly 40% growth in 2026 and strong growth in 2027. The company supplies essential s...
Global wafer-fabrication-equipment spending is expected to rise 16.9% to $135.2 billion in 2026, driven mainly by increased demand for memory chips like DRAM and NAND due to AI growth. Lam Research leads with the strongest exposure to memory equipmen...
Lam Research's stock surged following a price target increase by Berenberg Bank, signaling a 31% potential gain. The company reported record Q4 2026 revenues of $6.72 billion and a 38.4% operating margin, driven by high demand for AI chips and high-b...
Invesco offers two ETFs, QQQ and QQQM, that track the same Nasdaq-100 index with identical holdings and management but differ in fees. QQQ charges a 0.18% fee, while QQQM charges 0.15%, which may seem small but compounds into significant savings over...
The 4-Factor Dividend Growth Strategy, inspired by the Schwab US Dividend Equity ETF (SCHD), targets high-quality dividend stocks using four key metrics. Since its inception, it has delivered an average return of 14.89%, marginally beating SCHD's 14....
