News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- SK hynix Just Dropped 33% in a Month. Is It Time to Sell, or Load Up?
Key TakeawaysSK hynix (SKHY) fell 33% in the month through October 22, compared with a 22% decline for Micron (MU) and a 6% drop in the Nasdaq 100. Lam Research (LRCX) added pressure to semiconductor stocks as investors questioned whether AI infrastructure spending could sustain …
- 3 Great Quality Stocks To Watch In November 2026
AI heavyweights are pouring an estimated $828b into chips, data centers and related infrastructure this year, and plenty of that spend will not earn its keep. When market mood swings on big capex stories, investors often pay more attention to companies that already show high retu…
- Lam Research (LRCX) Stock Looks Stretched As Its 312% Five Year Run Continues
Lam Research has seen its share price whipsaw in recent months, with a sharp pullback following a long multiyear climb. That raises a straightforward question for investors who care about fundamentals: Is the current valuation of the stock well supported by the cash flows the bus…
- Jim Cramer issues 'falling knife' warning on top chip stock after Intel's outlook
Cramer fears investors could get hurt buying too much too soon.
- Jim Cramer Likes Lam Research but Says Buy Just 25% of Your Position
Jim Cramer called Lam Research the best in semiconductor capital equipment, yet he told investors to hold back on most of their planned purchase. The reason behind that caution reveals a tension worth understanding before you touch this stock.
- LAM RESEARCH CORP (NASDAQ:LRCX): Affordable Growth at a Reasonable Valuation
LAM Research fits an affordable growth profile: strong profitability and forward growth, reasonable valuation, but only adequate financial health.
- TSMC Just Dropped 11% in a Month. Is It Time to Sell, or Load Up?
Key TakeawaysTSMC stock fell 11% in October, and two sessions did most of the damage: the chip selloff after Lam Research’s Oct. 21 report and Intel’s weak outlook on Oct.
- What Would It Take For Onto Stock To Do It Again?
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- Should You Buy, Sell, or Hold AEIS Stock Before Q3 Earnings Release?
Advanced Energy Q3 results are likely to reflect strong AI data center demand, semiconductor growth, and improving market conditions.
- NVTS Gears Up to Report Q3 Earnings: Buy, Sell or Hold the Stock?
Navitas Semiconductor's NVIDIA 800V ecosystem inclusion strengthens its AI power opportunity, but a business shift and premium valuation pose risks.
- Black Friday Came Early for Chipmakers: Intel and 10 Other Stocks Are More Than 20% Off This Month
Intel and 10 other chip stocks, from Cerebras to Marvell, have lost more than 20% in October, yet 10 of the 11 remain up for 2026. SOXX is down 16.5%.
- Is Lam Research (LRCX) a Buy as Wall Street Analysts Look Optimistic?
According to the average brokerage recommendation (ABR), one should invest in Lam Research (LRCX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the s…
- This House of Representative Just Bought Up To $75K In AT&T Stock
A report on October 29, 2026 shows that Representative David Taylor from Ohio purchase stock in AT&T (NYSE:T), valued between $5,005 and $75,000. According to the October filing, the transaction occurred on October
- The Zacks Analyst Blog Highlights Lam Research, Lockheed Martin, Equinor and Regis
Lam Research, Lockheed Martin, Equinor and Regis draw attention as AI demand, defense spending, energy growth and operational improvements shape their investment outlooks.