Lam Research CEO Sees AI Fueling $140 Billion Chip Equipment Boom

Lam Research NASDAQ: LRCX President and CEO Tim Archer said AI demand is reshaping the semiconductor equipment market across logic, memory, storage and packaging, creating what Bernstein analyst Stacy Rasgon described as a “renaissance” for wafer fab equipment.

MarketBeat • 15 hours ago

Lam Research Corporation (LRCX) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

Lam Research Corporation (LRCX) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

Seeking Alpha • May 30, 2026

Top 5 Stocks That Will Ride the Data Center Chip Equipment Supercycle

Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) is up 75% year to date as the AI data center buildout has triggered shortages across every node, every fab, and every piece of capital equipment that touches a wafer.

24/7 Wall Street • May 30, 2026

What If Chip Stocks Aren't in a Supercycle After All?

Semiconductor stocks have looked virtually unstoppable this year, and while the year-to-date rally looks unsustainable and adds more air into a bubble that was already on the verge of becoming far larger than in any other corners of the AI trade, questions linger as to what could prick the bubble.

24/7 Wall Street • May 29, 2026

Baron Technology ETF Q1 2026 Portfolio Activity

During the first quarter, we initiated a position in Alphabet Inc., the parent company of Google and one of the world's most valuable technology franchises. We added to our position in Shopify Inc., the leading global operating system for commerce, after shares pulled back in a broader software sell-off. We exited our investment in Microsoft Corporation due to a combination of near-term execution shortfalls and longer-term structural concerns about its competitive positioning in AI.

Seeking Alpha • May 29, 2026

This is the greatest time ever for semiconductors, says CEO of key equipment supplier

Applied Materials CEO Gary Dickerson said the semiconductor industry is experiencing its strongest period ever. He said artificial intelligence is driving unprecedented computing demand and long-term growth.

CNBC • May 28, 2026

BofA's Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle

Bank of America's Vivek Arya walked onto CNBC with a number that sits well above consensus.

24/7 Wall Street • May 25, 2026

Baron Opportunity Fund Q1 2026 Portfolio Activity

During the first quarter, we initiated a position in Alphabet Inc., the parent company of Google and one of the world's most valuable technology franchises. ASML's pricing power and increasing scale support significant gross margin expansion and strong double-digit earnings growth. We believe the combination of accelerating market share capture, new product momentum, and improving profitability positions Rubrik well for long-term growth.

Seeking Alpha • May 25, 2026

Earnings Growth & Price Strength Make Lam Research (LRCX) a Stock to Watch

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Focus List.

Zacks Investment Research • May 22, 2026

Why Is Lam Research (LRCX) Up 16.9% Since Last Earnings Report?

Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • May 22, 2026