With 78% Ownership, Lam Research Corporation (NASDAQ:LRCX) Boasts of Strong Institutional Backing
The opportunity has arrived?! Morgan Stanley: The surge in AI capital expenditure may drive growth in the retail Sector.
Wall Street is closely watching the large-scale capital expenditure plans of major Technology companies in 2025, but Morgan Stanley pointed out on Wednesday (February 12) that another class of Stocks will also benefit from the AI investment wave — the retail Industry.
OpenAI has canceled the independent release of the o3 model and will launch GPT-5, which integrates multiple technologies, in the coming months.
On Wednesday, Altman stated that the company is close to releasing a new AI model called GPT-4.5, which will be the last "non-thinking chain model" launched by OpenAI. GPT-5 is expected to be released in the coming months, integrating multiple AI technologies such as the company's o3, indicating that the release plan for the o3 model has been canceled.
SA Asks: What Are the Most Attractive AI-adjacent Stocks?
Chasing peers such as Applied Materials, Lam Research (LRCX.US) has invested over 1 billion dollars in India's semiconductor industry.
Lam Research plans to invest over 1 billion dollars to promote the development of the semiconductor industry in India.
Lam Research Plans to Invest Over $1B in India to Boost Semiconductors
Express News | USA chip tool manufacturer Lam Research will invest over 1 billion dollars in India.
Express News | LAM Research Exec Sesha Varadarajan: Co Commits Over 100 Billion Rupees Over Next Few Years in India - Invest Karnataka Event
'Vance Warns U.S. Allies To Keep AI Regulation Light' - Wall Street Journal
If You Invested $100 In This Stock 20 Years Ago, You Would Have This Much Today
Lam Research Corporation's (NASDAQ:LRCX) Stock Is Going Strong: Is the Market Following Fundamentals?
DeepSeek opens a new era of AI, and the curtain rises on "sovereign AI."
In Deutsche Bank's view, DeepSeek is likely to become a "Sputnik moment" for many countries outside the USA. It not only raises security concerns but also showcases the potential for AI development in regions outside the USA, which is likely to increase the pressure on various countries to invest in sovereign AI.
The demand for AI Chips is incredible, with Global chip revenue increasing by 19.1%, reaching a historic high.
According to the report from the Semiconductor Industry Association (SIA), in 2024, global sales of semiconductor chips are expected to increase by 19.1% to 627.6 billion USD, with a projected growth rate reaching double digits in 2025.
Lam Research To Go Ex-Dividend On March 5th, 2025 With 0.23 USD Dividend Per Share
February 7th (Eastern Time) - $Lam Research(LRCX.US)$ is trading ex-dividend on March 5th, 2025.Shareholders of record on March 5th, 2025 will receive 0.23 USD dividend per share on April 9th, 2025.
Investors Heavily Search Lam Research Corporation (LRCX): Here Is What You Need to Know
Threat or opportunity? What is the impact of DeepSeek's rise on the Global AI Chip Industry?
① The release of the DeepSeek open-source R1 model has delivered a "critical hit" to NVIDIA's Market Cap while also presenting opportunities for smaller companies. ② The CEO of AI Chip manufacturer Cerebras stated that developers are keen to replace expensive closed models with R1. ③ Additionally, industry insiders believe that DeepSeek will increase the adoption of new inference chip technologies, as smaller companies see expansion opportunities in the inference field.
Lam Research Keeps Quarterly Dividend at $0.23 a Share, Payable April 9 to Holders of Record March 5
Peering Into Lam Research's Recent Short Interest
Spotlight on Lam Research: Analyzing the Surge in Options Activity
Lam Research Corporation to Host Upcoming Investor and Analyst Meeting