Key Points Sell-side analysts increased their forecasts for WFE capital spending next year. Subsequent long-term forecasts from AI-related companies further boosted the enthusiasm over the AI boom. Lam Research is a key pick-and-shovel play for the growth of AI chips and memory. 10 stocks we like better than Lam Research › Shares of semiconductor equipment leader Lam Research (NASDAQ: LRCX) rallied in September, rising 33.7% on the month, according to data from S&P Global Market Intelligence. La ...