UBS earnings season preview: AI spending creates strong momentum, supporting Lam Research (LRCX.US) and Texas Instruments (TXN.US), while remaining cautious on Western Digital (WDC.US).

智通财经2026/10/13 00:36

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Zhihu Finance APP has learned that Lam Research (LRCX.US), Texas Instruments (TXN.US), and Western Digital (WDC.US) will release their quarterly financial reports one after another in the coming days. According to UBS, all three companies are expected to benefit from consistently high AI-related spending.

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UBS earnings season preview: AI spending creates strong momentum, supporting Lam Research (LRCX.US) and Texas Instruments (TXN.US), while remaining cautious on Western Digital (WDC.US).

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