Lam Research Corp (LRCX) (Q1 2027) Earnings Call Highlights: Record Revenue, First-Ever 40% ...
Published . Updated .
This report does not point to one industry. Broad-market names can move with it, and this note does not assume a direction.
Directly affected
- LRCX Lam Research-4.7%
Named in this report.
Indirectly affected
- NVDA NVIDIA+5.2%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- TSM Taiwan Semiconductor+3.2%
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML-0.3%
Chipmaking-equipment sales follow export rules
- AVGO Broadcom-6.4%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMD AMD+9.7%
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials-12.6%
Chip-equipment makers feel export controls
- SMH VanEck Semiconductor-0.7%
A fund of semiconductor companies
- SOXX iShares Semiconductor-1.4%
A fund of semiconductor companies
- QQQ Invesco QQQ+2.3%
Big tech moves with chip-supply risk
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| LRCX | +6.29% | +4.19% | base | -11.90% | after close | after close | after close |
| NVDA | -2.06% | -2.17% | base | -4.34% | after close | after close | after close |
| TSM | -2.18% | -2.68% | base | -4.51% | after close | after close | after close |
| ASML | -1.11% | -1.80% | base | -6.89% | after close | after close | after close |
| AVGO | +1.90% | -0.95% | base | -4.31% | after close | after close | after close |
| AMD | +1.73% | -2.67% | base | -8.04% | after close | after close | after close |
| AMAT | +5.23% | +1.04% | base | -8.09% | after close | after close | after close |
| SMH | +0.41% | -1.48% | base | -5.99% | after close | after close | after close |
| SOXX | +0.88% | -1.64% | base | -6.79% | after close | after close | after close |
| QQQ | +0.41% | -0.96% | base | -2.85% | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Lam Research Corp (LRCX) (Q1 2027) Earnings Call Highlights: Record Revenue, First-Ever 40% ... Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| AMAT | that day | -8.09% | final price |
| AMAT | three days earlier | +1.04% | final price |
| AMAT | five days earlier | +5.23% | final price |
| AMD | that day | -8.04% | final price |
| AMD | three days earlier | -2.67% | final price |
| AMD | five days earlier | +1.73% | final price |
| ASML | that day | -6.89% | final price |
| ASML | three days earlier | -1.80% | final price |
| ASML | five days earlier | -1.11% | final price |
| AVGO | that day | -4.31% | final price |
| AVGO | three days earlier | -0.95% | final price |
| AVGO | five days earlier | +1.90% | final price |
| LRCX | that day | -11.90% | final price |
| LRCX | three days earlier | +4.19% | final price |
| LRCX | five days earlier | +6.29% | final price |
| NVDA | that day | -4.34% | final price |
| NVDA | three days earlier | -2.17% | final price |
| NVDA | five days earlier | -2.06% | final price |
| QQQ | that day | -2.85% | final price |
| QQQ | three days earlier | -0.96% | final price |
| QQQ | five days earlier | +0.41% | final price |
| SMH | that day | -5.99% | final price |
| SMH | three days earlier | -1.48% | final price |
| SMH | five days earlier | +0.41% | final price |
| SOXX | that day | -6.79% | final price |
| SOXX | three days earlier | -1.64% | final price |
| SOXX | five days earlier | +0.88% | final price |
| TSM | that day | -4.51% | final price |
| TSM | three days earlier | -2.68% | final price |
| TSM | five days earlier | -2.18% | final price |
Congressional trades in the stocks in this story
- Sen. Sheldon Whitehouse sold Lam Research (LRCX) (held by a spouse), worth $1,001 - $15,000 on 13 Aug 2026. That is 70 days before publication. Filed 2 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Lam Research (LRCX) (held by a spouse), worth $1,001 - $15,000 on 3 Aug 2026. That is 80 days before publication. Filed 4 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Nvidia (NVDA) (held by a dependent child), worth $1,001 - $15,000 on 23 Sep 2026. That is 29 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Daniel Meuser sold Nvidia (NVDA) (held by a spouse), worth $1,001 - $15,000 on 31 Aug 2026. That is 52 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Taiwan Semiconductor Manufacturing (TSM), worth $1,001 - $15,000 on 22 Sep 2026. That is 30 days before publication. Filed 12 Oct 2026. View the filing.
- Rep. Michael T. McCaul sold Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 25 Aug 2026. That is 58 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Richard W. Allen bought Taiwan Semiconductor Manufacturing (TSM) (held by a spouse), worth $1,001 - $15,000 on 12 Aug 2026. That is 71 days before publication. Filed 22 Sep 2026. View the filing.
- Rep. Michael T. McCaul bought Asml Holding (ASML) (held by a spouse), worth $50,001 - $100,000 on 7 Aug 2026. That is 76 days before publication. Filed 14 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 27 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Broadcom (AVGO) (held by a dependent child), worth $15,001 - $50,000 on 23 Sep 2026. That is 29 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Broadcom (AVGO), worth $1,001 - $15,000 on 16 Sep 2026. That is 36 days before publication. Filed 12 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Lam Research Corp (LRCX) (Q1 2027) Earnings Call Highlights: Record Revenue, First-Ever 40% ...” scores 12 out of 100. The score uses 1 sources.