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NASDAQ:LRCX 31 January 2026 - 6 February 2026

Applied Materials stock jumps nearly 6% as Citi lifts target to $400, eyes turn to Feb. 12 earnings

Applied Materials stock jumps nearly 6% as Citi lifts target to $400, eyes turn to Feb. 12 earnings

Applied Materials shares rose 5.7% to $321.20 by midday after Citi raised its price target to $400 and kept a Buy rating ahead of the Feb. 12 earnings report. Traders are focused on guidance for chip-factory investment and demand from China. Peers Lam Research and KLA also posted strong gains.
6 February 2026
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Why Lam Research (LRCX) stock is bouncing after a bruising 9% drop

Why Lam Research (LRCX) stock is bouncing after a bruising 9% drop

Lam Research shares rose 1.6% to $213.12 by midday Thursday after rebounding from an 8.83% drop the previous day, with trading volume spiking to 19.6 million shares. The company named Cadence CEO Anirudh Devgan to its board and announced Sesha Varadarajan as incoming COO. Chip equipment stocks remained volatile amid uncertainty in the AI sector. Traders await the delayed U.S. January jobs report on Feb. 11.
5 February 2026
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Lam Research stock (LRCX) sinks after-hours as chip selloff deepens; COO change in focus

Lam Research stock (LRCX) sinks after-hours as chip selloff deepens; COO change in focus

Lam Research shares fell 8.8% to $209.78 in after-hours trading Wednesday, deepening a rout in chip stocks as the PHLX semiconductor index dropped 4.4%. The company confirmed COO Pat Lord will retire in March, with Sesha Varadarajan named as successor. Lam also added Cadence CEO Anirudh Devgan to its board. U.S.-China chip tensions and a weak AMD forecast weighed on the sector.
5 February 2026
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Applied Materials stock hammered after-hours as chip selloff deepens — what to watch next

Applied Materials stock hammered after-hours as chip selloff deepens — what to watch next

Applied Materials shares fell 6.6% to $297.60 in after-hours trading Wednesday as chip equipment stocks slid and investors braced for next week’s earnings report. The PHLX semiconductor index dropped 4.4%, while Lam Research fell 8.8% and KLA lost 3.6%. The Nasdaq closed down 1.51%. Traders are watching Applied’s Feb. 12 results for signals on chip demand and sector stability.
5 February 2026
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KLA stock drops again as chip-equipment names slide; what’s driving KLAC now

KLA stock drops again as chip-equipment names slide; what’s driving KLAC now

KLA shares fell 4.4% to $1,295.70 by midday Wednesday, deepening a multi-day slide and leaving the stock down 23% from its Jan. 29 peak. Applied Materials dropped 9%, Lam Research 10.6%, and ASML 5.3% as chip-equipment makers tracked a broader tech sell-off. Investors focused on upcoming industry events with key U.S. labor and inflation data delayed.
4 February 2026
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Lam Research stock tumbles nearly 9% as chip gear sells off; COO change set for March

Lam Research stock tumbles nearly 9% as chip gear sells off; COO change set for March

Lam Research shares fell 8.6% to $210.33 by midday Wednesday, erasing earlier gains as semiconductor stocks slumped. The drop followed a sector-wide tech selloff and a sharp decline in AMD shares after a cautious forecast. Lam announced COO Patrick J. Lord will retire March 6, with Sesha Varadarajan set to succeed him. Cadence CEO Anirudh Devgan joined Lam’s board, expanding it by one member.
4 February 2026
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Lam Research stock price slips 3%: LRCX traders eye COO handover and new board pick

Lam Research stock price slips 3%: LRCX traders eye COO handover and new board pick

Lam Research shares fell 3.1% to $230.10 Tuesday, touching an intraday low of $226.88, before steadying after hours. Anirudh Devgan, CEO of Cadence, joined the board, and Seshasayee Varadarajan will become COO on March 6, according to an SEC filing. Other chip-equipment makers also declined. Lam recently announced a research pact with CEA-Leti and forecast Q3 revenue of $5.7 billion.
4 February 2026
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KLA stock slides as chip-equipment names retreat; shutdown jitters and megacap earnings in focus

KLA stock slides as chip-equipment names retreat; shutdown jitters and megacap earnings in focus

