AI Market Movers · Chip equipment, EDA & packaging
Lam Research
LRCX
Lam Research is etch and deposition, including the steps that matter for HBM and advanced nodes.
- Site
- lamresearch.com
In the Daily
· Closing Time
Closing Time: They built a wet lab for ClaudeAnthropic’s wet lab, Suleyman’s serious situation, Newsom’s kill switch, and Friday’s AI tape.
· Closing Time
Closing Time: The customers locked the modelsMonday afternoon wrap — enterprise vaults, Microsoft’s control code, and Anthropic’s Nasdaq walk
· Closing Time
Closing Time: Christiano brought extinction risk into the boardroomChristiano joins OpenAI's board and says catastrophic loss of control is still on the table.