Lam Research Corporation is rated Buy with a 12-month price target of $360 to $380, up from its current price around $303. The positive outlook is based on the company's leadership in semiconductor etch and deposition equipment and the structural growth driven by AI-related chip complexity. Despite a high trailing P/E ratio above 60 and challenges related to China, these factors are considered priced in, suggesting patient investors could benefit over the next 12 to 24 months as earnings normalize mid-cycle.
In 2026, the iShares Semiconductor ETF (SOXX) has outperformed the VanEck Semiconductor ETF (SMH) by capturing a broader range of semiconductor stocks, especially equipment makers, resulting in an 86.78% gain versus SMH's 64.11%. SOXX's index favors ...
Polymarket prices a 100% chance SpaceX will complete its IPO by June 30, targeting $135 per share to raise $75 billion. The IPO proceeds could fund Terafab, a massive chip manufacturing facility planned by SpaceX in collaboration with Tesla and Intel...
The SPDR S&P Semiconductor ETF (XSD) and the iShares Semiconductor ETF (SOXX) differ mainly in weighting: XSD uses equal weighting across semiconductor firms, while SOXX concentrates on the largest companies like NVIDIA and Broadcom. SOXX has outperf...
A curated list of 50 high-quality dividend growth stocks has been tracked since September 1, 2024, focusing on valuation and future return potential. Year-to-date, this group underperformed broad indexes but included standout performers like LRCX and...
