NASDAQ:LRCX 13 February 2026 - 3 March 2026

Lam Research slips from highs as Wall Street’s AI trade cools

Lam Research slips from highs as Wall Street’s AI trade cools

Lam Research stock dropped 2.6% to $310.58 early Thursday on Nasdaq after a strong rally. Shares started at $317.45 and hit a session low at $309.82. Mizuho lifted its price target on Lam to $380 from $330 on Wednesday and kept its Outperform rating. The firm also bumped up its 2026 and 2027 wafer-fab equipment forecasts. WFE, or wafer-fab equipment, refers to the gear chipmakers use to put circuits on silicon wafers. The move landed at a time when it couldn’t be shrugged off as just noise.
May 28, 2026
KLA stock steadies on ex-dividend day as chip-tool names track Fed-rate bets

KLA stock steadies on ex-dividend day as chip-tool names track Fed-rate bets

New York, Feb 17, 2026, 15:32 ET — Regular session underway. KLA Corp clawed back from earlier losses, up 0.7% to $1,473.71 late Tuesday as chip equipment names stabilized near the bell. Shares moved between $1,427.30 and $1,486.92. Lam Research added 0.8%, Applied Materials climbed 1.5%, and the iShares Semiconductor ETF ticked up 0.2%.
February 17, 2026