4 semiconductor stocks giving the AI boom 'more legs' [Yahoo! Finance]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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Source: Yahoo! Finance
"This earnings report, really more than anything, supports the idea that [the AI boom] is going to continue to move forward," Victoria Fernandez, chief market strategist at Crossmark Global Investments, told Yahoo Finance's Opening Bid. According to Fernandez, the great "rotation" out of Big Tech might finally "start to slow down a little bit." While market skeptics spent the past quarter betting on a broad exit from the "Magnificent Seven," a new wave of earnings from the semiconductor sector signals "there are more legs" to the AI race. Other key players to watch include ASML ( ASML ), Applied Materials ( AMAT ), and Lam Research ( LRCX ), as Fernandez points to the firms' respective "strong earnings." That renewed optimism is largely due to a fundamental shift in how the market views the picks and shovels of the AI era. For months, investors feared that AI demand might be a bubble nearing its burst. However, the latest data from these four companies — which build the hardwar
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LRCX
News
- Why Lam Research (LRCX) Stock Is Trading Up Today [Yahoo! Finance]Yahoo! Finance
- Lam Research: Why The WFE Supercycle Changes The Valuation (Rating Upgrade) [Seeking Alpha]Seeking Alpha
- 4 semiconductor stocks giving the AI boom 'more legs' [Yahoo! Finance Canada]Yahoo! Finance Canada
- KLA, ASML, Lam Research, Applied Materials Surge. Why Chip Stocks Are Getting a Boost. [Yahoo! Finance]Yahoo! Finance
- Lam Research Or Teradyne Stock: Which Semiconductor Bet Will Pay Off? [Forbes]Forbes
LRCX
Earnings
- 10/22/25 - Beat
LRCX
Sec Filings
- 12/18/25 - Form 4
- 12/17/25 - Form 144
- 11/17/25 - Form 4
- LRCX's page on the SEC website