Lam Research NASDAQ: LRCX reported record revenue, profitability and earnings per share for its September 2026 quarter, as demand tied to artificial intelligence, advanced semiconductor manufacturing and packaging continued to support spending on deposition and etch equipment.Revenue for the September quarter totaled $8.22 billion, up 22% sequentially and 54% from the same period in 2025, Chief Financial Officer Doug Bettinger said. The company recorded a gross margin of 52.4%, an operating margin of 40.2% ...

Lam Research Corporation Reports Financial Results for the Quarter Ended September 27, 2026 Lam Research Corporation Reports Financial Results for the Quarter Ended September 27, 2026 Lam Research Corporation Oct 21, 2026, 16:05 ET FREMONT, Calif., Oct. 21, 2026 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended September 27, 2026 (the "September 2026 quarter"). Highlights for the September 2026 quarter were as follows: Key ...

13 October 2026 | 8:13PM EDT Equity Research Applied Materials Inc. (AMAT): Investor meeting highlights stronger WFE market opportunities plus higher long-term margin targets Key stock takeaways: We attended Applied's Investor Breakfast at SEMICON West and EPIC Center unveiling on Oct. 12-13, and came away incrementally positive on Applied's path to substantially higher long-term earnings power. We believe the stock's reaction (down 7% amid a sector-wide selloff) may have reflected some level of disappointm ...