Latest LRCX news

3 Top Chip Equipment Stocks to Buy as AI Demand Fuels BofA Optimism

Zacks Investment Research · Wed, 23 Sep 2026 11:50:58 -0400

Applied Materials, Lam Research and KLA stand to benefit as BofA lifts chip equipment spending forecasts amid surging AI, memory and packaging demand.

New ETF Bets on the Machinery Behind AI Chipmaking

ETF Trends · Tue, 22 Sep 2026 14:53:24 -0400

REX Advisers will launch the REX AI Chipmaking ETF (CHIP) on Nasdaq Wednesday, according to the fund's prospectus. The fund invests in the equipment makers that build the physical machinery behind artificial intelligence (AI) chips, rather than the companies that design them.

LRCX Eyes Mid-40s Operating Margin: Is the Long-Term Goal Achievable?

Zacks Investment Research · Tue, 22 Sep 2026 09:40:54 -0400

LRCX targets mid-40% operating margins as rising revenues, AI-driven demand and higher-margin services support expansion over several years.

Columbia Global Technology Growth Fund Q2 2026 Portfolio Recap

Seeking Alpha · Tue, 22 Sep 2026 03:45:00 -0400

Institutional class of the fund returned 39.25% during the quarter, outperforming the S&P Global 1200 Information Technology Index benchmark, which returned 37.76%. Semiconductors and semiconductor equipment were the primary drivers of relative outperformance during the quarter. Communications and electronic equipment represented modest sources of relative underperformance.

Semiconductor Stocks to Buy and Hold Through 2030

The Motley Fool · Sat, 19 Sep 2026 05:17:01 -0400

Nvidia grew revenue 106% year over year to $96.2 billion in its latest quarter, and management is forecasting about 70% revenue growth in fiscal 2028. Broadcom says it has already secured the manufacturing supply to double its AI chip revenue to about $115 billion next fiscal year.

Lam Research Climbs 5% as Chip Equipment Names Outrun the Sector; Applied Materials Rises 4%, KLA Corp. Gains 3%

24/7 Wall Street · Fri, 18 Sep 2026 12:59:44 -0400

Chip equipment stocks are pulling ahead of the broader semiconductor group in Friday morning trading, with buying concentrated in the tools layer rather than across chip designers and foundries.

Semiconductor Sell-Off: 1 AI Chip Stock to Buy, 1 to Hold, and 1 to Sell After Broadcom's Beat

The Motley Fool · Thu, 17 Sep 2026 06:16:00 -0400

Even after its massive gains over the past several years, Nvidia looks undervalued. AMD is making competitive strides in AI chips, but its valuation may have gotten ahead of the business.

Market information is provided for research and visualization and is not investment advice.