{"ticker": {"uuid": "5fcfdaad-b294-4861-a17e-5f5b4377cd0a", "symbol": "LRC2", "name": "LAM RESEARCH CORP", "exchange": "VIE", "country": "AT", "sector": "Technology", "industry": "Semiconductor Equipment & Materials"}, "articles": [{"title": "S&P 500 tags an all-time high and these 20 names have helped fuel the rally", "summary": "[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The benchmark advanced 0.6% for the session and is now up 13.5% year-to-date. Broad participation has supported the advance, with 350 of the index\u2019s 500 constituents trading higher in 2026. Leadership has been highly concentrated, however, as a select group of stocks has driven much of the gains. SanDisk Corp. has stood out at the forefront, soaring 559.7% year-t", "url": "https://seekingalpha.com/news/4632646-s-and-p-500-tags-an-all-time-high-and-these-20-names-have-helped-fuel-the-rally?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4632646-s-and-p-500-tags-an-all-time-high-and-these-20-names-have-helped-fuel-the-rally?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-13T17:40:24+00:00", "published_display": "13 Aug 2026 17:40", "source_kind": "publisher", "sentiment": "positive", "sentiment_pct": 65, "tone_signals": ["Positive financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.052635, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 98.7, "age_days": 0.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["Energy", "ETF", "On The Move", "Semiconductors", "Sp500", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "summary": "The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday\u2019s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "source_link": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-13T16:50:56+00:00", "published_display": "13 Aug 2026 16:50", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 47, "tone_signals": ["Guidance cut", "Deteriorating financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.090407, "evidence_share": 3.5, "evidence_share_display": "3.5", "freshness_pct": 99.0, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 13, "topics": ["AI", "Chip Stocks", "Cpi", "Earnings", "Earnings Growth", "Earnings Results"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research, Applied Materials, and Camtek Rise After SanDisk Issues Bullish Financial Targets", "summary": "Quick Read SanDisk's 80% gross margin targets and signed contracts covering two-thirds of FY2028 bits drove LRCX up 4%, the most direct equipment beneficiary. AMAT reports Q3 earnings after today's close, while KLAC has already surged 72% year-to-date as equipment stocks get re-rated on AI memory demand. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Semiconductor equipment names have been climbing since the opening bell Thursday, triggered by SanDisk (NASDAQ:SND", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-applied-materials-camtek-162913705.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-applied-materials-camtek-162913705.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T16:29:13+00:00", "published_display": "13 Aug 2026 16:29", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 75, "tone_signals": ["Improving financial comparison", "Margin pressure", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.179109, "evidence_share": 6.9, "evidence_share_display": "6.9", "freshness_pct": 98.8, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Equipment", "Free Cash Flow", "Memory", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough", "summary": "Image from Pixabay The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand. Applied Materials (AMAT) stock has nearly tripled over the past year, returning 193% while the S&P 500 gained 21%. Revenue over the trailing twelve months grew 3.3%. Reconciling the triple with the 3.3% is the whole exercise, and the answer is a fab build-out pipeline that has barely begun to land in its revenue. The Trailing Twelve Months Never Justified This Move That growth sits on $29.02 billion of trailing revenue, and while 3.3% is an acceleration against a 3-yea", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-nearly-tripled-151957249.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-nearly-tripled-151957249.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T15:19:57+00:00", "published_display": "13 Aug 2026 15:19", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.187702, "evidence_share": 7.3, "evidence_share_display": "7.3", "freshness_pct": 98.1, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Equipment", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday", "summary": "Quick Read NVIDIA guided $91 billion next quarter at 75% gross margins as AMD's Data Center revenue doubled to $6.7 billion year over year. Lam Research surged 82% year to date on five straight earnings beats; Qualcomm's automotive segment delivered its 23rd consecutive quarter of double-digit growth. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is runnin", "url": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:14:41+00:00", "published_display": "12 Aug 2026 17:14", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Beat expectations", "Guidance raised", "Improving financial comparison", "Record Revenue"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.167998, "evidence_share": 6.5, "evidence_share_display": "6.5", "freshness_pct": 86.4, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Center", "Earnings", "Earnings Per Share", "Operating Income", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said \"the ", "url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_link": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T13:12:26+00:00", "published_display": "12 Aug 2026 13:12", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Improving financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.067147, "evidence_share": 2.6, "evidence_share_display": "2.6", "freshness_pct": 84.4, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 6, "topics": ["AI", "AI Infrastructure", "Chipmakers", "Cpi", "Earnings", "Earnings Growth"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research and NY Creates Team Up to Enable Training of University Students for the Semiconductor Workforce", "summary": "Lam's Semiverse\u00aeSolutions virtual fabrication platform expected to provide hands-on chip fabrication training for engineering students across NY Creates' workforce development network News Summary Lam Research and NY Creates will collaborate to advance semiconductor workforce development across the northeastern United States. The program is expected to enable training of up to approximately 3,500 students over five years through scaled deployment at colleges and universities across the NY Creates workforce development ecosystem. Lam intends to provide access to its Semiverse\u00ae Solutions virtual", "url": "https://finance.yahoo.com/technology/articles/lam-research-ny-creates-team-130000772.html", "source_link": "https://finance.yahoo.com/technology/articles/lam-research-ny-creates-team-130000772.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:00:00+00:00", "published_display": "12 Aug 2026 13:00", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.034922, "evidence_share": 1.4, "evidence_share_display": "1.4", "freshness_pct": 65.2, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Engineering Education", "Semiconductors", "Workforce Development"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Supported by Renewed Middle East Optimism", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) are down -0.11%. Stock indices are mixed today. Stocks found support after crude prices gave up a 2% overnight advance and turned negative, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangement that could reopen the Strait of Hormuz. Join 200K+ Subscribers: Find out why the midday Barchart Brie", "url": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_link": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T22:15:28+00:00", "published_display": "11 Aug 2026 22:15", "source_kind": "publisher", "sentiment": "negative", "sentiment_pct": 42, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.074253, "evidence_share": 2.9, "evidence_share_display": "2.9", "freshness_pct": 77.4, "age_days": 1.8, "influence_label": "Low", "duplicate_count": 5, "topics": ["AI", "Crude Oil", "Earnings", "Earnings Growth", "Earnings Results", "Inflation"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) are up +0.20%. Stock indices are posting modest gains today. The strength in chipmakers and AI-infrastructure stocks today is a supportive factor for the overall market. Stocks also found support