Lam Research (LRCX) Benefits From Memory Expansion
Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here.
Posts Tagged ‘NASDAQ:LRCX’
Two Chip-Equipment Stocks Just Crushed Nvidia. Is the AI Rally Broadening?
KLA gained 7.3% and Lam Research rose 5.1% on September 4, comfortably ahead of Nvidia's 0.8% move. The stocks do not sell accelerators.
Lam Research Legal Chief Sold $1.5 Million as AI Chip Demand Booms. Is the Signal Bearish?
Lam Research chief legal officer Ava Harter sold 5,000 shares at $302.46 on August 31, generating about $1.51 million and leaving her with 42,462 shares.
Lam Research Corporation (LRCX) is Exploring Growth Opportunities in the Semiconductor Equipment Market
Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy".
Exploring Semiconductor Resurgence: Lam Research’s (LRCX) Role in Advanced Chip Manufacturing
Sands Capital, an investment management company, released its “Sands Capital Select Growth Fund” Q2 2026 investor letter. The letter can be downloaded here.
Applied Materials (AMAT) Enters a New AI-Driven Growth Cycle
The rapid buildout of AI infrastructure has been driving a strong demand cycle for semiconductor manufacturing equipment. Applied Materials, Inc.
Lam Research (LRCX) Sees Strong Growth Extend Into 2027 as AI Spending Accelerates
Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Why Lam Research (LRCX) Became This Portfolio’s Top Performer
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here.
Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In
Cramer’s Case for the Semiconductor Equipment “Troika” During the August 6 episode of CNBC’s Mad Money, host Jim Cramer pointed to the bottleneck in data center memory...
Columbia Seligman Global Technology Fund’s Bullish Views on Lam Research (LRCX)
Columbia Threadneedle Investments, an investment management company, released its "Columbia Seligman Global Technology Fund" second quarter 2026 investor letter.
Lam Research Corporation (LRCX) Rose on Strong Semiconductor Capital Spending
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund".
Here’s Why Lam Research Corporation (LRCX) is Rallying
NZS Capital, LLC, an investment management company, released its “NZS Growth Equity Strategy” second-quarter 2026 investor letter.
10 Best Stocks to Buy Now for High Returns
In this article, we will look at the 10 Best Stocks to Buy Now for High Returns.
Ray Dalio Stock Portfolio: 10 Best Stocks to Buy
In this article, we will discuss: Ray Dalio Stock Portfolio: 10 Best Stocks to Buy.
Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play
In this article, we will discuss: Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play.
Jim Cramer Insisted Recent AI Chip Selloff Wasn’t A Bottom & Discussed These 17 Stocks
In this article, we will discuss: Jim Cramer Insisted Recent AI Chip Selloff Wasn't A Bottom & Discussed These 17 Stocks.
15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX
In this article, we will look at the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX.
Susquehanna Lifts PT on Lam Research (LRCX) – Here’s Why
Lam Research Corporation (NASDAQ:LRCX) is one of the best long-term growth stocks to invest in now.
Is Lam Research (LRCX) One of the Best Stocks on the Rise to Invest In?
Lam Research Corporation (NASDAQ:LRCX) is one of the best stocks on the rise to invest in.
Stocks On The Rise: 10 Best Stocks to Invest In
In this article, we will look at the Stocks On The Rise: 10 Best Stocks to Invest In.
10 Best Long Term Growth Stocks to Invest In Now
In this article, we will look at the 10 Best Long Term Growth Stocks to Invest In Now.
Vltava Fund: Lam Research (LRCX) Is Overvalued
Vltava Fund, a value-focused investment management company, published its investor letter for the second quarter of 2026. A copy of the letter can be downloaded here.
Jim Cramer’s Comments on 25 Stocks Like Micron, Dell, and Playing the Recent Market Rotation
In this article, we will look at the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation.
12 High Growth Semiconductor Stocks to Buy Now
In this article, we will look at the 12 High Growth Semiconductor Stocks to Buy Now.
