Lam Research Corp（LRCX）のニュースとイベントLRCXLam Research Corp

Treasury Yields Fall Back, S&P 500 Rebounds

Investors finally bought the dip in Treasuries, with the 10-year yield falling back to as low as 5.21% after the rate on the benchmark advanced as high as 5.34% this morning.  Relief in fixed income also helped reverse the pressure in the equity space as the S&P 500 finished the day higher following three consecutive losing sessions.  Energy and Tech were the best-performing sectors while Basic Materials underperformed.  Within Tech, the pro-AI area of the market were especially strong - Micronended the day up 3% following last night's earnings and semiconductor equipment names like Lam Research, Applied Materials, and KLA Corpwere up 3% or more.Nikewas in the spotlight afterhours, with the stock falling over 8% on Q1 revenue miss and downbeat commentary from its incoming CFO.  The company's challenges in China were especially telling as new CFO Denton warned that revenue is expected to get worse in the region for the rest of the year.  This compares to prior quarters' expectation that near-term revenue trends in China were aligned with recent performance.In the opening hour of the evening session S&P e-minis are up a decimal while the Nasdaq 100 contract is up by 0.2%.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER -ON Semiconductorup 6.5% after announcing revised merger agreement with Synaptics, up 14.6%DOWN AFTER EARNINGS -NIKEdown 8.3%; On Holding AGdown 0.3%, Under Armour, Inc.down 0.8% in sympathyALSO LOWER -Mobilicom Limiteddown 1.4% after filing mixed securities shelfDigital Turbinedown 0.9% after filing mixed securities shelf

Call for AI Slowdown Leads to Sharp Decline in Semiconductor Stocks

Following a blog post by Anthropic CEO Dario Amodei this weekend calling for a slowdown in the pace of AI advancement, with the backing of that call by OpenAI's Sam Altman and Tesla's (TSLA) Elon Musk, shares of Semiconductors, Semi Equipment, Computer Hardware are down sharply in pre-market trading. In semi's, Marvell (MRVL) is down 7%, Intel (INTC) is down 6%, Micron (MU) and AMD (AMD) are down 5%, and Nvidia (NVDA) shares are off by 2%. Among Computer Hardware components within S&P 500, Seagate (STX) and Sandisk (SNDK) are down 6%, with Super Micro (SMCI) and Western Digital (WDC) down over 5%. Semiconductor Equipment stocks are similarly seeing broadbased declines - Lam Research (LRCX) is off by 8%, while KLA Corp (KLAC), Applied Materials (AMAT), and Teradyne (TER) are down 7%. Some of the largest ETFs in Semiconductor space - SMH and SOXX - are down about 5%. Conversely, shares of cybersecurity companies are rising on expectations of stronger demand due to AI risks - Palo Alto Networks (PANW) and Crowdstrike (CRWD) are up 5% in pre-market trade.

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.