In the latest trading session, Lam Research (LRCX) closed at $77.04, marking a -0.62% move from the previous day. The stock trailed the S&P 500, which registered a daily gain of 0.16%. Elsewhere, the Dow saw an upswing of 0.25%, while the tech-heavy Nasdaq depreciated by 0.06%.The semiconductor equipment maker's stock has climbed by 3.18% in the past month, exceeding the Computer and Technology sector's loss of 0.17% and the S&P 500's loss of 2.8%.The upcoming earnings release of Lam Research will be of gre ...

There are few areas of the market more dynamic and topical than semiconductors of late, with surging demand for AI hardware, supply chain disruption and enormous geopolitical variables to consider as an investor. Alongside many other giants of the sector, Lam Research (Gordon is a freelance investment writer from Glasgow, Scotland. With a Masters Degree in Civil Engineering, he also works in Asset Management, and runs a financial education company called Oak Investing with a wide following across 40 countri ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lam Research. The Motley Fool has a disclosure policy. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Lam Research. The Motley Fool has a disclosure policy. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

FREMONT, Calif., Jan. 6, 2025 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, January 29, 2025, beginning at 2:00 p.m. Pacific Standard Time (5:00 p.m. Eastern Standard Time). Webcast: To access the webcast, visit the Investors section of Lam's website athttp://www.lamresearch.com and click on the Investors/InvestorsOverview/Events & Presentations section to view the details. Replay Info ...

AI Infrastructure Spending - Spending on AI infrastructure is expected to reach $227 billion in 2025, with a projected increase to $749 billion by 2028 [1][2] - The growth in AI spending is driven by the increasing adoption of AI services across various sectors, including cloud computing and memory markets [2][11] Microsoft - Microsoft's AI business is on track to surpass an annual revenue run rate of $10 billion, making it the fastest-growing business in the company's history [4] - The Intelligent Cloud segment saw a 20% year-over-year revenue increase to $24.1 billion in Q1 FY2025, with Azure cloud service revenue growing 23% [4] - AI contributed 12 percentage points to Azure's growth, indicating significant influence on Microsoft's cloud business [5] - Microsoft Azure's market share in cloud infrastructure increased to 20%, slightly outpacing the overall cloud infrastructure spending growth of 23% [6] - Analysts expect Microsoft's earnings to grow 10% in FY2025 to $13.04 per share, with long-term growth potential driven by a projected $2 trillion global cloud spending by 2030 [7][8] - Microsoft's stock is trading at 35 times earnings, which is relatively attractive compared to the Nasdaq-100 index's earnings multiple of 33 [9] Lam Research - Lam Research's stock underperformed in the past year, losing 2%, but is expected to rebound in 2025 due to a recovery in the memory market [10] - Capital spending on DRAM is forecasted to increase by 25% in 2025, with NAND flash storage spending expected to rise by 10% [11] - The company derives 35% of its revenue from selling semiconductor manufacturing equipment to memory makers, positioning it to benefit from the memory market recovery [13] - Lam's Q1 FY2025 revenue increased 20% year-over-year to $4.17 billion, with earnings per share rising 25% to $0.86 [14] - Analysts expect Lam's earnings to grow 17% in both the current and next fiscal years, following a 14% decline in revenue in FY2024 [14] - Lam's stock is trading at 24 times earnings, a discount to the Nasdaq-100 index's earnings multiple of 33, with a 12-month median price target of $95, indicating a potential 32% upside [15][16]

The most recent trading session ended with Lam Research (LRCX) standing at $73.99, reflecting a +0.22% shift from the previouse trading day's closing. This move outpaced the S&P 500's daily loss of 0.04%. On the other hand, the Dow registered a gain of 0.07%, and the technology-centric Nasdaq decreased by 0.05%.The semiconductor equipment maker's stock has climbed by 3.16% in the past month, falling short of the Computer and Technology sector's gain of 5.93% and outpacing the S&P 500's gain of 1.05%.Investo ...

Shares of semiconductor equipment supplier Lam Research (LRCX -4.69%) lost ground Thursday morning, and were trading down 4.7% as of 12:25 p.m. ET. This is notable as Lam is missing out on the rebound many stocks are experiencing following Wednesday's market rout.Lam's decline was set off by the tepid outlook that one of its key customers delivered Wednesday afternoon. But for investors, this share price dip in a company that's positioned to be a long-term beneficiary of the AI revolution may offer an oppor ...

Lam Research Corporation (LRCX) has recently overtaken its 50-day moving average. This upward movement indicates a potential shift in sentiment as buyers step in, reflecting optimism about the company’s positioning within the semiconductor recovery cycle. The 50-day breakout often signals strength in the stock’s short-term momentum, making it a significant development for investors monitoring Lam Research’s performance.50-Day Moving Average Signals Upward MomentumImage Source: Zacks Investment ResearchThe l ...

It’s been a strong year for many stocks. But now that we’re in December, many investors are looking to diversify and rebalance their portfolios. This is a simple strategy in which you take some profits from your winners and move them to stocks that haven’t done as well in 2024. Selling stocks at overbought levels doesn’t have to mean your opinion of the company has changed. But as the old saw goes, nobody got broke taking a profit. And if a stock is overvalued, trimming your position can protect you from d ...