Historical lrcx News Stories

LRCX Faces CHIPS Act Shift; Stock React Outlook Q4

Recent U.S. legislation and policy moves this week directly affect Lam Research (LRCX). A proposed CHIPS Act restriction on Chinese-made equipment, strong relative share gains, and a short-term pullback combine to create a policy-driven demand tailwind alongside near-term technical volatility.

LRCX Drop Morgan Stanley Cuts Rating; Insider Sell

Lam Research (LRCX) fell after Morgan Stanley downgraded the stock and lowered its price target, while a senior executive’s multi-million-dollar share sale and stalled Chinese consolidation added to investor caution. This article reviews the concrete events from the past week, explains why they matter for LRCX, and lists what investors should watch next.

Lam Research: $0.26 Dividend and MS Upgrade Boosts

Lam Research announced a $0.26 quarterly dividend and benefits from a Morgan Stanley upgrade amid a rebound in memory wafer fab equipment spending. Concrete developments this week reinforce LRCX's cash return strategy and improved demand visibility, while analysts note the company’s relatively smaller exposure to China export curbs versus peers.