Are AMAT and LRCX correlated?

AMAT and LRCX have a 252-day pairwise correlation of 0.91 (tight). Values above 0.6 indicate the two stocks tend to move together as part of the same capital flow; below 0.4 they're largely independent.

Do AMAT and LRCX share any ETFs?

Yes - 1 ETFs hold both AMAT and LRCX, including SOXX.

Which bubbles or themes do AMAT and LRCX share?

AMAT and LRCX share these AI-supercycle groupings: Semi Equipment / Litho (bubble).

Stock comparison

AMAT vs LRCX

Applied Materials, Inc. and Lam Research Corporation - both members of Semi Equipment / Litho.

AMATUS

Applied Materials, Inc.

Last close: $332.71
Market cap: $264.0B
Sector: Information Technology
30d return: -31.4%
90d return: -48.9%
252d return: -

LRCXUS

Lam Research Corporation

Last close: $200.44
Market cap: $250.4B
Sector: Information Technology
30d return: -36.4%
90d return: -48.8%
252d return: -

252-day correlation

0.91tight

Pearson correlation of daily log-returns over the last 252 trading days. >0.6 = tight (move as one bloc); 0.4-0.6 = thematic linkage;<0.4 = largely independent. See the full matrix.

Shared context

Bubbles

Semi Equipment / Litho

ETFs (1)

SOXX

Want the full picture? AMAT stock page · LRCX stock page · full correlation matrix

Data refreshes daily. Last close 2026-11-08.