http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Mon, 22 Jun 2026 06:27:50 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+PT+Change/Lam+Research+%28LRCX%29+PT+Raised+to+%24450+at+Wells+Fargo/26669519.html Wells Fargo analyst Joseph Quatrochi raised the price target on Lam Research (NASDAQ: LRCX) to $450.00 (from $365.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/Lam+Research+%28LRCX%29+PT+Raised+to+%24450+at+Wells+Fargo/26669519.html Mon, 22 Jun 2026 06:27:50 -0400 LRCX http://www.streetinsider.com/Investing/Citi+lifts+PTs+on+AMAT%2C+LRCX%2C+%26+KLAC+amid+booming+WFE+demand/26657236.html <p>Investing.com -- Citi raised its price targets on the three major semiconductor equipment makers, lifting Applied Materials to $710 from $550, Lam Research to $450 from $315 and KLA Corporation to $290 from $206.40, after updating its forecasts for global wafer fab equipment (WFE) spending.</p><p>The Wall Street firm said it aligned its estimates for the three stocks to a revised WFE model and rolled forward its price targets based on calendar year 2028 earnings power.</p><p>Citi now projects bull-case WFE spending of approximately $145 billion in 2026, $200 billion in 2027 and $250 billion in 2028, the first time the firm http://www.streetinsider.com/Investing/Citi+lifts+PTs+on+AMAT%2C+LRCX%2C+%26+KLAC+amid+booming+WFE+demand/26657236.html Wed, 17 Jun 2026 08:16:28 -0400 AMAT KLAC LRCX http://www.streetinsider.com/Investing/Citi+lifts+PTs+on+AMAT%2C+LRCX%2C+%26+KLAC+amid+booming+WFE+demand/26657236.html <p>Investing.com -- Citi raised its price targets on the three major semiconductor equipment makers, lifting Applied Materials to $710 from $550, Lam Research to $450 from $315 and KLA Corporation to $290 from $206.40, after updating its forecasts for global wafer fab equipment (WFE) spending.</p><p>The Wall Street firm said it aligned its estimates for the three stocks to a revised WFE model and rolled forward its price targets based on calendar year 2028 earnings power.</p><p>Citi now projects bull-case WFE spending of approximately $145 billion in 2026, $200 billion in 2027 and $250 billion in 2028, the first time the firm http://www.streetinsider.com/Investing/Citi+lifts+PTs+on+AMAT%2C+LRCX%2C+%26+KLAC+amid+booming+WFE+demand/26657236.html Wed, 17 Jun 2026 08:16:28 -0400 AMAT KLAC LRCX http://www.streetinsider.com/Investing/Citi+lifts+PTs+on+AMAT%2C+LRCX%2C+%26+KLAC+amid+booming+WFE+demand/26657236.html <p>Investing.com -- Citi raised its price targets on the three major semiconductor equipment makers, lifting Applied Materials to $710 from $550, Lam Research to $450 from $315 and KLA Corporation to $290 from $206.40, after updating its forecasts for global wafer fab equipment (WFE) spending.</p><p>The Wall Street firm said it aligned its estimates for the three stocks to a revised WFE model and rolled forward its price targets based on calendar year 2028 earnings power.</p><p>Citi now projects bull-case WFE spending of approximately $145 billion in 2026, $200 billion in 2027 and $250 billion in 2028, the first time the firm http://www.streetinsider.com/Investing/Citi+lifts+PTs+on+AMAT%2C+LRCX%2C+%26+KLAC+amid+booming+WFE+demand/26657236.html Wed, 17 Jun 2026 08:16:28 -0400 AMAT KLAC LRCX http://www.streetinsider.com/Analyst+PT+Change/Lam+Research+%28LRCX%29+PT+Raised+to+%24450+at+Citi/26656159.html Citi analyst Atif Malik raised the price target on Lam Research (NASDAQ: LRCX) to $450.00 (from $315.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Lam+Research+%28LRCX%29+PT+Raised+to+%24450+at+Citi/26656159.html Wed, 17 Jun 2026 05:19:12 -0400 LRCX http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+12++Filed+by%3A+BRANDT+ERIC/26649042.html si-local-file:///var/storage/secattach/20260615/26649042.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+12++Filed+by%3A+BRANDT+ERIC/26649042.html Mon, 15 Jun 2026 19:33:00 -0400 LRCX O.05857273 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+12++Filed+by%3A+BRANDT+ERIC/26649042.html si-local-file:///var/storage/secattach/20260615/26649042.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+12++Filed+by%3A+BRANDT+ERIC/26649042.html Mon, 15 Jun 2026 19:33:00 -0400 LRCX O.05857273 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+11++Filed+by%3A+BRANDT+ERIC/26646218.html si-local-file:///var/storage/secattach/20260615/26646218.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+11++Filed+by%3A+BRANDT+ERIC/26646218.html Mon, 15 Jun 2026 12:27:00 -0400 LRCX O.05857273 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+11++Filed+by%3A+BRANDT+ERIC/26646218.html si-local-file:///var/storage/secattach/20260615/26646218.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+11++Filed+by%3A+BRANDT+ERIC/26646218.html Mon, 15 Jun 2026 12:27:00 -0400 LRCX O.05857273 http://www.streetinsider.com/Analyst+PT+Change/Lam+Research+%28LRCX%29+PT+Raised+to+%24400+at+Oppenheimer/26644277.html Oppenheimer analyst Ed Yang raised the price target on Lam Research (NASDAQ: LRCX) to $400.00 (from $330.00) while maintaining a Outperform rating. http://www.streetinsider.com/Analyst+PT+Change/Lam+Research+%28LRCX%29+PT+Raised+to+%24400+at+Oppenheimer/26644277.html Mon, 15 Jun 2026 07:42:53 -0400 LRCX http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC