Micron surge is bullish for these other stocks, says Bank of America [Yahoo! Finance]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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Source: Yahoo! Finance
Like most good advice, I ignored it. And paid a stiff tuition learning for myself how semiconductor booms and busts impact stocks, especially memory-maker Micron, a company particularly prone to eye-popping pops and drops in good and bad times. I couldn't help but have my mentor's advice ringing in my ears when I read Bank of America's latest outlook for semiconductor stocks. The bank's analysts painted a rosy picture, suggesting an evolving supercycle that could be a strong tailwind for semiconductor equipment and manufacturing stocks, including those tied to memory capital expenditures as Micron and rivals ramp spending to boost fab capacity. The reason behind it all - artificial intelligence -- shouldn't surprise you. Everyone has been knee deep in AI in 2025, one way or another. Companies are researching how to use it to boost productivity and unlock insights from data siloes, and increasingly, everyday Americans are embracing it as a more robust alternative to traditional se
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News
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- Lam Research (LRCX) Is Up 7.4% After AI-Driven Equipment Demand Lifts Margins And Outlook Narrative [Yahoo! Finance]Yahoo! Finance
- Lam Research (NASDAQ:LRCX) had its "buy" rating reaffirmed by analysts at UBS Group AG.MarketBeat
- Lam Research (LRCX) Beats Stock Market Upswing: What Investors Need to Know [Yahoo! Finance]Yahoo! Finance
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