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: Drills Turn on $0.25 Gold Stock (Ad) 
|
Technology | |
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 |
|
From Our Partners | | Deutsche Bank upgraded three public lithium stocks to Buy after 150%+ growth from June to January. But the more compelling opportunity may be a private lithium company already backed by General Motors and POSCO, now valued at $1B.
Their proprietary technology recovers 3x more lithium than conventional methods and operates 500x faster than evaporation ponds - with rights to roughly 150,000 acres of lithium-rich land and up to 9.8M tons from their Chilean project alone. Morgan Stanley projects an 80,000-ton lithium shortage in 2026. | | Become an EnergyX shareholder before their July 16 investment deadline |
|
Technology | |
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 |
|
Technology | | 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 |
|
From Our Partners | | AI infrastructure spending could approach $800 billion annually by end of 2026 - but the real bottleneck isn't chips. Every new data center generates more heat, and cooling that heat requires growing amounts of power and water.
One Nasdaq company has developed technology that helps data centers reduce both power and water demands for cooling, while generating distilled water from the air. As the AI buildout accelerates, it may be sitting at one of the most overlooked pressure points in the entire infrastructure story. | | Discover the Nasdaq company positioned inside the $800B AI buildout |
|
Technology | |
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 |
|
Technology | |
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 |
|
From Our Partners | Jeff Brown, Founder and CEO of Brownstone Research, says July 23 marks a pivotal turning point for biotech - one he has been tracking for four years.
He's calling it 'The Biotech Moment': three converging market forces he believes could fuel the sector's biggest gains yet. Small biotech stocks are already posting moves of 256%, 453%, and 850% in a matter of hours. Brown has built an AI trading system designed to identify these fast-movers before they surge, and he's sharing three small biotech plays at his free July 1 briefing.
Register free and get three biotech buy signals just for attending. | | Reserve your free spot at The Biotech Moment briefing now |
|
Retail/Wholesale | |
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 |
|
Finance | |
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 |
|
Technology | |
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 |
|
Technology | |
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 |
|
Retail/Wholesale | |
After experiencing underwhelming to outright poor performance recently, several big names in the consumer discretionary sector are loading up on buyback capacity. All three of these moves signal management’s confidence in their ability to turn the tide, but each also comes with a unique set of circ... Read the Full Story |
|
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. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for dielectric film solutions. In addition, the company offers Flex for dielectric etch applications; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. Further, it provides Coronus bevel clean products to enhance die yield; Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications; and Metryx mass metrology systems for high precision in-line mass measurement in semiconductor wafer manufacturing. The company sells its products and services to semiconductors industry in the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and internationally. The company was incorporated in 1980 and is headquartered in Fremont, California. | Should I Buy Lam Research Stock? LRCX Bull and Bear Case Explained
These 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.
| | View Today's Stock Pick |
|
