Daily Digest
Daily Digest
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Everything Pomegra has published on LRCX: 26 news articles and 5 market briefs, newest first.
Applied Materials (AMAT) climbed to about $403 as Lam Research rose 9% and traders braced for a 7.5% swing.
19h ago
Lam Research (LRCX) rebounded as the chip index recovered from a 12% rout driven by AI-rule worries.
6d ago
Applied Materials (AMAT) and KLA slid as Lam Research (LRCX) fell 9% on supply limits and AI spending doubts
Oct 22
ASML (ASML.AS) reported record €11.7B quarterly sales, and customers are now asking about 2029–2030 orders
Oct 14
Applied Materials (AMAT) gave no industry spending outlook, while Lam Research fell 4% for a 7th straight day.
Oct 13
Cisco and Applied Materials report after the close Thursday, with options pricing moves of about 7.9% and 8.8% as the results test AI infrastructure demand.
Chip stocks rebounded as the semiconductor index gained about 6% and the Nasdaq 1.9%, with AMD up 11% on earnings and Lam Research up 11% on a buyback.
The Cboe Volatility Index surged almost 70% to 28.18 on Thursday, its biggest one-day jump in over two years, as an AI-led selloff hit equity markets.
AI stocks shed about $930 billion as the Nasdaq fell up to 5%, erasing post-election gains on fears of tighter AI regulation under Democratic control.
Micron Technology stock rose about 3% premarket Friday as SanDisk gained 4% and SK Hynix 6%, bouncing back from Thursday's steep semiconductor selloff.
The Nasdaq fell 2.6% on Thursday, its worst day since June, as AI spending fears and an oil spike hit Amazon, Nvidia and Alphabet while Apple gained.
A reported $2.8 billion Nvidia and Tesla investment in Samsung Electro-Mechanics revived circular financing fears and hit AI stocks on Thursday, October 22.
Lam Research shares fell about 6% after hours despite a fiscal Q1 beat and $8.6B Q2 revenue guidance, as investors sold the chip-equipment name over a wide range.
The Philadelphia semiconductor index fell eight sessions straight, its longest losing run since 2008, before rebounding on Monday as Micron regained $1 trillion.
CoreWeave (CRWV) shares fell about 25% this week as credit default swaps topped 1,000 basis points, putting its $51 billion AI debt load under scrutiny.
Applied Materials (AMAT) fell 7% for a sixth day as Lam Research and KLA lost 4%, with profit-taking and no WFE forecast hitting AI stocks in chip equipment.
ASML gained 3.04% on September 18 as institutional buyers returned to chip-equipment stocks, judging near-term AI data-center spending cuts less severe than feared.
Intel rose 4% and AMD gained 3% Tuesday as chip stocks bounced back from an AI-safety selloff, outperforming a falling broader market on intact hyperscaler capex signals.
KLA Corporation surged to a multi-month high as AI-driven wafer fabrication investment accelerates, validating the thesis that semiconductor equipment makers are the next leg of the AI…
Broadcom heads into its September 2 earnings with AI chip revenue set to triple year-over-year as the market awaits a FY2027 guidance raise above the $100 billion threshold.
ChangXin Memory Technologies dethrones Tencent as China's most valuable company just 17 days after its record-breaking Shanghai debut, reaching a $524 billion market capitalization as investors…
Applied Materials (AMAT), the world's largest semiconductor equipment maker by revenue, laid out its most ambitious annual growth targets in years during its May 15 earnings call, projecting…
Skyworks Solutions fell sharply after its fiscal third-quarter earnings revealed tight forward margins and a surprise dividend elimination, dragging the semiconductor ETF SMH to a fourth straight…
The S&P 500 and Nasdaq Composite closed lower for the week ended July 18, 2026, as a fresh Chinese AI model release reignited AI bubble concerns and drove a sharp tech stock sell-off across…
Nasdaq-100 futures slid nearly 2% on July 17, 2026, as a widening global chip sell-off erased more than a trillion dollars in semiconductor market value amid deepening AI capex concerns.
U.S. large-cap indexes extended gains on July 10, 2026 as semiconductor and artificial-intelligence stocks recovered from an early-quarter sell-off, with the S&P 500 adding 0.09% and the historic…
Chipmakers led by Broadcom, AMD, and a broad semiconductor rebound powered Wall Street's key indices to record territory as the Philadelphia Semiconductor Index crowns a 101% first-half surge.
South Korea's Kospi falls 6.25% on July 2 as Samsung Electronics and SK Hynix bear the brunt of a broadening global semiconductor selloff triggered by Meta's cloud computing pivot.
IBM's 0.7nm nanostack chip delivers 70% efficiency gains and 7,000 TOPS of AI compute, setting a new benchmark that could extend Moore's Law another decade.
SanDisk surged 11% and Western Digital climbed 7% after Apple confirmed unavoidable memory cost increases, lifting chip-equipment makers Lam Research, KLA, and Applied Materials in lockstep.
Micron's record $41.5 billion quarter and $50 billion guidance ignite a broad semiconductor rally, pulling Nasdaq-100 futures sharply higher while Dow futures hold flat ahead of May PCE data.
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