Lam Research is trading at $324.32, up 3.13%, rebounding after Monday’s broad chip-equipment selloff as investors weigh longer-term AI infrastructure demand against near-term macro pressure.

  • Sector sentiment remains mixed, with reports citing concerns that OpenAI’s pause on some advanced-model work could weigh on future chip and data-center investment.
  • No clear Lam Research-specific announcement explaining the September 29 move was identified.