The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital,
and those that can maintain this trifecta year in and year out often become the legends of the investing world.
Semiconductor equipment maker Lam Research (NASDAQ:LRCX) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 22.1% year on year to $5.34 billion. On top of that, next quarter’s revenue guidance ($5.7 billion at the midpoint) was surprisingly good and 6.2% above what analysts were expecting. Its non-GAAP profit of $1.27 per share was 8.7% above analysts’ consensus estimates.
Semiconductor equipment maker Lam Research (NASDAQ:LRCX) announced better-than-expected revenue in Q4 CY2025, with sales up 22.1% year on year to $5.34 billion. On top of that, next quarter’s revenue guidance ($5.7 billion at the midpoint) was surprisingly good and 6.2% above what analysts were expecting. Its non-GAAP profit of $1.27 per share was 8.7% above analysts’ consensus estimates.
As of January 28, 2026, the semiconductor industry has moved past the volatile "AI infrastructure build-out" phase of the early 2020s and into a sustained era of architectural revolution. At the heart of this transformation is Applied Materials, Inc. (Nasdaq: AMAT), the world’s largest provider of semiconductor manufacturing equipment. While lithography often captures the headlines, [...]
As the S&P 500 continues its ascent in early 2026, a fundamental shift has quietly redefined the mechanics of the bull market. For years, skeptics pointed to "multiple expansion"—the phenomenon where stock prices rise faster than profits—as evidence of a brewing bubble. However, new data as of
As of January 28, 2026, the global semiconductor industry finds itself at a pivotal crossroads. While the "AI Gold Rush" of 2023–2024 has matured, the infrastructure required to sustain the next generation of artificial intelligence, high-performance computing, and 3D memory is more complex than ever. At the heart of this manufacturing revolution stands Lam Research [...]
Great things are happening to the stocks in this article.
They’re all outperforming the market over the last month because of positive catalysts such as a new product line, constructive news flow, or even a loyal Reddit fanbase.
As of January 27, 2026, the global technology landscape is witnessing a seismic shift in the semiconductor supply chain, anchored by India’s aggressive transition from a design-heavy "back office" to a self-sustaining manufacturing and product-owning powerhouse. At the 39th International Conference on VLSI Design and Embedded Systems (VLSI 2026) held earlier this month in Pune, [...]
At the 39th International VLSI Design & Embedded Systems Conference (VLSID 2026) held in Pune this month, India officially shifted its semiconductor strategy from a focus on assembly to a high-stakes "product-led" roadmap. Industry leaders and government officials unveiled a vision to transform the nation into a global semiconductor powerhouse by 2030, moving beyond its [...]
Date: January 23, 2026 Introduction As the semiconductor industry navigates the most significant technological pivot since the invention of the integrated circuit, few companies sit at a more critical juncture than Lam Research (Nasdaq: LRCX). Often described as a "picks and shovels" play for the digital age, Lam provides the high-precision equipment required to etch [...]
In a move that has sent shockwaves through the global technology sector, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) officially announced on January 15, 2026, a historic capital expenditure budget of $52 billion to $56 billion for the 2026 fiscal year. This unprecedented financial commitment, representing a nearly 40% increase over the previous year, is designed [...]
