{
  "id": 16557402,
  "title": "Chip Stocks to Buy After Their Worst Day Since June",
  "url": "https://urgent.news/2026/10/26/chip-stocks-to-buy-after-their-worst-day-since-june",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-10-26T03:17:02.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/10/25/chip-stocks-to-buy-after-their-worst-day-since-june/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Chip manufacturing equipment maker Lam Research reported record revenue on October 21 and warned that limited clean-room space and parts shortages would prevent chipmakers and equipment companies from meeting demand through 2027. The semiconductor index fell 6.7% on October 22, its worst day since June 23, with Lam losing 12%, Micron Technology 6%, Advanced Micro Devices 8%, and Marvell Technology 9%.\n\nDespite the sell-off, all three chipmakers still have positive outlooks. Lam's revenue rose 22% from the June quarter to $8.22 billion, up 54% year over year, and management expects around $8.6 billion in the December quarter. Micron expects memory and storage supply-demand conditions to be tighter in 2027 and 2028 than they were in 2026, with revenue rising to $61.5 billion in the fiscal first quarter of 2027 and growing in every quarter of fiscal 2027.\n\nAMD, also supply-limited, plans to increase supply in 2027 and needs more advanced wafer capacity. Its third-quarter revenue guidance was $13 billion, up 41% year over year, and data center sales, led by its AI chips, are expected to more than double next year. Marvell targets $70 billion to $90 billion of revenue for fiscal 2031 with a non-GAAP operating margin of 44% to 46%, bringing in $8.2 billion in fiscal 2026 and expects a 37% revenue growth in the fiscal second quarter of 2027. However, all three stocks are underpriced based on their optimistic outlooks and the expected growth in the sector.",
  "summary": "Is a warning of too little supply actually a reason to sell chip stocks?",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "Chip Stocks to Buy After Their Worst Day Since June",
        "url": "https://urgent.news/2026/10/26/chip-stocks-to-buy-after-their-worst-day-since-june-16558183",
        "published": "2026-10-26T03:37:02.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}