YENOM NOTICIAS

Qué está moviendo el mercado.

Noticias financieras organizadas para conectar titulares, símbolos, fuente, fecha y sentimiento con tu análisis y operativa.

LRCX
Limpiar

Si escribes ticker, YENOM prioriza ese instrumento. Si lo dejas vacío puedes explorar el feed general o por tema.

finance.yahoo.comPOSITIVO

Lam Research (LRCX) Suffers a Larger Drop Than the General Market: Key Insights

In the latest trading session, Lam Research (LRCX) closed at $320.59, marking a -2.71% move from the previous day. The stock trailed the S&P 500, which registered a daily loss of 0.47%. Meanwhile, the Dow gained 0.1%, and the Nasdaq, a tec…

finance.yahoo.comPOSITIVO

Advanced Energy Soars 40% YTD: Is the Stock Worth Buying Now?

Advanced Energy AEIS shares have rallied 39.6% in the year-to-date period, underperforming the Zacks Semiconductor Equipment - Wafer Fabrication industry's surge of 70.2%. The company's shares have also underperformed its peers, which incl…

finance.yahoo.comPOSITIVO

Can Applied Materials Sustain Momentum in Its AGS Business?

Applied Materials' AMAT Applied Global Services ("AGS") is growing alongside fab utilization and the need to improve output, yield and ramp speed. AMAT's third-quarter fiscal 2026 revenues reached a record $1.78 billion, up 22% year over y…

finance.yahoo.comPOSITIVO

Is Lam Research (LRCX) a Smart AI Stock Pick for Long-Term Investors?

Lam Research Corporation (NASDAQ:LRCX) makes the machines that chipmakers use to build chips. The stock is up about 73% so far this year. It ranks 7th in our list of the 10 best return on equity stocks to buy now. Why is Lam growing? The r…

finance.yahoo.comNEGATIVO

NXP Semiconductors falls as Citi cuts stock on limited data center exposure

Investing.com -- Citi downgraded NXP Semiconductors to Neutral from Buy and lowered its price target to $260 from $370, saying it expects weaker earnings estimate revisions than peers heading into 2027. The company's shares fell 2.7% in pr…

finance.yahoo.comPOSITIVO

Lam Research Corporation (LRCX) Is a Trending Stock: Facts to Know Before Betting on It

Lam Research (LRCX) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this semiconductor equipment…

finance.yahoo.comNEGATIVO

Citi names 5 top chip picks ahead of Q3 earnings

Investing.com -- Citi named AMD, Texas Instruments, Lam Research, Teradyne and Synopsys as its top buy-rated semiconductor picks ahead of third-quarter earnings, as the bank says it is becoming "increasingly selective" on the sector after…

finance.yahoo.comPOSITIVO

3 Growth Tech Stocks Retail Investors May Revisit After Softer Fed Minutes

Fed minutes now point to a gentler path for rate hikes, and that can quickly reshuffle which U.S. growth and technology stocks investors pay attention to and which get ignored. When money is not bracing for a rapid tightening cycle, sentim…

finance.yahoo.comPOSITIVO

AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold?

Shares of AXT, Inc. AXTI have gained 20.8% in the past month, comfortably outperforming the broader Zacks Computer and Technology sector and the Zacks Electronics – Semiconductors industry, which grew by 6% and 5.5%, respectively. The shar…

finance.yahoo.comPOSITIVO

4 Top Chip Stocks With Dependable Earnings to Ride the AI Boom

Artificial intelligence (AI) has moved from a buzzword to a spending priority. Per Gartner, global AI spending is expected to hit $2.7 trillion in 2026, up 49.5% from 2025, with AI infrastructure making up the largest share. That build-out…

finance.yahoo.comPOSITIVO

Applied Materials (AMAT) vs. LRCX and KLAC: Can AI-Driven Chip Complexity Unlock Further Upside?

Is AMAT a good stock to buy? We came across a bullish thesis on Applied Materials, Inc. on Astute Optics - US's Substack. In this article, we will summarize the bulls' thesis on AMAT. Applied Materials, Inc.'s share was trading at $530.27…

finance.yahoo.comPOSITIVO

Should You Invest in Lam Research Stock Despite Its Premium Valuation?

