Lam Research

  • LRCX

  • $73.32

  • +4.67%

  • $71.19

  • $73.45

  • $70.83

Ticker Appearances

First Word
Mon, October 21, 2024 | 7:45AM ET
Tomlee
Tom Lee, CFA AC

Head of Research

Light macro week, but heavy 3Q24 EPS season. 112 cos report (>20% index) with 25 being Industrials. Stay on target.

VIDEO: We are entering the "heart" of earning season with 112 cos reporting this week, or >20% of S&P 500.  So far, this has been...

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Thu, September 12, 2024 | 11:52AM ET

⚡ FlashInsights

Thu, September 12, 2024 | 11:52AM ET
Mark
Mark L. Newton, CMT AC

Head of Technical Strategy
🔥 🔥 🔥
CPI and PPI data resulted in some volatility this week for Equities, but largely have locked in the outcome of next week's Fed meeting with a 25 bp cut, if the rate cut bets of the Swap market positioning is any guide. Whether or not we see a subsequent 50 bp the following meeting and Rate cuts follow the markets 200 bp into next June is open to argument, but for now, economic data has stabilized somewhat in the last month, and Treasury yields seem to be taking their cue more from labor mkt data than inflation. Equities are mildly higher today, thanks to 6 positive sectors out of 11 and breadth is around 2/1 positive. Yet, its the slightly negative move out of Technology (A 2.71% , MU 4.66%  LRCX 4.67% , STX 2.84%  big laggards) and Healthcare weakness (MRNA 3.79% , WAT 3.00% , TMO 0.72% , PFE 0.56% ) thats causing benchmark indices not to be higher.

First to Market
Tue, June 11, 2024 | 8:59AM ET
Group135
FS Insight Team

Customizing the Experience

A daily market update from FS Insight — what you need to know ahead of opening bell "All growth is a leap in the dark,...

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Daily Technical Strategy
Mon, June 10, 2024 | 6:39PM ET
Mark
Mark L. Newton, CMT AC

Head of Technical Strategy

Carmakers jump on EV sales, despite the narrative of slowing EV demand

S&P AND QQQ ARE LIKELY TO RALLY AHEAD OF THIS WEEK’S CPI AND FOMC MEETING.  HOWEVER, A WEAKER THAN EXPECTED CPI REPORT ALONG WITH DISCUSSION...

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Daily Technical Strategy
Thu, August 10, 2023 | 8:02PM ET
Mark
Mark L. Newton, CMT AC

Head of Technical Strategy

Technical reasons why an Equity low is near

Schedule Update: I will be traveling on Friday (8/11) and there will be no Daily Technical Report nor Technical Video published. Daily technical strategy will...

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