247wallst.com · 11 jul

These 5 Chip Stocks Are Riding the AI Fab Spending Wave

Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) just told the Street its semiconductor equipment business will grow more than 30% in calendar 2026, an upward revision from a prior bar of 20%.

benzinga.com · 9 jul

Why Is Lam Research Stock Soaring Thursday?

Lam Research Corp. (NASDAQ:LRCX) stock climbed nearly 7% on Thursday as investors poured into semiconductor equipment stocks during a broad technology rally. The Nasdaq gained 1.51%, while the S&P 500 rose 0.68%.

barrons.com · 9 jul

Applied Materials and Lam Research Take Off on Meta's Chip Plans

Meta's decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.

prnewswire.com · 8 jul

Lam Research Corporation Announces June Quarter Financial Conference Call

FREMONT, Calif., July 8, 2026 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, July 29, 2026, beginning at 2:00 p.m.

247wallst.com · 8 jul

Wall Street Thinks AI Is Slowing. Wall Street Is Wrong

The narrative around artificial intelligence has shifted several times over the past year. Investors have worried about stretched valuations, slowing cloud spending, and whether businesses will generate enough return on their investment to justify the billions pouring into AI infrastructure. Yet the latest long-term forecasts suggest the investment cycle is still in its early innings.... Wall Street Thinks AI Is Slowing. Wall Street Is Wrong

seekingalpha.com · 8 jul

Top 50 High-Quality Dividend Growth Stocks For July 2026

I track a curated universe of 50 high-quality dividend growth stocks to identify opportune entry points based on valuation and future return potential. Year-to-date through June, the investable universe returned 8.69%, trailing SPY (10.10%) and SCHD (17.50%), but several individual stocks outperformed significantly. Currently, 39 out of 50 stocks offer a forward return estimate of at least 10%, with 22 appearing potentially undervalued by my free cash flow model.

zacks.com · 7 jul

Lam Research (LRCX) Dips More Than Broader Market: What You Should Know

Lam Research (LRCX) concluded the recent trading session at $326.13, signifying a -6.87% move from its prior day's close.

247wallst.com · 7 jul

Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors

Miller Tabak Chief Market Strategist Matt Maley believes investors should keep a close eye on two often-overlooked warning signs: the Japanese yen and South Korea's KOSPI index. During CNBC's Morning Call Sheet yesterday, he argued that a reversal in the popular yen carry trade and continued weakness in Korean stocks could signal broader trouble for... Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors