Today: 1 July 2026
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NASDAQ:LRCX 12 February 2026 - 17 June 2026

Citi raises price target for Applied Materials on AI chip gear demand; stock rises

Citi raises price target for Applied Materials on AI chip gear demand; stock rises

Applied Materials stock jumped Wednesday, with the chip-equipment maker rising after Citi lifted its price target. Investors also bought into firms linked to AI chip spending. Shares recently traded 6.7% higher at $606.53. The iShares Semiconductor ETF was up 3.3%. The move is getting attention because the rally isn’t tied to a single product launch. Traders are making a wider bet that wafer fab equipment spending will keep going up as cloud players add more AI computing power.
17 June 2026
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SMH Hits Another High as AI Chip Stocks Rally Beyond Nvidia

SMH Hits Another High as AI Chip Stocks Rally Beyond Nvidia

• SMH traded above $646 around midday Monday, after finishing at $619.96 on June 12.• Lam Research, Marvell, Arm, ASML and Kulicke & Soffa extended their gains, building on last week’s chip rally.• Market strength continued as buyers stayed with AI infrastructure names. VanEck Semiconductor ETF surged Monday as SMH kept pushing to new highs. Buyers moved back into AI chip names after last week’s drop. SMH traded at $646.27 by 12:47 p.m. ET, up 4.2% on the day. The ETF hit $648.02 earlier. SMH closed at $619.96 on June 12, securing an 8.8% weekly jump according to 24/7 Wall St.
15 June 2026
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Lam Research Stock Trades Close to Record; Tuesday Holds Key for Investors

Lam Research Stock Trades Close to Record; Tuesday Holds Key for Investors

Lam Research shares wrapped up the week close to highs for May. Investors kept buying up semiconductor equipment names with AI exposure, despite some late-week volatility. U.S. markets stayed closed Saturday and didn’t open Monday for Memorial Day, trimming trading to four days. Lam climbed early on Tuesday, pulled back midweek, and settled at $318.18 Friday, up 18 cents for the session, historical price data shows.
30 May 2026
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Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

April 29, 2026, 08:02 PDT, Santa Clara, California. The U.S. Commerce Department has told several chip equipment makers, including Applied Materials, to stop sending specific tools to China’s Hua Hong, Reuters said, tightening restrictions on Beijing’s advanced chip ambitions. Lam Research and KLA are also believed to be on the list of recipients, according to people familiar. Applied didn’t immediately respond when Reuters asked for comment.
29 April 2026
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Applied Materials Stock Falls as U.S. Curbs Put China Chip-Tool Sales Back in Focus

Applied Materials Stock Falls as U.S. Curbs Put China Chip-Tool Sales Back in Focus

SANTA CLARA, California, April 28, 2026, 11:03 PDT Shares of Applied Materials dropped Tuesday, following a Reuters report that the U.S. Commerce Department last week ordered certain chip equipment makers to stop sending some tools to Hua Hong, China’s No. 2 chip producer. Lam Research, Applied Materials, and KLA were thought to be among the firms that got letters, Reuters said, citing sources familiar with the situation.
28 April 2026
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China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

BEIJING, April 25, 2026, 23:02 China on Saturday cautioned that U.S. export-control legislation focused on semiconductors threatens to shake up global chip supply chains, following a House panel’s move to push forward measures tightening China’s access to chipmaking gear. Beijing added it is keeping a close eye on the U.S. bills as they move through the legislative process.
25 April 2026
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Lam Research stock jumps after record quarter, stronger forecast points to more AI chip spending

Lam Research stock jumps after record quarter, stronger forecast points to more AI chip spending

FREMONT, Calif., April 22, 2026, 15:12 PDT. Lam Research jumped roughly 4% after hours as the chip-equipment maker reported all-time high revenue and profit for the March quarter, and its outlook for June topped analyst estimates. Adjusted earnings landed at $1.47 per share on $5.84 billion in revenue—both beating expectations of $1.36 a share and $5.75 billion.
23 April 2026
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Lam Research CFO drops $135 billion 2026 chip-tool call as AI demand hits “clean room” limits

Lam Research CFO drops $135 billion 2026 chip-tool call as AI demand hits “clean room” limits

FREMONT, Calif., March 4, 2026, 12:51 Lam Research Corporation CFO Doug Bettinger said he sees global wafer-fab equipment spending climbing to around $135 billion in 2026, compared with an estimated $110 billion for 2025. Speaking at the Morgan Stanley Technology, Media & Telecom Conference, Bettinger described the sector as “clean room constrained,” noting demand is running even hotter than those levels suggest. He pointed to 2027 as shaping up to be “a pretty darn strong year.”
4 March 2026
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Semiconductor stocks: Applied Materials jump steadies chip gear names as Nvidia slips into holiday week

Semiconductor stocks: Applied Materials jump steadies chip gear names as Nvidia slips into holiday week

New York, February 15, 2026, 12:36 PM EST — The market is closed. Applied Materials’ bullish forecast sent chip-equipment names sharply higher Friday, offering semiconductor stocks some traction before the shortened week. Still, the sector stayed mixed—Nvidia and Broadcom both closed out the week in the red.
15 February 2026
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Chip stocks brace for holiday week: Applied Materials surges, Nvidia slides — what to watch next

Chip stocks brace for holiday week: Applied Materials surges, Nvidia slides — what to watch next

New York, Feb 14, 2026, 12:09 PM EST — The market is closed. Applied Materials surprised with a bullish forecast, offering a rare win for U.S. semiconductor names after a turbulent stretch. The chip equipment giant projected second-quarter revenue near $7.65 billion, give or take $500 million, and adjusted earnings of $2.64 a share, plus or minus 20 cents—both clearing Wall Street’s bar. The stock at one point soared more than 10% Friday. Competitors Lam Research and KLA moved higher as well. At least 22 analysts lifted price targets on Applied after the numbers came through. CEO Gary Dickerson credited “the acceleration of industry investments in AI computing” for the jump. Morningstar’s William Kerwin described the moment as “a massive wafer fabrication equipment growth cycle,” pointing to tight supply for high-bandwidth memory chips feeding AI processors.
14 February 2026
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Stock Market Today

  • ASX Penny Stocks: Euroz Hartleys Group, Southern Cross, Wiseway Among Picks as Market Holds Steady
    June 30, 2026, 11:01 PM EDT. The ASX hovered close to 8,780 points as names like Euroz Hartleys Group Ltd (A$210.01 million market cap), Southern Cross Electrical Engineering Ltd (A$1.29 billion), and Wiseway Group Ltd drew attention for their potential. Euroz Hartleys runs a debt-free balance sheet and posted 67.1% earnings growth, but long-term earnings are still sliding. Southern Cross brought in A$150 million through equity but struggles with low returns and recent losses. All three stocks are trading under estimated fair value, pointing to possible investment opportunities for small-cap hunters focused on Australian names with strong underlying numbers.
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