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Mizuho: 'Our top sectors in 2026E are: 1) AI Accelerators and WFE, 2) Optical, and 3) memory(DRAM/NAND)'
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Lynx Equity: 'MU/SNDK, LRCX/AMAT and WDC/STX have further to run'
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Aletheia Capital Starts Lam Research (LRCX) at Buy
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BofA says these are the best 7 AI chip stocks to own in 2026
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Cantor Fitzgerald: We expect Semiconductors to Outperform in 2026.
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Citi Adjusts Large Cap Recommended List, Micron (MU) Removed
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2 semi-cap chip stocks to buy: Oppenheimer
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Lam Research (LRCX) call put ratio 1.5 calls to 1 put
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Semi stocks gain after blowout earnings and guidance from Micron
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Top 6 chip stocks to buy for 2026, according to this semiconductor analyst
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These are the best stocks to benefit from DRAM capex upcycle
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Lam Research opens $65 million office building in Tualatin, Oregon
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Applied Materials (AMAT) PT Lowered to $205 at Mizuho
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This chipmaker can ease investor concerns after earnings report: M. Stanley
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Lam Research (LRCX) Declares $0.26 Quarterly Dividend; 0.6% Yield
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Mixed setup for this chipmaker ahead of earnings, Jefferies says
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Lam Research (LRCX) PT Raised to $170 at TD Cowen; 'CY25 Ending On A High Note'
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Cantor Fitzgerald Reiterates Overweight Rating on Lam Research (LRCX)
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Lam Research (LRCX) PT Raised to $170 at Bernstein SocGen Group
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Lam Research (LRCX) PT Raised to $170 at Bernstein SocGen Group
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Lam Research (LRCX) PT Raised to $160 at Needham
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Lam Research (LRCX) PT Raised to $165 at UBS
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Lam Research (LRCX) PT Raised to $160 at Stifel
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Lam Research (LRCX) PT Raised to $170 at Mizuho
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Goldman Sachs on Lam Research (LRCX): 'We expect the stock to be range bound'
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After-hours movers: Tesla, IBM, Molina, Southwest Airlines, and more
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Lam Research (LRCX) Tops Q1 EPS by 4c; offers guidance
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Lam Research (LRCX) PT Raised to $135 at Stifel on HBM & Advanced Foundry Growth
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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

