Latest intelligence

NVDA: Low-Cost Vanguard ETF: 32.4% in Nvidia, Broadcom, Micron, AMD, Intel, Lam Research; VOO Has Just 14.8% · Artificial intelligence is driving increased index and tech sector concentration in semiconductor and hardware companies.

LRCX: Lam Research Stock Trades at Premium on Bigger Shareholder Returns · Lam Research has delivered strong gains over the past few years, raising questions about whether the current share price is justified by earnings power.

CSCO: Top Stock Reports for Cisco, Lam Research & Thermo Fisher · Today's research reports highlight Cisco, Lam Research, and Thermo Fisher, focusing on AI demand, customer activity, and growth strategies.

LRCX: Lam Research Announces Board Retirements · Lam Research announced the retirement of Michael R. Cannon and Sohail U. Ahmed from its board of directors. This change is part of the company's governance structure.

LRCX: Lam Research Announces 27% Increase in Quarterly Dividend · Lam Research Corporation announced a 27% increase in its quarterly dividend. This move reflects the company's commitment to returning value to shareholders.

LRCX: Lam Research Announces Participation in Upcoming Conferences · Lam Research Corporation announced its participation in upcoming industry conferences. The move aims to showcase its latest technologies and engage with the industry.

AMAT: Applied Materials Beat Estimates but Investors Sold; Lam Research Avoided That Issue

Applied Materials reported results that exceeded expectations, yet investors sold its shares. In contrast, Lam Research did not face the same selling pressure. This divergence highlights differing market views on the two companies' prospects.

LRCX: Lam Research to Invest Over $3 billion to Expand Global Lab Network

Lam Research announced plans to invest more than $3 billion to expand its global lab network, aiming to increase innovation velocity in the AI era. This move is expected to strengthen its position in the semiconductor equipment sector.

Lam Research (LRCX) Q4 2026 Earnings Call Transcript · Lam Research reported record revenue and margins driven by a surge in NAND demand and strong customer support services.