Lam Research News - August 2026
Tiger Global's Coleman Reduces LRCX Share Count, But Portfolio Weight Jumps
In a quarterly disclosure dated August 14, 2026, Chase Coleman's Tiger Global revealed a reduction in its Lam Research stake, selling 740,000 shares. These...
Lam Research valuation hits $310, driven by surging AI chip demand
Morningstar raised its fair value estimate for Lam Research to $310 from $220. The semiconductor company reported a 30% year-over-year increase in...
Dan Loeb's Third Point Exits Lam Research (LRCX) Stake
Activist investor Dan Loeb's firm, Third Point, has sold its entire position in semiconductor equipment manufacturer Lam Research (LRCX). According to a Q2...