Calculating The Intrinsic Value Of Lam Research Corporation (NASDAQ:LRCX)
"AI venture capital" is making a big splash! Nearly half of the venture capital in the USA for 2024 is flowing towards AI companies.
① In 2024, the Global venture capital financing amount increased to 368.5 billion USD, with AI startups accounting for 35.7% of the financing, up from 24.7% in 2023; ② USA startups secured 209 billion USD in financing, nearly half of which went to AI companies; ③ In 2024, USA AI startups received 97 billion USD in financing, a record high.
Earnings Preview: Lam Research to Report Financial Results Post-market on January 29
$Lam Research(LRCX.US)$ is scheduled to release its financial results post-market on January 29 ET. Earnings PreviewAnalysts estimate $Lam Research(LRCX.US)$ to post revenue of USD3.83B for 2024Q4,
What happened? Global chip stocks have collectively surged, with NVIDIA and Taiwan Semiconductor both reaching new closing highs.
NVIDIA's intraday stock price has broken through $150 for the first time since last November, with semiconductor stocks in Asia, Europe, and the USA seeing a broad rise. The demand for AI stimulated Foxconn's revenue to reach a record high in the fourth quarter of last year, becoming the main driver for leading chip stocks. At the same time, Microsoft and OpenAI have both released bullish signals for AI demand, and the market is also looking forward to Jensen Huang's significant speech on Monday, which has boosted sentiment.
Lam Research Corporation Announces December Quarter Financial Conference Call
Lam Research Stock Soars as Much as 6.7%
10 Information Technology Stocks Whale Activity In Today's Session
Nvidia, Micron Lead Charge as Semi Stocks Climb Higher on Foxconn's Record Revenue
Lam Research Unusual Options Activity For January 06
Countdown to Jensen Huang's "CES Personal Show"! A speech concerning "AI faith" is about to make a huge impact.
NVIDIA's investors expect Jensen Huang's speech at CES to trigger a new round of breakthroughs in stock prices; the market's core focus will be the demand outlook for NVIDIA's Blackwell AI GPU and humanoid robots.
Snap Up These 5 Under-the-Radar Chip Stocks, Citi Says
Bernstein Maintains Lam Research(LRCX.US) With Hold Rating, Maintains Target Price $85
Lam Research (LRCX) Gets a Hold From Bernstein
Ultraman New Year post: OpenAI's weekly activity surpassed 0.3 billion, we have found the path to AGI.
Source: Tencent Technology, Authors: Hao Boyang, Wu Ji. On January 6, news reported that OpenAI CEO Sam Altman published a New Year blog post titled "Reflections" on Sunday night, stating that OpenAI already knows how to build General AI and is gradually approaching it. Prior to this, Altman had posted a meaningful "six-word maxim" on Social Media X: "near the singularity; unclear which side" - the singularity is near; it is unclear which side one is on. This was on January 3.
What will you see in 2025? Microsoft outlines six major AI trends!
① AI models will become stronger and more useful; ② AI entities will completely change the way of working; ③ AI companions will provide support in daily life; ④ The utilization of AI resources will become more efficient; ⑤ Testing and customization will become key in building AI; ⑥ AI will accelerate scientific breakthroughs.
Shares of Semiconductor and AI-related Stocks Are Trading Higher, Possibly Amid Continued Momentum From 2024's Rally.
Nvidia Expands Reach as Most Widely Owned Semi Among Fund Managers: BofA
(LRCX) - Analyzing Lam Research's Short Interest
$1000 Invested In This Stock 20 Years Ago Would Be Worth This Much Today
Lam Research (NASDAQ:LRCX) Is Investing Its Capital With Increasing Efficiency