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Applied Materials, ASML Fueled China Chip Production - House Cmte: Bloomberg
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BofA expects annual AI investments to nearly triple between CY25-30E to over $1.2T
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BofA adds 4 stocks to its Global Contenders list
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Lam Research (LRCX) Trades Lower in Sympathy with Applied Materials (AMAT)
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HSBC Starts Lam Research (LRCX) at Hold
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Lam Research (LRCX) call put ratio 2 calls to 1 put with a focus on October 125 calls as share price up 2.5%
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Deutsche Bank bullish on Lam Research amid memory demand, its foundry exposure
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Bernstein on Semiconductors: 'Own Both NVDA and AVGO; Donald Trump Wants Intel To Go Up?'
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Deutsche Bank Upgrades Lam Research (LRCX) to Buy
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Keybanc bearish on Lam Reaserch, positive on Applied Material
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KeyBanc Downgrades Lam Research (LRCX) to Sector Weight
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Morgan Stanley revisits semicap calls: AMAT, LAM lifted; KLAC downgraded
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Intel–Nvidia pact leaves these stocks behind
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Mizuho downgrades Applied Materials on China competition risks
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Lam Research switches auditors from Ernst & Young to KPMG for fiscal 2026
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Lam Research (LRCX) won't be disrupted by new license approval process- Stifel
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Citi Adjusts Catalyst Call List
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Morgan Stanley Downgrades Lam Research (LRCX) to Underweight
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Lam Research (LRCX) Raises Quarterly Dividend 13% to $0.26; 1% Yield
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Cantor Fitzgerald Reiterates Overweight Rating on Applied Materials (AMAT)
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Lam Research (LRCX) PT Raised to $120 at Cantor Fitzgerald
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Lam Research (LRCX), other Applied Materials (AMAT) peers fall in sympathy
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Erste Group Starts Lam Research (LRCX) at Buy
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Lam Research (LRCX) Files Mixed Shelf
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Summit downgrades Lam Research on limited catalysts beyond 2025
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Lam Research (LRCX) PT Raised to $115 at Stifel
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Lam Research (LRCX) PT Raised to $120 at Mizuho
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Lam Research (LRCX) PT Raised to $115 at Needham
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Summit Insights Downgrades Lam Research (LRCX) to Hold
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Lam Research (LRCX) Tops Q4 EPS by 13c, Beats on Revenue; Offers Q1 Guidance
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Lam Research (LRCX) call put ratio 1.4 calls to 1 put into quarter results
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Lam Research (LRCX) call put ratio 1.5 calls to 1 put into quarter results
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Lam Research (LRCX) PT Raised to $110 at Stifel
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LRCX and KLAC previews: Investor focus is on early 2026 WFE comments, says Citi
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ASML best positioned for 2026 in the Semicap pack: New Street Research
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Goldman Sachs bullish on LRCX, AMAT, and STX in new semiconductor call
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Goldman Sachs Starts Lam Research (LRCX) at Buy
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Why Citi is turning more bullish on semi equipment stocks
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Lam Research (LRCX) PT Raised to $115 at Cantor Fitzgerald
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Lam Research (LRCX) PT Raised to $110 at Oppenheimer
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Morgan Stanley upgrades Applied Materials on derisked outlook for China
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6 stocks to consider after Q1 earnings season: KeyBanc
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Lam Research (LRCX) Declares $0.23 Quarterly Dividend; 1.1% Yield
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This chip stock is 'well-positioned for consistent share gains' - BofA
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Stifel Reiterates Buy Rating on Lam Research (LRCX)
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Lam Research (LRCX) PT Lowered to $100 at TD Cowen
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Cantor Fitzgerald Reiterates Overweight Rating on Lam Research (LRCX)
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KeyBanc on Lam Research (LRCX): 'Best Margin in Modern History & Confident in Outgrowth vs WFE'
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Lam Research (LRCX) PT Lowered to $95 at JPMorgan
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Berenberg Reiterates Buy Rating on Lam Research (LRCX)

