Today: 28 February 2026
Subscribe
Browse Category

NASDAQ:LRCX 25 December 2025 - 2 January 2026

Applied Materials stock drops again as China’s “50% local tools” push weighs on AMAT

Applied Materials stock drops again as China’s “50% local tools” push weighs on AMAT

Applied Materials shares fell 1.1% to $256.99 Wednesday, extending a two-day slide as China moved to require chipmakers to use at least 50% domestic equipment for new semiconductor plants, Reuters reported. Lam Research dropped 1.5% and KLA lost 2.3%. TSMC said it received a U.S. export license for its Nanjing fab, allowing continued equipment shipments. Trading in Applied was light, with the stock closing about 7% below its recent high.
1 January 2026
····
Applied Materials stock snaps 7-day rally as China pushes “50% domestic tools” rule

Applied Materials stock snaps 7-day rally as China pushes “50% domestic tools” rule

Applied Materials shares fell 1.2% to $259.97 Tuesday, ending a seven-day rally. Lam Research and KLA also closed lower. Reuters reported China is requiring chipmakers to source at least half of new-fab equipment from domestic suppliers, raising uncertainty for U.S. toolmakers. U.S. granted Samsung and SK Hynix annual licenses for chip equipment shipments to China.
31 December 2025
····
Lam Research (LRCX) slips after report China tightens “50% domestic tools” push

Lam Research (LRCX) slips after report China tightens “50% domestic tools” push

Lam Research shares fell 1.2% to $173.78 in after-hours trading Tuesday after Reuters reported China now requires chipmakers to source at least 50% of equipment domestically for new capacity approvals. Applied Materials and KLA also declined, while ASML rose. The policy could pressure foreign suppliers like Lam, which derives about 93% of revenue from non-U.S. sales. Investors are watching for details on enforcement and possible waivers.
31 December 2025
··
Applied Materials stock slips as China’s 50% domestic chip-tool rule puts AMAT in the spotlight

Applied Materials stock slips as China’s 50% domestic chip-tool rule puts AMAT in the spotlight

Applied Materials shares fell 1.1% to $260.27 Tuesday after Reuters reported China now requires chipmakers expanding capacity to source at least 50% of equipment domestically. The iShares Semiconductor ETF was little changed. Wells Fargo raised its price target on Applied Materials to $290 and maintained an Overweight rating. Lam Research and KLA shares also slipped about 1%.
30 December 2025
·····
KLA stock dips as China’s 50% domestic chip-tool rule rattles semiconductor equipment names

KLA stock dips as China’s 50% domestic chip-tool rule rattles semiconductor equipment names

KLA shares fell 0.8% to $1,250.43 Tuesday after a Reuters report said China will require chipmakers to source at least half of new-fab equipment domestically. U.S. chip-equipment stocks tracked lower as traders awaited Federal Reserve minutes and eyed tightening export-license rules. Applied Materials and Lam Research also declined, while ASML rose.
30 December 2025
······
KLA stock drops after tech pullback hits chip equipment names; Fed minutes next

KLA stock drops after tech pullback hits chip equipment names; Fed minutes next

KLA Corp shares fell 1.5% to $1,260.39 Monday, ending a six-session winning streak as tech stocks retreated in thin year-end trading. The Philadelphia Semiconductor Index dropped 0.41%. KLA’s volume was lighter than usual, with 625,000 shares traded versus a 993,000 average. Investors await Fed minutes and jobless claims later this week.
30 December 2025
······
Lam Research near $180 as year-end positioning puts chip-tool stocks back in play

Lam Research near $180 as year-end positioning puts chip-tool stocks back in play

Lam Research closed up 0.4% at $178.07 Friday in thin post-holiday trading. Investors await December-quarter results after the quarter ended Sunday, with guidance set at $5.20 billion revenue plus or minus $300 million. Fed minutes due Tuesday and light volumes could drive volatility. Other chip-equipment stocks also edged higher.
29 December 2025
······
Lam Research stock steadies near $180 as investors eye Fed minutes and January earnings

Lam Research stock steadies near $180 as investors eye Fed minutes and January earnings

Lam Research shares closed at $178.07, up 0.4% in the latest session, outpacing broader indexes. Analysts cited in recent broker notes and reports expect a rebound in memory chip equipment spending in 2026. Investors are watching Fed minutes and economic data for rate signals ahead of Lam’s January earnings. The company’s fiscal quarter ended Sunday.
29 December 2025
···
Lam Research Stock (LRCX) Holds Near Record Highs Into New Year’s Week: Latest Headlines, Analyst Targets, and What to Watch Monday

Lam Research Stock (LRCX) Holds Near Record Highs Into New Year’s Week: Latest Headlines, Analyst Targets, and What to Watch Monday

