UBS Earnings Season Preview: AI Spending Tailwinds Are Strong, Bullish on Lam Research (LRCX.US) and Texas Instruments (TXN.US), Cautious on Western Digital (WDC.US)

Zhito Finance APP has learned that Lam Research (LRCX.US), Texas Instruments (TXN.US), and Western Digital (WDC.US) are set to release their quarterly earnings reports in the coming days. UBS believes that, against the backdrop of persistently high AI spending, all three companies are poised to benefit.