🔴 LRCX is trading 5.6% down today as semiconductor equipment selloff extends

LRCX is trading at $330.75 (5.6% down) as the selloff in semiconductor equipment and AI infrastructure names extends.

• The decline is driven by fading enthusiasm around AI infrastructure spending, which has broadly impacted wafer fabrication equipment stocks.
• No company-specific catalysts were reported, with the stock moving in line with weak sector-wide sentiment following last week's sharp downturn.