
AI Chips Stocks to Own in September 2026: 7 Names with Real Setup
This countdown spans AI accelerators, custom silicon, networking, foundry manufacturing and semiconductor equipment across seven infrastructure stocks.
Every article, report, and earnings note where LRCX appears.

This countdown spans AI accelerators, custom silicon, networking, foundry manufacturing and semiconductor equipment across seven infrastructure stocks.

Lam Research Corporation (LRCX) rises sharply after Morgan Stanley upgraded the stock and lifted its price target, citing stronger NAND spending and improving semiconductor demand. The move pushed shares above their prior 52-week high, reinforcing the bullish case tied to memory recovery and AI-driven chip demand.

Qualcomm’s Stellantis-fueled rally looks like more than a handset relief bounce. Record automotive revenue, 20% growth in automotive plus IoT, and a fresh $20 billion buyback make the old smartphone-only bear case look increasingly stale.

Lam Research Corporation (LRCX) rises after a Morgan Stanley upgrade, a strong earnings beat, and upbeat AI chip equipment demand. Shares are trading near their 52-week high as investors react to better guidance and renewed confidence in the company’s semiconductor tools business.

A seven-stock semiconductor countdown spanning memory, wireless, analog, embedded, process control, equipment, and AI networking exposure.

Lam Research Corporation (LRCX) drops as semiconductor stocks slide in a broad risk-off move. The decline follows strong earnings, raised analyst targets, and a recent run toward 52-week highs, suggesting today’s move is more about sector profit-taking than a company-specific setback.

Lam Research Corporation (LRCX) rises sharply after a strong earnings report and fresh analyst support. The semiconductor equipment maker is trading near its 52-week high as investors stay focused on AI infrastructure spending, solid margins, and continued momentum in chip equipment stocks.
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