# Market momentum for Eli Lilly and Lam Research

> Live situation record from CLSTR: https://clstr.news/situations/market-momentum-for-eli-lilly-and-lam-research
> Updated: 2026-09-21T05:12:55.000Z. Sources: 7. Developments: 2.

Market momentum for Eli Lilly and Lam Research has trended positively. Eli Lilly shares rose following news that its weight-loss medication, Zepbound, is scheduled to return to the CVS drug formulary on October 1, a move expected to increase patient access. Analysts have subsequently raised price targets for the company.

In the semiconductor sector, Lam Research Corporation shares increased by 2.9% due to high demand for AI chipmaking equipment and interest in the potential launch of the REX AI Chipmaking ETF. The company has projected significant revenue growth supported by AI-driven demand and higher-margin services.

## Timeline

### 2026-09-21: Eli Lilly and Lam Research see positive market momentum

Eli Lilly sees growth potential as Zepbound returns to CVS drug lists, while Lam Research shares rise on strong AI chipmaking demand and positive margin outlooks.

3 sources. https://clstr.news/cluster/eli-lilly-and-lam-research-see-positive-analyst-updates

### 2026-09-20: Applied Materials and Medpace report strong quarterly growth

Applied Materials reported record Q3 2026 revenue of $9.115 billion driven by AI demand, while Medpace Holdings achieved double-digit growth in its Q2 2026 clinical research results.

4 sources. https://clstr.news/cluster/applied-materials-and-medpace-report-strong-quarterly-growth

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Cite as: Market momentum for Eli Lilly and Lam Research. CLSTR, https://clstr.news/situations/market-momentum-for-eli-lilly-and-lam-research