Lam Research reported better-than-expected earnings, but the positive news failed to ease investor concerns about potential cuts in semiconductor spending. This triggered a broad sell-off in major chip stocks, especially those linked to AI technology, reversing a recent rebound. The market remains cautious as spending fears continue to weigh on chip sector sentiment.
Lam Research shares are down 7.40% on Pluang as of Oct 22, 2026 18:12 WIB, trading at USD 241.50. Despite strong earnings, the stock's sharp decline highlights ongoing investor concerns about semiconductor spending cuts. The company still sees strong buying interest on Pluang, with 97% of orders to buy and a market cap of $326.38 billion, reflecting the tension between positive earnings and cautious market sentiment.
Lam Research reported a historic 40% operating margin and record revenue of $8.22 billion for the September quarter, beating earnings expectations. Despite this strong performance, shares fell nearly 8% in after-hours trading due to a cautious Decemb...
Lam Research reported strong Q3 2026 results with $8.22 billion in revenue, a 22% increase from the previous quarter, and a diluted EPS of $2.19 under U.S. GAAP. The company achieved a 52.3% gross margin and 40.0% operating margin, reflecting operati...
Lam Research will announce its Q1 earnings on October 21, 2026, with analysts expecting $2.18 EPS and $8.14 billion in revenue. The company has a strong history of beating earnings estimates, with an average surprise of nearly 8% in the last two quar...
The Corgi Lithography & Semiconductor Photonics ETF (EUV) is still recommended as a Buy due to strong demand for 2-nanometer technology, advanced lithography, and automation in semiconductor manufacturing. Key holdings like TSMC, ASML, and Lam Resear...
Texas Instruments and Lam Research are set to report earnings, highlighting different industry trends. Texas Instruments must demonstrate sustained growth in industrial and automotive sectors, driven by analog chips and embedded processors. Lam Resea...
