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Daily Pulse

Memory — Seoul Sells the Beat

Lam Research beat on profit and revenue last night and fell 7.2% in after-hours trading.

Thomas Look's avatar
Thomas Look
Oct 22, 2026

Pattern alerts

  • LRCXbeat-both-lines-sold-7-2pct-after-hours-below-sold-lineWARNING

  • MUkorea-memory-selloff-kospi-minus-3-5-hynix-minus-5-5WARNING

  • METAai-budget-raised-to-145b-and-rewarded-plus-2-2-after-hoursNEUTRAL

By the time Seoul closed this morning, the bill had been paid where Lam’s machines are bought: SK Hynix −5.5%, Samsung −4.0%, the Kospi −3.5%. On…

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