Texas Instruments and Lam Research Report Earnings: AI Equipment Boom Meets Analog Rebound

Impact · against what's priced in

The news is largely neutral as it confirms guidance and growth trends already baked into current valuations for Lam Research and Texas Instruments. While AI demand remains strong, the market continues to discount the long-term sustainability of this growth for LRCX and the structural nature of the recovery for TXN.

TSM+0.10

Already priced in

The price assumes

Near-term AI demand through 2026