Investors with a lot of money to spend have taken a bullish stance on Lam Research (NASDAQ:LRCX).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with LRCX, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spo ...

Core Viewpoint - ASM International N.V. is set to report its fourth quarter 2025 financial results on March 3, 2026, and will host a conference call on March 4, 2026 [1]. Company Overview - ASM International N.V. is headquartered in Almere, the Netherlands, and specializes in designing and manufacturing equipment and process solutions for semiconductor device production [3]. - The company operates facilities in the United States, Europe, and Asia, and its common stock is traded on the Euronext Amsterdam Stock Exchange under the symbol ASM [3].

Shares of Teradyne Inc (NASDAQ:TER) rose sharply in pre-market trading after the company released its fourth-quarter earnings report, beating estimates on the top and bottom lines.Teradyne also said it sees first-quarter adjusted EPS of $1.89 to $2.25, versus the $1.24 analyst estimate, and revenue in a range of $1.15 billion to $1.25 billion, versus the $927.72 million estimate.Teradyne shares jumped 22.2% to $305.00 in the pre-market trading session.Here are some other stocks moving in pre-market trading. ...

Teradyne Inc. Trade - Ark Invest sold a total of 48,865 shares from ARKK, 111,768 shares from ARKQ, and 11,980 shares from ARKX, amounting to approximately $43.07 million [2] - Teradyne exceeded fourth-quarter earnings and revenue estimates, driven by demand related to AI, and provided a bullish outlook with first-quarter EPS and sales guidance significantly above expectations [2] - Management anticipates year-over-year growth across all segments in 2026, primarily led by compute [2] Robinhood Markets Inc. Trade - No specific details provided regarding trades involving Robinhood Markets Inc. in the available content [3] Alphabet Inc. Trade - Ark Invest purchased 33,287 shares for ARKQ and 4,458 shares for ARKX, totaling an investment of approximately $13.02 million [3] - Alphabet's stock rose by 1.88% to close at $344.90, driven by optimism surrounding its AI and cloud services [3] - Analysts expect Alphabet's upcoming earnings report to show strong growth, supported by advancements in AI and advertising demand [3] Other Key Trades - Benzinga Edge Stock Rankings indicate that Google Class C stock has a Value in the 23rd percentile and a Momentum score in the 92nd percentile [4]

I aim to provide alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidence-based thesis.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years.A bit about how I approach research and coverage of a stock:I build ...

ASML Holding N.V. (NASDAQ:ASML) is one of the 10 Hottest Stocks to Buy in 2026. On January 29, TheFly reported that Bernstein analyst David Dai raised the price target on ASML Holding N.V. (NASDAQ:ASML) from $1,642 to $1,911. The analyst also maintained his Outperform rating on the stock. Bernstein Raises PT on ASML Holding as the Company Updates 2026 Outlook Dai believes ASML stock closed down despite strong Q4 2025 results, driven by concerns about capacity and margin, as well as profit-taking, creati ...

Core Viewpoint - Major U.S. stock market indices experienced a pullback on January 30, 2026, primarily due to struggles in technology shares and the nomination of Kevin Warsh to lead the Federal Reserve, which has created uncertainty among investors regarding future monetary stability [1]. Group 1: Dividend Growth Stocks - Equity investors may find more stability in steady dividend-growth stocks rather than high-beta growth names, as companies with a history of increasing payouts indicate balance sheet resilience and cash flow durability [2]. - Stocks with a strong history of year-over-year dividend growth are likely to form a healthier portfolio with greater capital appreciation potential compared to simple dividend-paying stocks or those with high yields [3]. - Dividend growth stocks are typically associated with mature companies that are less vulnerable to market volatility, providing a hedge against economic and political uncertainties [4]. Group 2: Investment Criteria - Key investment criteria for selecting dividend growth stocks include a sustainable business model, a long track record of profitability, rising cash flows, good liquidity, a strong balance sheet, and value characteristics [5]. - Stocks with a 5-year historical dividend growth greater than zero, sales growth greater than zero, and earnings per share (EPS) growth greater than zero are highlighted as strong candidates for investment [7]. - A price/cash flow ratio lower than the industry median indicates that a stock is undervalued, while a 52-week price change greater than the S&P 500 ensures that the stock has appreciated more than the broader market [8]. Group 3: Selected Dividend Growth Stocks - Ford Motor (F) has a steady dividend growth with a yield of 4.32% and projected revenue improvement of 6.4% for the first quarter of 2026 [9][11]. - Applied Materials (AMAT) combines dividend growth with a long-term earnings growth rate of 11.70% and a yield of 0.57%, with a projected revenue improvement of 2.3% for fiscal 2026 [9][13]. - Alfa Laval (ALFVY) is expected to see a revenue improvement of 5.9% in 2026, with a long-term earnings growth rate of 8.50% and a yield of 1.31% [9][14]. - Tapestry (TPR) has a projected revenue improvement of 5.6% for fiscal 2026, a long-term earnings growth rate of 10.4%, and a yield of 1.26% [9][15]. - Donaldson (DCI) is projected to have a revenue improvement of 3.5% in 2026, with a long-term earnings growth rate of 10% and a yield of 1.18% [9][16].

We recently compiled a list of 10 High Growth Technology Stocks That Are Profitable. The fifth stock on our list is Nova Ltd. TheFly reported on January 20 that Needham upgraded NVMI from Hold to Buy with a $500 price target. The firm noted that improving conditions in the semiconductor equipment sector are expected to benefit NVMI and its peers, while the company’s unique exposure to China’s memory wafer fabrication market could drive further outperformance this year. Recent commentary from the Needham G ...

ASML Holding N.V. (NASDAQ:ASML) is among the Ken Fisher Stock Portfolio: 12 Best Stocks to Buy. ASML Holding N.V. (ASML) Investors Press Executives on the Outlook Despite the Bookings Success ASML Holding N.V. (NASDAQ:ASML) announced record fourth-quarter bookings of €13.2 billion, significantly above the average analyst expectation of €6.85 billion, as reported by Bloomberg on January 28, 2026. This was due to the demand for innovative chipmaking equipment utilized in AI infrastructure. Extreme ultravio ...

The Netherlands-based ASML (NASDAQ: ASML) saw its revenue surge 29% year over year in the fourth quarter, capping off a year when net sales rose 15% to 32.7 billion euros. It was overall a solid earnings report for the leading manufacturer of lithography machines -- the equipment used to print semiconductor circuitry onto silicon wafers that get turned into chips. Earnings per share jumped 33% to 7.35 euros per share, but that fell short of estimates. Where to invest $1,000 right now? Our analyst team ju ...