The first week of 2026 has marked a definitive turning point for the semiconductor industry, as a massive rally in equipment manufacturers signals the arrival of the "AI Infrastructure Supercycle." At the heart of this surge is Lam Research (NASDAQ: LRCX), which saw its stock price reach a new all-time
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX)
jumped 8% in the morning session after Goldman Sachs raised its price target on the stock amid broad strength in the semiconductor industry.
A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally.
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX)
jumped 6.2% in the afternoon session after Aletheia Capital initiated coverage on the stock with a 'Buy' rating.
As the financial markets open for the first full week of 2026, Advanced Energy Industries (Nasdaq: AEIS) has captured the spotlight of the investing world. Following a year of explosive growth and a series of strategic pivots, the company was recently named Investor’s Business Daily’s (IBD) Stock of
As of early 2026, the global semiconductor industry has reached a definitive tipping point. Beijing has officially, albeit quietly, weaponized its massive domestic market to force a radical decoupling from Western technology. The centerpiece of this strategy is a strictly enforced, unpublished mandate requiring that at least 50% of all semiconductor manufacturing equipment (SMEE) in [...]
Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX)
jumped 6.9% in the morning session after the company was named to Citi's Large Cap Recommended list for 2026.
In a move that signals a decisive shift in the global technology cold war, Beijing has informally implemented a strict 50% domestic semiconductor equipment mandate for all new chip-making capacity. This "window guidance," enforced through the state’s rigorous approval process for new fabrication plants, requires domestic chipmakers to source at least half of their manufacturing [...]
Even if a company is profitable, it doesn’t always mean it’s a great investment.
Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.
As 2025 draws to a close, the technology sector is bracing for a historic milestone. Bank of America (NYSE: BAC) analyst Vivek Arya has issued a landmark projection stating that the global semiconductor market is on a collision course with the $1 trillion mark by 2026. Driven by what Arya describes as a "once-in-a-generation" AI [...]
