Missed Out on the AI Memory Rally? These 3 Stocks Are Just Getting Started.

As AI demand for memory chips creates a supercycle, three semiconductor-related stocks offer alternatives to already-surged memory chip makers. Rambus licenses high-speed memory interface IP, Lam Research manufactures semiconductor equipment, and Teradyne provides testing systems—all positioned to benefit from years of continued AI-driven memory demand growth.

06/19/2026, 12:30 PM • The Motley Fool

Sputtering Equipment Market Size to Hit USD 4.19 Billion by 2035 | Research by SNS Insider

The global sputtering equipment market, valued at USD 2.41 billion in 2025, is projected to reach USD 4.19 billion by 2035, growing at a CAGR of 5.83%. Growth is driven by rising semiconductor fabrication demand, thin-film deposition applications, and expanding solar photovoltaic manufacturing. Magnetron sputtering equipment leads the market with 42.25% share, while Asia-Pacific dominates regionally with 45.35% market share.

06/19/2026, 7:30 AM • GlobeNewswire

This Memory Stock Has Doubled in 2026. Here's Why It Can Skyrocket Higher (Hint: It's Not Micron or Sandisk)

Lam Research, a semiconductor equipment supplier, has nearly doubled in 2026 due to surging demand for memory manufacturing equipment driven by AI data centers. With major memory manufacturers significantly increasing capital expenditures to address supply shortages expected to persist until 2030, Lam Research is positioned for sustained growth despite its elevated valuation multiple of 49x forward earnings.

06/17/2026, 4:23 PM • The Motley Fool

Semiconductor Equipment Market Size to Hit USD 329.73 Billion by 2035 | Research by SNS Insider

The global semiconductor equipment market is valued at $138.64 billion in 2025 and is expected to grow to $329.73 billion by 2035, with a CAGR of 9.05%. Growth is driven by rising AI and 5G adoption, government-backed fab investments, and increasing demand across consumer electronics, automotive, and telecommunications sectors. Wafer fabrication equipment dominates the market, while testing equipment and inspection & metrology segments show the fastest growth rates.

06/16/2026, 3:30 AM • GlobeNewswire

Billionaire Investor Doubles Down On AI Trade, Adds Chip-Equipment Names

Daniel Loeb's Third Point hedge fund is increasing its AI exposure by acquiring significant positions in chip-equipment makers KLA Corporation, ASML Holding, and Lam Research. All three companies reported strong quarterly earnings that beat expectations, with positive guidance and analyst upgrades, reflecting robust demand driven by AI infrastructure buildout.

06/12/2026, 1:08 PM • Benzinga

The S&P 500 ETF Nobody Talks About That Could Beat VOO

With S&P 500 earnings growth forecast at 22% for 2026 and 15% for 2027, driven largely by AI infrastructure development, the article recommends the Invesco S&P 500 Quality ETF (SPHQ) as a more selective alternative to broad-market funds like VOO. SPHQ focuses on high-quality companies with strong fundamentals and has outperformed VOO over 3 and 5-year periods while providing better insulation against economic downturns.

06/12/2026, 11:15 AM • The Motley Fool

Chips Lead Nasdaq 100 Rebound, Oracle Sinks 11%: Stock Market Today

The Nasdaq 100 rose 1.1% on Thursday, led by semiconductor equipment makers rallying on positive analyst upgrades and AI data-center demand outlook. However, Oracle plunged 11.6% despite record earnings, citing a $40 billion financing plan and 162% increase in capital spending for AI infrastructure. Software stocks broadly declined while small caps and chip-related equities outperformed.

06/11/2026, 1:14 PM • Benzinga

Dow Jones and S&P 500 Climb Thursday as Wall Street Shakes Off Three-Day Slump Before SpaceX IPO

Wall Street recovered from a three-day losing streak on Thursday, with the Dow Jones up 0.7% and S&P 500 up 0.4% by noon. Chip equipment makers led gains, but momentum faded due to hotter-than-expected inflation data and Middle East tensions. SpaceX is expected to debut Friday at a $1.75 trillion valuation, with some analysts suggesting this week's tech weakness reflects investors liquidating positions to fund the historic IPO.