after crude prices gave up a 2% overnight advance, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangem", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_link": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T19:00:34+00:00", "published_display": "11 Aug 2026 19:00", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.057509, "evidence_share": 2.2, "evidence_share_display": "2.2", "freshness_pct": 76.0, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 5, "topics": ["AI", "AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results"], "evidence_basis": "", "score_included": true}, {"title": "Intel Just Increased Its Stock Offering to $20B. Why That\u2019s Good News for ASML.", "summary": "Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading", "url": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "source_link": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:55:00+00:00", "published_display": "11 Aug 2026 14:55", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 51, "tone_signals": ["Dilution risk"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.018459, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 47.4, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Secondary Offering"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) fell -0.30%. Stock indices settled lower on Monday. The broader market was under pressure on Monday from higher crude oil prices, which boosted inflation expectations and T-note yields. WTI crude oil surged more than +5% on Monday, pushing the 10-year T-note yield up by +5 bp to 4.70%.Join 200K+ Subscribers: Find out ", "url": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_link": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T14:29:36+00:00", "published_display": "11 Aug 2026 14:29", "source_kind": "publisher", "sentiment": "positive", "sentiment_pct": 70, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.091091, "evidence_share": 3.5, "evidence_share_display": "3.5", "freshness_pct": 74.0, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 4, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Fed", "Inflation"], "evidence_basis": "", "score_included": true}, {"title": "5 Insightful Analyst Questions From Lam Research\u2019s Q2 Earnings Call", "summary": "5 Insightful Analyst Questions From Lam Research's Q2 Earnings Call Is now the time to buy LRCX? Find out in our full research report (it's free). Lam Research (LRCX) Q2 CY2026 Highlights: Revenue: $6.72 billion vs analyst estimates of $6.69 billion (30% year-on-year growth, in line) Adjusted EPS: $1.82 vs analyst estimates of $1.68 (8.1% beat) Adjusted Operating Income: $2.58 billion vs analyst estimates of $2.44 billion (38.4% margin, 5.8% beat) Revenue Guidance for Q3 CY2026 is $8.1 billion at the midpoint, above analyst estimates of $7.13 billion Adjusted EPS guidance for Q3 CY2026 is $2.1", "url": "https://finance.yahoo.com/markets/stocks/articles/5-insightful-analyst-questions-lam-132522980.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-insightful-analyst-questions-lam-132522980.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:25:22+00:00", "published_display": "11 Aug 2026 13:25", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 71, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.137568, "evidence_share": 5.3, "evidence_share_display": "5.3", "freshness_pct": 73.6, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Guidance", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research Enters Panel-Level Packaging: Is This a Growth Catalyst?", "summary": "Lam Research Corporation LRCX is expanding its opportunity in advanced packaging as artificial intelligence (AI) chips become larger and more complex. The company seems to be now focusing on the Panel-Level Packaging (\"PLP\") method. In this connection, it established a Panel-Level Packaging Center of Excellence in Salzburg, Austria, in May 2026 to accelerate research, customer qualification and production readiness. PLP is a semiconductor packaging method in which multiple chips are assembled on a large, flat panel rather than individual circular wafers. This approach allows manufacturers to p", "url": "https://finance.yahoo.com/technology/articles/lam-research-enters-panel-level-130500459.html", "source_link": "https://finance.yahoo.com/technology/articles/lam-research-enters-panel-level-130500459.html", "source_link_is_lookup": false, "source_name": "TradingView", "published_at": "2026-08-11T13:05:00+00:00", "published_display": "11 Aug 2026 13:05", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.060393, "evidence_share": 2.3, "evidence_share_display": "2.3", "freshness_pct": 73.4, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["Advanced Packaging", "Earnings", "Earnings Per Share", "Financial Results", "Fourth Quarter", "Semiconductors"], "evidence_basis": "headline_only", "score_included": true}, {"title": "Bernstein raises WFE growth estimates, boosts price targets", "summary": "Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle \"has legs.\" Analyst David Dai lifted the firm's 2026 WFE estimate to $148 billion, up 26.3% year over year, its 2027 figure to $204 billion, up 32.6%, and its 2028 estimate to $259 billion, up 27%. The two-year growth of 75%, Dai said, \"strengthens our WFE upcycle call,\" with the uplift spread across all applications but skewed slightly more toward non-China memory a", "url": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "source_link": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:57:18+00:00", "published_display": "11 Aug 2026 12:57", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 64, "tone_signals": ["Deteriorating financial comparison"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.045337, "evidence_share": 1.8, "evidence_share_display": "1.8", "freshness_pct": 59.7, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Price Target", "Ratings", "Semiconductors", "Tech", "Wfe"], "evidence_basis": "", "score_included": true}, {"title": "Buy and Hold These 2 Top-Ranked AI-Led Semiconductor Equipment Stocks", "summary": "The global semiconductor manufacturing equipment and materials industry is growing by leaps and bounds, buoyed by AI-driven capital expenditure in leading-edge logic, high-bandwidth memory (\"HBM\") and Test and Packaging components. On July 14, SEMI reported in its Mid-Year Total Semiconductor Equipment Forecast \u2013 OEM Perspective that the market size of this industry is expected to reach a record high globally at $165.9 billion in 2026, up 23.2% year over year. The momentum is set to continue in the near term, reaching an estimated $229.5 billion globally in 2028. Here, we recommend two stocks ", "url": "https://finance.yahoo.com/technology/ai/articles/buy-hold-2-top-ranked-121200594.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/buy-hold-2-top-ranked-121200594.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:12:00+00:00", "published_display": "11 Aug 2026 12:12", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Improving financial comparison", "Margin expansion", "Operating growth", "Growth forecast"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.157336, "evidence_share": 6.1, "evidence_share_display": "6.1", "freshness_pct": 73.0, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Price Target", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In", "summary": "Cramer's Case for the Semiconductor Equipment \"Troika\" During the August 6 episode of CNBC's Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research Corporation (NASDAQ:LRCX), KLA Corporation (NASDAQ:KLAC), and Applied Materials, Inc. (NASDAQ:AMAT) as the backbone of American technology. Cramer stated: Alright, look, we know, and you heard about it all day on the network, there is a shortage of every kind of memory in the universe of the data center. Ownin", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-kla-applied-materials-104048217.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-kla-applied-materials-104048217.