Lam Research Corp（LRCX）资讯与事件LRCXLam Research Corp

Applied Intuition Valued at $30B, Plans to Raise Over $1B

The week's largest private market raises came from TypeSafe AI and Oratomic as investors poured money into next generation AI safety systems and fault tolerant quantum hardware.This week's private company news:Autonomous vehicle software startup Applied Intuition has received new investment offers valuing the company at $30B or more, doubling its previous valuation of $15B from June 2025, The Information's Stephanie Palazzolo. The offers are likely to encourage the company to raise at least $1B in the next few months, sources said.Some of the biggest capital raises by private companies this week include:TypeSafe AI– The company announced its Series A funding round led by Andreessen Horowitz, with Sequoia Capital, existing investor DCVC, and several angel investors also participating. The financing values TypeSafe at $7.5B, and Andreessen Horowitz general partner Martin Casado will join its board. Publicly-traded companies operating in the same space include Microsoft, Alphabet, and IBM.Oratomic– The company whose mission is to build the first fault-tolerant quantum computers announced that it has raised a $475M Series B round. Publicly-traded companies operating in the same space include IonQ, Rigetti Computing, and D-Wave Quantum.SignSplit PBC– The fast-growing technology company emerged from stealth with a $400M strategic seed round. The financing commitment, which values SignSplit at $1B, combines capital with a multi-year package of strategic resources to support SignSplit's global rollout. Publicly-traded companies operating in the same space include Cisco, Akamai, and Cloudflare.Vinci– The company announced a $250M Series B co-led by Advent, Temasek and Xora, with participation from AMD Ventures, Eclipse, Khosla Ventures, Madrona and others, valuing the company at $1.5B. Vinci is building an AI-native computational platform designed to fundamentally expand what hardware engineers can create. Publicly-traded companies operating in the same space include Synopsys, Cadence, and Ansys.Atomic Machines– The company announced that it has raised $250M. Publicly-traded companies operating in the same space include Applied Materials, Lam Research, and ASML.Unicorns to watch this week:ReliaQuest– The company remains one of the most prominent private players in AI driven security operations, with its valuation hovering around $3.4B as demand for unified threat detection platforms accelerates. Publicly-traded companies operating in the same space include Okta, Zscaler, and Crowdstrike.MaintainX– The company continues its climb in manufacturing‑tech after recently surpassing the $2.5B valuation mark, riding strong enterprise adoption of its digital maintenance and workflow platform. Publicly-traded companies operating in the same space include Fortive, ServiceNow, and ABM Industries.Enveda Biosciences– The company solidified its unicorn status with a $150M Series D, advancing its machine‑learning platform for discovering therapeutics from natural compounds. Enveda remains one of the most closely watched AI‑native drug‑discovery startups. Publicly-traded companies operating in the same space include Amgen, Bristol-Myers, and Gilead.Underdog Fantasy– Valued around $1.3B, the company continues to scale its sports gaming and pick'em platform amid rising engagement and regulatory expansion across U.S. markets. Publicly-traded companies operating in the same space include DraftKings, Flutter Entertainment, and MGM Resorts.TRM Labs– The blockchain intelligence and analytics platform used by crypto firms and regulators to investigate fraud and financial crime sits near the $1B valuation mark. Publicly-traded companies operating in the same space include Coinbase, Block, and Marathon Digital.IPOs to watch:FireFly Robotics– The company, which designs and manufactures autonomous, all-electric robotic systems for turf and grounds environments, announced it has publicly filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission relating to a proposed public direct listing of its common stock. The company is not selling any shares and will not receive any proceeds in the direct listing.Anthropic– The company is now planning to hold its IPO in November, which is later than the October listing expected by investors, The Wall Street Journal's Corrie Driebusch, Anissa Gardizy, and Kate Clark, citing people familiar with the matter. The report states that a delayed listing would allow the company to share its Q3 results and show its strong competitive position. Anthropic also intends to meet with investors in the coming days, and the meetings are expected to help the company and its bankers gauge investor appetite for the offering, WSJ noted.Nscale Limited– The company has filed with the SEC for an initial public offering of its ordinary shares. The company intends to apply to list its ordinary shares on the New York Stock Exchange under the symbol "NSCL". Goldman Sachs, J.P. Morgan, Morgan Stanley are listed as the lead bookrunners.Altera Corporation– Altera announced that its parent company has confidentially submitted a draft registration statement on Form S-1 with the Securities and Exchange Commission relating to the proposed public offering of its common stock. "The number of shares to be offered and the price range for the proposed offering have not yet been determined. The proposed public offering remains subject to the completion of the SEC review process, as well as market and other conditions," Altera stated. Altera, which provides high-performance, programmable compute and connectivity solutions, is backed by Silver Lake and Intel.Brooks Automation– The company announced that it has confidentially submitted a draft registration statement on Form S-1 with the Securities and Exchange Commission relating to the proposed initial public offering of its common stock. The number of shares to be offered and the price range for the proposed offering have not yet been determined. The initial public offering is expected to take place after the SEC completes its review process, subject to market and other conditions."Private Markets" is The Fly's recurring series of stories on the latest moves in the private sector, largest unicorn companies and initial public offerings to watch. Fly subscribers, add $PRIVATE to your portfolio for alerts on breaking news in the startup and venture capital space.

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.