AMAT vs. LRCX: Which WFE Stock is a Safer Bet Right Now?

Applied Materials and Lam Research benefit from AI-driven semiconductor demand, but broader portfolio makes AMAT a safer choice.

Zacks Investment Research • 13 hours ago

Chipmaker Pulls Back to Key Supportive Trendline

Lam Research Corporation (NASDAQ: LRCX) stock has struggled recently, shedding 16.6% in the last week alone.

Schaeffers Research • Sep 15, 2026

Lam Research (LRCX) Sees a More Significant Dip Than Broader Market: Some Facts to Know

In the closing of the recent trading day, Lam Research (LRCX) stood at $270.7, denoting a -1.02% move from the preceding trading day.

Zacks Investment Research • Sep 15, 2026

Lam Research Vs. Applied Materials: Who Actually Helps ASML Share Prices Rise Higher?

Lam Research and Applied Materials both posted blowout quarters riding the same AI capex wave, but only one of them moves in genuine lockstep with ASML as EUV adoption accelerates into the next node generation.

24/7 Wall Street • Sep 15, 2026

These four stocks could benefit most from a $3.2 trillion semiconductor opportunity

A BofA analyst expects the semiconductor market to reach $3.2 trillion by the end of the decade, shrugging off fears of an AI slowdown.

Market Watch • Sep 15, 2026

Chip Equipment Stocks Slide as AI Pacing Call Reaches Fab Spending: Applied Materials and Lam Research Fall 6%, ASML Sinks 5%

Chip equipment stocks are the center of Monday morning's selling. Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is down 6% to $429.71, Lam Research (NASDAQ:LRCX) stock is falling 6% to $279.

24/7 Wall Street • Sep 14, 2026

KG: Dip Buyers Move Into AI Stocks, Crude Oil Spikes Near $105

Some investors are buying the dip in the latest tech selloff. Kevin Green discusses how commentary from Anthropic's Dario Amoedi and OpenAI CEO Sam Altman ignited fears of AI development and ways he sees the news moving stocks in the industry. It comes as the stock market braces for the Fed's interest rate decision Wednesday, with Wall Street pricing in a hike. KG tuns to crude oil's price surge near $105, a level he sees as a strong resistance level for the commodity.

Lam Research Sees Sold-Out Chip Demand, Targets Capacity and AI Service Gains

Lam Research NASDAQ: LRCX said it is prioritizing customer execution, capacity readiness and product-roadmap delivery as semiconductor equipment demand remains strong and customers seek tools sooner than the company can provide them.

MarketBeat • Sep 11, 2026

Lam Research Lifts 2026 WFE Outlook as AI Demand Strains Fab Capacity

Lam Research NASDAQ: LRCX executives said the semiconductor equipment industry remains constrained by available clean-room capacity despite a higher outlook for wafer-fabrication equipment spending, citing sustained artificial intelligence demand and a growing pipeline of new fabs.

MarketBeat • Sep 11, 2026

3 Chip Equipment Stocks Set to Win the Memory Boom

Global wafer-fabrication-equipment spending is projected to rise 16.9% to $135.2 billion in 2026. DRAM and NAND equipment spending is growing faster than the broader market as AI increases demand for HBM, advanced DRAM and enterprise storage.

24/7 Wall Street • Sep 10, 2026