Morgan Stanley sees Lam Research's NAND spending accelerating and a stronger path for equipment share gains.

Credit: JOSH EDELSON / AFP via Hands up who among you thought Nvidia's Vera Rubin superchips would be cheap? Good, I see no digits. However, according to a Morgan Stanley research report, the bill ...

I guess we'll get started. Hi, I'm Shane Brett, U.S. semiconductor equipment analyst. I'm honored to host Doug Bettinger, CFO of Lam Research. Before we kick it off with questions, I'd like to pass it ...

Supported primarily by solid first-quarter 2026 results, shares of Morgan Stanley MS have gained 13.2% so far this year, outperforming the S&P 500 Index’s 9.7% growth and the industry’s 2.2% decline.

Morgan Stanley is turning bearish on Lam Research . The bank downgraded the semiconductor stock to an underweight rating from equal weight. Analyst Shane Brett accompanied the move by cutting his ...

The title of Morgan Stanley's midyear US economic outlook, published May 12, is four words: "Capex Over Consumption." It is ...

Morgan Stanley launched a dedicated research product covering private companies, joining rivals including JPMorgan Chase & Co. and Citigroup Inc. as investor interest in unlisted startups grows. The ...

Morgan Stanley upgraded Lam Research (LRCX) to Overweight and cut the rating of chip equipment maker peer Applied Materials ...

Stock markets got rocked Monday, with the Dow down 1.3% amid concerns over a new report from Citrini Research, laying out economic risks from AI agents. Financial giant Morgan Stanley (NYSE: MS) stock ...

Hour Children and Mental Health Innovations Teams Win Morgan Stanley’s 2026 Strategy Challenge Supporting Nonprofits in the U ...

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Costco Wholesale Corp. (COST), Morgan ...