Lam Research News

Ultraman: Sailing towards a bright future of super intelligence.

Do you feel that the world is undergoing some profound yet subtle changes? It seems that we have quietly entered a brand new era. The "technological singularity" depicted in science fiction—that moment when machine intelligence surpasses humanity and the world order is completely transformed—has not arrived with a violent explosion. Instead, it is like a gentle tide, slowly and steadily washing over our ankles.

Lishi Business Review15:39

BofA Boosts Lam Research (LRCX) Target to $100 Amid DRAM Tailwinds

Yahoo FinanceJun 15 17:47

Is the next wave of AI catalysts coming? Morgan Stanley elaborates on the three main highlights of NVIDIA's GTC: European investment catching up, quantum commercialization, and the acceleration of industrial AI.

Morgan Stanley maintains its overweight rating on NVIDIA with a Target Price of $170, expecting its revenue in the European market to grow 8 times or more from 2024 to 2026. Additionally, quantum computing and industrial/physical AI applications also provide new growth momentum. Furthermore, Morgan Stanley emphasizes the significant acceleration of inference workloads, expecting the top four clients to deploy 3.6 million Blackwell chips by 2025.

wallstreetcnJun 12 19:45

Lam Research Shares Mark Seven-session Winning Streak

Seeking AlphaJun 11 01:43

Unusual Options Activity: PRMB, APA and Others Attract Market Bets, PRMB V/OI Ratio Reaches 305.3

EST Jun 10th Afternoon Delivery - In the last two hours of trading, 10 options with a high V/OI ratio were detected. With the market volatile, it's crucial to stay informed on the latest options

Futu NewsJun 11 01:30

Lam Research Corporation (NASDAQ:LRCX) Shares Could Be 24% Above Their Intrinsic Value Estimate

Simply Wall StJun 11 00:27

BofA Securities Maintains Lam Research(LRCX.US) With Buy Rating

Futu NewsJun 10 07:32 · Ratings

Express News | The semiconductor sector is showing strength, with Nawei Semiconductor rising nearly 20%, AMD, Intel, and Qualcomm increasing over 4%, Micron Technology up more than 3%, and NVIDIA and Taiwan Semiconductor gaining nearly 2%.

BreakingsJun 9 22:23

Express News | LAM Research : BofA Global Research Raises Price Objective to $100 From $90

BreakingsJun 9 22:01

Technology giants continue to spend money to support the industry, while AI infrastructure stocks have rebounded from their gloom.

The trading of AI infrastructure in the US stock market has become active again, thanks to the increased investment from Technology giants.

Zhitong FinanceJun 9 20:48

Goldman Sachs survey: AI investment growth remains strong, with large US companies' AI adoption rate reaching 15%.

A Goldman Sachs survey shows that the adoption rate of AI by U.S. companies in the second quarter has significantly risen from 7.4% in the fourth quarter of last year to 9.2%, with large enterprises having more than 250 employees reaching an adoption rate of 14.9%.

wallstreetcnJun 6 14:54

Lam Research (LRCX) Advances While Market Declines: Some Information for Investors

Yahoo FinanceJun 6 05:45

Express News | The U.S. Secretary of Commerce: The U.S. aims to establish advanced chip factories within 18 months.

BreakingsJun 5 23:37

What happened to the promised subsidies? The U.S. Secretary of Commerce: We are renegotiating the chip bill subsidies.

① U.S. Secretary of Commerce Howard Lutnick stated that the Trump administration is renegotiating some of the subsidies provided to semiconductor companies during former President Biden's term, hinting at the possibility of canceling or reducing some subsidies; ② Lutnick pointed out that Taiwan Semiconductor is an example of successful renegotiation, having increased its initial commitment to invest $65 billion in U.S. manufacturing by an additional $100 billion.

cls.cnJun 5 08:42

Express News | U.S. Commerce Secretary Raimondo stated that 50% of artificial intelligence computing must take place in the United States; negotiations are being held to revise the subsidies of the CHIPS Act to benefit American taxpayers.

BreakingsJun 4 23:26

BofA Securities Maintains Lam Research(LRCX.US) With Buy Rating, Maintains Target Price $90

Futu NewsJun 3 07:33 · Ratings

Lam Research (LRCX) Gets a Hold From Wells Fargo

TipRanksJun 2 18:30 · Ratings

Weekend reading | The competition in the chip industry has already become a civil war among Chinese people.

As the pinnacle industry in the global Technology sector, today's "Five Global Chip Giants" are all managed by Chinese individuals.

Giant Tide WAVEJun 1 12:02

Shares of Chip Stocks Are Trading Lower Amid Reports Indicating the Trump Administration Is Planning Wider China Tech Restrictions.

BenzingaMay 31 02:41

How Is The Market Feeling About Lam Research?

BenzingaMay 30 21:00