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Lam Research significantly beats Q2 earnings guidance by over $1 billion, driven by surge in AI chip manufacturing equipment demand.

Strong semiconductor capital equipment spending cycle validates sustained AI infrastructure expansion capex pipeline.
Trade pressSlicast · July 29, 2026 at 21:27 UTC · US · Source: techtimes.com
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CommentaryLam Research (LRCX) Stock, September 2026: -8.3% Selloff Tests the AI Equipment ThesisCommentaryLam Research AI Equipment Demand and Taiwan Investment, September 2026
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Lam Research significantly beats Q2 earnings… · Slicast