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Lam Research Breaks Ground on $620M Oregon Lab, Wagering $3 Billion on the AI Equipment Cycle
Lam Research broke ground on a $620M Oregon R&D lab Aug. 26. Record Q4 FY2026 revenue $6.72B and 52% gross margin contrast with LRCX ~27% off its June peak.
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Apple Foldable iPhone Debuts Sept. 9, 17 Days to Year-End
Apple (NASDAQ: AAPL) will introduce its first foldable iPhone on Sept. 9. The company's fiscal year ends 17 days later, leaving what Bloomberg calls Apple's big
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WBD's Implied Break Price Rises $7 as Buyers Circle Warner
Wall Street has stopped treating a collapsed Paramount–Warner deal as a catastrophe. Rerun the arithmetic LineVest published nine days ago and the price traders
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