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Lam Research (NQ:LRCX)

141.00 -1.54 (-1.08%)
Streaming Delayed Price Updated: 4:00 PM EDT, Oct 9, 2025 Add to My Watchlist
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Nvidia, Broadcom, Marvell Poised To Gain Big From $1.2 Trillion AI Spending Wave By 2030: Analyst
The analyst expects annual AI-related capital expenditures to nearly triple from 2025 to 2030. 
Via Benzinga
Topics Artificial Intelligence
The Green Revolution in Silicon: Semiconductor Industry Forges a Sustainable Future
The semiconductor industry, the foundational bedrock of our digital world, is embarking on a profound transformation to reconcile its immense technological contributions with its significant... 
Via TokenRing AI
Topics Artificial Intelligence Economy Emissions
Forging a Fortress: How the Semiconductor Industry is Reshaping Supply Chains Amidst Global Volatility
The global semiconductor industry is in the midst of a profound strategic overhaul, aggressively pursuing enhanced supply chain resilience in response to an increasingly turbulent geopolitical... 
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Semiconductor Etch Equipment Market Poised for Explosive Growth, Driven by AI and Advanced Manufacturing
The global semiconductor etch equipment market is on the cusp of a significant boom, projected to witness robust growth from 2025 to 2032. This critical segment of the semiconductor industry, essential... 
Via TokenRing AI
Topics Artificial Intelligence
Global Markets Defy Gravity: Resilience Amidst Geopolitical Storms and Economic Headwinds
Global stock markets, particularly in major economies, are demonstrating a remarkable and almost counter-intuitive resilience, consistently reaching new highs despite a landscape fraught with... 
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
The Global Chip War: A New Era of National Investment and AI Dominance
The global financial landscape is currently gripped by an unprecedented 'Global Chip War,' a fierce geopolitical and economic contest for supremacy in the semiconductor industry. At its core, this... 
Via MarketMinute
Topics Artificial Intelligence Economy
The Silicon Supercycle: How Economic Headwinds Fuel an AI-Driven Semiconductor Surge
The global semiconductor industry finds itself at a fascinating crossroads, navigating the turbulent waters of global economic factors while simultaneously riding the unprecedented wave of artificial... 
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Why Tech Rallies In October: 5 Stocks With Strong Seasonal Edge
October is the strongest month for tech; The Nasdaq 100 and key stocks like Alphabet and Microsoft historically post standout gains. 
Via Benzinga
Wondering what's happening in today's S&P500 pre-market session?
Before the US market kicks off on Thursday, let's examine the pre-market session and unveil the notable performers among the S&P500 top gainers and losers. 
Via Chartmill
2 Momentum Stocks to Keep an Eye On and 1 Facing Headwinds
Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage... 
Via StockStory
ACM Research Soars: Backlog Skyrockets, S&P Inclusion Signals Semiconductor Market Strength
In a significant validation of its growing influence in the critical semiconductor equipment sector, ACM Research (NASDAQ: ACMR) has announced a surging backlog exceeding $1.27 billion, alongside its... 
Via TokenRing AI
Topics Artificial Intelligence Economy Emissions
The Silicon Revolution: How AI and Machine Learning Are Forging the Future of Semiconductor Manufacturing
The intricate world of semiconductor manufacturing, the bedrock of our digital age, is on the precipice of a transformative revolution, powered by the immediate and profound impact of Artificial... 
Via TokenRing AI
Topics Artificial Intelligence Economy Intellectual Property
Why Lam Research Rocketed to All-Time Highs Today
The semiconductor equipment vendor rallied on multiple pieces of good news for logic and memory chipmaking. 
Via The Motley Fool
Topics Artificial Intelligence
Taiwan Rejects US 50/50 Chip Proposal, Signaling Shifting Sands in Global Semiconductor Geopolitics
Taipei's unequivocal rejection of a United States proposal to split semiconductor production evenly, with half of the chips consumed by the US manufactured on American soil, marks a critical juncture... 
Via MarketMinute
Topics Artificial Intelligence Economy Government
TSMC: The Unseen Shield – How Taiwan's Chip Giant Dominates Global Geopolitics
In the intricate tapestry of global finance and technology, one company stands as an indispensable, yet often understated, linchpin: Taiwan Semiconductor Manufacturing Company (TSMC). This Taiwanese... 
Via MarketMinute
Topics Artificial Intelligence Economy Energy
India's Semiconductor Ascent: Modi's Vision Propels Nation Towards Global Chipmaking Hub Status
New Delhi, India – October 1, 2025 – India is rapidly transforming its technological landscape, aggressively pursuing its ambition to become a global hub for semiconductor manufacturing. Driven by... 
