Columbia Seligman Global Technology Fund Q4 2025 Commentary [Seeking Alpha]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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US:NASDAQ Investor Relations:
investor.lamresearch.com
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Source: Seeking Alpha
Stock selection within semiconductors & semiconductor equipment; technology hardware, storage & peripherals; and electronic equipment, instruments & components contributed positively to performance relative to the benchmark. Positive fourth-quarter return was primarily a function of better-than-expected economic growth, robust corporate earnings results and inflation that largely remained below an annualized rate of 3%. Portfolio holding in semiconductor equipment manufacturer Lam Research contributed significantly to positive performance, as the stock performed exceptionally well during the quarter. Favorable Fed policy with the potential for additional rate cuts could support capital spending and technology investment in growth segments like AI and semiconductors. Arron Jones/iStock via Getty Images Fund performance Institutional Class shares of Columbia Seligman Global Technology Fund returned 4.96% for the fourth quarter. The fund's benchmark, the MSCI World Informa
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LRCX
News
- Lam Research (LRCX) was downgraded by Erste Group Bank AG from "buy" to "hold".MarketBeat
- Strong Demand Lifted Lam Research Corporation (LRCX) in Q4 [Yahoo! Finance]Yahoo! Finance
- DRAM prices surged 90-95%, memory suppliers booked two years out [Yahoo! Finance]Yahoo! Finance
- Lam Research Corporation Announces March Quarter Financial Conference Call [TheStreet.com]TheStreet.com
- Lam Research Corporation Announces March Quarter Financial Conference CallPR Newswire
LRCX
Earnings
- 1/28/26 - Beat
LRCX
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/11/26 - Form 4
- 3/10/26 - Form 3
- LRCX's page on the SEC website