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:40:48+00:00", "published_display": "11 Aug 2026 10:40", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 49, "tone_signals": ["Positive valuation view", "Negative valuation view", "Institutional or insider selling"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.026955, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 44.6, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Chip Equipment", "Hedge Funds", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing hig", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T09:11:22+00:00", "published_display": "11 Aug 2026 09:11", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.071735, "evidence_share": 2.8, "evidence_share_display": "2.8", "freshness_pct": 43.6, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chip Manufacturing", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "AI\u2019s biggest buildout is here. These stocks offer a way to invest in the data center boom", "summary": "The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of dollars to compete. The money taps remain turned on full-blast even in the face of a choppy stock market and persistent fears over whether AI stocks are in a bubble. \"Hyperscalers are going to spend maybe between $750 and $800 billion [a year]. Some forecasts even have it up to a trillion, and that would put it at 2.5 to 3% of U.S. GDP, which is ju", "url": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-buildout-stocks-offer-065900313.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-buildout-stocks-offer-065900313.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T06:59:00+00:00", "published_display": "11 Aug 2026 06:59", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 74, "tone_signals": ["Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.080892, "evidence_share": 3.1, "evidence_share_display": "3.1", "freshness_pct": 70.9, "age_days": 2.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings Growth", "Net Income", "Reits", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research (LRCX) Upgraded to Strong Buy: Here's Why", "summary": "Investors might want to bet on Lam Research (LRCX), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. The power of a changing earnings picture in determining near-term stock price movements makes the Zacks r", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-upgraded-strong-160007181.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-upgraded-strong-160007181.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:00:07+00:00", "published_display": "10 Aug 2026 16:00", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Deteriorating financial comparison", "Analyst upgrade"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.166062, "evidence_share": 6.4, "evidence_share_display": "6.4", "freshness_pct": 65.0, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings Estimate", "Estimate Revisions", "Institutional Investors", "Ratings", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming", "summary": "Quick Read A China state-backed DUV headline sent ASML down 7%, but Bernstein's $2,623 Street-high target still implies 50% upside from current levels. Peers AMAT and KLAC fell 5 to 10% on the same China fears but carry only roughly 17% analyst-implied upside, a figure dwarfed by ASML's gap to target. ASML raised full-year guidance to between \u20ac43 billion and \u20ac45 billion after Q2 revenue rose 21% and delivered a fourth straight earnings beat. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 S", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-dropped-5-over-month-154141326.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-dropped-5-over-month-154141326.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:41:41+00:00", "published_display": "10 Aug 2026 15:41", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Beat expectations", "Guidance raised", "Analyst upgrade", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.144485, "evidence_share": 5.6, "evidence_share_display": "5.6", "freshness_pct": 64.9, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["China", "Chipmaking", "Earnings", "Guidance", "Price Target", "Ratings"], "evidence_basis": "", "score_included": true}, {"title": "AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?", "summary": "Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of 23.3% from the year-ago quarter. Applied Materials projects non-GAAP earnings per share of $3.36 (+/- $0.20) per share. The Zacks Consensus Estimate for earnings is pegged at $3.36 per share, indicating an increase of 35.5% from the year-ago quarter's reported figure. The figure has been revised upward in the past 30 days", "url": "https://finance.yahoo.com/markets/stocks/articles/amat-post-q3-earnings-time-151200627.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/amat-post-q3-earnings-time-151200627.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:12:00+00:00", "published_display": "10 Aug 2026 15:12", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 87, "tone_signals": ["Beat expectations", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.129139, "evidence_share": 5.0, "evidence_share_display": "5", "freshness_pct": 64.7, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Drams", "Earnings", "Earnings Per Share", "Earnings Surprise"], "evidence_basis": "", "score_included": true}, {"title": "The Zacks Analyst Blog Highlights SpaceX, Tesla KLA Corp, Onto Innovation, Applied Materials and Lam Research", "summary": "For Immediate Release Chicago, IL \u2013 August 10, 2026 \u2013 Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: SpaceX SPCX, Tesla TSLA, KLA Corp KLAC, Onto Innovation ONTO, Applied Materials AMAT and Lam Research LRCX. Here are highlights from Friday's Analyst Blog: Tesla-SpaceX Terafab Bet: 4 Chip Equipment Stocks That Could Benefit Elon Musk is betting big on chips. SpaceX and Tesla have committed an initial $16.", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-spacex-145600132.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-spacex-145600132.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:56:00+00:00", "published_display": "10 Aug 2026 14:56", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 68, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.033444, "evidence_share": 1.3, "evidence_share_display": "1.3", "freshness_pct": 48.3, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chip Equipment", "Manufacturing", "Semiconductors", "Tesla"], "evidence_basis": "", "score_included": true}, {"title": "Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%", "summary": "What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its revenue jumped 5.6% in July to around $14.51 billion from the prior month and 44.7% from a year earlier. On an annualized basis, TSMC's revenue for January through July 2026 totaled roughly $89.11 billion, up 37% from the same period in 2025. (ASML ) Go deeper with AlphaSpace ", "url": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:38:13+00:00", "published_display": "10 Aug 2026 13:38", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Guidance raised", "Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.131432, "evidence_share": 5.1, "evidence_share_display": "5.1", "freshness_pct": 64.1, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 2, "topics": ["Earnings", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "BofA, JPMorgan, Oppenheimer Name Their 3 Favorite AI Stocks, One Has a $255 Target", "summary": "BofA, JPMorgan & Oppenheimer Name Their 3 Favorite AI Stocks. Photo by BeInCrypto Top Wall Street analysts at Bank of America, JPMorgan and Oppenheimer have identified three AI stocks they believe remain well-positioned for further gains following strong quarterly earnings. Their bullish outlooks reflect expectations that AI investment will remain strong despite ongoing concerns about valuations and the sustainability of spending. 3 AI Stocks TipRanks' Top Analysts Are Most Bullish On in August 2026 The picks, Palantir Technologies, Amazon and Lam Research, span different parts of the AI ecosy", "url": "https://finance.yahoo.com/markets/stocks/articles/bofa-jpmorgan-oppenheimer-name-3-205320683.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/bofa-jpmorgan-oppenheimer-name-3-205320683.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T20:53:20+00:00", "published_display": "09 Aug 2026 20:53", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 82, "tone_signals": ["Going Concern", "Beat expectations", "Guidance raised", "Improving financial comparison"], "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.180708, "evidence_share": 7.0, "evidence_share_display": "7", "freshness_pct": 67.9, "age_days": 3.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Price Target", "Quarterly Earnings", "Ratings"], "evidence_basis": "", "score_included": true}, {"title": "Forget SMH. The Chip Fund That Owns Less Nvidia Is Beating It by 20 Points", "summary": "Quick Read SOXX's evenly capped weighting crushed SMH by 20 points in 2026, proving fund structure matters more than stock selection in a broadening chip market. SOXQ delivers the same semiconductor sector exposure at 0.10%, roughly a third of SMH's fee, and returned 72% year to date. