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The Zacks Analyst Blog Highlights NVIDIA, AMD, Applied Materials, Lam Research and Micron Technology
This Zacks Analyst Blog highlights NVIDIA, AMD, Applied Materials, Lam Research, and Micron Technology, focusing on two “pick-and-shovel” AI stocks, Applied Materials and Lam Research, poised for growth. Despite a recent decline in NVIDIA’s shares, Applied Materials and Lam Research showed significant increases in Q1 2026, driven by rising AI investments and strong demand for semiconductor equipment. The article details their financial performance, growth prospects, and strong Zacks Ranks, suggesting they could emulate NVIDIA’s success.