Today: 10 June 2026
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NASDAQ:LRCX 10 February 2026 - 30 May 2026

Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

The U.S. Commerce Department ordered Applied Materials, Lam Research, and KLA to halt some chip-tool shipments to China’s Hua Hong, Reuters reported. The move targets shipments linked to facilities believed capable of advanced chip production. Applied reported $2.10 billion in China revenue last quarter, or 30% of its total. Shares in Applied, Lam, and KLA traded lower after the news.
29 April 2026
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Applied Materials Stock Falls as U.S. Curbs Put China Chip-Tool Sales Back in Focus

Applied Materials Stock Falls as U.S. Curbs Put China Chip-Tool Sales Back in Focus

Applied Materials shares dropped 5.5% Tuesday after Reuters reported the U.S. Commerce Department ordered chip equipment makers to halt some shipments to China’s Hua Hong. China generated 30% of Applied’s revenue last quarter. Lam Research and KLA also declined about 3.3%. The Commerce Department and companies involved declined to comment.
28 April 2026
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China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China warned Saturday that U.S. export-control bills targeting semiconductors could disrupt global chip supply chains after a House panel advanced the MATCH Act and related measures. Beijing’s Commerce Ministry said it opposed the broadening of national security grounds for export controls and would take “necessary measures” to protect Chinese firms. Micron has urged Congress to tighten restrictions on chipmaking tools used by Chinese rivals.
25 April 2026
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Lam Research stock jumps after record quarter, stronger forecast points to more AI chip spending

Lam Research stock jumps after record quarter, stronger forecast points to more AI chip spending

Lam Research reported record March-quarter revenue of $5.84 billion, up 24% from a year ago, and adjusted earnings of $1.47 a share, both above Wall Street forecasts. Shares rose about 4% after hours. China accounted for 34% of revenue. Lam raised its 2026 wafer fabrication equipment outlook to $140 billion and forecast stronger June-quarter results than expected.
23 April 2026
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Lam Research Stock Price Drops 2.4%: Why LRCX Slid Even as AI Chip Demand Held Up

Lam Research Stock Price Drops 2.4%: Why LRCX Slid Even as AI Chip Demand Held Up

Lam Research shares fell 2.4% to $228.36 Friday amid a tech selloff that sent the Nasdaq down 2.01% as oil prices climbed and rate concerns mounted. Lam forecast March-quarter revenue of about $5.7 billion, above estimates, but flagged risks from trade regulations and heavy China exposure. Peers ASML and KLA also declined, while Applied Materials was flat. Lam and IBM recently announced a five-year chip technology collaboration.
22 March 2026
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Lam Research Corporation Joins IBM in Sub-1nm Chip Push as AI Demand Raises the Stakes

Lam Research Corporation Joins IBM in Sub-1nm Chip Push as AI Demand Raises the Stakes

Lam Research and IBM announced a five-year partnership to develop sub-1nm chipmaking processes, aiming to advance beyond current 2nm technology. Lam shares rose $4.49 to $215.64 after the news. The companies will use IBM’s Albany NanoTech Complex and Lam’s fabrication tools. ASML’s new High-NA EUV lithography systems, priced at about $400 million each, are expected to take years to fully integrate into production.
10 March 2026
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Lam Research CFO drops $135 billion 2026 chip-tool call as AI demand hits “clean room” limits

Lam Research CFO drops $135 billion 2026 chip-tool call as AI demand hits “clean room” limits

Lam Research CFO Doug Bettinger said global wafer-fab equipment spending could reach $135 billion in 2026, up from about $110 billion last year. He cited advanced packaging and high-bandwidth memory as key drivers, but noted cleanroom capacity remains a constraint. Lam shares rose 2.3% in midday trading. China accounted for 35% of Lam’s revenue last quarter.
4 March 2026
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Lam Research stock slides nearly 6% after-hours as oil shock and risk-off hit chip gear makers

Lam Research stock slides nearly 6% after-hours as oil shock and risk-off hit chip gear makers

Lam Research shares dropped 5.9% to $217.27 in late trading Tuesday, leading a sharp selloff in chip-equipment stocks as oil prices surged nearly 5% on Iran-related supply disruptions. Insider filings showed CFO Douglas Bettinger and Chief Legal Officer Ava Harter sold shares during the slide. Lam trades ex-dividend March 4. The stock remains up about 27% year-to-date.
4 March 2026
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Lam Research stock price: LRCX drops as chip rally cools — here’s what could move it next

