Lam Research

Lam Research

Yahoo Finance • 21 hours ago

Intel Joins Semiconductor Pathways Fund to Strengthen The U.S. Engineering Talent Pipeline

Industry giant joins Applied Materials, Lam Research, KLA, AMD, and Cadence investing in student engineers and technicians nearing completion of semiconductor related degrees and credentials LAFAYETTE, Colo., Nov. 4, 2026 /PRNewswire/ --... Full story

Yahoo Finance • 2 days ago

Tesla, Amazon, and SpaceX among companies snubbing tokenized stocks

Scott Melker discusses how Tesla (TSLA), Amazon (AMZN), SpaceX (SPCX), Netflix (NFLX), Lam Research (LRCX) and SoFi (SOFI) have opted out of a tokenized-stock offering, and why Nasdaq (^IXIC) sees tokenization as competition. "The Dail... Full story

Yahoo Finance • 2 days ago

Binance deposits overtake withdrawals, and the SEC creates crypto FAQs on governance

Scott Melker discusses deposits overtaking withdrawals on Binance, North Korea denying any role in the hack, and the SEC creating 3 guides on crypto governance and token status. "The Daily Wolf with Scott Melker" airs every day at 12:00 p... Full story

Yahoo Finance • 2 days ago

iShares A.I. Innovation ETF (BAI) Adds Twist and Entegris on Friday

This article first appeared on GuruFocus. iShares A.I. Innovation and Tech Active ETF (BAI) kept up its recent pattern of trimming holdings, reducing 30 positions and adding to 6 on Friday. The fund's ETF activity totaled $396.9 million i... Full story

Yahoo Finance • 3 days ago

What Avantis U.S. Equity ETF (AVUS) Bought: Exxon Mobil Leads on Oct. 29

This article first appeared on GuruFocus. Avantis U.S. Equity ETF (AVUS) added to its portfolio last Thursday, with net buying of $213.4 million against $226.2 million in gross ETF activity. The fund increased 434 positions and trimmed 53... Full story

Yahoo Finance • 4 days ago

3 Great Quality Stocks To Watch In November 2026

AI heavyweights are pouring an estimated $828b into chips, data centers and related infrastructure this year, and plenty of that spend will not earn its keep. When market mood swings on big capex stories, investors often pay more attention... Full story

Yahoo Finance • 4 days ago

Lam Research (LRCX) Stock Looks Stretched As Its 312% Five Year Run Continues

Lam Research has seen its share price whipsaw in recent months, with a sharp pullback following a long multiyear climb. That raises a straightforward question for investors who care about fundamentals: Is the current valuation of the stock... Full story

Yahoo Finance • 7 days ago

Top 3 AI Chip Stocks With P E Under 43

AI focused investment has turned from a niche idea into a major driver of US economic growth, with recent data pointing to strong business spending on AI related equipment and intellectual property. That wave of capital needs chips. It nee... Full story

Yahoo Finance • 8 days ago

Top 5 AI Stocks in Billionaires Ray Dalio and Philippe Laffont’s Portfolios

Billionaires Ray Dalio and Philippe Laffont are two of the brightest minds in investing, and both have strong views on AI. Laffont runs Coatue Management and has built his hedge fund around the technology. Dalio founded Bridgewater Associa... Full story

Yahoo Finance • 8 days ago

Lynx sees SK Hynix results rekindling interest in this chip stock

Investing.com -- Lynx Equity Strategies said in a note Wednesday that strong results from SK Hynix should rekindle investor interest in a key chip equipment maker. Still guessing which stocks will beat the market? Our AI portfolio updates... Full story

Yahoo Finance • 8 days ago

Nvidia, AMD, and Micron stocks lead chip sector higher for third day in a row

Semiconductor stocks gained on Wednesday with the PHLX Semiconductor Index (^SOX) rising for a third day in a row. Shares of AI chip heavyweight Nvidia (NVDA) rose almost 1% in premarket, while AMD (AMD), Broadcom (AVGO), and Intel (INTC)... Full story

Yahoo Finance • 9 days ago

Why wait for Anthropic’s IPO? Here are two AI enablers boasting 40%+ growth

Investing.com and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Investing.com — Speculation surrounding an eventual initial public offering for artificial intelligence lab Anthropic has captured r... Full story

Yahoo Finance • 9 days ago

Semiconductor Equipment Selloff Challenges Applied Materials (AMAT)

Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for "Large Cap Growth Strategy." The letter can be downloaded here. Stocks showed modest gains in Q3, with the S&P 500 up 2.3%. Energ... Full story

Yahoo Finance • 9 days ago

Lam Research Corp. (LRCX) Shares Decline as Investors Reassess AI Spending

Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for "Large Cap Growth Strategy." The letter can be downloaded here. Stocks showed modest gains in Q3, with the S&P 500 up 2.3%. Energ... Full story

Yahoo Finance • 9 days ago

FormFactor earnings: what to look for from FORM

FormFactor earnings: what to look for from FORM Semiconductor testing company FormFactor (NASDAQ:FORM) will be reporting earnings this Wednesday after the bell. Here's what to look for. FormFactor beat analysts' revenue expectations last... Full story

Yahoo Finance • 11 days ago

Does enough capital exist to finance everyone’s ambitious AI spending plans?

Investing.com -- Meta last week said that recent capital raises by peers such as Alphabet and SpaceX, and expected fundraising by Anthropic and OpenAI, have created an "increasingly challenging fundraising environment," raising questions o... Full story

Yahoo Finance • 11 days ago

Sandisk (SNDK) Flags Industry Supply Chain Constraints As Memory Production Timelines Tighten

Sandisk (NasdaqGS:SNDK) is among memory suppliers referenced as affected by supply chain constraints highlighted by Lam Research. Lam Research flagged ongoing semiconductor equipment and component bottlenecks, signaling pressure on product... Full story

Yahoo Finance • 12 days ago

The AI Trade Is Shifting From Chip Stocks to Cybersecurity

Software leaders got a big boost this week and chip stocks were crushed as the AI tech investing landscape continues to shift. Continue Reading... Full story

Yahoo Finance • 12 days ago

Semiconductors stocks Q3 earnings review: Penguin Solutions (NASDAQ:PENG) shines

Semiconductors stocks Q3 earnings review: Penguin Solutions (NASDAQ:PENG) shines As the Q3 earnings season wraps, let's dig into this quarter's best and worst performers in the semiconductors industry, including Penguin Solutions (NASDAQ:... Full story

Yahoo Finance • 13 days ago

AI chip sell-off is ‘unmoored from fundamentals,’ LYNX says

Investing.com -- The Nasdaq Composite plunged 2.6% on Thursday as technology stocks sold off sharply, but the intensity of the decline went beyond fundamentals, according to LYNX Equity Strategies. Still guessing which stocks will beat th... Full story