According to CoinMeta, Lam Research ( LRCX ) is expected to continue to experience strong growth, benefiting from the acceleration in artificial intelligence spending. Guinness Global Innovators Fund mentioned in its second-quarter 2026 investor update that the fund achieved a return of 13.8% in the second quarter of 2026, which is higher than the 13.0% of the MSCI World Index and the 13.1% global industry average. The easing of tensions in the Middle East, falling oil prices, and renewed enthusiasm for artificial intelligence have helped investors return to growth stocks and AI infrastructure beneficiaries. The fund performed well with overweight positions in the information technology sector, while overweights in the communications services sector were a drag. Lam Research was highlighted as a key investment focus in its second-quarter 2026 investor letter, demonstrating its strong performance in the semiconductor equipment sector.