Lam Research Corporation LRCX has delivered a remarkable run, but that performance has also made the stock more expensive. LRCX currently trades at a forward 12-month price-to-earnings (P/E) ratio of 33.83, well above the Zacks Electronics…

finance.yahoo.comPOSITIVO

Zacks Industry Outlook Applied Materials, Lam Research and FormFactor

For Immediate Release Chicago, IL – October 7, 2026 – Today, Zacks Equity as Applied Materials AMAT, Lam Research LRCX and FormFactor FORM. Industry: Semiconductors Link: https://www.zacks.com/commentary/3000870/3-stocks-to-buy-from-the-pr…

finance.yahoo.comPOSITIVO

Lam Research vs. KLA: Is Faster Growth Worth Paying More for Cash Flow?

Lam Research Corporation (NASDAQ:LRCX) is growing faster than KLA Corporation (NASDAQ:KLAC). Yet at October 5 prices, the two semiconductor-equipment stocks carried similar consensus forward earnings multiples, while Lam cost more relative…

finance.yahoo.comPOSITIVO

Jim Cramer Says the Chip Shortage “Can’t Be Solved” Without KLAC

While reviewing the Nasdaq 100's third-quarter laggards on the October 1 episode of Mad Money, Jim Cramer singled out KLA Corporation (NASDAQ:KLAC) as a stock he would buy. He said: Alright, what about the Nasdaq 100, which finished up 2.4…

finance.yahoo.comPOSITIVO

Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X?

Applied Materials AMAT stock trades at a premium with a price-to-sales (P/S) multiple of 9.59X, which is much above the industry's P/S of 5.25X. AMAT's value score of F also suggests its overvaluation. AMAT Forward 12-Month (P/S) Valuation…

finance.yahoo.comPOSITIVO

3 Stocks to Buy From the Prospering Semiconductor Industry

The Zacks Electronics - Semiconductors industry players are benefiting from the growing proliferation of artificial intelligence (AI). AI demand is expanding beyond model training into inference, agentic AI and eventually physical AI, crea…

finance.yahoo.comPOSITIVO

3 S&P 500 Stocks to Consider Right Now

3 S&P 500 Stocks to Consider Right Now The S&P 500 (^GSPC) is packed with companies that have built dominant market positions, making it a core index for investors. A select few continue to innovate and expand, setting themselves up for lo…

finance.yahoo.comPOSITIVO

The Zacks Analyst Blog Highlights Lam, Taiwan, Marathon, NVIDIA, Micron and Alphabet

For Immediate Release Chicago, IL – October 6 2026 – Zacks.com announces the list of stocks and ETFs featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the fin…

finance.yahoo.comPOSITIVO

A Tale of Two Markets: Mega-Caps Keep Climbing, But Rate Fears Hit Many Other Stocks

Nvidia and other AI stocks are supporting the S&P 500, while strategists also see opportunities in energy, transportation and materials. Continue Reading

finance.yahoo.comPOSITIVO

3 Stocks From AI & Energy to Buy Before Q3 Earnings Kick Off

The third-quarter earnings season is approaching with a strong backdrop. Going by the latest Earnings Preview, the S&P 500 earnings are set to increase 24.6% year over year in the to-be-reported quarter on 11.6% higher revenues, marking th…

finance.yahoo.comPOSITIVO

AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth?

Lam Research Corporation LRCX sees a major opportunity in NAND as AI workloads increase demand for high-capacity and fast-access storage. The company expects its served available market (SAM) per wafer in NAND to double from 128-layer tech…

finance.yahoo.comPOSITIVO

Billionaire Investor Dan Loeb’s Third Point Exited 5 Chip Stocks Last Quarter — Here’s How They’re Performing Today

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Billionaire investor Dan Loeb's Third Point LLC exited five semiconductor-related holdings in the second quarter. According to its 13F fil…

finance.yahoo.comPOSITIVO

What is Lam Research’s (LRCX) Economic Moat, and is it Widening or Narrowing?

