Lam Research Is Down About 19% From Its Peak. July 29 Earnings Could Reset the Entire Chip Equipment Trade.
Record $5.84B revenue, a $140B WFE outlook, and a sector that just got a wave of analyst target hikes.
July 11, 2026
Circle Just Became a Bank. The Real Story Is What Comes Next.
The OCC approval is the headline. The GENIUS Act deadline eight days away is the trade.