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. The VanEck Semiconductor ETF (NASDAQ:SMH) is the most popular way to bet on chips. SMH is the default semiconductor ETF for most brokerage accounts, prized for its concentrated exposure to the largest", "url": "https://finance.yahoo.com/markets/stocks/articles/forget-smh-chip-fund-owns-224106943.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/forget-smh-chip-fund-owns-224106943.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T22:41:06+00:00", "published_display": "08 Aug 2026 22:41", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 61, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.023751, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 32.8, "age_days": 4.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["ETF", "Fees", "Price Performance", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "KLA Corporation Has Had a Rough Month: A Wall Street Pro Sees 70% Upside Because of It", "summary": "Quick Read KLAC dropped 11% in a month on China export fears, but C.J. Muse of Cantor Fitzgerald targets $325, implying 66% upside from current levels. KLAC's decline outpaced peers LRCX (-6%) and AMAT (-5%), yet it's the only name where a top analyst has staked out a 60%-plus upside target. China drives roughly 30% of KLAC's revenue, making tighter export rules the single biggest risk to a thesis built on AI capex and advanced packaging demand. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started", "url": "https://finance.yahoo.com/markets/stocks/articles/kla-corporation-had-rough-month-120137954.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/kla-corporation-had-rough-month-120137954.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T12:01:37+00:00", "published_display": "08 Aug 2026 12:01", "source_kind": "aggregator", "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Beat expectations", "Analyst upgrade"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.101008, "evidence_share": 3.9, "evidence_share_display": "3.9", "freshness_pct": 48.1, "age_days": 5.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Export Restrictions", "Free Cash Flow", "Price Target", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Earnings call transcript: Lam Research posts record Q4 2026 results, stock rebounds", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Earnings+call+transcript%3A+Lam+Research+posts+record+Q4+2026+results%2C+stock+rebounds%22+%22Investing.com%22", "source_link_is_lookup": true, "source_name": "Investing.com", "published_at": "2026-08-06T00:38:57.172898+00:00", "published_display": "06 Aug 2026 00:38", "source_kind": "publisher", "sentiment": "positive", "sentiment_pct": 57, "tone_signals": ["Positive financial language"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.053256, "evidence_share": 2.1, "evidence_share_display": "2.1", "freshness_pct": 34.2, "age_days": 7.7, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Lam Research Corporation Reports Financial Results for the Quarter Ended June 28, 2026", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Lam+Research+Corporation+Reports+Financial+Results+for+the+Quarter+Ended+June+28%2C+2026%22+%22Lam+Research+Newsroom%22", "source_link_is_lookup": true, "source_name": "Lam Research Newsroom", "published_at": "2026-07-31T02:18:09.989717+00:00", "published_display": "31 Jul 2026 02:18", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.01235, "evidence_share": 0.5, "evidence_share_display": "0.5", "freshness_pct": 15.0, "age_days": 13.7, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Lam Research stock trades steady as wafer fab equipment demand supports recent earnings", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Lam+Research+stock+trades+steady+as+wafer+fab+equipment+demand+supports+recent+earnings%22+%22Ad-hoc-news.de%22", "source_link_is_lookup": true, "source_name": "Ad-hoc-news.de", "published_at": "2026-07-27T19:28:12.351293+00:00", "published_display": "27 Jul 2026 19:28", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.007833, "evidence_share": 0.3, "evidence_share_display": "0.3", "freshness_pct": 9.5, "age_days": 17.0, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Lam Research holds the weekly line, shares steady in the semiconductor cycle", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Lam+Research+holds+the+weekly+line%2C+shares+steady+in+the+semiconductor+cycle%22+%22ad-hoc-news.de%22", "source_link_is_lookup": true, "source_name": "ad-hoc-news.de", "published_at": "2026-07-19T17:11:46.723805+00:00", "published_display": "19 Jul 2026 17:11", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 9e-06, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 25.1, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Lam Research highlights chip equipment strength, stock in long-term focus", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Lam+Research+highlights+chip+equipment+strength%2C+stock+in+long-term+focus%22+%22ad-hoc-news.de%22", "source_link_is_lookup": true, "source_name": "ad-hoc-news.de", "published_at": "2026-07-17T04:48:12.255901+00:00", "published_display": "17 Jul 2026 04:48", "source_kind": "publisher", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 4e-06, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 27.6, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}, {"title": "Lam Research (LRCX) Is Betting On Advanced Packaging For 50% Growth In 2026", "summary": "", "url": "", "source_link": "https://www.google.com/search?tbm=nws&q=%22Lam+Research+%28LRCX%29+Is+Betting+On+Advanced+Packaging+For+50%25+Growth+In+2026%22", "source_link_is_lookup": true, "source_name": "Market source", "published_at": "2026-07-15T08:27:05.147148+00:00", "published_display": "15 Jul 2026 08:27", "source_kind": "aggregator", "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 2e-06, "evidence_share": 0.0, "evidence_share_display": "<0.1", "freshness_pct": 0.0, "age_days": 29.4, "influence_label": "Low", "duplicate_count": 1, "topics": [], "evidence_basis": "headline_only", "score_included": true}], "by_tier": {"direct": [{"title": "S&P 500 tags an all-time high and these 20 names have helped fuel the rally", "summary": "[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The benchmark advanced 0.6% for the session and is now up 13.5% year-to-date. Broad participation has supported the advance, with 350 of the index\u2019s 500 constituents trading higher in 2026. Leadership has been highly concentrated, however, as a select group of stocks has driven much of the gains. SanDisk Corp. has stood out at the forefront, soaring 559.7% year-t", "url": "https://seekingalpha.com/news/4632646-s-and-p-500-tags-an-all-time-high-and-these-20-names-have-helped-fuel-the-rally?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link": "https://seekingalpha.com/news/4632646-s-and-p-500-tags-an-all-time-high-and-these-20-names-have-helped-fuel-the-rally?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "source_link_is_lookup": false, "source_name": "seekingalpha.com", "published_at": "2026-08-13T17:40:24+00:00", "published_display": "13 Aug 2026 17:40", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["seekingalpha.com"], "source_kind": "publisher", "story_key": "a48ab79e6d2911cf966c7ec605e452f2fa0e149f2592963120a961f03de7d20b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.518, "provider_directional_mass": 0.087, "relevance_score": 0.162, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 65, "tone_signals": ["Positive financial language"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.052635, "evidence_share": 2.0, "evidence_share_display": "2", "freshness_pct": 98.7, "age_days": 0.0, "influence_label": "Low", "duplicate_count": 1, "topics": ["Energy", "ETF", "On The Move", "Semiconductors", "Sp500", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "summary": "The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday\u2019s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "source_link": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-13T16:50:56+00:00", "published_display": "13 Aug 2026 16:50", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "0243ae4d767efcd22446dd74ab0eebf6e3e6b4f2902a3aee7510441629b5d875", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.721, "provider_directional_mass": 0.1718, "relevance_score": 0.20647800000000002, "entity_mapped": true, "sentiment_conflict": 0.658, "sentiment": "neutral", "sentiment_pct": 47, "tone_signals": ["Guidance cut", "Deteriorating financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.090407, "evidence_share": 3.5, "evidence_share_display": "3.5", "freshness_pct": 99.0, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 13, "topics": ["AI", "Chip Stocks", "Cpi", "Earnings", "Earnings Growth", "Earnings Results"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research, Applied Materials, and Camtek Rise After SanDisk Issues Bullish Financial Targets", "summary": "Quick Read SanDisk's 80% gross margin targets and signed contracts covering two-thirds of FY2028 bits drove LRCX up 4%, the most direct equipment beneficiary. AMAT reports Q3 earnings after today's close, while KLAC has already surged 72% year-to-date as equipment stocks get re-rated on AI memory demand. