Core Insights - Shares of Lam Research (NASDAQ: LRCX) surged by 6.6%, reaching all-time highs, driven by strong demand in the semiconductor industry [1] - Lam's equipment is crucial for vertically stacking semiconductor materials, which is essential for both traditional memory and new chiplet-based logic chips [1] - Positive developments in the memory market and potential foundry agreements for Intel are expected to boost investments in Lam Research's machinery [4][6] Semiconductor Market Developments - OpenAI has signed a significant memory supply deal with Samsung and SK Hynix for its Stargate project, which could lead to the delivery of 900,000 wafers per month, representing 40% of the total DRAM industry [3][4] - This increased demand for memory is likely to drive further investments in DRAM and NAND flash, resulting in higher orders for Lam Research equipment [4] - Intel is reportedly in discussions with AMD for foundry services, which could lead to increased investment in Intel's manufacturing capabilities and subsequently more orders for Lam Research [5][6] AI and Semiconductor Investment Outlook - Lam Research is positioned as a key player in the AI sector, with its etch and deposition tools likely to be integral in the production of AI chips [7] - The bullish sentiment surrounding AI demand has positively impacted Lam's stock performance, especially following the recent OpenAI deal [7] - The potential for Intel to secure AMD as a foundry customer further enhances the investment outlook for Lam Research and the semiconductor industry as a whole [7]

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the trad ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Lam Research (LRCX) , which belongs to the Zacks Electronics - Semiconductors industry, could be a great candidate to consider.This semiconductor equipment maker has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 7.42%.For the ...

Key Points Lam Research is playing a crucial role in building faster and more energy-efficient chips. The tech company is witnessing rapid growth in the advanced packaging market. It is looking to capture a bigger share of the global wafer-fabrication equipment segment. 10 stocks we like better than Lam Research › Wall Street primarily focuses on Nvidia and Broadcom as key enablers of the artificial intelligence (AI) revolution. While the role of graphics processing units (GPUs) and custom accele ...

Market Overview - The major U.S. stock indices finished higher, with the Dow up approximately 90 points, the S&P 500 increasing by about 0.4%, and the NASDAQ gaining around 0.3% [1] - September ended positively, marking a solid conclusion to Q3, despite concerns over a potential U.S. government shutdown [2][3] Economic Context - Analysts suggest that the likelihood of a government shutdown is high, which could impact the release of key economic data, including jobs reports [2][10] - Despite these risks, the market appears to be focusing on growth and productivity, seemingly ignoring potential negative impacts from a shutdown [10] Earnings and Corporate Performance - Expectations for corporate earnings growth are optimistic, with projections of 7% to 10% growth for the year, driven by productivity and favorable pricing conditions [13][16] - Companies are investing heavily in capital expenditures (capex), which may lead to lower returns of capital to investors in the near term [16][17] Sector Performance - The technology sector and communication services outperformed, with notable performances from companies like Alphabet and Tesla, which saw increases of 14.2% and 33.2% respectively in September [20][24] - The S&P 500, NASDAQ Composite, and NASDAQ 100 experienced their best September since 2010 and the best Q3 since 2020 [21] Nike's Financial Results - Nike reported revenue of $11.72 billion, exceeding Wall Street's expectations of $11.02 billion, marking a 1% increase year-over-year [32] - The company faced challenges with higher inventory levels and a gross margin decrease of 320 basis points to 42.2%, attributed to lower average selling prices and increased tariffs [35][36] - Nike's wholesale revenue increased by approximately 7%, while direct-to-consumer sales declined by about 4% to 4.5 billion [33] Competitive Landscape - The sportswear market has become increasingly competitive, with Nike losing some market share to newer brands and established competitors like Adidas and New Balance [46] - Analysts believe that Nike's strong brand presence and upcoming major sporting events, such as the Olympics and the World Cup, could provide significant promotional opportunities [41][42] Valuation Insights - Analysts consider Nike to be undervalued, with a fair value estimate of $104 per share, suggesting potential for growth as the company navigates its turnaround strategy [48][49]

Lam Research Corporation (NASDAQ:LRCX) is among the 11 Best Semiconductor Stocks with Huge Upside Potential. Lam Research Corporation (NASDAQ:LRCX) unveiled VECTOR® TEOS 3D, an entirely new deposition method designed to address complex packaging issues in the manufacturing of AI and high-performance computing chips. The system uses Lam Equipment Intelligence® technology and a unique bowed wafer handling technique to produce ultra-thick, void-free inter-die gapfill films up to 60 microns, with scalability b ...

