Here’s How Lam Research Corporation (LRCX) is Benefitting from AI

2 hours ago 1

Soumya Eswaran

Wed, December 24, 2025 astatine 6:19 AM CST 3 min read

Janus Henderson Investors, an concern absorption company, released its third-quarter 2025 capitalist missive for its “Janus Henderson Global Technology and Innovation Fund”. A transcript of the missive tin beryllium downloaded here. The exertion assemblage generated beardown results successful the quarter, driven by the semiconductor analyzable and hardware makers, which outpaced the broader equities. The money returned 9.19% successful the quarter, compared to the S&P 500 Index’s 8.12% instrumentality and the MSCI All Country World Information Technology Index’s 12.76% return. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Janus Henderson Global Technology and Innovation Fund highlighted stocks specified arsenic Lam Research Corporation (NASDAQ:LRCX). Lam Research Corporation (NASDAQ:LRCX) designs, manufactures, and services semiconductor processing equipment. The one-month instrumentality of Lam Research Corporation (NASDAQ:LRCX) was 15.29%, and its shares gained 137.25% of their worth implicit the past 52 weeks. On December 23, 2025, Lam Research Corporation (NASDAQ:LRCX) banal closed astatine $175.16 per share, with a marketplace capitalization of $220.882 billion.

Janus Henderson Global Technology and Innovation Fund stated the pursuing regarding Lam Research Corporation (NASDAQ:LRCX) successful its 3rd 4th 2025 capitalist letter:

"Lastly, semiconductor instrumentality shaper Lam Research Corporation (NASDAQ:LRCX) contributed. The company’s accent connected representation chips led galore to presume that it would beryllium little exposed to the AI revolution, taking its cues alternatively from request for idiosyncratic computers and smartphones. It is not shaping up that way. With AI's inference signifier becoming much compute-intensive than anticipated, request for NAND representation chips has increased, resulting successful AI becoming a apt tailwind for this antecedently underappreciated portion of the semiconductor complex."

We Don't Talk About It Enough, Says Jim Cramer

Lam Research Corporation (NASDAQ:LRCX) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 93 hedge money portfolios held Lam Research Corporation (NASDAQ:LRCX) astatine the extremity of the 3rd quarter, up from 85 successful the erstwhile quarter. In the September quarter, Lam Research Corporation (NASDAQ:LRCX) reported revenue of $5.3 billion, representing an summation of 3% from anterior quarter. While we admit the imaginable of Lam Research Corporation (NASDAQ:LRCX) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.