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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves selloff amid weakness in AI-infrastructure stocks has put its heavy debt burden, financing costs and insider selling at the center of the debate; a Goldman Sachs upgrade and reported ARK buying have not eased the concern for many traders. Bears warn of dilution or default, while bulls point to contracted AI-compute demand and see buying opportunities, leaving the stocks support levels in sharp focus.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO selloff is dominating discussion, with traders citing successive share unlocks and insider selling, a TD Cowen price-target cut, and concerns about OpenAI customer concentration and the companys ability to scale. Sentiment is largely bearish, though some investors view the decline as oversold and are averaging down.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is caught in a semiconductor selloff as traders question the returns and financing behind AI infrastructure spending, with CEO Hock Tans warning that some AI investing resembles gambling adding to concerns. Bears see his comments and AI-credit risks as reasons for continued weakness, while bulls argue demand and Broadcoms fundamentals remain intact and view the decline as a buying opportunity.

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SPY is drawing attention as the S&P 500 rebounds after a tech-led selloff, with investors watching upcoming major-company earnings for signs the recovery can hold. Traders are split between viewing the move as a relief bounce and expecting further downside, amid concerns about AI spending and debt, oil prices, and weak market breadth.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is drawing attention over concerns that its debt-funded AI data-center expansion, heavy capital spending and weak free cash flow could strain its credit profile, amid broader doubts about AI infrastructure financing and demand. Many traders remain bearish after the selloff, while others argue Oracles cloud business and backlog can eventually generate returns; speculation about financing arrangements and an upcoming investor event also appears.

Silicon Motion Technology Corp. engages in the development, manufacture, and supply of semiconductor products for the electronics market. The firm’s products include Flash Controllers, Storage Solutions, and others. It offers embedded and expandable storage, radio frequency integrated circuits, and embedded graphics. The company was founded by Wallace C. Kou in November 1995 and is headquartered in Hong Kong.

Silicon Motion Technology Corp - ADR

Silicon Motion Technology Corp.

SIMO is drawing attention for its growth in AI and data-center storage, particularly boot-drive shipments and MonTitan enterprise SSD controllers, alongside strong results and an upbeat outlook. Many traders see room for further growth, while others point to sharp share-price swings, technical weakness and dilution concerns tied to convertible notes.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths third-quarter earnings beat and raised full-year outlook, supported by improved medical-cost control, are driving attention. Traders are split between viewing the results as evidence of a turnaround and questioning whether the margin improvement will last, while many reacted to the stocks volatile, initially muted response to the report.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is drawing attention after a steep AI-infrastructure selloff tied to concerns about neocloud financing, debt, and whether massive data-center spending will earn adequate returns, followed by a volatile rebound. Traders are split between viewing the decline as an oversold buying opportunityoften arguing NBIS is better positioned than CoreWeaveand expecting rallies to fade as sector and market uncertainty persists.

Aventus Network

AVT is drawing attention as traders watch a volatile, thinly traded rebound for a breakout, focusing on trading volume and resistance levels. Aventus Clouds decentralized-compute and enterprise-appchain updates provide a bullish project narrative, but traders remain divided over whether momentum can persist amid low liquidity and selling pressure.

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A tech-led relief rally after a sharp AI-related selloff has put QQQ in focus, with traders debating whether the volatile rebound signals recovery or is a temporary bounce. Upcoming megacap earnings are a key test, while concerns about AI infrastructure spending and weak market breadth sustain bearish views.

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Lam Research is in focus ahead of its quarterly earnings report, with traders watching whether AI- and memory-driven equipment demand will support strong results and guidance. The discussion mixes dip-buying after a steep pullback with caution about valuation, sector volatility, and whether the stock can sustain a rebound.

LRCX to Report Q1 Earnings: Should You Buy, Hold or Sell the Stock?

Lam Research gears up for Q1 earnings, with surging AI and memory chip demand, rising DRAM spending and advanced packaging technologies expected to fuel growth.

Lam Research Could Swing $28.6 Billion After Earnings

Discover 9 stocks with the biggest options-implied earnings moves, led by Spotify at 9.31%, as investors prepare for key quarterly results.read more...

Lam Research (LRCX) Q1 Earnings Preview: What You Should Know Beyond the Headline Estimates

Beyond analysts' top-and-bottom-line estimates for Lam Research (LRCX), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2026.

Lam Research Stock Hits Longest Losing Streak Ever: Are There Buyers Around?

Lam Research stock is on track for a ninth straight loss, a first since 1984. Benzinga's 22 analysts see a $346 average target and 26% upside.read more...

This semiconductor stock is not for the faint of heart. Here's why I see opportunity

Lam Research shares have pulled back from their June high as AI demand boosts chipmaking equipment, memory and advanced packaging...

Lam Research (LRCX) Dips More Than Broader Market: What You Should Know

Lam Research (LRCX) reached $286.92 at the closing of the latest trading day, reflecting a -4.71% change compared to its last close.

Wall Street Analysts See a 25.6% Upside in Lam Research (LRCX): Can the Stock Really Move This High?

