🟢 LRCX is trading 3.1% up today as semiconductor-equipment selloff eases and AI spending fears stabilize

LRCX is trading 3.1% up at $336.11 as the recent semiconductor-equipment rout and AI wafer-fab spending fears appear to be stabilizing.

• Investors are selectively buying back high-quality chip-equipment names following heavy profit-taking tied to valuation and demand concerns.
• The move represents a rebound from a sharp sector-driven drop on July 7, 2026, as market sentiment shifts toward stabilization in the AI infrastructure space.