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Friday, November 13, 2026 Market moodBearish−34.6
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Industrials · Theme

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

Neutral +3 2 stories 1 sources First seen · latest No longer active
Lam Research vs. Applied Materials: How Much Protection Does the Installed Base Offer?
Sentiment, last 7 days Daily mood of the theme’s terms Each story
Daily sentiment for “Lam Research vs. Applied Materials: How Much Protection Does the Installed Base Offer?” over the last 7 days Sat 7: no data; Sun 8: no data; Mon 9: no data; Tue 10: no data; Wed 11: no data; Thu 12: no data; Today: no data. 0 scored stories plotted as dots. +50 +25 0 −25 −50 Bullish Bearish Sat 7 Sun 8 Mon 9 Tue 10 Wed 11 Thu 12 Today
Daily sentiment, last 7 days
DayScore
Sat 7no data
Sun 8no data
Mon 9no data
Tue 10no data
Wed 11no data
Thu 12no data
Todayno data

What this theme is about

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 Sto…

Summary drawn from the reporting itself by the Glideslope engine. No AI writing.

Mood now
+2.6
Latest day
—
Stories
2
Sources
1

Every story in this theme

5 articles, newest first
  1. Lam Research vs. Applied Materials: Which Buybacks Are Better Covered by Cash?
    +4
  2. Lam Research vs. Applied Materials: How Much Protection Does the Installed Base Offer?
    0
  3. Applied Materials (NASDAQ:AMAT) Stock Falls 3.7% Following Analyst Downgrade
    −62
  4. Applied Materials, Inc. $AMAT Stock Sold by Cantor Fitzgerald Investment Advisors L.P.
    0
  5. Triasima Portfolio Management inc. Acquires 3,079 Shares of Applied Materials, Inc. $AMAT
    +17
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