The consensus price target hints at a 25.6% upside potential for Lam Research (LRCX). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

If You Invested $1000 In Lam Research Stock 10 Years Ago, You Would Have This Much Today

Lam Research (NASDAQ:LRCX) has outperformed the market over the past 10 years by 27.32% on an annualized basis producing an average annual return of 41.11%. Currently, Lam Research has a market capitalization of $399.00read more...

Brokers Suggest Investing in Lam Research (LRCX): Read This Before Placing a Bet

The average brokerage recommendation (ABR) for Lam Research (LRCX) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Jim Cramer Calls Kulicke & Soffa 'Terrific,' But Prefers These 2 Chip Equipment Stocks

Cramer favors Lam Research and Applied Materials over Kulicke & Soffa, urges moving on from Flagstar, and recommends Intel over STMicroelectronics.read more...

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

LCRX Stock: Morgan Stanley Raises Price Target, Sees 50% Shipment Growth In 2026

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<ul class="summary-bullets"><li>Morgan Stanley raised its Lam Research price target and maintained an ‘Overweight’ rating.</li><li>The firm expects a “solid” December-quarter beat from Lam Research.</li><li>Lam’s system-shipment growth is forecast at 47% in 2027.</li></ul><p>Lam Research (LRCX) is heading into its next earnings report with Wall Street increasingly bullish on the semiconductor-equipment cycle.</p><p>On Monday, Morgan Stanley raised its price target to $385 from $367 while maintaining an ‘Overweight’ rating, citing increased confidence in the durability of the company's leading logic share gains.</p><p>According to TheFly, analyst Shane Brett said the firm is "more confident than ever" that those gains can persist and expects Lam to deliver a "solid" December-quarter beat. The firm also raised its system-shipment growth forecasts to 50% for calendar 2026 and 47% for 2027.</p><p>At the time of this writing, <a href="https://stocktwits.com/symbol/LRCX">LCRX stock</a> was trading 1% down in Monday’s premarket session.</p><h2 class="st-heading-2">Lam Heads Into Earnings With Revenue Momentum</h2><p>Lam entered the current quarter after reporting record June-quarter revenue of $6.72 billion, up 15% sequentially. Systems revenue rose to $4.25 billion from $3.73 billion in the March quarter.</p><p>For the September quarter, the company guided revenue to $8.10 billion. At the midpoint, that would represent roughly 20% sequential growth.</p><p>The company also guided non-GAAP gross margin to 52% and operating margin to 39.5%.</p><h2 class="st-heading-2">Foundry Spending Supports Systems Growth</h2><p>Lam’s fiscal 2026 revenue rose 26% to $23.23 billion, while systems revenue increased nearly 30% to $14.89 billion. The company said higher spending from foundry-equipment customers drove the increase in systems revenue.</p><p>Foundry accounted for 44% of June-quarter systems revenue, while logic and other customers contributed 10%. Dynamic random-access memory (DRAM) and non-volatile memory each represented 23%.</p><p>Lam is scheduled to report its September-quarter results on Oct. 21, providing the next read on demand and the setup heading into the December quarter that Morgan Stanley expects to be “strong”</p><h2 class="st-heading-2">What Retail Thinks About&nbsp; LRCX Stock</h2><p>On Stocktwits, retail sentiment around LRCX stock continues to remain ‘bearish’.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_05_161519_b618bff220.png" alt="Screenshot 2026-10-05 161519.png" width="825" height="452"><figcaption>LRCX stock retail sentiment on October 5 as of 7:00 a.m. ET | Source: Stocktwits</figcaption></figure><p>So far this year, LRCX stock has rallied nearly 88%. In comparison, the VanEck Semiconductor ETF (<a href="https://stocktwits.com/symbol/SMH">SMH</a>), and the State Street Technology Select Sector SPDR ETF (<a href="https://stocktwits.com/symbol/XLK">XLK</a>), which hold the stock, have risen around 69% and 38%, respectively, over the same period.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The Lam Research Corporation logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 17, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Lam Research (LRCX) is heading into its next earnings report with Wall Street increasingly bullish on the semiconductor-equipment cycle.

LCRX Stock: Morgan Stanley ‘More Confident Than Ever’ On Lam’s Logic Share Gains

According to TheFly, Morgan Stanley expects Lam Research’s leading logic-share gains to continue as it raises shipment-growth estimates and looks for a solid December quarter.

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Track LRCX stock price, charts, news and real-time market activity on Stocktwits. Join the LRCX message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around Lam Research Corp stock.

LRCX Stock Price Today - Lam Research Corp News, Charts, Retail Sentiment

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Investors are weighing aggressive 58% growth estimates against a lack of safety margin as the critical fiscal report approaches.

Traders are highlighting RSI levels near 30 and recent price dips as a prime opportunity to buy into this sector leader.

Debate intensifies over whether AI-driven equipment demand creates a long-term supply constraint or risks inflationary overheating.

Technicians are closely watching the $263–$267 range, labeling repeated bounces as potential bear traps before a major move.

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