Lam Research stock price: LRCX drops as chip rally cools — here’s what could move it next

Lam Research shares fell 2.17% to $233.89 Friday, closing 9% below their 52-week high as chip stocks slid. Oil surged about 10% to $80 a barrel in OTC trading after U.S. and Israeli strikes on Iran, raising inflation concerns. Lam’s shares go ex-dividend March 4, with a $0.26 payout due April 8. Sesha Varadarajan becomes COO March 6 as Pat Lord retires.
1 March 2026
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Lam Research stock in focus after Applied Materials sparks chip-tool rally; what to watch next

Lam Research stock in focus after Applied Materials sparks chip-tool rally; what to watch next

Lam Research closed up 1.8% at $235.53 on Friday, with U.S. markets shut Monday for Presidents Day. Chip-equipment stocks tracked AI spending sentiment after Applied Materials surged 11% on strong AI-driven guidance. Traders await Fed minutes, inflation data, and Nvidia’s results for signals on the AI supply chain. Lam shares resume trading Tuesday.
16 February 2026
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Lam Research stock price rises as chip-tool rally builds — what to watch after the holiday

Lam Research stock price rises as chip-tool rally builds — what to watch after the holiday

Lam Research shares rose 1.83% to $235.53 Friday, lifted by Applied Materials’ strong outlook for chipmaking equipment. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday. Director Eric Brandt sold 35,000 shares on Feb. 6, according to an SEC filing. Lam’s board approved a $0.26 quarterly dividend, payable April 8.
15 February 2026
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Semiconductor stocks: Applied Materials jump steadies chip gear names as Nvidia slips into holiday week

Semiconductor stocks: Applied Materials jump steadies chip gear names as Nvidia slips into holiday week

Applied Materials surged 8% Friday after forecasting revenue and profit above Wall Street estimates, citing AI-driven demand. Nvidia fell 2.2% and Broadcom dropped 1.8%, while the iShares Semiconductor ETF rose 0.9%. U.S. CPI rose 0.2% in January. Markets close Monday for Presidents Day.
15 February 2026
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Chip stocks brace for holiday week: Applied Materials surges, Nvidia slides — what to watch next

Chip stocks brace for holiday week: Applied Materials surges, Nvidia slides — what to watch next

Applied Materials forecast second-quarter revenue of about $7.65 billion and adjusted profit above estimates, sending its shares up over 10% Friday and lifting Lam Research and KLA. The Philadelphia SE Semiconductor index rose 0.66%. Nvidia and Broadcom fell despite the sector rally. The Nasdaq slipped 0.22% while the S&P 500 edged up 0.05% as investors weighed inflation data and rate-cut bets.
14 February 2026
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Lam Research (LRCX) stock price slips as insider sale filing lands; CPI and chip-gear earnings next

Lam Research (LRCX) stock price slips as insider sale filing lands; CPI and chip-gear earnings next

Lam Research closed down 0.75% at $229.28 Monday, then rose about 0.5% after hours. An SEC filing showed director Eric Brandt sold 35,000 shares on Feb. 6 via a pre-arranged plan. Investors are watching for U.S. jobs and inflation data and Applied Materials’ earnings later this week. Applied Materials shares rose 2.5% Monday.
10 February 2026
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Stock Market Today

  • Bloom Energy Shares Fall on Crusoe Data Center Project Pause, Sparking AI Growth Concerns
    June 10, 2026, 2:52 PM EDT. Bloom Energy shares dropped sharply on June 10 after Crusoe Digital paused its Project Jade data center development, raising investor concerns about the pace of AI-driven growth in Bloom's fuel-cell pipeline. The 1.8-gigawatt project near Cheyenne, Wyoming, was linked to a conditional power purchase agreement with AEP Energy. Bloom shares fell 9.1% to $235.92 amid worries this pause could delay near-term revenue from its solid oxide fuel-cell systems, which generate electricity through electrochemical conversion of natural gas or hydrogen. Crusoe, however, reported a robust 4.9 GW AI infrastructure deal pipeline, signaling ongoing demand. Market focus also remains on Oracle's upcoming earnings and updates on Cheyenne timelines, as Oracle plans to purchase up to 2.8 GW of Bloom's fuel-cell systems.

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