Market news

The chipmaking equipment boom has supercharged growth for both companies, and their prospects suggest further upside in their stock prices.

In the most recent trading session, Lam Research (LRCX) closed at $315.56, indicating a +2.73% shift from the previous trading day.

A number of stocks fell in the afternoon session after the 10-year Treasury yield climbed to 5.14% following strong September business activity data that raised expectations for tighter Federal Reserve interest rate policy.

Lam Research (NASDAQ:LRCX) has outperformed the market over the past 5 years by 27.2% on an annualized basis producing an average annual return of 39.28%. Currently, Lam Research has a market capitalization of $382.90

Detailed price information for Applied Materials (AMAT-Q) from The Globe and Mail including charting and trades.

Detailed price information for Lam Research Corp (LRCX-Q) from The Globe and Mail including charting and trades.

Lam Research (LRCX) jumps nearly 7% on heavy volume as chip-equipment peers rally.

Chip equipment stocks are breaking away from the broader semiconductor pack on Friday, and the pattern of who is buying what reveals something specific about where money is flowing and why the tools layer keeps trading on its own terms.

Cisco, Lam Research and Thermo Fisher highlight AI, networking and life-science demand, while microcaps Ampco-Pittsburgh and Catalyst Bancorp offer added depth.

Cisco, Lam Research and Thermo Fisher headline today's research reports, with AI demand, customer activity and growth strategies in focus.

Detailed price information for Applied Materials (AMAT-Q) from The Globe and Mail including charting and trades.

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.

A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,

Anthropic's CEO called for slowing AI model progress over the weekend, and by Monday morning the shockwave had traveled straight to the fab equipment order books that Wall Street spent 2026 treating as untouchable.

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. Speaking at the

Detailed price information for K L A-Tencor Corp (KLAC-Q) from The Globe and Mail including charting and trades.

Barometer Capital Management, an independent asset and wealth management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter experienced significant volatility driven by macro and headline risks. Concurrently, an upcoming Federal Reserve leadership transition contributed to policy uncertainty, and rising inflation concerns re-emerged, resulting in choppy, headline-driven price […]

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

Detailed price information for Adv Micro Devices (AMD-Q) from The Globe and Mail including charting and trades.

Here is how Lam Research (LRCX) and CTS (CTS) have performed compared to their sector so far this year.

LRCX nearly triples in a year, yet AI chip demand, record revenues, margin gains and strong earnings forecasts point to further upside potential.

Lam Research chief legal officer Ava Harter sold 5,000 shares at $302.46 on August 31, generating about $1.51 million and leaving her with 42,462 shares. The filing says the sale followed a Rule 10b5-1 plan adopted on April 28. On August 6, CEO Timothy Archer exercised 30,000 options at $30.033 and sold 30,000 shares at […]