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LRCX News
LRCX Events
Lam Research Increases Quarterly Dividend by 27% to $0.33
Lam Research announced that its Board of Directors has approved a 7c, or 27%, increase in its quarterly dividend, from 26c to 33c per share of common stock. The dividend payment will be made on October 14 to holders of record on September 23. Future dividend payments are subject to review and approval by the Board of Directors.
Lam Research Shares Up 0.93% Amid Mixed Options Sentiment
Cboe data shows mixed options sentiment in Lam Research (LRCX), with shares up $2.90, or 0.93%, near $313.43. Options volume relatively light with 27k contracts traded and puts leading calls for a put/call ratio of 1.47, compared to a typical level near 1.26. Implied volatility (IV30) dropped 0.12 near 60.05,and below the 52wk median, suggesting an expected daily move of $11.86. Put-call skew steepened, indicating increased demand for downside protection.
Lam Research to Invest Over $3B to Expand R&D Network
Lam Research announced that it intends to invest more than $3B over the next five years to expand its global research and development lab network. The planned multi-site expansion is expected to add infrastructure and capabilities to increase experiment capacity by more than 50%. Lam's R&D approach combines specialized labs worldwide, each purpose-built to accelerate a distinct step of the innovation cycle, with deep customer collaboration that includes locations near customer facilities. Together, Lam's labs operate as an integrated 24/7 network, enabling innovation in parallel and at scale. With this investment, Lam intends to further compress product development cycles for customers, from pathfinding to fab deployment. "In the AI era, the pace of innovation is relentless, requiring chips with new architectures, different materials, and complex features engineered with nanoscale precision. Our ability to increase velocity throughout the R&D process has become a decisive advantage," said Tim Archer, president and chief executive officer of Lam Research. "We are investing with the intention of staying ahead of what our customers need, further strengthening our global innovation engine to deliver the next generation of semiconductor breakthroughs."
Lam Research Shares Rise $20.24 to $314.85
Moderately bullish activity in Lam Research (LRCX), with shares up $20.24, or 6.87%, near $314.85. Options volume relatively light with 29k contracts traded and calls leading puts for a put/call ratio of 0.75, compared to a typical level near 1.0. Implied volatility (IV30) is higher by 2.2 points near 86.25, in the highest 10% of observations over the past year, suggesting an expected daily move of $17.11. Put-call skew flattened, suggesting a modestly bullish tone.
Amazon Earnings Beat Expectations, Stock Rises Nearly 10%
Semiconductors, Equipment, Memory, and Hardware stocks rallied hard on Thursday, with investors inclined to bottom-fish in the AI capex buildout theme which has dogged market sentiment for over a month. Names like Sandisk, Micron, Lam Research, and Western Digitalwere up double-digits on the session, also boosting many Industrials involved in the AI ecosystem, while the "made-obsolete-by AI" spaces of the market - Software, Travel Services, Insurance, and Enterprise IT - lagged. Other counter-cyclicalsectors which had helped to keep the market from falling off a cliff for weeks - namely Healthcare and Staples - also saw significant outflows. While all major indices were sharply higher however, skeptical voices question the sustainability of the rebound. The lack of "market breadth" is one of the biggest concerns and with merit - despite the sharp bounce today, less than 200 names in the S&P 500 were higher on the session.In the opening hours of the evening session, Nasdaq 100 is holding up Thursday's bullishness with a 0.6% rise, while S&P 500 futures are up a more modest 0.2%. Afterhours, the spotlight fell on results from Amazon.comand Apple. Amazon ended the afterhours session up nearly 10% as earnings blew away consensus thanks to 37% growth in its Amazon Web Services cloud unit. Apple, however, was down 6%, spoiling CEO Tim Cook's final earnings call, as the company's softer than expected revenue outlook for September quarter overshadowed its strong performance in Q3.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Cohuup 16.1%Ryan Specialty Holdingsup 13.4%Monolithic Power Systemsup 9.6%Amazon.comup 9.0%DexComup 7.3%Guardant Healthup 6.5%SPX Technologiesup 6.4%Merit Medical Systemsup 4.7%DOWN AFTER EARNINGS -MasTecdown 15.2%Robloxdown 13.8%Redditdown 10.3%Veracytedown 9.7%GoDaddydown 8.2%Strykerdown 7.5%Appledown 5.9%Coinbase Globaldown 5.2%Cortevadown 1.6%
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