Lam Research Corp (LRCX) Price

Lam Research Gains on Strong Fundamentals as Crane, Envista Falter

Stock analysis highlights Lam Research's 11.2% annual revenue growth, contrasting with underperformance from Crane and Envista.

AI Chip Boom Fuels $105B Market for Equipment Suppliers

Semiconductor equipment suppliers Applied Materials and Lam Research are capitalizing on the AI boom, with the Wafer Fab Equipment market projected to surpass $105 billion in 2025.

AI Demand Drives Chip Equipment Sales to Record $156B Forecast

Industry group SEMI projects global semiconductor manufacturing equipment sales will grow to a record $156 billion by 2027, driven by surging investment in AI-related chips.

BofA Names Nvidia, Broadcom Top AI Chip Stocks for 2026

Bank of America identified Nvidia and Broadcom as its top semiconductor stock picks for 2026, citing sustained growth in AI-related infrastructure spending.

Robotics Stocks Confront Investor Reality Check

Leading robotics and AI stocks, including Symbotic, Alphabet, and Tesla, are at a crossroads as investor demand for immediate returns clashes with the slow, complex reality of technological deployment. While chipmakers like Nvidia show strong growth, application-focused firms face pressure to prove their high valuations.

Agentic AI Spurs $1 Trillion Chip Market

The rapid enterprise adoption of agentic AI is forecast to fuel a semiconductor boom approaching $1 trillion by 2026. This technology-driven growth contrasts sharply with a cooling U.S. labor market, creating a bifurcated economic outlook as the Federal Reserve navigates rate cuts.

AI Market Growth Projections Clash With Bubble Fears

Analyst forecasts project a multi-trillion-dollar AI market, clashing with widespread corporate struggles to achieve a return on AI investments. While semiconductor stocks see bullish ratings, enterprise adoption data reveals significant hurdles, creating a stark divide between market hype and operational reality.

Kunlun Chip Accelerates IPO Amid AI Boom

Kunlun Chip is finalizing its share reform to launch a Hong Kong IPO, capitalizing on a surging AI chip market. The move positions the company to leverage strong revenue forecasts and compete in the expanding global semiconductor industry.

Jefferies Boosts Lam Research Target to $200

Jefferies raised its price target for Lam Research (LRCX) to $200 from $175, citing strong projected demand in the wafer fab equipment sector driven by artificial intelligence. The analyst's bullish outlook prompted a 3.2% rise in Lam Research's stock price.

AI Demand Fuels Specialized Chip Stocks

The widespread build-out of AI infrastructure is fueling a secondary boom for specialized semiconductor companies that provide essential connectivity and manufacturing capabilities. Firms like Credo Technology, Lam Research, and TSMC are experiencing surging demand, though the sector also faces volatility and significant risks.

Semiconductor Stocks Correct After Strong Run

Major semiconductor equipment stocks, including Lam Research and KLA Corp, experienced a sharp downturn, signaling a pause in the sector's recent AI-driven rally as investors weigh geopolitical risks against strong demand.

Lam Research Rally Tests Valuation Limits

Lam Research (LRCX) stock has surged over 130% year-to-date, reaching all-time highs and prompting a re-evaluation of its valuation amid strong performance and bullish analyst ratings. Investors are now weighing whether the premium valuation is justified by future growth prospects.

Kulicke & Soffa Beats Q4 Estimates, Sharpens Focus on Core Semiconductor Business

U.S. Government to Invest $150M in xLight, Seeking to Challenge ASML's EUV Dominance

Lam Research Stock Declines Despite Strong Q1 Earnings and Revenue Beat