KLA shares fell 4.5% to $1,346.85 by midday Tuesday, underperforming other chip-equipment stocks as tech shares broadly declined. The partial U.S. government shutdown delayed key labor-market data, adding uncertainty for investors. Alphabet and Amazon earnings this week are in focus for signals on AI and cloud spending.
3 February 2026
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Lam Research stock dips as chip rally leaves equipment names behind — what to watch next

Lam Research stock dips as chip rally leaves equipment names behind — what to watch next

Lam Research shares fell 1.2% to $234.61 in late morning trading Tuesday, underperforming the Philadelphia Semiconductor Index, which rose 0.7%. Other chip-equipment makers also declined. Investors are watching for after-hours earnings from AMD and Super Micro. Lam cited risks from tariffs and export controls in its latest filing.
3 February 2026
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KLA stock slips as chip-tool peers climb — what investors watch before Tuesday

KLA stock slips as chip-tool peers climb — what investors watch before Tuesday

KLA Corp fell 1.2% to $1,410.45 Monday, lagging chip-equipment peers as the iShares Semiconductor ETF rose 1.9%. Trading volume topped the 50-day average, with the stock about 17% below its January high. Teradyne surged over 20% after hours on strong guidance. Investors await Applied Materials’ earnings on Feb. 12 and ASML’s annual report on Feb. 25.
3 February 2026
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Lam Research Corporation stock price rises after-hours on CEA-Leti pact — what to watch next

Lam Research Corporation stock price rises after-hours on CEA-Leti pact — what to watch next

Lam Research shares rose 1.7% to $237.50 Monday and gained another 1.2% after hours following news of a multi-year R&D partnership with CEA-Leti targeting specialty chip technologies. The company’s quarterly results and forecasts topped Wall Street estimates. Investors remain cautious ahead of macroeconomic data that could impact chip stocks. The new deal centers on research, with no immediate sales expected.
3 February 2026
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Lam Research stock jumps as new CEA-Leti R&D pact lands during choppy U.S. session

Lam Research stock jumps as new CEA-Leti R&D pact lands during choppy U.S. session

Lam Research shares rose 3.1% to $240.70 Monday after announcing an expanded research deal with CEA-Leti. The stock outperformed chip-tool peers amid a volatile session driven by CME Group’s margin hike for precious metals. Lam forecast third-quarter revenue above estimates last week. The new multi-year collaboration will target specialty device materials and fabrication processes.
2 February 2026
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Applied Materials stock slides 5.6% into February as chip-tool shares crack — what AMAT traders watch next

Applied Materials stock slides 5.6% into February as chip-tool shares crack — what AMAT traders watch next

Applied Materials shares fell 5.6% to $322.32 Friday as semiconductor stocks slumped, with KLA down 15.2% and Lam Research off 5.9%. The selloff followed hotter-than-expected producer prices and President Trump’s nomination of Kevin Warsh as Fed chair. Traders are watching Applied’s Feb. 12 earnings for signals on chip equipment demand and China exposure.
1 February 2026
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Why Applied Materials (AMAT) stock price slid Friday — and what to watch next week

Why Applied Materials (AMAT) stock price slid Friday — and what to watch next week

Applied Materials shares fell 5.6% to $322.32 Friday, tracking a broader selloff in chip-equipment stocks as KLA plunged 15.2% and Lam Research dropped 5.9%. The iShares Semiconductor ETF lost 4.1%. Investors are reassessing chip-factory spending amid volatile macro conditions. Wall Street indexes also slipped after Donald Trump named Kevin Warsh to lead the Federal Reserve.
31 January 2026
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Lam Research Corporation stock drops 6% into the weekend: what LRCX traders watch next

Lam Research Corporation stock drops 6% into the weekend: what LRCX traders watch next

Lam Research shares fell 5.9% to $233.46 Friday, despite strong earnings and a bullish forecast earlier in the week. The stock swung nearly $20 during heavy trading as investors focused on export-control risks and upcoming economic data. China made up 39% of Lam’s recent revenue, and tighter U.S. license rules remain a concern. The S&P 500 also slipped 0.43% Friday.
31 January 2026
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Applied Materials stock (AMAT) drops nearly 6% — what to watch before Monday’s trade

Applied Materials stock (AMAT) drops nearly 6% — what to watch before Monday’s trade

Applied Materials fell $19.09, or 5.6%, to $322.32 Friday, hit by selling across chip-equipment and tech stocks. KLA Corp dropped 15.2% despite beating estimates, as Wall Street reacted to a surprise inflation report and Trump’s pick of Kevin Warsh for Fed chair. Traders are watching upcoming earnings and the Jan. 6 jobs report for signals on rates and sector demand.
31 January 2026
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Lam Research stock slips nearly 6% after-hours as chip-tool trade cools — what’s driving LRCX now

