
2026 Memory Chip Bull Case: Why MU, SNDK & LRCX Will Rally
@MoneyFlowsCom's Lucas Downey says there's a lot "under the surface that has been working" outside the Mag 7. Among the stocks he sees continuing momentum: memory chips.
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@MoneyFlowsCom's Lucas Downey says there's a lot "under the surface that has been working" outside the Mag 7. Among the stocks he sees continuing momentum: memory chips.

Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.

111 Capital raised its position in shares of Lam Research Corporation (NASDAQ: LRCX) by 62.6% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,361 shares of the semiconductor company's stock after buying an additional 10,533 shares during the quarter.

Philippe Laffont is looking beyond the big chipmakers to find opportunities in artificial intelligence. These three companies all provide essential tools and services supporting the AI boom.

DNB Asset Management AS lessened its holdings in Lam Research Corporation (NASDAQ: LRCX) by 17.2% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,600,095 shares of the semiconductor company's stock after selling 540,718 shares during the quarter. Lam Research makes up approximately

Artisan Partners Limited Partnership increased its stake in Lam Research Corporation (NASDAQ: LRCX) by 7.9% in the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,630,266 shares of the semiconductor company's stock after purchasing an additional 780,398 shares during the period. Lam

Though AMD stock has performed well over the past year, it has come under pressure in 2026 due to factors beyond its control. The company discussed in this article has delivered significantly stronger gains than AMD, and it is still trading at a cheaper valuation.

Lam Research (LRCX) closed the most recent trading day at $239.07, moving 4.17% from the previous trading session.

Lam Research (LRCX) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Dakota Wealth Management trimmed its stake in shares of Lam Research Corporation (NASDAQ: LRCX) by 18.5% in the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 9,739 shares of the semiconductor company's stock after selling 2,214 shares during the period. Dakota Wealth Management's holdings in Lam

Empirical Asset Management LLC acquired a new position in Lam Research Corporation (NASDAQ: LRCX) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 7,319 shares of the semiconductor company's stock, valued at approximately $980,000. A number of other institutional investors and

Lam Research Corporation (NASDAQ: LRCX - Get Free Report) shot up 2.1% during mid-day trading on Wednesday after Morgan Stanley raised their price target on the stock from $244.00 to $254.00. Morgan Stanley currently has an equal weight rating on the stock. Lam Research traded as high as $256.68 and last traded at $249.48. 9,417,542 shares

Lam Research Corporation LRCX has delivered revenues above the $5 billion mark for the past three consecutive quarters, reflecting strong demand for wafer fabrication equipment. In the last reported financial results for the second quarter of fiscal 2026, revenues surged 22% to $5.34 billion.

Compound Planning Inc. grew its stake in shares of Lam Research Corporation (NASDAQ: LRCX) by 36.6% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,651 shares of the semiconductor company's stock after purchasing an additional 3,925 shares during the quarter.
Lam Research edges ahead of ASML Holding with stronger growth forecasts, solid AI-driven demand and a more attractive valuation in the chip equipment race.

LRCX, NVDA, ASML and MCO use strong moats to fend off rivals and deliver consistent returns amid market shifts.

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum and is suitable for investors in the accumulation phase.

Empirical Financial Services LLC d.b.a. Empirical Wealth Management increased its holdings in Lam Research Corporation (NASDAQ: LRCX) by 185.0% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 69,549 shares of the semiconductor company's stock after acquiring an

Lam Research (LRCX) could produce exceptional returns because of its solid growth attributes.
Arya said meetings with Lam CFO Doug Bettinger reinforced management's confidence that clean-room constraints — not demand — will limit the upcycle.