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Lam Research Hit by U.S.-China Chip Curbs Amid AI Boom
Lam Research slammed by U.S.-China chip curbs. AI boom or bust? Broadcom's weak outlook adds fuel to the fire. Interest rates climbing. Export controls tighten. Can Lam’s AI-led demand narrative survive this geopolitical storm? Revenue and earnings projections hang in the balance. Which side of the narrative will you bet on?
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