AMAT and LRCX Related Headlines
Go Back- Vertiv Holdings, Lumentum Holdings, Coherent, and EchoStar Set to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600
- Vertiv Holdings, Lumentum Holdings, Coherent, and EchoStar to Join S&P 500; Others to Join S&P 100, S&P MidCap 400, and S&P SmallCap 600
- Citi sees 18% upside in this chip stock ahead of its earnings today
- Lynx Equity Cautious on Applied Materials (AMAT) into Earnings
- Lynx Equity Comments on Amazon (AMZN)
- Lynx Equity: 'We will avoid AMD due to the earnings disappointment and entanglement issues with OpenAI'
- Lynx Equity on Lam Research (LRCX): 'Under-appreciated earnings potential into 2027'
- Chip equipment stocks soar after TSMC’s bullish forecast
- Wells Fargo upgrades key chip names; AMD a top pick
- RBC launches semiconductor coverage, urges selective exposure as AI momentum cools
- Lynx Equity on Taiwan Semi (TSM): 'We expect management to raise its AI CAGR outlook as inference workloads kick in'
- Lynx Equity: 'MU/SNDK, LRCX/AMAT and WDC/STX have further to run'
- Cantor Fitzgerald: We expect Semiconductors to Outperform in 2026.
- Citi Adjusts Large Cap Recommended List, Micron (MU) Removed
- These are the best stocks to benefit from DRAM capex upcycle
- Applied Materials (AMAT) PT Lowered to $205 at Mizuho
- This chipmaker can ease investor concerns after earnings report: M. Stanley
- Mixed setup for this chipmaker ahead of earnings, Jefferies says
- Applied Materials, ASML Fueled China Chip Production - House Cmte: Bloomberg
- ASML downgraded; semicap rally may be running ahead of reality
- Lam Research (LRCX) Trades Lower in Sympathy with Applied Materials (AMAT)
- Deutsche Bank bullish on Lam Research amid memory demand, its foundry exposure
- Bernstein on Semiconductors: 'Own Both NVDA and AVGO; Donald Trump Wants Intel To Go Up?'
- Keybanc bearish on Lam Reaserch, positive on Applied Material
- Morgan Stanley revisits semicap calls: AMAT, LAM lifted; KLAC downgraded
- Intel–Nvidia pact leaves these stocks behind
- Chipmakers rally as Nvidia invests $5B in Intel, sector sees broad gains
- Mizuho downgrades Applied Materials on China competition risks
- Barclays flags risks for chip equipment makers as China demand cools
- Cantor Fitzgerald Reiterates Overweight Rating on Applied Materials (AMAT)
- Lam Research (LRCX), other Applied Materials (AMAT) peers fall in sympathy
- LRCX and KLAC previews: Investor focus is on early 2026 WFE comments, says Citi
- ASML best positioned for 2026 in the Semicap pack: New Street Research
- Goldman Sachs bullish on LRCX, AMAT, and STX in new semiconductor call
- Why Citi is turning more bullish on semi equipment stocks
- Citi adds Applied Materials to focus list on valuation gap with peers
- Chip equipment stocks fall after US plans to revoke China waivers
- Morgan Stanley upgrades Applied Materials on derisked outlook for China