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Semiconductor equipment names have been climbing since the opening bell Thursday, triggered by SanDisk (NASDAQ:SND", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-applied-materials-camtek-162913705.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-applied-materials-camtek-162913705.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T16:29:13+00:00", "published_display": "13 Aug 2026 16:29", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3bd4a8173a9c79ec7ea782cf788216160cd72bbaf301a1da34edce8b1ba198c1", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.77, "provider_directional_mass": 0.136, "relevance_score": 0.402489, "entity_mapped": true, "sentiment_conflict": 0.287, "sentiment": "positive", "sentiment_pct": 75, "tone_signals": ["Improving financial comparison", "Margin pressure", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.179109, "evidence_share": 6.9, "evidence_share_display": "6.9", "freshness_pct": 98.8, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Equipment", "Free Cash Flow", "Memory", "Revenue Growth"], "evidence_basis": "", "score_included": true}, {"title": "Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough", "summary": "Image from Pixabay The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand. Applied Materials (AMAT) stock has nearly tripled over the past year, returning 193% while the S&P 500 gained 21%. Revenue over the trailing twelve months grew 3.3%. Reconciling the triple with the 3.3% is the whole exercise, and the answer is a fab build-out pipeline that has barely begun to land in its revenue. The Trailing Twelve Months Never Justified This Move That growth sits on $29.02 billion of trailing revenue, and while 3.3% is an acceleration against a 3-yea", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-nearly-tripled-151957249.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-nearly-tripled-151957249.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-13T15:19:57+00:00", "published_display": "13 Aug 2026 15:19", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "0f24fdcd85f47f1a7072f4885a3cd9f1ad77c0871edb95a784daea13ab3404cc", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.731, "provider_directional_mass": 0.097, "relevance_score": 0.367425, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.187702, "evidence_share": 7.3, "evidence_share_display": "7.3", "freshness_pct": 98.1, "age_days": 0.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Equipment", "Semiconductors", "Tech"], "evidence_basis": "", "score_included": true}, {"title": "5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday", "summary": "Quick Read NVIDIA guided $91 billion next quarter at 75% gross margins as AMD's Data Center revenue doubled to $6.7 billion year over year. Lam Research surged 82% year to date on five straight earnings beats; Qualcomm's automotive segment delivered its 23rd consecutive quarter of double-digit growth. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is runnin", "url": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T17:14:41+00:00", "published_display": "12 Aug 2026 17:14", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "644c6127feba9357d4760066b90369a8c35400ba400cad7c47663e800c366c5b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.773, "provider_directional_mass": 0.177, "relevance_score": 0.402489, "entity_mapped": true, "sentiment_conflict": 0.213, "sentiment": "positive", "sentiment_pct": 79, "tone_signals": ["Beat expectations", "Guidance raised", "Improving financial comparison", "Record Revenue"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.167998, "evidence_share": 6.5, "evidence_share_display": "6.5", "freshness_pct": 86.4, "age_days": 1.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Center", "Earnings", "Earnings Per Share", "Operating Income", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said \"the ", "url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_link": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-12T13:12:26+00:00", "published_display": "12 Aug 2026 13:12", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "3ee6926cc2d5f73f5a3648031001bcd59b91e35c94c7d3459e016c72d0254fb4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.687, "provider_directional_mass": 0.124, "relevance_score": 0.162, "entity_mapped": true, "sentiment_conflict": 0.859, "sentiment": "neutral", "sentiment_pct": 52, "tone_signals": ["Improving financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.067147, "evidence_share": 2.6, "evidence_share_display": "2.6", "freshness_pct": 84.4, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 6, "topics": ["AI", "AI Infrastructure", "Chipmakers", "Cpi", "Earnings", "Earnings Growth"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research and NY Creates Team Up to Enable Training of University Students for the Semiconductor Workforce", "summary": "Lam's Semiverse\u00aeSolutions virtual fabrication platform expected to provide hands-on chip fabrication training for engineering students across NY Creates' workforce development network News Summary Lam Research and NY Creates will collaborate to advance semiconductor workforce development across the northeastern United States. The program is expected to enable training of up to approximately 3,500 students over five years through scaled deployment at colleges and universities across the NY Creates workforce development ecosystem. Lam intends to provide access to its Semiverse\u00ae Solutions virtual", "url": "https://finance.yahoo.com/technology/articles/lam-research-ny-creates-team-130000772.html", "source_link": "https://finance.yahoo.com/technology/articles/lam-research-ny-creates-team-130000772.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:00:00+00:00", "published_display": "12 Aug 2026 13:00", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "e4b16bffe159bfd15f3634ae74dafd7f236f0302f9609eb95c388b684edd305a", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.45, "provider_directional_mass": 0.14, "relevance_score": 0.519615, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 57, "tone_signals": [], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.034922, "evidence_share": 1.4, "evidence_share_display": "1.4", "freshness_pct": 65.2, "age_days": 1.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Engineering Education", "Semiconductors", "Workforce Development"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Supported by Renewed Middle East Optimism", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) are down -0.11%. Stock indices are mixed today. Stocks found support after crude prices gave up a 2% overnight advance and turned negative, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangement that could reopen the Strait of Hormuz. Join 200K+ Subscribers: Find out why the midday Barchart Brie", "url": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_link": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T22:15:28+00:00", "published_display": "11 Aug 2026 22:15", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "2e90d8596baf3666d2cc429741973d4ce07025ac5f5cb1c1752739064533cea8", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.708, "provider_directional_mass": 0.174, "relevance_score": 0.162, "entity_mapped": true, "sentiment_conflict": 0.746, "sentiment": "negative", "sentiment_pct": 42, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.074253, "evidence_share": 2.9, "evidence_share_display": "2.9", "freshness_pct": 77.4, "age_days": 1.8, "influence_label": "Low", "duplicate_count": 5, "topics": ["AI", "Crude Oil", "Earnings", "Earnings Growth", "Earnings Results", "Inflation"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) are up +0.20%. Stock indices are posting modest gains today. The strength in chipmakers and AI-infrastructure stocks today is a supportive factor for the overall market. Stocks also found support after crude prices gave up a 2% overnight advance, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangem", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_link": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T19:00:34+00:00", "published_display": "11 