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Bank of America

Lam Research Rallies to Record High as Brokers Lift Price Targets

Higher analyst models for multiyear wafer‑fab spending tied to AI memory and advanced packaging pushed price targets up, prompting valuation scrutiny.

38 ARTICLES

last mo.

Micron Confirms AI-Driven Memory Shortage With Record Quarter and Multiyear Supply Deals

104 ARTICLES

last mo.

Hyperscalers Report Rapid AI Cloud Growth and Huge Contracted Backlogs as Tech Stocks Dip

4 ARTICLES

3mo ago

Bank of America Upgrades Nokia to Buy on Optical and AI Data-Center Thesis

16 ARTICLES

4mo ago

Rocket Lab Lands $190 Million Hypersonic Test Deal, Lifts Backlog Past $2 Billion