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A service for global professionals · Monday, March 9, 2026 · 898,244,276 Articles · 3+ Million Readers
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Lam Research Environment News Monitoring

  • Published on Mar 8, 2026

    Trader mindset: 9 stocks inside a disciplined portfolio approach: Jon Erlichman

    Being a good long-term investor starts with thinking more like a trader. That's the view of Diana Avigdor of Barometer Capital Management. Diana blends tactical trading discipline with long-term portfolio construction. And her philosophy is simple. …

    Source: BNN Bloomberg - Neutral
  • Published on Feb 20, 2026

    Lam Research Named Top Semiconductor Pick As AI-Driven Manufacturing Supercycle Shifts Into High Gear

    $135 Billion WFE Outlook With Spillover Into 2027 Arya said meetings with Lam CFO Doug Bettinger reinforced management's confidence that clean-room constraints — not demand — will limit the upcycle. The semiconductor sector is witnessing a remarkable …

    Source: Benzinga - Neutral
  • Published on Feb 13, 2026

    CEA-Leti, Lam Research partner to speed semiconductor innovation

    Friday, February 13, 2026 In response to rising demands for performance and energy efficiency across domains such as AI, high-performance computing, sensing, photonics, and power electronics, Lam Research and CEA-Leti signed a multi-year agreement on Jan. …

    Source: Simm Tester - Texas - Pending
  • Published on Feb 28, 2026

    Can ChatGPT and Grok beat the market?

    Active management is losing influence amid current trends. And as if that wasn't enough, it turns out that large language models may even do better than the indices. Last year, the Autopilot platform offered users the option to replicate two portfolios …

    Source: Market Screener - Neutral
  • Published on Feb 27, 2026

    SOLVE Opens Registration For Spring Cleanup

    Registration is now open for the annual Oregon Spring Cleanup, in partnership with Portland General Electric. This year, SOLVE is expanding its largest spring volunteer initiative to span the entire month of April, turning Earth Month into coordinated …

    Source: K103 Portland - Oregon - Pending
  • Published on Feb 23, 2026

    From fabs to ecosystems: How ISM 2.0 & Budget 2026 are powering India’s semiconductor sector

    India's Semiconductor Revolution India's semiconductor ambitions has rapidly moved from aspiration to execution. The Union Budget 2026-27's announcement of the India Semiconductor Mission 2.0, backed by a near-doubling of allocation to ₹8,000 …

    Source: ETGovernment - Pending
  • Published on Feb 22, 2026

    3 Swiss equipment suppliers in the semiconductor industry

    Already essential and highly strategic, semiconductor industry sales are expected to rise by over 25% to reach $1,000 billion this year-staggering growth at that scale. The Swiss stockmarket features several particularly interesting names, with different …

    Source: Market Screener - Neutral
  • Published on Feb 12, 2026

    The Implications of Rescinding the US Endangerment Finding

    The Obama-era endangerment finding determined that greenhouse gases pose a risk to public health and welfare, providing the legal framework that allows the US Environmental Protection Agency to regulate emissions. The Trump administration is set to repeal …

    Source: Earth.Org - Neutral
  • Published on Feb 20, 2026

    1 Unstoppable Artificial Intelligence (AI) Stock Up 117% in 6 Months That Can Still Climb Higher

    Key Points As demand for AI chips outstrips supply, manufacturers are set to ramp up capacity. This company is a key supplier for the entire AI industry. Its stock looks fairly valued relative to the growth that management expects to see over the next few …

    Source: Nasdaq - Neutral
  • Published on Feb 20, 2026

    ‘Virtual technologies key to building semiconductor talent in India’

    Visitors in large numbers seen during the India AI Impact Summit in New Delhi on Friday | Photo Credit: SUSHIL KUMAR VERMA The complexity of modern semiconductor manufacturing means that India, with fewer fabrication plants and research labs, will need to …

    Source: The Hindu Business Line - Neutral
  • Published on Feb 19, 2026

    The best young global funds that have shone in their first three years

    Trustnet continues its series highlighting funds launched in 2022 that have made a strong start. Some 25 global funds passed their three-year anniversary in 2025, but only four managed a top-quartile return and more failed to beat their average peer (13) …

    Source: Trustnet - Neutral
  • Published on Feb 17, 2026

    New-age cos deliver; AI Summit sparks capital push

    Happy Tuesday! New-age tech firms reported strong December quarter results. This and more in today’s ETtech Morning Dispatch. Also in the letter: ■ IDTA bets big ■ ElevenLabs CEO interview ■ Amazon cheers tax break D-Street’s new-age firms strike a profit …

    Source: The Economic Times - Center-right
  • Published on Feb 13, 2026

    Applied Materials’ AI Windfall: Sector Implications and 5 Strategic Buys

    Wall Street spent the week panicking about AI killing software companies. Applied Materials just reminded everyone that somebody still has to build the chips. Applied Materials (AMAT) jumped 12% on Friday after the semiconductor equipment giant crushed Q1 …

    Source: Investing - Neutral
  • Published on Feb 10, 2026

    German states court Korean chipmakers for EU push

    German states Saxony and Saxony-Anhalt are stepping up efforts to attract South Korean semiconductor companies, pitching their regions as strategic entry points into Europe as the continent accelerates its push for technological sovereignty. At an …

    Source: Korea Herald - Neutral
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