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Chip Curbs Slam Lam Research Now

Tuesday, June 9, 2026

Today's Trade Leaks

1
LRCX

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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2
AMD

AMD's $2.7B Bet on UK AI Sparks 5% Stock Jump

AMD just dropped $2.7 billion on UK AI and quantum research, sparking a 5% stock jump. But here's the kicker: it's not just about tech. It's a market grab. AMD chips and software will power this growth. Could this bold move make the UK an AI superpower—and skyrocket AMD's market share? Stay tuned.
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3
SHW

Sherwin-Williams Takes Over Paint Production in Big Deal

Sherwin-Williams and Do it Best Group just shook hands on a game-changing deal. Brand control stays local, but Sherwin-Williams brings global muscle to the mix. Exclusive paint lines like EasyCare and Best Look get a boost in production without losing their identity. Majic and Shur-Line join the party too. How will this reshape your DIY aisle?
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