10 Best Growth Stocks to Buy According to Billionaire Dan Loeb
In this article, we will highlight the 10 Best Growth Stocks to Buy According to Billionaire Dan Loeb.
10 Best Semiconductor Stocks to Buy According to Billionaires
In this article, we will discuss: 10 Best Semiconductor Stocks to Buy According to Billionaires.
10 Best Fast Growth Stocks to Buy According to Hedge Funds
In this article, we will look at the 10 Best Fast Growth Stocks to Buy According to Hedge Funds. First-quarter earnings results provided a strong backdrop for US equities.
10 All-Time High Stocks with Legs to Rally Further
In this article, we will look at the 10 All-Time High Stocks with Legs to Rally Further.
Cantor Fitzgerald Lifts PT on Lam Research Corporation (LRCX)
Lam Research Corporation (NASDAQ:LRCX) is one of the best AI memory stocks to buy in 2026.
10 Best AI Memory Stocks to Buy in 2026
In this article, we will look at the 10 Best AI Memory Stocks to Buy in 2026.
10 Most Overvalued Quantum Computing Stocks According to Short Sellers
In this article, we will discuss the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
Renaissance Investment Management Expects Positive Upward Revision for Lam Research (LRCX)
Renaissance Investment Management, an investment management company, released its Q1 2026 “Large Cap Growth Strategy.” A copy of the letter can be downloaded here.
12 Most Profitable American Stocks to Buy in 2026
In this article, we are going to discuss the 12 most profitable American stocks to buy in 2026.
10 Stocks with Best Earnings Growth for the Next 3 Years
In this article, we will take a look at the stocks with the best earnings growth for the next 3 years.
Lam Research (LRCX) Stands Out on Strong Demand
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”.
Billionaire Dan Loeb Pivots to AI and Sells Old Economy Stocks: His Top 7 AI Picks
Billionaire Dan Loeb is a hedge fund manager who made his name through activist investing and event-driven strategies.
Guinness Global Innovators Fund: Lam Research Corporation (LRCX) Sits at the Heart of The Semiconductor Value Chain
Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
Top 10 Unstoppable Growth Stocks to Invest In
In this article, we will look at the Top 10 Unstoppable Growth Stocks to Invest In.
Lam Research (LRCX): A Strategic Investment in the Transformative Industry
Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here.
Chase Coleman’s Tiger Global Portfolio: 10 Best Stocks to Buy
In this article, we will take a look at Chase Coleman's Tiger Global Portfolio: 10 Best Stocks to Buy.
Lam Research Corp (LRCX): Increasing Dependence on Essential Chip Manufacturing
Green Alpha Investment recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here.
15 Most Promising Stocks to Buy Right Now
In this article, we will look at the 15 Most Promising Stocks to Buy Right Now.
10 Best AI Infrastructure Stocks to Buy According to Hedge Funds
In this piece, we discuss the 10 Best AI Infrastructure Stocks to Buy According to Hedge Funds.
Lam Research Corporation (LRCX) Rallied on AI-Driven Strong Demand
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for “Artisan Value Fund”.
Is Lam Research Corporation (LRCX) One of the Best Oversold Growth Stocks to Invest in Now?
Lam Research Corporation (NASDAQ:LRCX) is one of the best oversold growth stocks to invest in now.
10 Oversold Growth Stocks to Invest In Now
In this article, we will look at the 10 Oversold Growth Stocks to Invest In Now.
10 Fastest Growing S&P 500 Stocks to Buy Now
In this article, we will look at the 10 Fastest Growing S&P 500 Stocks to Buy Now.
Is Lam Research Corporation (LRCX) A Good Stock To Buy Now?
Is LRCX a good stock to buy? We came across a bullish thesis on Lam Research Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on LRCX.
Here’s Why Investors Favour Lam Research Corporation (LRCX)
Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here.
7 Best Semiconductor Equipment Stocks to Buy
The semiconductor equipment industry is entering 2026 with a stronger demand backdrop than the broader cyclical slump of 2022-2023 suggested.
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