🟢 Lam Research is trading 3.95% up today as investors rotate into semiconductor and AI-infrastructure stocks

Lam Research is trading 3.95% up now at $6.06 as investors rotate into semiconductor and AI-infrastructure stocks.

• The broader chips sector is up 3.42%, supported by strong CoreWeave and Super Micro Computer results, record AI order demand, and Tokyo Electron’s bullish outlook.
• July CPI matched expectations at 3.4% annually, helping technology shares and reducing immediate rate fears.
• No clear Lam Research-specific announcement was identified.