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NASDAQ:LRCX News 26 January 2026 - 30 January 2026

Lam Research stock climbs as upbeat outlook keeps chip-tool rally in play

Lam Research stock climbs as upbeat outlook keeps chip-tool rally in play

Lam Research shares rose 3.6% to $248.17 in after-hours trading after the company beat quarterly estimates and issued stronger-than-expected guidance. Lam projected March-quarter revenue of $5.7 billion and adjusted earnings of $1.35 per share, topping analyst forecasts. CEO Tim Archer expects industry spending on wafer fab equipment to reach $135 billion in 2026, with demand likely “second-half weighted.”
30 January 2026
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Lam Research stock slips after upbeat forecast; LRCX traders weigh the next leg of chip-tool demand

Lam Research stock slips after upbeat forecast; LRCX traders weigh the next leg of chip-tool demand

Lam Research shares fell about 0.9% Thursday, reversing gains after the company forecast March-quarter revenue of $5.7 billion and adjusted earnings of $1.35 per share, both above estimates. December-quarter revenue reached $5.34 billion. China accounted for 35% of sales last quarter. Investors remain focused on AI-driven memory demand and tool orders.
29 January 2026
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Lam Research stock rises after earnings beat, upbeat outlook; traders eye Thursday open

Lam Research stock rises after earnings beat, upbeat outlook; traders eye Thursday open

Lam Research shares rose after hours Wednesday as the company forecast March-quarter revenue of about $5.7 billion, above Wall Street estimates. December-quarter revenue reached $5.34 billion, with adjusted earnings of $1.27 per share. CEO Tim Archer cited strong AI and chip demand. Investors remain alert to export controls and factory expansion risks.
29 January 2026
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Lam Research earnings beat lifts LRCX after hours as forecast tops estimates

Lam Research earnings beat lifts LRCX after hours as forecast tops estimates

Lam Research shares rose about 2% in after-hours trading after fiscal Q2 results topped forecasts, with revenue up 22% to $5.34 billion and adjusted earnings at $1.27 per share. The company projected March-quarter revenue near $5.7 billion. China contributed 35% of quarterly revenue. The stock last traded at $248.62, up from $239.58 at the close.
28 January 2026
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Lam Research stock price wobbles ahead of earnings as Wall Street braces for a big move

Lam Research stock price wobbles ahead of earnings as Wall Street braces for a big move

Lam Research shares fell 0.1% to $238.15 by midday, nearing session lows ahead of its quarterly earnings due after the close. Options traders expect a swing of about 7.9% in either direction following results. Analysts forecast earnings of $1.17 per share on $5.24 billion revenue. Mizuho raised its price target to $265, citing accelerating wafer fab equipment spending.
28 January 2026
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Lam Research stock price pops in premarket as LRCX heads into earnings

Lam Research stock price pops in premarket as LRCX heads into earnings

Lam Research shares rose 4.4% premarket Wednesday to $249, extending a rally ahead of its December-quarter earnings due after the U.S. close. The stock jumped 7% Tuesday after Evercore ISI and Lynx Equity raised price targets. Analysts expect revenue to reach $5.25 billion, up 20% year-over-year, with adjusted earnings at $1.17 per share. Investors are watching for updates on customer spending and service revenue.
28 January 2026
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Lam Research stock jumps 7% as Evercore lifts target ahead of earnings

Lam Research stock jumps 7% as Evercore lifts target ahead of earnings

Lam Research shares jumped about 7% Tuesday to close at $238.46, ahead of its quarterly earnings report due Wednesday after the bell. Evercore ISI raised its price target on Lam to $241 from $170, maintaining an Outperform rating. After-hours trading showed little change in the stock. Investors are repositioning as Lam’s guidance often moves the broader chip equipment sector.
28 January 2026
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Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials stock jumps nearly 5% as Micron’s Singapore expansion lifts chip-tool shares

Applied Materials jumped 4.8% to $334.84 after Micron announced a $24 billion memory plant in Singapore, signaling higher chip equipment demand. Sector peers Lam Research, KLA, and ASML also advanced. Analysts expect enterprise SSD prices to surge as supply tightens. Investors await the Fed’s rate decision Wednesday and ASML’s earnings for clues on 2026 demand.
27 January 2026
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Applied Materials stock price slips as markets close; Fed and Big Tech capex in focus

Applied Materials stock price slips as markets close; Fed and Big Tech capex in focus

Applied Materials shares fell 0.9% to about $319.46 in late trading Monday ahead of key earnings and a Federal Reserve decision this week. Traders are watching Applied’s Feb. 12 results for signals on chip demand, as U.S. export curbs have already cut the company’s 2026 revenue outlook by $600 million.
27 January 2026
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Applied Materials stock slips midday as chip-equipment trade turns cautious ahead of ASML results

Applied Materials stock slips midday as chip-equipment trade turns cautious ahead of ASML results

Applied Materials shares fell 0.6% to $320.56 by midday Monday, while Lam Research and KLA rose and ASML gained 1.6%. Semiconductor ETFs were little changed. Investors are awaiting ASML’s earnings on Jan. 28 and Applied’s report on Feb. 12 amid sector focus on spending plans and U.S. export controls.
26 January 2026
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Stock Market Today

Corning stock price hits record close — what’s driving GLW and the next big test

Corning stock price hits record close — what’s driving GLW and the next big test

7 February 2026
Corning shares jumped 8.3% to a record $122.16 Friday, gaining 11% over two sessions amid strong demand for AI infrastructure stocks. The move follows a $6 billion optical fiber deal with Meta and upgraded company forecasts. Shares traded as high as $122.56 and rose 0.6% after hours. COO Avery Nelson sold 1,894 shares for tax withholding, retaining 66,050.
PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

PepsiCo stock: €2.5 billion bond deal lands as investors size up the price-cut gamble

7 February 2026
PepsiCo priced €2.5 billion in euro notes across four maturities, with settlement set for Feb. 11, according to an SEC filing. The company plans to use proceeds for general corporate purposes, including repaying commercial paper. Shares closed at $170.49 Friday, up 1.8%. PepsiCo is also cutting U.S. snack prices by up to 15% after consumer pushback.
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