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4 semiconductor stocks giving the AI boom 'more legs' [Yahoo! Finance]
Last lam research corporation earnings: 4/22 04:05 pm
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US:NASDAQ Investor Relations: investor.lamresearch.com
"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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NEWS
NEWS
- Lam Research (NASDAQ:LRCX) had its price target raised by analysts at HSBC Holdings plc from $127.00 to $181.00. They now have a "hold" rating on the stock.[MarketBeat]
- Lam Research (NASDAQ:LRCX) had its price target raised by analysts at Rothschild & Co Redburn from $150.00 to $225.00. They now have a "buy" rating on the stock.[MarketBeat]
- 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]
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SEC Filings
SEC Filings
- 12/18/25 - Form 4
- 12/17/25 - Form 144
- 11/17/25 - Form 4
- LRCX's page on the SEC website
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