Aug 2026 19:00", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "169f9c00dd5af2ef6307e2fe7ea0b1e391347fd2de95d23a6eba9f78384957f8", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.672, "provider_directional_mass": 0.176, "relevance_score": 0.183708, "entity_mapped": true, "sentiment_conflict": 0.989, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison", "Operating deterioration", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.057509, "evidence_share": 2.2, "evidence_share_display": "2.2", "freshness_pct": 76.0, "age_days": 2.0, "influence_label": "Low", "duplicate_count": 5, "topics": ["AI", "AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results"], "evidence_basis": "", "score_included": true}, {"title": "Intel Just Increased Its Stock Offering to $20B. Why That\u2019s Good News for ASML.", "summary": "Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading", "url": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "source_link": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:55:00+00:00", "published_display": "11 Aug 2026 14:55", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3d7fb6047dcbb1ea20a6e4cf6d255f25e598af55745cf3cb8fecbf4b4b1cfeb4", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.574, "provider_directional_mass": 0.239, "relevance_score": 0.170082, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 51, "tone_signals": ["Dilution risk"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.018459, "evidence_share": 0.7, "evidence_share_display": "0.7", "freshness_pct": 47.4, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Secondary Offering"], "evidence_basis": "", "score_included": true}, {"title": "Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) fell -0.30%. Stock indices settled lower on Monday. The broader market was under pressure on Monday from higher crude oil prices, which boosted inflation expectations and T-note yields. WTI crude oil surged more than +5% on Monday, pushing the 10-year T-note yield up by +5 bp to 4.70%.Join 200K+ Subscribers: Find out ", "url": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_link": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_link_is_lookup": false, "source_name": "nasdaq.com", "published_at": "2026-08-11T14:29:36+00:00", "published_display": "11 Aug 2026 14:29", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["nasdaq.com"], "source_kind": "publisher", "story_key": "2ace62dd95f4fdcf62a10f630e11d9827862ff6e1d705e817babdeb9f4dd3504", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.704, "provider_directional_mass": 0.144, "relevance_score": 0.162, "entity_mapped": true, "sentiment_conflict": 0.312, "sentiment": "positive", "sentiment_pct": 70, "tone_signals": ["Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.091091, "evidence_share": 3.5, "evidence_share_display": "3.5", "freshness_pct": 74.0, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 4, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Fed", "Inflation"], "evidence_basis": "", "score_included": true}, {"title": "5 Insightful Analyst Questions From Lam Research\u2019s Q2 Earnings Call", "summary": "5 Insightful Analyst Questions From Lam Research's Q2 Earnings Call Is now the time to buy LRCX? Find out in our full research report (it's free). Lam Research (LRCX) Q2 CY2026 Highlights: Revenue: $6.72 billion vs analyst estimates of $6.69 billion (30% year-on-year growth, in line) Adjusted EPS: $1.82 vs analyst estimates of $1.68 (8.1% beat) Adjusted Operating Income: $2.58 billion vs analyst estimates of $2.44 billion (38.4% margin, 5.8% beat) Revenue Guidance for Q3 CY2026 is $8.1 billion at the midpoint, above analyst estimates of $7.13 billion Adjusted EPS guidance for Q3 CY2026 is $2.1", "url": "https://finance.yahoo.com/markets/stocks/articles/5-insightful-analyst-questions-lam-132522980.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/5-insightful-analyst-questions-lam-132522980.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:25:22+00:00", "published_display": "11 Aug 2026 13:25", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "22ff4626700909cb36856a5584e3b9fcc60a5d41f0c8a86b56b1fa164d7bda22", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.683, "provider_directional_mass": 0.136, "relevance_score": 0.636399, "entity_mapped": true, "sentiment_conflict": 0.447, "sentiment": "positive", "sentiment_pct": 71, "tone_signals": ["Improving financial comparison", "Deteriorating financial comparison"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.137568, "evidence_share": 5.3, "evidence_share_display": "5.3", "freshness_pct": 73.6, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Guidance", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research Enters Panel-Level Packaging: Is This a Growth Catalyst?", "summary": "Lam Research Corporation LRCX is expanding its opportunity in advanced packaging as artificial intelligence (AI) chips become larger and more complex. The company seems to be now focusing on the Panel-Level Packaging (\"PLP\") method. In this connection, it established a Panel-Level Packaging Center of Excellence in Salzburg, Austria, in May 2026 to accelerate research, customer qualification and production readiness. PLP is a semiconductor packaging method in which multiple chips are assembled on a large, flat panel rather than individual circular wafers. This approach allows manufacturers to p", "url": "https://finance.yahoo.com/technology/articles/lam-research-enters-panel-level-130500459.html", "source_link": "https://finance.yahoo.com/technology/articles/lam-research-enters-panel-level-130500459.html", "source_link_is_lookup": false, "source_name": "TradingView", "published_at": "2026-08-11T13:05:00+00:00", "published_display": "11 Aug 2026 13:05", "provider": "archive", "providers": ["archive"], "source_names": ["TradingView"], "source_kind": "publisher", "story_key": "4d8960a034cbb2d7ff44f5e88fef5d1864780ac13c9a7f305ac38ce50413efbc", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "stored_reclassified", "model_confidence": 0.4, "provider_directional_mass": null, "relevance_score": 0.78, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "neutral", "sentiment_pct": 50, "tone_signals": [], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.060393, "evidence_share": 2.3, "evidence_share_display": "2.3", "freshness_pct": 73.4, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 3, "topics": ["Advanced Packaging", "Earnings", "Earnings Per Share", "Financial Results", "Fourth Quarter", "Semiconductors"], "evidence_basis": "headline_only", "score_included": true}, {"title": "Bernstein raises WFE growth estimates, boosts price targets", "summary": "Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle \"has legs.\" Analyst David Dai lifted the firm's 2026 WFE estimate to $148 billion, up 26.3% year over year, its 2027 figure to $204 billion, up 32.6%, and its 2028 estimate to $259 billion, up 27%. The two-year growth of 75%, Dai said, \"strengthens our WFE upcycle call,\" with the uplift spread across all applications but skewed slightly more toward non-China memory a", "url": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "source_link": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:57:18+00:00", "published_display": "11 Aug 2026 12:57", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a7b329f26019806de5ab4571dc83741dc315a7158285fca15eb5cc30987b8d6d", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.586, "provider_directional_mass": 0.142, "relevance_score": 0.259812, "entity_mapped": true, "sentiment_conflict": 0.64, "sentiment": "positive", "sentiment_pct": 64, "tone_signals": ["Deteriorating financial comparison"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.045337, "evidence_share": 1.8, "evidence_share_display": "1.8", "freshness_pct": 59.7, "age_days": 2.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Price Target", "Ratings", "Semiconductors", "Tech", "Wfe"], "evidence_basis": "", "score_included": true}, {"title": "Buy and Hold These 2 Top-Ranked AI-Led Semiconductor Equipment Stocks", "summary": "The global semiconductor manufacturing equipment and materials industry is growing by leaps and bounds, buoyed by AI-driven capital expenditure in leading-edge logic, high-bandwidth memory (\"HBM\") and Test and Packaging components. On July 14, SEMI reported in its Mid-Year Total Semiconductor Equipment Forecast \u2013 OEM Perspective that the market size of this industry is expected to reach a record high globally at $165.9 billion in 2026, up 23.2% year over year. The momentum is set to continue in the near term, reaching an estimated $229.5 billion globally in 2028. Here, we recommend two stocks ", "url": "https://finance.yahoo.com/technology/ai/articles/buy-hold-2-top-ranked-121200594.