Lam Research stock slips nearly 6% after-hours as chip-tool trade cools — what’s driving LRCX now

Lam Research shares fell 5.9% to $233.46 in after-hours trading Friday, despite beating earnings and revenue forecasts for the quarter. The drop followed a broader sell-off in chip equipment stocks after KLA Corp’s results and a 0.94% slide in the Nasdaq. Lam reported $1.35 adjusted EPS and $5.34 billion revenue for the December quarter. China made up 35% of Lam’s revenue, down from 43% the previous quarter.
31 January 2026
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Stock Market Today

  • Wolters Kluwer Shares Slide 52.8% Over Past Year, DCF Model Suggests Undervaluation
    April 9, 2026, 7:57 AM EDT. Wolters Kluwer's stock has plunged 52.8% year to date, triggering investor concerns about valuation and risk. Despite this steep decline, a Discounted Cash Flow (DCF) analysis projects an intrinsic value of €167.98 per share, over 60% above the current price of €64.60. The DCF model, which estimates future cash flows discounted to present value, indicates the shares might be significantly undervalued. Analysts forecast free cash flow increasing from €1.34 billion to approximately €1.72 billion by 2030. This discrepancy between market price and model value raises questions about whether investors are overly pessimistic. Wolters Kluwer scored 5 out of 6 on Simply Wall St's valuation check, reinforcing its profile as a potential investment. Investors should weigh these valuations against the backdrop of the company's recent stock weakness and evolving fundamentals.

Latest article

NVIDIA’s Rubin AI Chip Ramp Hits Fresh Snag as HBM4 Memory Crunch Clouds 2026

NVIDIA’s Rubin AI Chip Ramp Hits Fresh Snag as HBM4 Memory Crunch Clouds 2026

9 April 2026
TrendForce said April 8 that Nvidia’s Rubin AI chip shipments may be delayed by HBM4 memory qualification and cooling demands, shifting over 70% of 2026 high-end GPU volume to the current Blackwell line. Rubin’s projected share dropped to 22%. Samsung began shipping HBM4 to Nvidia in February, but SK Hynix and Micron face qualification delays. Broadcom signed a long-term deal to develop Google’s TPUs through 2031.
Jim Cramer Says Wednesday’s Rally Revealed What Stocks to Buy as Micron, Memory Names Stay in Focus

Jim Cramer Says Wednesday’s Rally Revealed What Stocks to Buy as Micron, Memory Names Stay in Focus

9 April 2026
U.S. stocks rebounded sharply Wednesday, with the Dow up over 1,300 points and chipmakers jumping 6.3% as investors responded to a tentative Middle East ceasefire. Jim Cramer pointed to gains in Sherwin-Williams, Caterpillar, Home Depot, and Goldman Sachs as signals of what institutions may favor if markets stabilize. Futures slipped Thursday as oil rose on renewed ceasefire doubts and investors awaited PCE inflation data.
India Stock Market Today: Sensex Drops Over 1,100 Points, Nifty Slips as Oil Rebound Revives Risk Fears

India Stock Market Today: Sensex Drops Over 1,100 Points, Nifty Slips as Oil Rebound Revives Risk Fears

9 April 2026
Indian stocks fell sharply Thursday afternoon, with the Sensex down 1.51% and the Nifty 50 off 1.12% as oil prices rebounded and U.S.-Iran ceasefire concerns resurfaced. Financials and IT shares led declines, with HDFC Bank, SBI, and ICICI Bank losing up to 2.27%. The World Bank warned the West Asia crisis threatens India’s growth and inflation outlook. India imports about 90% of its oil.
Australia Stock Market Today: ASX 200 Ends at Five-Week High as Banks Offset Tech Rout

Australia Stock Market Today: ASX 200 Ends at Five-Week High as Banks Offset Tech Rout

9 April 2026
The S&P/ASX 200 closed up 0.2% at 8,973.20 on Thursday, a five-week high, led by gains in banks while tech shares slumped. Bendigo and Adelaide Bank surged 9.5% after reporting higher earnings and job cuts. Energy stocks rose as oil rebounded, but trading volumes stayed below average. Investors remained cautious amid ongoing Middle East tensions and uncertain oil supply routes.
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