06/11/2026, 1:01 PM • The Motley Fool

1 of My Top AI Dividends Just Popped 43% and It’s Still a Bargain

The Columbia Seligman Premium Technology Growth Fund (STK) dropped significantly following an AI stock selloff triggered by a stronger-than-expected jobs report. The author argues this is a buying opportunity, as the selloff is driven by profit-taking rather than fundamental concerns. The fund now trades at a 4.6% discount to NAV and offers a 3.6% yield, with holdings in major AI companies positioned to recover as market sentiment normalizes.

06/11/2026, 6:24 AM • Investing

Better ETF Buy Right Now: QQQ vs. SCHG

The article compares two growth-focused ETFs: Invesco QQQ (QQQ), which tracks the 100 largest non-financial Nasdaq stocks with heavy tech exposure, and Schwab U.S. Large-Cap Growth ETF (SCHG), which uses fundamental screening across a broader universe. While QQQ has outperformed significantly year-to-date (+21.1% vs +8.4%), the author recommends SCHG due to its lower expense ratio (0.04% vs 0.18%), better diversification beyond tech, and concerns that QQQ's semiconductor and memory stock outperformance may be unsustainable.

06/09/2026, 6:24 AM • The Motley Fool

Nasdaq 100 Rallies Over 2% On Iran-Israel Ceasefire: Stock Market Today

U.S. stocks rebounded strongly on Monday following signs of de-escalation in the Middle East and a halt to semiconductor selloffs. The Nasdaq 100 led gains with a 2.1% jump, driven by a sharp recovery in chip stocks. The S&P 500 rose 0.8% while the Dow edged up 0.2%. Crude oil and Treasury yields eased as geopolitical tensions cooled, though rate-hike concerns persist following Friday's strong jobs report.

06/08/2026, 1:13 PM • Benzinga

Director Trims Ichor Holdings — the Cycle Bet Is What Matters Now

Director Marc Haugen sold 9,923 shares of Ichor Holdings (ICHR) for approximately $716,000, reducing his direct stake by 38%. While the stock has surged 343% over the past year, the article cautions that this gain is primarily driven by multiple expansion rather than fundamental improvements. The key investment question is whether semiconductor equipment spending has more runway or is approaching a peak, as Ichor's fortunes are tied to capex cycles of OEM customers.

06/04/2026, 6:14 PM • The Motley Fool

AI-Chip Rally Powers S&P 500, Nasdaq 100, Dow To Fresh Records: Stock Market Today

U.S. stock indices reached fresh record highs on Tuesday, driven by a surge in semiconductor and AI-infrastructure stocks. Marvell Technology soared 20% after Nvidia's CEO praised it as 'the next trillion-dollar company' and committed a $2 billion investment. Hewlett Packard Enterprise surged 30% on strong earnings and AI orders. Optical networking and chip stocks rallied broadly, while software stocks pulled back significantly.

06/02/2026, 12:53 PM • Benzinga

Is the AI Trade Entering Its Second Wave? This ETF Could Be a Major Beneficiary.

The semiconductor sector is transitioning from an AI hype-driven rally to a sustainable growth story, with the AI market expected to grow from nearly $1 trillion in annual sales to $2 trillion by 2036. The VanEck Semiconductor ETF (SMH) is recommended as a way to gain exposure to industry leaders like Nvidia, TSMC, and Intel, which are positioned to drive future growth despite recent consolidation in non-megacap names.

05/28/2026, 7:30 AM • The Motley Fool

Lam Research Corporation Declares Quarterly Dividend

Lam Research Corporation announced that its Board of Directors has approved a quarterly dividend of $0.26 per share of common stock, payable on July 8, 2026, to shareholders of record on June 17, 2026. The semiconductor equipment supplier noted that future dividend payments remain subject to Board review and approval.

05/21/2026, 4:05 PM • Benzinga