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NASDAQ:LRCX 3 September 2025 - 3 December 2025

Lam Research (LRCX) Stock on December 3, 2025: AI Chip Boom, Analyst Upgrades and What’s Next for Investors

Lam Research (LRCX) Stock on December 3, 2025: AI Chip Boom, Analyst Upgrades and What’s Next for Investors

Lam Research shares traded near $159.9 on December 3, 2025, valuing the company at about $162 billion after more than doubling year-to-date. The stock sits roughly 5% below its 52-week high of $167.15 set in November. Morgan Stanley raised its price target to $158 on December 2. Recent analysis from Seeking Alpha and Zacks highlighted both valuation concerns and strong earnings momentum.
3 December 2025
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Lam Research (LRCX) Jumps on Morgan Stanley Upgrade: Is the AI Wafer-Equipment Rally Running Hot or Just Getting Started?

Lam Research (LRCX) Jumps on Morgan Stanley Upgrade: Is the AI Wafer-Equipment Rally Running Hot or Just Getting Started?

Lam Research shares rose about 2% to $158 Tuesday after Morgan Stanley raised its price target to $158, maintaining an “Equal-Weight” rating. The stock has more than doubled in 2025, reaching a market cap near $200 billion. Short interest and cautious options activity have increased. Analyst targets now cluster near current prices, with few outright bearish calls.
2 December 2025
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Lam Research (LRCX) Stock on November 29, 2025: AI Boom, Oregon Expansion and What Comes Next for Investors

Lam Research (LRCX) Stock on November 29, 2025: AI Boom, Oregon Expansion and What Comes Next for Investors

Lam Research closed at about $156 on November 28, 2025, up 110–115% year to date and roughly 7% below its 52-week high. The company announced a $65 million, four-story R&D expansion in Tualatin, Oregon, adding capacity for 700 employees. Market cap stands near $196 billion with a trailing P/E of 34. LRCX has outperformed the tech sector, rising 49.7% in three months.
29 November 2025
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Lam Research (LRCX) Stock Today: Black Friday Pop, Big-Money Rotation and AI-Fueled Expansion

Lam Research (LRCX) Stock Today: Black Friday Pop, Big-Money Rotation and AI-Fueled Expansion

Lam Research shares rose 2.1% to the mid-$150s in a shortened Black Friday session, putting its market cap near $195 billion. Norges Bank disclosed a new $1.9 billion stake, while GMO and HSBC increased holdings. The stock is up 109% year-to-date, outpacing peers, with recent gains fueled by institutional buying and a $65 million R&D expansion in Oregon targeting AI chips.
29 November 2025
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Lam Research (LRCX) Stock Today, November 26, 2025: AI Momentum, Zacks Downgrade, and Heavy Institutional Rotation

Lam Research (LRCX) Stock Today, November 26, 2025: AI Momentum, Zacks Downgrade, and Heavy Institutional Rotation

Lam Research shares rose 2.7% to $155.97 Wednesday, extending year-to-date gains past 100% amid strong AI chip demand. Trading volume topped 5.3 million shares. Zacks downgraded the stock to “Hold,” but most analysts kept a “Moderate Buy” rating. Institutional filings showed both buying and selling, with total institutional shares down about 22% last quarter.
26 November 2025
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Lam Research (LRCX) Stock Jumps Over 5% as AI Chip Rally Lifts Semiconductors – Price, News and Outlook for 25 November 2025

Lam Research (LRCX) Stock Jumps Over 5% as AI Chip Rally Lifts Semiconductors – Price, News and Outlook for 25 November 2025

Lam Research shares jumped 5.4% to close at $150.38 on Monday, adding to a 106% year-to-date gain. The rally followed a surge in tech and AI stocks, with the Nasdaq 100 up 2.6% and S&P 500 up 1.6%. Falling Treasury yields and rising odds of a December Fed rate cut fueled buying. Lam’s market cap now stands just above $160 billion.
25 November 2025
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Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

Semiconductor Stocks Weekly Wrap (Nov. 16–21, 2025): Nvidia’s Blowout Earnings Collide With AI Bubble Fears

Nvidia posted record earnings and strong guidance, but the PHLX Semiconductor Index (SOX) fell into correction territory, closing Friday near 6,400—down 13% from its October peak. The index lost about 3–4% for the week and 5% for the month, as “AI bubble” fears drove broad selling in chip stocks across global markets.
22 November 2025
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Lam Research Stock Rockets on AI Chip Demand – Can LRCX Keep Climbing?

Lam Research (LRCX) Stock: What to Know Before the Bell on November 17, 2025 — Earnings, Guidance, China Risk, and AI/HBM Tailwinds

Lam Research reported fiscal Q1 revenue of $5.32 billion and non-GAAP EPS of $1.26, with China accounting for 43% of sales. The company raised its quarterly dividend to $0.26 and repurchased $976 million in stock. U.S. export rules remain a risk, with new restrictions on shipments to TSMC Nanjing set for year-end. Shares closed Friday at $148.26, valuing Lam at $162.4 billion.
16 November 2025
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AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

AI Chip Frenzy Sends Lam Research Soaring 117% – More Upside Ahead?

Lam Research shares have surged 117% year-to-date in 2025, far outpacing Nvidia and Broadcom. The company posted Q3 revenue of $5.32 billion, up about 28% year-over-year, and adjusted EPS jumped 46% to $1.26. Lam raised guidance for the next quarter, citing soaring demand for AI chipmaking equipment. CEO Tim Archer said AI data center investment is directly expanding Lam’s market.
3 November 2025
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Lam Research Stock Soars on AI Chip Boom – What’s Next for LRCX?

Lam Research Stock Soars on AI Chip Boom – What’s Next for LRCX?

Lam Research shares traded near $141.51 on Oct. 19, up nearly 40% since August and far outpacing the tech sector. The company reports earnings Oct. 22, with analysts expecting $5.22 billion in revenue and $1.21 EPS for the September quarter. Lam raised its dividend in August and announced new chipmaking partnerships and products in September. Analyst sentiment is bullish but divided on further upside after a sharp rally.
19 October 2025
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Record Highs, $55 B Deals & Data Drama: Wall Street’s Wild Week (Oct 4–5, 2025)

Stock Market Today: Wall Street Rally Stalls, Tech Slumps as Gold Hits $4,000

The S&P 500 fell 0.4%, Nasdaq lost 0.7%, and Dow slipped 0.2% Tuesday, ending a seven-day rally after record highs. Tech stocks led declines, with Oracle down about 5–6% and Tesla off 3%. Gold futures surged past $4,000 per ounce for the first time. The U.S. government shutdown entered a second week, delaying key economic data.
7 October 2025
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AI Stocks’ Wild Start to September: Mega-Rallies, Billion-Dollar Deals & Hype Under Fire

AI Stocks’ Wild Start to September: Mega-Rallies, Billion-Dollar Deals & Hype Under Fire

Nvidia fell 3.5% Tuesday, its sharpest drop in four months, as AI stocks led a tech sell-off and the Nasdaq and S&P 500 declined. Microsoft secured a $6 billion AI and cloud deal with the U.S. government, offering free Copilot access to federal users. Alibaba’s Hong Kong shares jumped 19% after strong AI revenue growth. Washington tightened chip export rules, affecting TSMC, Samsung, and SK Hynix.
3 September 2025
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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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