LRCX241220C40000
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Wall Street's darling changes hands? The chip dual giants diverge: Broadcom rises over 11%, while NVIDIA falls into the adjustment zone.
Despite the lack of support from NVIDIA, on Monday, the Nasdaq Composite Index still reached a historic high. On the same day, other semiconductor stocks also performed well. Micron Technology rose over 5% ahead of its upcoming quarterly Earnings Reports, peaking at over 8% during the session. Marvell Technology increased by 3.3%.
Nvidia And 5 Other Stocks Are Analyst's Top Semiconductor Picks For 2025, Sees 2 AI Trends
Semiconductor Equipment Stocks in Focus as Deutsche Bank Cuts 2025 Estimates
"Biden Prepares To Target Chinese Legacy Chips With Trade Investigation; The Investigation Could Result In Tariffs On Older Types Of Chips From China, Though The Decision Would Ultimately Fall To Trump" - NY Times
Check Out What Whales Are Doing With LRCX
Citigroup Adjusts Price Target on Lam Research to $87 From $90
Deutsche Bank Adjusts Price Target on Lam Research to $76 From $75, Keeps Hold Rating
Nvidia, Broadcom, Marvell Among BofA's Top Chip Stocks for 2025
Bernstein Maintains Lam Research(LRCX.US) With Hold Rating, Maintains Target Price $85
Is there another reason to be Bullish on ASIC? The second half of the computing power war has begun, and the era of AI reasoning may be approaching.
① Ilya Sutskever, co-founder of OpenAI, pointed out that data resources are running low, and the next generation of AI models will be true AI Agents with reasoning capabilities. ② The o1 model recently released by OpenAI has a standout performance characteristic of "capable of reasoning and thinking." ③ The demand for reasoning calculations can even reach 4.5 times that of training calculations, and customized ASIC chips are expected to rise.
What is Biden planning to do in the last few weeks of his term? The focus will be on AI, pardons, and climate goals...
① Biden plans to take action on AI, pardons, and other areas in the final weeks of his term; ② White House Communications Director Ben LaBolt revealed in a memo that Biden will focus on four major areas: AI, providing financial incentives, climate goals, and reducing sentences and pardons.
Spotlight on Lam Research: Analyzing the Surge in Options Activity
WFE 2025 Outlook Cut Lower Due to China, Lower DRAM Demand: Jefferies
Barclays Maintains Lam Research(LRCX.US) With Hold Rating, Maintains Target Price $90
Lam Research (LRCX) Receives a Hold From Barclays
Express News | LAM Research : Jefferies Cuts Target Price to $90 From $95
NVIDIA, AMD, and Intel have rarely joined forces to invest in a photonic chip company.
Source: Semiconductor Industry ObserverIn recent years, with the fierce competition in AI escalating, both traditional and emerging processor giants have been engaged in intense competition surrounding CPUs, GPUs, and AI accelerators. In particular, the three iconic giants AMD, Intel, and NVIDIA are under close scrutiny due to their rivalry, which includes the chase and counterattack of latecomers, the fierce rise of new markets, and the reluctance of old giants to fall behind. It is well known that these three companies are involved in both overt and covert battles over artificial intelligence and PCs. However, recently, these three companies have rarely joined forces to invest in a company called
Counterpoint: In the third quarter, the Global Semiconductors Industry revenue reached 158.2 billion USD, with a year-on-year growth of 17%.
In the third quarter of 2024, the Global Semiconductors Industry revenue grew by 17% year-on-year, reaching 158.2 billion dollars, mainly driven by demand for AI technology and the recovery of the memory industry.
Express News | LAM Research Exec Says Three or Four Customers Added to "Restricted List" Under Latest U.S. Export Restrictions- Barclays Conf
Lam Research To Present Barclays Global Technology Conference; Webcast At 11:40 AM ET