Lam Research (LRCX) concluded the recent trading session at $326.13, signifying a -6.87% move from its prior day's close.

Miller Tabak Chief Market Strategist Matt Maley believes investors should keep a close eye on two often-overlooked warning signs: the Japanese yen and South Korea's KOSPI index. During CNBC's Morning Call Sheet yesterday, he argued that a reversal in the popular yen carry trade and continued weakness in Korean stocks could signal broader trouble for... Chief Market Strategist Says Japan and South Korea Could Be Flashing Early Warning Signs for Investors

A deepening sell-off in chip and memory stocks dragged all four major U.S. equity indexes lower by midday Tuesday.

Samsung posted a 19-fold profit increase and investors said "cool, we're selling anyway," dragging the Nasdaq Composite index deep into the red.

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Lam Research Corp (NASDAQ:LRCX) and Applied Materials Inc (NASDAQ:AMAT) are contributing to the semiconductor and memory stock rally this morning, after Goldman Sachs hiked its price targets on both names to $380 and $645, respectively.

The world's richest investor is making an unprecedented all-in bet on artificial intelligence. In June alone, Bezos Expeditions, Jeff Bezos' 21-year-old family office, made five direct investments in AI startups, accounting for 10% of all family office dealmaking that month, per Fintrx. Bezos Expeditions is now the most active family office investor of 2026 with... Jeff Bezos Is Pouring Money Into a Startup That Could Drive 'Civilizational Wealth'

The goalposts have been moved this summer, and not just by Lionel Messi and Kylian Mbappe. Analysts at Susquehanna have boosted their market projections for the wafer fab equipment (WFE) industry, which bodes well for certain companies in the artificial intelligence ecosystem.

Lam Research (LRCX) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Micron Technology is on track to significantly raise its capex this year, followed by another substantial jump in the next fiscal year. Lam Research derives a significant portion of its revenue from selling memory manufacturing equipment, which explains why its growth has been robust in recent quarters.