Lam Research
LRCX295.3204.60% ( -14.240 )
Trading: Oct 13, 11:27:00 (EDT)JPM: US Semiconductor Sector Enters 3Q26 Earnings Season; Supply Tightness, AI Momentum and Cyclical Recovery Support Further Upward Revisions; Top Picks Broadcom Inc. , Marvell Technology, Inc.
AASTOCKS News·- JPM released a research report stating that the US semiconductor sector enters the 3Q26 earnings season with strong fundamentals supported by AI momentum and supply tightness. - The bank expects continued "beat-and-raise" results and highlights Broadcom and Marvell as top picks amid favorable sector positioning. - Persistent supply constraints in AI infrastructure, memory, and equipment are projected to drive further upward earnings revisions through 2028.3 AI Chip Stocks to Buy Ahead of Earnings, According to Analysts
Tip Ranks·- TSMC, ASML Holding, and Lam Research are scheduled to report their upcoming earnings in October 2026. - Analysts rate all three semiconductor supply chain companies as Strong Buys, with ASML showing an expected upside of 38.78 %, Lam Research 25.37 %, and TSMC 19.88 %. - Investors will monitor these financial results and guidance to evaluate the sustainability of current AI-related demand.Cramer’s week ahead: Earnings kick off as banks and chipmakers face big tests
CNBC·- Jim Cramer highlighted that the upcoming earnings season will provide clarity on corporate performance and the artificial intelligence trade. - Major banks and semiconductor companies are set to report earnings, while key inflation data and retail sales figures will also be released. - Cramer warned that rising bond yields remain a major risk, driven by strong demand for money from the Treasury and private enterprise.Jim Cramer Calls Kulicke & Soffa ‘Terrific,’ But Prefers These 2 Chip Equipment Stocks
benzinga_article·- Market analyst Jim Cramer recommended Lam Research and Applied Materials over Kulicke and Soffa despite the latter's strong third quarter financial results. - Cramer advised investors not to fight current market trends regarding Flagstar Bank and recommended buying Intel stock. - The highlighted financial commentary coincided with various stock price movements and analyst rating adjustments across the semiconductor and banking sectors.10 Information Technology Stocks Whale Activity In Today’s Session
benzinga_article·- Benzinga tracks significant options activity in 10 information technology stocks to help traders identify potential market opportunities. - Notable trades include bullish call options for WULF, CRM, NBIS, and GLW, alongside bearish call options for IREN and QCOM. - Additional activity features neutral option sweeps and trades for companies such as LRCX, CIEN, DELL, and COHR.BofA Names '5 AI Chip Stocks' to Buy in Q4 as AI Spending Stays Strong
Tip Ranks·- Bank of America named Nvidia, Intel, Marvell Technology, Micron Technology, and Lam Research as its top semiconductor picks for Q4 2026. - The financial institution raised its AI data center systems market forecast to $2.2 trillion by 2030, driven by sustained AI infrastructure spending. - These five selected stocks offer strategic exposure to accelerators, server CPUs, memory, custom processors, and equipment amidst rising computing demand.