
Lam Research stock climbed following the end of Wednesday’s regular trading. Investors focused on a strong September forecast despite a modest beat in June revenue. U.S. cash markets had closed, but after-hours trading was still underway.
Today’s highest-ranked model selections.
The catalysts most likely to move markets.
A surprise around the 0.10 forecast could shift the morning growth narrative and influence Treasury yields and the dollar before the opening bell.
The day’s largest scheduled equity report can move PDD and the broader China-internet / e-commerce complex through revenue growth, margins and Temu commentary.
Deliveries, margin progression and spending on AI-enabled mobility can affect U.S.-traded Chinese EV names and related technology suppliers.