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CNBC TOP STORIES Stock futures rise slightly after tech shares rebound to start the week: Live updates Bullish CNBC TOP STORIES BlackRock, GIC among investors chasing Indian telecom major Jio's IPO as anchor bids top … Neutral THE GUARDIAN US NEWS Trump attacks ‘migrants and communists’ as he tries to exploit France unrest Bullish THE GUARDIAN WORLD NEWS Why terrorism laws stopped Sally Rooney selling books in the UK – podcast Optimistic TECHCRUNCH Walmart’s Flipkart is quietly building a food delivery challenger in India Neutral CNBC TOP STORIES JD Vance refrains from endorsing Israeli leader Netanyahu as Trump offers praise Bullish CNBC TOP STORIES Top venture capitalist Jenny Lee says Asian startups are speeding toward IPOs Neutral COINTELEGRAPH Bitcoin rally could revive treasury buying, but easy-money days over Strong Bullish TECHCRUNCH Mamdani says feds have abdicated on AI, urges New Yorkers to push back Neutral WSJ ECONOMY Nursing is a well-paid career path that isn’t easily automated away. So why are so many q… Neutral MOTOR1 Remember When Saab Put The Ignition Key Between The Front Seats? Neutral CBS NEWS Questions abound as Jalen Hurts likely to miss rest of season due to blood clots, sources… Pessimistic CNBC FINANCE Three big takeaways from the IMF-World Bank meetings Pessimistic CBS NEWS LSU student describes alleged rape by football player, questions university's response Pessimistic THE GUARDIAN WORLD NEWS Milan luxury shops close as Italy prepares to deploy troops in the city after days of pro… Pessimistic CBS NEWS Former Amb. William Taylor says Trump needs to put pressure on Putin, not Ukraine Pessimistic THE DAILY CALLER 45 Seconds Into Softball Interview, Netanyahu Tells Mark Levin He Wants To Drag The US Ev… Bearish THE DAILY CALLER Prominent Catholic Exorcist Told To Stop Speaking In Public For Entire Year Neutral CBS NEWS Pope Leo returns to work less than a week after lung cancer surgery Strong Bullish FOX NEWS US LISTEN: Kansas soccer field dispatch call captures mass-casualty response after driver ki… Bearish CNBC TOP STORIES Stock futures rise slightly after tech shares rebound to start the week: Live updates Bullish CNBC TOP STORIES BlackRock, GIC among investors chasing Indian telecom major Jio's IPO as anchor bids top … Neutral THE GUARDIAN US NEWS Trump attacks ‘migrants and communists’ as he tries to exploit France unrest Bullish THE GUARDIAN WORLD NEWS Why terrorism laws stopped Sally Rooney selling books in the UK – podcast Optimistic TECHCRUNCH Walmart’s Flipkart is quietly building a food delivery challenger in India Neutral CNBC TOP STORIES JD Vance refrains from endorsing Israeli leader Netanyahu as Trump offers praise Bullish CNBC TOP STORIES Top venture capitalist Jenny Lee says Asian startups are speeding toward IPOs Neutral COINTELEGRAPH Bitcoin rally could revive treasury buying, but easy-money days over Strong Bullish TECHCRUNCH Mamdani says feds have abdicated on AI, urges New Yorkers to push back Neutral WSJ ECONOMY Nursing is a well-paid career path that isn’t easily automated away. So why are so many q… Neutral MOTOR1 Remember When Saab Put The Ignition Key Between The Front Seats? Neutral CBS NEWS Questions abound as Jalen Hurts likely to miss rest of season due to blood clots, sources… Pessimistic CNBC FINANCE Three big takeaways from the IMF-World Bank meetings Pessimistic CBS NEWS LSU student describes alleged rape by football player, questions university's response Pessimistic THE GUARDIAN WORLD NEWS Milan luxury shops close as Italy prepares to deploy troops in the city after days of pro… Pessimistic CBS NEWS Former Amb. William Taylor says Trump needs to put pressure on Putin, not Ukraine Pessimistic THE DAILY CALLER 45 Seconds Into Softball Interview, Netanyahu Tells Mark Levin He Wants To Drag The US Ev… Bearish THE DAILY CALLER Prominent Catholic Exorcist Told To Stop Speaking In Public For Entire Year Neutral CBS NEWS Pope Leo returns to work less than a week after lung cancer surgery Strong Bullish FOX NEWS US LISTEN: Kansas soccer field dispatch call captures mass-casualty response after driver ki… Bearish
finance.yahoo.com · Oct 17, 2026 6:11 PM EDT IndustrialsMarkets

Lam Research vs. Applied Materials: How Much Protection Does the Installed Base Offer?

Both Lam Research Corporation (NASDAQ:LRCX) and Applied Materials, Inc. (NASDAQ:AMAT) serve customers building more complex chips, but investors also need to know what survives a pause in new equipment orders. The companies rank seventh and eighth, respectively, in our 10 Best AI Infrastructure Stocks to Buy for the Long Term, which identifies six higher-ranked infrastructure […]

Lam Research vs. Applied Materials: How Much Protection Does the Installed Base Offer?
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