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/buy-hold-2-top-ranked-121200594.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:12:00+00:00", "published_display": "11 Aug 2026 12:12", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "3d0c9f3f2b42bf75e8210cc817f52848edeb76997094f2746ac70b82f30f6b5b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.781, "provider_directional_mass": 0.158, "relevance_score": 0.402489, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Improving financial comparison", "Margin expansion", "Operating growth", "Growth forecast"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.157336, "evidence_share": 6.1, "evidence_share_display": "6.1", "freshness_pct": 73.0, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Price Target", "Price Target"], "evidence_basis": "", "score_included": true}, {"title": "Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In", "summary": "Cramer's Case for the Semiconductor Equipment \"Troika\" During the August 6 episode of CNBC's Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research Corporation (NASDAQ:LRCX), KLA Corporation (NASDAQ:KLAC), and Applied Materials, Inc. (NASDAQ:AMAT) as the backbone of American technology. Cramer stated: Alright, look, we know, and you heard about it all day on the network, there is a shortage of every kind of memory in the universe of the data center. Ownin", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-kla-applied-materials-104048217.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-kla-applied-materials-104048217.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:40:48+00:00", "published_display": "11 Aug 2026 10:40", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "e3ab0e584ef315726315707afba5b82cc7f4446d533e6c3604009c8312f22c12", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.671, "provider_directional_mass": 0.143, "relevance_score": 0.402489, "entity_mapped": true, "sentiment_conflict": 0.695, "sentiment": "neutral", "sentiment_pct": 49, "tone_signals": ["Positive valuation view", "Negative valuation view", "Institutional or insider selling"], "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.026955, "evidence_share": 1.0, "evidence_share_display": "1", "freshness_pct": 44.6, "age_days": 2.3, "influence_label": "Low", "duplicate_count": 1, "topics": ["Chip Equipment", "Hedge Funds", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges", "summary": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue growth that supports demand across the chip supply chain. Taiwan Semiconductor has raised its outlook for 2026, tying expectations more closely to artificial intelligence related workloads and advanced chip manufacturing. The foundry relies on semiconductor equipment suppliers such as Lam Research for tools used in producing hig", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-gains-ai-091122409.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T09:11:22+00:00", "published_display": "11 Aug 2026 09:11", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "10ad67b429e1069f4f3cff8d8a7a4211a3634df5fca9acb1b56831cb9f96fb76", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.748, "provider_directional_mass": 0.115, "relevance_score": 0.649521, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 83, "tone_signals": ["Guidance raised", "Operating growth"], "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.071735, "evidence_share": 2.8, "evidence_share_display": "2.8", "freshness_pct": 43.6, "age_days": 2.4, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chip Manufacturing", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "AI\u2019s biggest buildout is here. These stocks offer a way to invest in the data center boom", "summary": "The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of dollars to compete. The money taps remain turned on full-blast even in the face of a choppy stock market and persistent fears over whether AI stocks are in a bubble. \"Hyperscalers are going to spend maybe between $750 and $800 billion [a year]. Some forecasts even have it up to a trillion, and that would put it at 2.5 to 3% of U.S. GDP, which is ju", "url": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-buildout-stocks-offer-065900313.html", "source_link": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-buildout-stocks-offer-065900313.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-11T06:59:00+00:00", "published_display": "11 Aug 2026 06:59", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "837c1a374b13bb2c9107befdaa08b07dcdb065529f25d6b5290ff949e6bfa95c", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.623, "provider_directional_mass": 0.159, "relevance_score": 0.20647800000000002, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 74, "tone_signals": ["Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.080892, "evidence_share": 3.1, "evidence_share_display": "3.1", "freshness_pct": 70.9, "age_days": 2.5, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings Growth", "Net Income", "Reits", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "Lam Research (LRCX) Upgraded to Strong Buy: Here's Why", "summary": "Investors might want to bet on Lam Research (LRCX), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate. The power of a changing earnings picture in determining near-term stock price movements makes the Zacks r", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-upgraded-strong-160007181.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/lam-research-lrcx-upgraded-strong-160007181.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T16:00:07+00:00", "published_display": "10 Aug 2026 16:00", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "ac01b4c9c9f9f0e618c25c4beffe4939da29606053e75c352bd99da8169f8f01", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.705, "provider_directional_mass": 0.141, "relevance_score": 0.795492, "entity_mapped": true, "sentiment_conflict": 0.301, "sentiment": "positive", "sentiment_pct": 80, "tone_signals": ["Deteriorating financial comparison", "Analyst upgrade"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.166062, "evidence_share": 6.4, "evidence_share_display": "6.4", "freshness_pct": 65.0, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Earnings", "Earnings Estimate", "Estimate Revisions", "Institutional Investors", "Ratings", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming", "summary": "Quick Read A China state-backed DUV headline sent ASML down 7%, but Bernstein's $2,623 Street-high target still implies 50% upside from current levels. Peers AMAT and KLAC fell 5 to 10% on the same China fears but carry only roughly 17% analyst-implied upside, a figure dwarfed by ASML's gap to target. ASML raised full-year guidance to between \u20ac43 billion and \u20ac45 billion after Q2 revenue rose 21% and delivered a fourth straight earnings beat. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 S", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-dropped-5-over-month-154141326.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/asml-dropped-5-over-month-154141326.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:41:41+00:00", "published_display": "10 Aug 2026 15:41", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "6eec8fd55a643a4e54a306ffd5afb511804232316af79dfda885d9e455debc2b", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.78, "provider_directional_mass": 0.139, "relevance_score": 0.45, "entity_mapped": true, "sentiment_conflict": 0.055, "sentiment": "positive", "sentiment_pct": 84, "tone_signals": ["Beat expectations", "Guidance raised", "Analyst upgrade", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.144485, "evidence_share": 5.6, "evidence_share_display": "5.6", "freshness_pct": 64.9, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["China", "Chipmaking", "Earnings", "Guidance", "Price Target", "Ratings"], "evidence_basis": "", "score_included": true}, {"title": "AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?", "summary": "Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of 23.3% from the year-ago quarter. Applied Materials projects non-GAAP earnings per share of $3.36 (+/- $0.20) per share. The Zacks Consensus Estimate for earnings is pegged at $3.36 per share, indicating an increase of 35.5% from the year-ago quarter's reported figure. The figure has been revised upward in the past 30 days", "url": "https://finance.yahoo.com/markets/stocks/articles/amat-post-q3-earnings-time-151200627.