When a stock is up more than 60% in just six months, it can create one of two emotions in investors. On the one hand, it can create FOMO (fear of missing out), which can cause investors to chase the stock higher. The other emotion is fear, which may cause existing shareholders to sell. This could b....
Good MorningU.S. stocks weakened Tuesday as technology shares led the market lower, with the Nasdaq hit hardest and the S&P 500 hovering near session lows late in the day. The dollar strengthened as investors sought liquidity during the equity selloff, adding pressure to risk assets. AI and chip leaders were under pressure, including NVIDIA, while Micron slid sharply after a major run-up.
Several high-profile growth names also struggled. Palantir fell despite announcing an AI partnership with Zeta Global, Rocket Lab retreated after its Nasdaq-100 addition, Apple moved lower with the broader tech group, and Coinbase declined amid crypto-related volatility. IBM stood out as a relative winner after fresh Wall Street confidence and federal support for quantum computing helped shares rise.
Corporate headlines remained active. Oracle reported 21,000 fewer employees over the past fiscal year as it reorganized around AI and cloud infrastructure. Chevron secured a 20-year power supply agreement tied to Microsoft’s West Texas data center project, while SpaceX finalized terms on a debut bond sale of up to $25 billion after its IPO. In healthcare, AbbVie’s $10.9 billion Apogee deal drew attention, and Definium Therapeutics surged after positive late-stage depression-drug results. Featured: BofA: Digital Dollar Coming 2025-2030 (Ad) 
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Technology |
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When a stock is up more than 60% in just six months, it can create one of two emotions in investors. On the one hand, it can create FOMO (fear of missing out), which can cause investors to chase the stock higher. The other emotion is fear, which may cause existing shareholders to sell. This could b... Read the Full Story |
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Technology |
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Oracle’s (NYSE: ORCL) stock price sell-off started as an understandable, if overblown, reaction to fears of software-as-a-service (SaaS) disruption and swelling debt—but it has since spiraled into an outright disconnection from reality. While debt is growing, this is not an emerging tech start-up w... Read the Full Story |
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Technology |
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Shares of tech giant Apple Inc. (NASDAQ: AAPL) are trading just under $300 this week, as they continue to bounce off their low from earlier this month and move back towards the all-time high they hit a few weeks ago. The bull case for the stock has been quietly strengthening despite the wobble that... Read the Full Story |
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The U.S. government pumped more than $1 billion into Intel. The stock popped 128%. It pumped $400 million into MP Materials. The stock popped 200%. It bought 10% of Trilogy Metals. The stock popped 500%. And now, Trump has chosen this AI stock for a $1 billion payday.
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Technology |
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The rising difficulty of cooling next-generation, high-performance artificial intelligence (AI) chips with standard air systems has forced a major structural transition across the global technology footprint. Direct-to-chip liquid cooling is no longer a futuristic luxury reserved for experimental su... Read the Full Story |
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Technology |
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Dividend stocks are the kind of stocks that aren’t exciting until they are. For several years, interest rates at or near zero percent, combined with tame inflation, made growth stocks the place to be. For many investors, they still are. However, since 2022, rates have been climbing higher, as has i... Read the Full Story |
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SpaceX is expected to go public at a $1.75 trillion valuation. For investors to see a 10x return, the company would have to reach $17.5 trillion - more than Apple, Microsoft, and Nvidia combined.
But there may be a smarter play: a tiny supplier, just 1/60th the size of SpaceX, has already shipped 5 billion critical components to the company over the last decade. Once SpaceX goes public this June, Wall Street analysts will likely tear through the supply chain and put this under-the-radar vendor on the map.
Get the full details on this overlooked supplier before the June IPO. |
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Technology |
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In the last month, shares of D-Wave Quantum Inc. (NYSE: QBTS) have fallen by about 13% amid a broader selloff in the AI space that has impacted many firms across the tech space. One bright spot during this time, though, was the days immediately following the quantum computing firm's announcement o... Read the Full Story |
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Retail/Wholesale |
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Shares of Amazon.com (NASDAQ: AMZN) started this week on the back foot, trading down around $230, their lowest level since early April. The stock has been going through a tough patch and is now down more than 16% from the all-time high it hit last month. What makes the current pullback particularly... Read the Full Story |
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Finance |
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The biotech sector has spent close to a year in no man's land. While technology, AI, and the broader market raced to new highs, biotechs have largely sat out the rally. But that may finally be changing. The sector is now setting up for what could be one of the most compelling multi-year breakouts i... Read the Full Story |
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Technology |
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Intel Corporation (NASDAQ: INTC) has orchestrated a historic market reversal over the past six months, surging 281.8% year to date to trade near $141 per share. Investors evaluating this massive valuation expansion must look past legacy personal computer processor sales. The current momentum stems ... Read the Full Story |
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Technology |
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Insiders are selling big tech stocks such as Seagate Technologies (NASDAQ: STX), Texas Instruments (NASDAQ: TXN), and Cloudflare (NYSE: NET), sending a signal to investors. The caveat is that this signal is contrarian, as their respective stocks are up solidly in the double digits, with triple-digi... Read the Full Story |
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Wednesday's Early Bird Stock Of The Day Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. I... |
Should I Buy Lam Research Stock? LRCX Bull and Bear Case ExplainedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Lam Research was last updated on Saturday, June 20, 2026 at 6:04 PM. Lam Research Bull Case
- The company has demonstrated strong financial performance, with a net margin exceeding 30%, indicating efficient management and profitability.
- Lam Research Co. reported a significant year-over-year revenue increase of nearly 24%, showcasing robust demand for its semiconductor equipment and services.
- With a return on equity of over 66%, the company effectively utilizes shareholder equity to generate profits, which is attractive for investors seeking high returns.
- The current stock price is around $350, reflecting positive market sentiment and potential for further growth as the semiconductor industry expands.
- Lam Research Co. has a consistent dividend payout, with a recent quarterly dividend of $0.26 per share, appealing to income-focused investors.
Lam Research Bear Case
- Insider selling has been observed, with significant shares sold recently, which may indicate a lack of confidence among company executives regarding future performance.
- The stock has experienced fluctuations, and while it has shown growth, market volatility could pose risks for investors looking for stability.
- Analysts have mixed ratings, with some downgrading their outlook, suggesting potential uncertainty in the company's future performance.
- The semiconductor industry is highly competitive and subject to rapid technological changes, which could impact Lam Research Co.'s market position.
- The dividend yield is relatively low at 0.3%, which may not be attractive for investors seeking higher income from their investments.
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