$LRCX Lam Research Tape Reports
Per Ticker.id: $LRCX Lam Research Tape Reports — 10 podcast mentions across 4 podcasts (30 days), latest 2026-08-19 00:11 UTC.
Let's go talk about the market rotation we are in the midst of. We kind of had that in the month of July, then you had the bounce back and a lot of the AI names in the first half, call it, of August. Now we are rolling back over and seeing that rotation. You see, saw a lot of weakness today in the hardware names from Nvidia to Micron to SanDisk to Marvel Technologies, even Meta down 4% on the day, Tesla down, Oracle and Amazon down. And then a lot of the industrial companies related to AI, Caterpillar, Givernova, Applied Materials, Lam Research, et cetera. But there was a lot of green in places like healthcare. Eli Lilly up 3.6%, Johnson Johnson 3.3%, AbbVie up over 3%, Gilead up over 3%, et cetera. The finance space was a bit mixed. A lot of the big banks were strong with JPMorgan and Bank of America up, same with Charles Schwab and American Express. But you have some losses in names like Robinhood, clearly linked to tech portfolios, shall we say. So I think this is a rotation that is about to resume. Could be wrong, but that's what the hairs in the back of my neck are telling me. We also had news from the Financial Times, which is reporting that Kevin O'Leary is expected to use the Jackson Hole speech coming up in 10 days, on the 28th, to unveil a new framework for the Fed, clarifying where things that he might have said didn't really hit with markets. Uh, what would that reaction be? We'll see. But that's something the market's starting to brace for. What's he going to say, and how will that impact the, the trend of interest rates, which certainly have been higher? Will you get a breakout in rates, or maybe a pullback in rates? Or maybe nothing at all, but we'll see. We have Nvidia earnings coming up on the 26th. That's the next big area of focus for AI. That's coming up in a little over a week. But like I said, it's really about a market that is rotating. The Middle East, there's no real action there. Oil continues to kind of grind higher. I could easily see a breakout to the upside in the medium term. The dollar was flat on the day.
Justin Klein — InvestTalk · The Trillion-dollar Interest Bill Nobody Votes On · 2026-08-19