Significant interest in Lam Research Corp is apparent from multiple recent noteworthy transactions. Multiple major investment firms such as BNP Paribas, Benjamin Edwards, Inc., Captrust Financial Advisors, and others have
boosted their stakes in the company. In addition, Jim Cramer has praised the company, referring to it as a 'gem.' The company's stock is performing well, outpacing its peers in the Computer and Technology sectors. However, China's H20 chip sale ban raises questions about the worth of buying into Lam Research Corporation. Lam also reported strong Q3 2025 earnings with record foundry revenues. Yet, concerns about valuation have led Sands Capital Select Growth Fund to close on Lam Research. Moreover, Jim Cramer warns of potential future hits from China. Notwithstanding, Lam's Q3 earnings exceeded expectations, which may prompt a further rise in stock price. Finally, Lam Research announced a valuable donation to accelerate nanofabrication R&D at UC Berkeley, signaling a potential growth opportunity in the semiconductor sector. It's essential to remain cautiously optimistic given the volatile nature of this market.
Lam Research Corp LRCX News Analytics from Fri, 31 Jan 2025 08:00:00 GMT to Sat, 10 May 2025 20:29:23 GMT -
Rating 7
- Innovation 7
- Information 9
- Rumor -2