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/amat-post-q3-earnings-time-151200627.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:12:00+00:00", "published_display": "10 Aug 2026 15:12", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "f1bf9d61f984dc4ddc21661662b55ef71e52c8c888f19e84ceefbefaa495511f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.753, "provider_directional_mass": 0.175, "relevance_score": 0.340164, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 87, "tone_signals": ["Beat expectations", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.129139, "evidence_share": 5.0, "evidence_share_display": "5", "freshness_pct": 64.7, "age_days": 3.1, "influence_label": "Low", "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Drams", "Earnings", "Earnings Per Share", "Earnings Surprise"], "evidence_basis": "", "score_included": true}, {"title": "The Zacks Analyst Blog Highlights SpaceX, Tesla KLA Corp, Onto Innovation, Applied Materials and Lam Research", "summary": "For Immediate Release Chicago, IL \u2013 August 10, 2026 \u2013 Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: SpaceX SPCX, Tesla TSLA, KLA Corp KLAC, Onto Innovation ONTO, Applied Materials AMAT and Lam Research LRCX. Here are highlights from Friday's Analyst Blog: Tesla-SpaceX Terafab Bet: 4 Chip Equipment Stocks That Could Benefit Elon Musk is betting big on chips. SpaceX and Tesla have committed an initial $16.", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-spacex-145600132.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-spacex-145600132.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:56:00+00:00", "published_display": "10 Aug 2026 14:56", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "9b4ffbb441f2db570aa6d94945fc4a148917a266a592dedb6b23b442604caddb", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.528, "provider_directional_mass": 0.17, "relevance_score": 0.20647800000000002, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 68, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.033444, "evidence_share": 1.3, "evidence_share_display": "1.3", "freshness_pct": 48.3, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Chip Equipment", "Manufacturing", "Semiconductors", "Tesla"], "evidence_basis": "", "score_included": true}, {"title": "Chip equipment stocks rise after Taiwan Semiconductor revenue surges 45%", "summary": "What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its revenue jumped 5.6% in July to around $14.51 billion from the prior month and 44.7% from a year earlier. On an annualized basis, TSMC's revenue for January through July 2026 totaled roughly $89.11 billion, up 37% from the same period in 2025. (ASML ) Go deeper with AlphaSpace ", "url": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link": "https://finance.yahoo.com/markets/stocks/article/chip-equipment-stocks-rise-after-taiwan-semiconductor-revenue-surges-45-133813616.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-10T13:38:13+00:00", "published_display": "10 Aug 2026 13:38", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "edfb52a87b6689a42b2e5312821effbd3e3954b8c1c95718f94e8ae19fbd7c69", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.772, "provider_directional_mass": 0.0551, "relevance_score": 0.367425, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 85, "tone_signals": ["Guidance raised", "Improving financial comparison", "Operating growth"], "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.131432, "evidence_share": 5.1, "evidence_share_display": "5.1", "freshness_pct": 64.1, "age_days": 3.2, "influence_label": "Low", "duplicate_count": 2, "topics": ["Earnings", "Revenue Growth", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "BofA, JPMorgan, Oppenheimer Name Their 3 Favorite AI Stocks, One Has a $255 Target", "summary": "BofA, JPMorgan & Oppenheimer Name Their 3 Favorite AI Stocks. Photo by BeInCrypto Top Wall Street analysts at Bank of America, JPMorgan and Oppenheimer have identified three AI stocks they believe remain well-positioned for further gains following strong quarterly earnings. Their bullish outlooks reflect expectations that AI investment will remain strong despite ongoing concerns about valuations and the sustainability of spending. 3 AI Stocks TipRanks' Top Analysts Are Most Bullish On in August 2026 The picks, Palantir Technologies, Amazon and Lam Research, span different parts of the AI ecosy", "url": "https://finance.yahoo.com/markets/stocks/articles/bofa-jpmorgan-oppenheimer-name-3-205320683.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/bofa-jpmorgan-oppenheimer-name-3-205320683.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-09T20:53:20+00:00", "published_display": "09 Aug 2026 20:53", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "a157038ddf002b2e877488d0e51dcaf7fc6bc4c93506d0bb4369767a638f180f", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.78, "provider_directional_mass": 0.145, "relevance_score": 0.519615, "entity_mapped": true, "sentiment_conflict": 0.23, "sentiment": "positive", "sentiment_pct": 82, "tone_signals": ["Going Concern", "Beat expectations", "Guidance raised", "Improving financial comparison"], "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.180708, "evidence_share": 7.0, "evidence_share_display": "7", "freshness_pct": 67.9, "age_days": 3.9, "influence_label": "Low", "duplicate_count": 1, "topics": ["AI", "Cloud Computing", "Earnings", "Price Target", "Quarterly Earnings", "Ratings"], "evidence_basis": "", "score_included": true}, {"title": "Forget SMH. The Chip Fund That Owns Less Nvidia Is Beating It by 20 Points", "summary": "Quick Read SOXX's evenly capped weighting crushed SMH by 20 points in 2026, proving fund structure matters more than stock selection in a broadening chip market. SOXQ delivers the same semiconductor sector exposure at 0.10%, roughly a third of SMH's fee, and returned 72% year to date. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now. The VanEck Semiconductor ETF (NASDAQ:SMH) is the most popular way to bet on chips. SMH is the default semiconductor ETF for most brokerage accounts, prized for its concentrated exposure to the largest", "url": "https://finance.yahoo.com/markets/stocks/articles/forget-smh-chip-fund-owns-224106943.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/forget-smh-chip-fund-owns-224106943.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T22:41:06+00:00", "published_display": "08 Aug 2026 22:41", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "5b5095c1931d6658e3a222aa987f89eee05e09cf8c58d43438d912d40d4205e0", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.526, "provider_directional_mass": 0.18, "relevance_score": 0.367425, "entity_mapped": true, "sentiment_conflict": 0.0, "sentiment": "positive", "sentiment_pct": 61, "tone_signals": ["Positive financial language"], "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.023751, "evidence_share": 0.9, "evidence_share_display": "0.9", "freshness_pct": 32.8, "age_days": 4.8, "influence_label": "Low", "duplicate_count": 1, "topics": ["ETF", "Fees", "Price Performance", "Semiconductors"], "evidence_basis": "", "score_included": true}, {"title": "KLA Corporation Has Had a Rough Month: A Wall Street Pro Sees 70% Upside Because of It", "summary": "Quick Read KLAC dropped 11% in a month on China export fears, but C.J. Muse of Cantor Fitzgerald targets $325, implying 66% upside from current levels. KLAC's decline outpaced peers LRCX (-6%) and AMAT (-5%), yet it's the only name where a top analyst has staked out a 60%-plus upside target. China drives roughly 30% of KLAC's revenue, making tighter export rules the single biggest risk to a thesis built on AI capex and advanced packaging demand. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started", "url": "https://finance.yahoo.com/markets/stocks/articles/kla-corporation-had-rough-month-120137954.html", "source_link": "https://finance.yahoo.com/markets/stocks/articles/kla-corporation-had-rough-month-120137954.html", "source_link_is_lookup": false, "source_name": "finance.yahoo.com", "published_at": "2026-08-08T12:01:37+00:00", "published_display": "08 Aug 2026 12:01", "provider": "eodhd", "providers": ["eodhd"], "source_names": ["finance.yahoo.com"], "source_kind": "aggregator", "story_key": "734812c598aa9b547e567c173d5b667c39aacbec96ccd5d79fec8b1bb0b9ab20", "target_scope": "", "durable_archive": false, "archive_provider": "", "sentiment_origin": "provider_blend", "model_confidence": 0.746, "provider_directional_mass": 0.178, "relevance_score": 0.45, "entity_mapped": true, "sentiment_conflict": 0.051, "sentiment": "positive", 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