NVDA and LRCX Related Headlines
Go Back- Lynx Equity Comments on Amazon (AMZN)
- Lynx Equity: 'We will avoid AMD due to the earnings disappointment and entanglement issues with OpenAI'
- Chip equipment stocks soar after TSMC’s bullish forecast
- 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'
- Mizuho names 3 core chip stocks and 2 outperformers for 2026
- Mizuho: 'Our top sectors in 2026E are: 1) AI Accelerators and WFE, 2) Optical, and 3) memory(DRAM/NAND)'
- BofA says these are the best 7 AI chip stocks to own in 2026
- Cantor Fitzgerald: We expect Semiconductors to Outperform in 2026.
- Semi stocks gain after blowout earnings and guidance from Micron
- Top 6 chip stocks to buy for 2026, according to this semiconductor analyst
- BofA expects annual AI investments to nearly triple between CY25-30E to over $1.2T
- Chip stocks rise as OpenAI’s Stargate project fuels AI memory demand hype
- Bernstein on Semiconductors: 'Own Both NVDA and AVGO; Donald Trump Wants Intel To Go Up?'
- Intel–Nvidia pact leaves these stocks behind
- Chipmakers rally as Nvidia invests $5B in Intel, sector sees broad gains
