Lam Research
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Chip Equipment Stocks Fall Amid AI Pacing Concerns
Chip equipment stocks like Applied Materials, Lam Research, and ASML have seen significant drops. After Anthropic CEO Dario Amodei called for slowing the pace of AI model improvements over the weekend, these companies'…
1 source247wallst.com -
Applied Materials CEO: AI demand drives 8-quarter order visibility
Applied Materials CEO Gary Dickerson stated that the company’s order book extends eight quarters into the future, driven primarily by artificial intelligence compute demand. Speaking at a Goldman Sachs conference, he…
1 source247wallst.com
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Chip Equipment Stocks Fall Amid AI Pacing Concerns (14 September 2026).