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Will Lam's New AI-Focused Oregon Facility Reshape Lam Research's (LRCX) Next-Gen Chipmaking Narrative?

Lam Research has expanded its Tualatin, Oregon site with a $65 million facility, emphasizing AI-driven chip production for clients like TSMC and Samsung. This expansion supports Lam's positioning in next-gen semiconductor manufacturing. The facility reinforces AI-related demand but doesn't change the main catalyst, which is AI-related wafer fab equipment spend. Lam projects $23.6 billion revenue and $6.7 billion earnings by 2028, requiring 8.5% yearly growth. The company faces risks from customer concentration and WFE cyclicality.

Simplywall·
US
LRCX
-4.85%
Simplywall·
US
LRCX
-4.85%

Mission Success: Rocket Lab Deploys First Dedicated Launch for Japan Aerospace Exploration Agency (JAXA) | RKLB Stock News

Rocket Lab successfully launched its first dedicated mission for JAXA, deploying the RAISE-4 spacecraft from New Zealand. This mission marks a significant milestone in Rocket Lab's global launch services, highlighting its role in integrating commercial companies into national space programs. The launch is part of JAXA's initiative to demonstrate new technologies, with another mission planned for Q1 2026. Rocket Lab's Electron rocket continues to be a preferred choice for reliable small launches globally.

StockTitan·
US
RKLB
-3.21%
StockTitan·
US
RKLB
-3.21%

Wall Street's Top 10 Stock Calls This Week - Saturday, Dec. 13

Wall Street analysts made top stock calls for Dec. 8-12, 2025. Buy recommendations include Amazon, Roku, Five Below, Ulta Beauty, and General Motors, with positive outlooks and price target increases. Sell recommendations include Rivian, Biogen, Carter's, and Alcon, with concerns over growth and market conditions. Analysts provide insights into sector trends and company prospects for 2026.

Talkmarkets·
US
GM
+0.05%
US
ULTA
+1.38%
US
FIVE
+1.10%
Talkmarkets·
US
GM
+0.05%
US
ULTA
+1.38%
US
FIVE
+1.10%

Regeneron Pharmaceuticals (NASDAQ:REGN) Given New $768.00 Price Target at Morgan Stanley

Morgan Stanley raised its price target for Regeneron Pharmaceuticals from $767.00 to $768.00, maintaining an "equal weight" rating. Other analysts have varied ratings, with some issuing "buy" and others "hold". The stock is currently trading at $737.58, with a market cap of $77.52 billion. Recent insider transactions and hedge fund activities are noted, with corporate insiders owning 7.02% of the stock.

Market Beat·
US
REGN
-0.74%
Market Beat·
US
REGN
-0.74%

Chinese Buick Electra EV may be coming to the US after all

General Motors has filed a trademark for the Buick Electra name in the US, hinting at a possible return of the nameplate to US shores. The filing, dated December 9, 2025, with the USPTO, is part of GM's strategy to protect its intellectual property and aligns with Buick's electrification plans. However, this does not confirm the launch of an all-electric Buick Electra in the US market.

Electrek·
US
GM
+0.05%
Electrek·
US
GM
+0.05%
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