Scenarios that move LRCX
Lam Research Corporation - Common Stock
Scenarios that move LRCX: 25 analyses, 20 positive, 5 negative.
- · TSMC says AI chip demand far exceeds available supply — ▲ · impact +72 · confidence high · horizon quarters
- · Hewlett Packard Enterprise stock plunges 20% this week — ▲ · impact +40 · confidence low · horizon quarters
- · ASML cannot keep up with 2027 and 2028 demand — ▲ · impact +48 · confidence high · horizon quarters
- · ◇ What if… Apple becomes the world's largest company by market cap — ▲ · impact +40 · confidence low · horizon quarters
- · SK Hynix conditions new US factory on China export access — ▲ · impact +67 · confidence medium · horizon weeks
- · Marvell sets new $18 billion revenue target, reshaping outlook — ▲ · impact +35 · confidence low · horizon quarters
- · ASML reports €11.7 billion sales and €5.0 billion net income — ▲ · impact +64 · confidence medium · horizon weeks
- · US chip stocks extend slide as China memory report rattles AI spending — ▼ · impact -55 · confidence medium · horizon quarters
- · Micron raises buyback authorization to $35 billion — ▲ · impact +25 · confidence low · horizon quarters
- · Samsung forecasts record Q3 profit of $80 billion on AI boom — ▲ · impact +70 · confidence high · horizon quarters
- · TSMC Q3 earnings set high growth bar on AI demand — ▲ · impact +66 · confidence medium · horizon quarters
- · AMD reaches a $1 trillion market cap, challenging Nvidia — ▲ · impact +42 · confidence medium · horizon quarters
- · Western Digital stock crashes as investors seek explanation — ▼ · impact -40 · confidence low · horizon weeks
- · Micron beats Q4 earnings and revenue estimates — ▲ · impact +70 · confidence high · horizon quarters
- · AMD agrees to buy World Labs for $8.2 billion — ▲ · impact +40 · confidence low · horizon quarters
- · Camtek sees over $600 million in orders through 2027 — ▲ · impact +32 · confidence medium · horizon quarters
- · China and US agree to AI dialogue and tariff cuts — ▲ · impact +60 · confidence low · horizon quarters
- · US and China extend trade truce by two months — ▲ · impact +55 · confidence low · horizon quarters
- · Alibaba deepens AI push with new chip and larger model — ▲ · impact +30 · confidence low · horizon quarters
- · Intel stock jumps 7.6% in today's trading session — ▲ · impact +60 · confidence high · horizon quarters
- · Corning shares plunge in today's trading session — ▼ · impact -35 · confidence low · horizon quarters
- · ◇ What if… China Blockades Taiwan — ▼ · impact -75 · confidence low · horizon weeks
- · ◇ What if… Nvidia Accounting Scandal Wipes Out 80 Percent Of Reported Earnings — ▼ · confidence low
- · Meta Announces Capex Freeze — ▲ · confidence low
- · US Government Announces 25 Percent Tariff On All Imported Semiconductors — ▲ · confidence medium