Core Insights - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] - Lam Research (LRCX) currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The Zacks Rank for Lam Research is 2 (Buy), suggesting it is positioned for potential outperformance in the market [3] Price Performance - LRCX shares have increased by 1.11% over the past week, while the Zacks Electronics - Semiconductors industry has decreased by 0.45% during the same period [5] - Over the last month, LRCX's price has risen by 30.89%, significantly outperforming the industry's 6.68% [5] - In the last three months, LRCX shares have risen by 33.57%, and over the past year, they have increased by 60.63%, compared to the S&P 500's gains of 8.31% and 17.5%, respectively [6] Trading Volume - The average 20-day trading volume for LRCX is 11,879,390 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Estimates - In the past two months, five earnings estimates for LRCX have been revised upward, while none have been lowered, leading to an increase in the consensus estimate from $4.34 to $4.50 [9] - For the next fiscal year, three estimates have also moved upward with no downward revisions [9] Conclusion - Considering the strong price performance, positive earnings estimate revisions, and a Momentum Score of A, LRCX is identified as a solid momentum pick for potential near-term gains [11]

With tech companies continuing to boost AI spending, the valuation of many chipmakers are increasingly expensive. Chip stocks have become a favorite way to bet on artificial intelligence. But after big runups in companies like Broadcom Inc., investors are turning to an often overlooked group — suppliers of the gear used to make semiconductors. Most Read from Bloomberg Teradyne Inc., a provider of tools used for testing chips during the manufacturing process, has nearly doubled from an April low and is up ...

随着微软(MSFT.US)和Alphabet(GOOGL.US)等企业持续加大在人工智能领域的投入，以及许多芯片制 造商的估值愈发高昂，设备供应商已成为投资者的目标，尽管它们的估值已不再像投资者开始涌入时那 么诱人。 智通财经APP获悉，芯片股已成为投资者押注人工智能(AI)领域的热门选择。但在博通(AVGO.US)等公 司股价大幅上涨之后，投资者开始将目光转向了一个经常被忽视的板块——半导体设备供应商。 泰瑞达(TER.US)是一家芯片测试设备供应商，其股价较4月份低点上涨近一倍，自7月底以来已上涨逾 40%。与此同时，美国最大的两家半导体生产设备制造商泛林集团(LRCX.US)和科磊(KLAC.US)分别是 费城半导体指数中表现第四和第六好的股票，今年的涨幅均超过68%。 本月早些时候，泛林集团连续14个交易日上涨，这是该公司有史以来最长的连涨纪录，期间股价飙升 36%。同行应用材料(AMAT.US)也刚刚创下了8连涨的记录，累计上涨20%。 芯片设备板块受追捧 Karobaar Capital 首席投资官Haris Khurshid表示："市场显然领先于下一波人工智能资本支出浪潮，押注 晶圆厂和云服务提 ...

Core Viewpoint - Lam Research Corp (NASDAQ:LRCX) is positioned favorably due to its strong link to memory spending, which is expected to increase in the second half of 2026, alongside gaining market share and introducing new products [1][2]. Group 1: Company Performance - Lam Research is a global leader in wafer fabrication equipment for semiconductor production, particularly in the memory (NAND and DRAM) and foundry/logic markets [3]. - The company was purchased by Artisan Value Fund at approximately $60, nearly 50% below its July 2024 highs, indicating a strategic investment during a market downturn [3][4]. - Lam Research has a solid financial condition with a net cash balance sheet and returns 100% of earnings to shareholders through share repurchases and dividends [3]. Group 2: Market Trends - Analysts predict that memory spending will need to increase due to supply constraints, which bodes well for Lam Research's future performance [2]. - The semiconductor and semiconductor equipment sectors faced significant pressure at the beginning of the year, creating potential long-term buying opportunities for value investors [3].