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-bandwidth memory. Growth is expected to continue due to rising AI data center spending and a historically strong seasonal trend. This positions Lam Research ahead of industry peers and the broader market.
Shares of chip-equipment companies like Lam Research, Applied Materials, and KLA have recently declined due to investor worries about the sustainability of the artificial intelligence spending boom. Citi analysts warn that this downturn could be just...
The Carillon Eagle Growth & Income Fund lagged behind its S&P 500 benchmark during the third quarter of 2026. Key contributors to the fund's performance included strong gains in Microsoft, driven by robust Azure cloud services and AI demand. Other to...
Meta is raising over $100 billion through a new share class to fund AI investments, despite strong AI-driven growth and popular apps like Muse. Tesla lowered its capital expenditure guidance due to efficiencies, while political factors may speed up a...
Shares of major chipmakers like Marvell, AMD, and Intel dropped sharply after Lam Research, a chip equipment supplier, warned of ongoing supply chain constraints that could limit semiconductor production into 2027. This supply squeeze is hitting comp...
Lam Research reported a record fiscal Q1 2027 with revenue and earnings beating estimates, but its stock fell 9% after the CFO warned that supply chain constraints will limit growth in the December quarter. This caution affected the broader semicondu...
