Janus Henderson Global Technology And Innovation 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
The global technology sector gained ground in the quarter, albeit at a slower pace than broader equities. Artificial intelligence represents the most profound technology shift in generations. Consequently, the investment implications are enormous. KanawatTH/iStock via Getty Images At a glance Performance The Fund returned 0.82% and the S&P 500® Index returned 2.66%. Contributors/detractors Alphabet ( GOOG ), Microsoft ( GOOG ), and Lam Research ( LRCX ) contributed to relative performance, while exposure to This article was written by Quick Insights AI exposure drove gains via holdings like Alphabet and Lam Research, but scrutiny around company-specific AI strategies led to underperformance in Oracle and Apple. I expect the AI enablement phase to continue dominating, with investments in hyperscalers, GPUs, and data center infrastructure remaining critical to long-term earnings growth. High leverage and execution uncertainty, especially for companies like Oracl
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LRCX
News
- Lam Research Corporation (LRCX) Eyes $135 billion Opportunity [Yahoo! Finance]Yahoo! Finance
- Market's winners & losers last week: Why these 2 sectors stand out [Yahoo! Finance]Yahoo! Finance
- Is Lam Research Corporation (LRCX) Eyeing Besi Industries Merger amid IBM Pact for Logic Scaling [Yahoo! Finance]Yahoo! Finance
- Up 33% YTD, This Stock Isn't Making Headlines, But Investors Keep Buying [Yahoo! Finance]Yahoo! Finance
- Wafer Fab Equipment (WFE) Market Size to Hit USD 66.49 Billion by 2035 | SNS Insider [Yahoo! Finance]Yahoo! Finance
LRCX
Earnings
- 1/28/26 - Beat
LRCX
Sec Filings
- 3/11/26 - Form 4
- 3/10/26 - Form 3
- 3/5/26 - Form 4
- LRCX's page on the SEC website