Lam Research shares closed Friday at $178.07, near record highs, after a strong late-December rally. After-hours trading showed a slight uptick to $178.19. Recent analyst reports highlighted demand for AI infrastructure and advanced packaging, while several firms raised price targets toward $200. U.S. markets will reopen Monday for a holiday-shortened week.
28 December 2025
·
Lam Research Stock (LRCX) Climbs to Record Close as AI-Driven Chip Equipment Cycle Stays in Focus—What Investors Should Watch Before Monday

Lam Research Stock (LRCX) Climbs to Record Close as AI-Driven Chip Equipment Cycle Stays in Focus—What Investors Should Watch Before Monday

Lam Research closed Friday at $178.07, up 0.4% and near its 52-week high of $179.80, as trading volume remained light after Christmas. Major U.S. indexes ended nearly flat, with the Dow, S&P 500, and Nasdaq posting small declines but holding weekly gains. Semiconductor ETFs were mixed. Lam’s recent surge comes amid increased AI infrastructure spending and a rebound in memory demand.
27 December 2025
·
Lam Research Stock (LRCX) Near Record Highs After Analyst Target Hikes as AI Chip Equipment Forecasts Brighten Ahead of Monday’s Open

Lam Research Stock (LRCX) Near Record Highs After Analyst Target Hikes as AI Chip Equipment Forecasts Brighten Ahead of Monday’s Open

Lam Research shares closed near record highs at $178.07 late Friday in New York, after hitting $179.77 intraday. The company’s market cap stands at about $162.4 billion, trading at 28 times earnings. Trading was subdued post-Christmas, with major U.S. indexes finishing slightly lower on light volume. SEMI forecasts chip equipment spending to rise into 2026 and 2027, fueled by AI-related demand.
27 December 2025
··
Lam Research (LRCX) Stock Today: Why Shares Are Near Record Highs, Fresh Analyst Targets, and What Investors Should Watch Next

Lam Research (LRCX) Stock Today: Why Shares Are Near Record Highs, Fresh Analyst Targets, and What Investors Should Watch Next

Lam Research traded near $178.70 Friday afternoon in New York, holding close to record highs amid thin post-holiday volume. Investors continue to price in strong AI-driven demand for semiconductor equipment, with memory spending seen as a key driver. Peers KLA and Applied Materials also edged higher, while Micron slipped. Lam’s latest quarter showed $5.32 billion revenue and a 50.6% non-GAAP gross margin.
26 December 2025
·
Lam Research (LRCX) Stock: Key News, Analyst Forecasts, and Risks to Watch Before the Market Opens on Dec. 26, 2025

Lam Research (LRCX) Stock: Key News, Analyst Forecasts, and Risks to Watch Before the Market Opens on Dec. 26, 2025

Lam Research closed at $177.33 on Dec. 24 ahead of the Dec. 26 market open, with after-hours trading showing a slight uptick. The company reported $5.32 billion in revenue and $1.24 GAAP EPS last quarter. Management forecasts $5.20 billion ± $300 million in revenue for the current quarter. Headlines this week include CEO share sales and analyst price target increases.
26 December 2025
·
Semiconductor Stocks Today (Dec 25, 2025): Nvidia–Groq Deal, Micron’s HBM Boom, Intel Foundry Questions, and 2026 Forecasts

Semiconductor Stocks Today (Dec 25, 2025): Nvidia–Groq Deal, Micron’s HBM Boom, Intel Foundry Questions, and 2026 Forecasts

Nvidia signed a non-exclusive inference licensing deal with Groq, hiring its founder and president as Groq names a new CEO. Intel’s foundry business faces scrutiny after Nvidia halted evaluation of its 18A process. Micron raised its 2026 capex forecast, citing tight AI memory supply. Equipment spending projections rose again as investors track U.S.–China policy risks and possible Nvidia shipments to China.
25 December 2025
········
Lam Research (LRCX) Stock News Today: Record Highs, CEO Share Sale, Analyst Price Targets, and 2026 Outlook (Dec. 25, 2025)

Lam Research (LRCX) Stock News Today: Record Highs, CEO Share Sale, Analyst Price Targets, and 2026 Outlook (Dec. 25, 2025)

Lam Research shares closed at a 52-week high of $177.33 in a shortened Christmas Eve session, with trading volume well below average. CEO Tim Archer sold 163,300 shares on December 17 under a pre-arranged 10b5-1 plan, according to a Form 4 filing. The stock’s rally follows strong AI-driven demand for memory equipment. U.S. markets are closed December 25.
25 December 2025
·
1 … 4 5 6 7 8 9
Go toTop