🟡 Lam Research ($LRCX)
Strong figures in the semiconductor sector:
- EPS (adjusted): USD 1.33 → +0.12 USD above consensus
- Sales: USD 5.17 billion → USD +170 million above expectations
- YoY growth:
+34 % - Reaction: Share +4 % after market close
Conclusion: Lam is clearly benefiting from the AI and data center boom.
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