http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Wed, 17 Jun 2026 05:19:12 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Analyst+PT+Change/Lam+Research+%28LRCX%29+PT+Raised+to+%24450+at+Citi/26656159.html Citi analyst Atif Malik raised the price target on Lam Research (NASDAQ: LRCX) to $450.00 (from $315.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Lam+Research+%28LRCX%29+PT+Raised+to+%24450+at+Citi/26656159.html Wed, 17 Jun 2026 05:19:12 -0400 LRCX http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+12++Filed+by%3A+BRANDT+ERIC/26649042.html si-local-file:///var/storage/secattach/20260615/26649042.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+12++Filed+by%3A+BRANDT+ERIC/26649042.html Mon, 15 Jun 2026 19:33:00 -0400 LRCX O.05857273 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+12++Filed+by%3A+BRANDT+ERIC/26649042.html si-local-file:///var/storage/secattach/20260615/26649042.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+12++Filed+by%3A+BRANDT+ERIC/26649042.html Mon, 15 Jun 2026 19:33:00 -0400 LRCX O.05857273 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+11++Filed+by%3A+BRANDT+ERIC/26646218.html si-local-file:///var/storage/secattach/20260615/26646218.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+11++Filed+by%3A+BRANDT+ERIC/26646218.html Mon, 15 Jun 2026 12:27:00 -0400 LRCX O.05857273 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+11++Filed+by%3A+BRANDT+ERIC/26646218.html si-local-file:///var/storage/secattach/20260615/26646218.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++LAM+RESEARCH+CORP+++++++++For%3A+Jun+11++Filed+by%3A+BRANDT+ERIC/26646218.html Mon, 15 Jun 2026 12:27:00 -0400 LRCX O.05857273 http://www.streetinsider.com/Analyst+PT+Change/Lam+Research+%28LRCX%29+PT+Raised+to+%24400+at+Oppenheimer/26644277.html Oppenheimer analyst Ed Yang raised the price target on Lam Research (NASDAQ: LRCX) to $400.00 (from $330.00) while maintaining a Outperform rating. http://www.streetinsider.com/Analyst+PT+Change/Lam+Research+%28LRCX%29+PT+Raised+to+%24400+at+Oppenheimer/26644277.html Mon, 15 Jun 2026 07:42:53 -0400 LRCX http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/AI/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html <p>Lynx Equity on SpaceX (NASDAQ: SPCX): 'smarter way to play SpaceX is to invest in NVDA'.</p><p>The analyst comments "Net/net following a successful IPO, we expect upside to capex outlook at Terafab and xAI. In the semicap space, the key beneficiaries are LRCX, AMAT, ASML and KLAC. In the semis space, we expect NVDA and INTC (link) to be major beneficiaries. We also expect memory and storage names – MU, SNDK, STX, WDC – to benefit. We expect GOOG to benefit from its 3-year GPU rental agreement with xAI. It helps keep a lid on GCP capex and provides tailwind to http://www.streetinsider.com/Hot+Comments/Lynx+Equity+on+SpaceX+%28SPCX%29%3A+%27smarter+way+to+play+SpaceX+is+to+invest+in+NVDA%27/26644246.html Mon, 15 Jun 2026 07:34:10 -0400 AMAT ASML GOOG GOOGL INTC KLAC LRCX NVDA SNDK SPCX STX WDC