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Bank of America’s Vivek Arya walked onto CNBC with a number that sits well above consensus. His price target on NVIDIA (NASDAQ:NVDA) is $350, against a stock trading around $215. Arya is making a longer call, and this might lead to other analysts also revising their estimates upwards in the coming days and weeks. From ... BofA’s Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an “Unprecedented” Chip Cycle

Explore Bloomberg’s 2026 Dividend Focus: 16 safer high-yield stocks with strong FCF, top picks, and 2027 upside forecasts—see the list and act now.

Earlier this week, Lam Research Corporation confirmed a quarterly dividend of US$0.26 per share payable on July 8, 2026, to shareholders of record on June 17, 2026, reinforcing its ongoing capital-return program alongside strong fiscal third-quarter results and upgraded guidance tied to AI-related semiconductor demand. At the same time, Lam expanded its advanced packaging R&D footprint in Salzburg and intensified efforts to embed sensing and AI capabilities into its tools, underlining how AI...

Earlier this week, Lam Research Corporation confirmed a quarterly dividend of US$0.26 per share payable on July 8, 2026, to shareholders of record on June 17, 2026, reinforcing its ongoing capital-return program alongside strong fiscal third-quarter results and upgraded guidance tied to AI-related semiconductor demand. At the same time, Lam expanded its advanced packaging R&D footprint in Salzburg and intensified efforts to embed sensing and AI capabilities into its tools, underlining how AI...

The artificial intelligence buildout has already sent semiconductor demand sharply higher, and Wall Street is now looking deeper into the supply chain for the next group of companies that could benefit from the spending cycle. Morgan Stanley is making a notable shift inside semiconductor capital ...

The artificial intelligence buildout has already sent semiconductor demand sharply higher, and Wall Street is now looking deeper into the supply chain for the next group of companies that could benefit from the spending cycle. Morgan Stanley is making a notable shift inside semiconductor capital ...

Lam Research Corporation (NASDAQ:LRCX) is one of the best oversold growth stocks to invest in now. Morgan Stanley upgraded Lam Research Corporation (NASDAQ:LRCX) to Overweight from Equal Weight on May 18, adjusting the price target on the stock to $331 from $293. The firm told investors in a research note that the magnitude of Morgan […]

Lam Research Corporation (NASDAQ:LRCX) is one of the best oversold growth stocks to invest in now. Morgan Stanley upgraded Lam Research Corporation (NASDAQ:LRCX) to Overweight from Equal Weight on May 18, adjusting the price target on the stock to $331 from $293. The firm told investors in a research note that the magnitude of Morgan […]

A number of stocks jumped in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure.

A number of stocks jumped in the afternoon session after AI chip leader Nvidia reported record sales and income, driven by what its CEO described as 'parabolic' demand for AI infrastructure.

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

As Lam Research has outperformed the broader market over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

As Lam Research has outperformed the broader market over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.73%. June E-mini S&P futures (ESM26 ) are up +0.47%, and June E-mini Nasdaq futures...

Lam Research is expanding into panel-level chip packaging with a new research lab in Salzburg, Austria. The lab focuses on raising chip density and reducing packaging cost as AI-related semiconductor demand grows. The move builds on acquired expertise and AI-driven upgrades to Lam’s existing tools and processes. For investors watching NasdaqGS:LRCX, this development sits alongside a share price of $302.24 and multi year returns of 63.3% year to date and 268.8% over the past year. The...

A number of stocks jumped in the afternoon session after traders positioned ahead of Nvidia's fiscal Q1 earnings.

Lam Research (LRCX) is focused on adding more sensing and AI capabilities to its chip manufacturing

Vivek Arya, Bank of America Securities senior semiconductor analyst, joins 'Squawk Box' to discuss the state of the chips sector, Nvidia's quarterly results, and more.

Lam Research is focused on adding sensing and AI capabilities to its semiconductor manufacturing tools to make them more productive ‌as it plans expanded operations in Arizona and California, its chief executive told Reuters ‌on Thursday. Shares of Lam, which supplies chipmakers such as Micron Technology and Taiwan Semiconductor Manufacturing Co, have risen more than ​75% this year as huge demand for AI chips has spurred customers to buy more tools. Lam CEO Tim Archer said in an interview that the company's strategic focus over the next two years would be to equip those tools with more sensors that generate data that can be analyzed ‌by AI systems to spot problems ⁠and inefficiencies early.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.20%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

Lam Research Corporation (Nasdaq: LRCX) today announced that its Board of Directors has approved a quarterly dividend of $0.26 per share of common stock. The dividend payment will be made on July 8, 2026, to holders of record on June 17, 2026. Future dividend payments are subject to review and approval by the Board of Directors.

SpaceX's latest filing shows new details about the agreements with Tesla and Intel, its two partners in the Terafab AI chip factory.

The S&P 500 Index ($SPX ) (SPY ) is up +0.15%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.14%. Equity markets are pushing higher this afternoon, tracking a sharp midday reversal in energy markets...

Good things could be on the horizon when a stock surpasses the 20-day simple moving average. How should investors react?

Lam Research (LRCX) fits the Growth at a Reasonable Price strategy with strong 46.8% EPS growth, reasonable valuation, and top-tier profitability. A key semiconductor equipment stock for GARP investors.

Wednesday's session didn't need Nvidia's numbers to go green. The chip sector had already decided to buy the rumor. When the actual results arrived after the close, they were staggering. And the stock fell.

The stocks in this article are all trading near their 52-week highs. This strength often reflects positive developments such as new product launches, favorable industry trends, or improved financial performance.