Via MarketMinute
Topics Artificial Intelligence Economy Intellectual Property
South Korea's Chip Export Juggernaut: A Record September Signals AI-Driven Resilience
Seoul, South Korea – October 1, 2025 – South Korea's semiconductor exports soared to an unprecedented $16.61 billion in September 2025, marking a staggering 22% increase year-on-year. This... 
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Central New York Unveils $15M Cleanroom Simulator: A New Era for Semiconductor Workforce Development
Central New York is marking a pivotal moment in its economic transformation with the official launch of a cutting-edge $15 million cleanroom simulator at Onondaga Community College (OCC). This... 
Via MarketMinute
Topics Economy Supply Chain
1 Super Semiconductor Stock (Besides Nvidia or Broadcom) to Buy Hand Over Fist
Investors should start looking beyond prominent names in the AI infrastructure space. 
Via The Motley Fool
Topics Artificial Intelligence
Meet the Monster Chip Stock Crushing Nvidia on the Market (Hint: It's Not Broadcom)
The improving demand for chipmaking equipment has given this semiconductor company's business a nice shot in the arm. 
Via The Motley Fool
Topics Artificial Intelligence Supply Chain
China's Chip Quest Accelerates: Geopolitical Tensions Fuel Drive for Semiconductor Self-Sufficiency, Reshaping Global Markets
China is vigorously pursuing semiconductor self-sufficiency, a national imperative driven by ambitious industrial policies and escalating geopolitical tensions. As of September 2025, the nation has... 
Via MarketMinute
Topics Artificial Intelligence Economy Intellectual Property
ASML's High-NA EUV Tools: Powering the Sub-2nm Era and Reshaping the Semiconductor Landscape
ASML's (AMS: ASML) groundbreaking High-Numerical Aperture (High-NA) Extreme Ultraviolet (EUV) lithography tools, specifically the TWINSCAN EXE:5000 and its successor, the TWINSCAN EXE:5200B, are... 
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
Applied Materials Unveils Advanced Packaging Initiative, Reshaping the Future of Chip Performance and Cost
Applied Materials (NASDAQ: AMAT) has launched its groundbreaking "EPIC Advanced Packaging" initiative, a strategic expansion of its global Equipment and Process Innovation and Commercialization... 
Via MarketMinute
Topics Artificial Intelligence Economy Intellectual Property
Micron Technology Soars on AI-Driven Demand, Signaling Robust Memory Chip Recovery
Micron Technology (NASDAQ: MU) has delivered an exceptional fourth-quarter fiscal year 2025 performance, significantly exceeding market expectations and painting an unequivocally bullish picture for... 
Via MarketMinute
Topics Artificial Intelligence Economy
GlobalFoundries' Multi-Billion Dollar Expansion Ignites U.S. Chip Manufacturing Revival Amidst Soaring AI Demand
GlobalFoundries (NASDAQ: GFS) is making a monumental leap in semiconductor production, injecting billions into its U.S. facilities to address critical supply chain demands and capitalize on explosive... 
Via MarketMinute
Topics Artificial Intelligence Economy World Trade
Short Sellers Retreat: BE Semiconductor Industries NV (BESIY) Sees Massive Drop in Bearish Bets
Amsterdam, Netherlands – September 30, 2025 – BE Semiconductor Industries NV (OTCMKTS:BESIY), a leading global supplier of semiconductor assembly equipment, has recently witnessed a dramatic retreat of... 
Via MarketMinute
Topics Artificial Intelligence Economy Supply Chain
SA Asks: What's the Most Attractive Chip Stock Right Now?
The semiconductor industry is currently riding a powerful wave of bullish sentiment, primarily propelled by the insatiable global demand for artificial intelligence (AI) infrastructure and... 
Via MarketMinute
Topics Artificial Intelligence ETFs Economy
This Meta Platforms Analyst Begins Coverage On A Bullish Note; Here Are Top 5 Initiations For Tuesday
 
Via Benzinga
The 3 AI ETF Plays That Could Outperform the Market in 5 Years
Nvidia is the top holding in each of these growth-driven ETFs, making them effective ways to double down on today's biggest AI winner. 
Via The Motley Fool
Topics Artificial Intelligence ETFs Economy
This Lam Research Analyst Turns Bullish; Here Are Top 4 Upgrades For Monday
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings... 
Via Benzinga
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