Lam Research Corporation (NASDAQ:LRCX) closed at $347.49 on October 2, up 132.98% over twelve months. Most investors have never heard of the company and could not say what it makes. It builds the machines that carve the patterns into silic…

finance.yahoo.comPOSITIVO

Analog Devices, AMD, KLA Corporation, Lam Research, and Marvell Technology Stocks Trade Up, What You Need To Know

Analog Devices, AMD, KLA Corporation, Lam Research, and Marvell Technology Stocks Trade Up, What You Need To Know What Happened? A number of stocks jumped in the afternoon session after weaker-than-expected U.S. employment data cooled Trea…

finance.yahoo.comPOSITIVO

Lam Research (LRCX) Outpaces Stock Market Gains: What You Should Know

In the latest trading session, Lam Research (LRCX) closed at $347.49, marking a +2.17% move from the previous day. This change outpaced the S&P 500's 0.73% gain on the day. Meanwhile, the Dow experienced a rise of 0.49%, and the technology…

finance.yahoo.comPOSITIVO

Lam Research (LRCX) Stock May Look Stretched After Its Big Five Year Run

Lam Research has ridden a powerful wave of enthusiasm around semiconductor equipment and AI infrastructure, and the stock's very large 5 year gain now puts its earnings under a sharper spotlight. With that kind of price move already in the…

finance.yahoo.comPOSITIVO

Are Computer and Technology Stocks Lagging Lam Research (LRCX) This Year?

Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Has Lam Research (LRCX) been one of those stocks this year? Let's take a closer look at the stock's year-to…

finance.yahoo.comPOSITIVO

3 Top-Ranked Technology Mutual Funds to Enhance Your Long-Term Returns

The tech-heavy NASDAQ composite has risen 17.63% over the past year compared with 14.2% and 9.5% gains in the S&P 500 and the Dow, respectively. The NASDAQ 100 Technology Sector Index rose 42.72% over the same period. Due to a boom in arti…

finance.yahoo.comPOSITIVO

Does Lam Research (LRCX) Being a BofA Top Pick Reframe Its Equipment Demand Narrative?

Lam Research recently announced that it held its quarterly financial conference call and webcast on October 21, 2026, providing investors with updates on its semiconductor wafer fabrication equipment and services business. At the same time…

finance.yahoo.comPOSITIVO

1 Profitable Stock for Long-Term Investors and 2 We Brush Off

1 Profitable Stock for Long-Term Investors and 2 We Brush Off Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn't mean it will thr…

finance.yahoo.comPOSITIVO

Sozzi weighs in on Micron's blowout quarter, chats with Meta's former CTO, & more

Yahoo Finance Executive Editor Brian Sozzi takes a look at the biggest stories as the trading day kicks off, weighing in on Nike's (NKE) upcoming earnings report, Paramount's (PSKY) new co-CEO, and more. Former Meta (META) CTO Mike Schroep…

finance.yahoo.comPOSITIVO

Year-end AI semiconductor stocks investors should watch for

Yahoo Finance Executive Editor Brian Sozzi breaks down Bank of America analyst Vivek Arya's assessment of year-end semiconductor stocks, with Nvidia (NVDA) and Micron (MU) among the big players. Video Transcript 00:00 Speaker A I want to g…

finance.yahoo.comPOSITIVO

Year-end AI semiconductor stocks investors should watch for

Yahoo Finance Executive Editor Brian Sozzi breaks down Bank of America analyst Vivek Arya's assessment of year-end semiconductor stocks, with Nvidia (NVDA) and Micron (MU) among the big players. Video Transcript 00:00 Speaker A I want to g…

finance.yahoo.comPOSITIVO

These 5 AI chip stocks are must-own into Q4, BofA says

Investing.com -- In a note on Thursday, analysts at Bank of America named its top semiconductor picks for the fourth quarter. Before you buy NVIDIA: our AI model's stock picks are beating the market by 120%+. See the list now » The stocks…

finance.yahoo.comPOSITIVO

Lam Research Corporation Announces September Quarter Financial Conference Call

FREMONT, Calif., Sept. 30, 2026 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, October 21, 2026, beginning at 2:00 p.m. Pacific…