Oil Spikes 7%, Nasdaq 100 Sinks Before Fed: Stock Market Today

Beat the Market Like Zacks: PBF, Palantir, Adobe in Focus

Zacks Investment Research showcased strong performance across its various stock rating systems and portfolios. PBF Energy and Delek US surged following Zacks Rank #1 upgrades, while the Zacks #1 Rank portfolio outperformed the S&P 500 by 2.3 percentage points year-to-date. Notable performers included Palantir (up 38.3% over 12 weeks), Adobe (up 27.6%), Thermo Fisher (up 40.2%), and Monolithic Power Systems (up 30.1% since January 5, 2026). The article emphasizes Zacks' track record of outperforming the market since 1988.

LRCX Eyes Mid-40s Operating Margin: Is the Long-Term Goal Achievable?

Lam Research targets mid-40% operating margins over the next several years, up from current 38.4%. Q1'27 guidance shows continued margin expansion with expected revenues of $8.1B and 39.5% non-GAAP operating margin. AI demand, advanced packaging, and higher-margin services are expected to support growth, though the goal requires sustained execution and disciplined cost management amid planned $3B R&D investments.

Shares of semiconductor companies are trading higher amid overall market strength and easing inflation concerns as investors return to AI-related companies.

U.S.-China Talks Seem Successful: ETF Areas in Focus

Ahead of an expected Trump-Xi meeting in Washington, U.S.-China trade negotiations focusing on tariff reductions and AI could benefit semiconductor, technology, retail, and auto sectors. Companies with significant China exposure including Qualcomm, Intel, Micron, Applied Materials, NVIDIA, Apple, Walmart, Target, Best Buy, Costco, and Tesla may see positive sentiment if trade tensions ease.

Global Chiplet Assembly Equipment Market Forecast to 2036 | Rapid Expansion of Semiconductor Assembly and Test Capacity is Reshaping the Industry

The global chiplet assembly equipment market is valued at USD 3.6 billion in 2026 and is projected to reach USD 16.2 billion by 2036, expanding at a CAGR of 16.2%. Growth is driven by increasing adoption of chiplet-based architectures, rising demand for AI and high-performance computing, expansion of HBM production, and rapid growth in semiconductor assembly and test capacity. Asia-Pacific currently leads the market, while North America is expected to register the fastest growth.

Shares of electronic equipment-related companies are trading higher, possibly amid overall market strength and sliding oil prices that ease inflation concerns. The industry, which provides infrastructure needs, may be moving alongside the AI sector's rally.