News

LRCX returns $5.12B to shareholders in fiscal 2026 as stronger earnings, buybacks and a 27% dividend hike boost capital returns.

Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 48.7% compared to 13.6% for the S&P 500.

TER's UltraFLEXplus demand is surging on AI-driven test needs, fueling chip-test growth and strengthening its position against KLA and Cohu.

AMKR's 9.6% monthly drop may offer a buying opportunity as advanced packaging, AI/HPC demand and global expansion support long-term growth.

KLA gained 7.3% and Lam Research rose 5.1% on September 4, comfortably ahead of Nvidia’s 0.8% move. The stocks do not sell accelerators. They sell the process-control and fabrication equipment required to produce more advanced logic, memory, and packaging capacity. KLA Corporation (NASDAQ:KLAC) and Lam Research Corporation (NASDAQ:LRCX) therefore test whether investors are shifting from […]

A number of stocks jumped in the afternoon session after investors shrugged off interest rate hike expectations following the August jobs report and unwound defensive positioning in beaten-down chip designers, according to Bloomberg. The U.S. Bureau of Labor Statistics reported that employers added 162,000 nonfarm payroll jobs in August, easily beating estimates of a 56,000 increase from economists polled by FactSet. The agency also reported that the national unemployment rate held steady at 4.1

A number of stocks jumped in the afternoon session after investors shrugged off interest rate hike expectations following the August jobs report and unwound defensive positioning in beaten-down chip designers, according to Bloomberg. The U.S. Bureau of Labor Statistics reported that employers added 162,000 nonfarm payroll jobs in August, easily beating estimates of a 56,000 increase from economists polled by FactSet. The agency also reported that the national unemployment rate held steady at 4.1

The S&P 500 Index ($SPX ) (SPY ) is down by -0.46% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.68%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.03%. E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...

Recent commentary from Jim Cramer on KLA (KLAC) has pushed the stock back into the spotlight as investors weigh its strong semiconductor process control position against recent volatility and a pullback from earlier highs. Over the past month KLA’s share price return has fallen 11.52%, including a 5.89% decline over the last week, even as the stock trades at US$172.94 and carries a year to date share price return of 35.70% and a 1 year total shareholder return of 99.10%. Recent volatility has...

TER stock lost 15.4% in a month, but strong AI data-center demand, UltraFLEXplus growth, and positive third-quarter guidance support its outlook.

Noting that long-held KLA Corporation (NASDAQ:KLAC) shares had pulled back significantly after peaking past $300 in June, a caller on the September 1 episode of Mad Money asked if it is a buy, hold, or sell. In response, Jim Cramer said: I think it’s a great company. It is up 40% for the year. Its […]

Applied Materials is benefiting from AI-driven semiconductor demand, with advanced packaging, DRAM and HBM fueling growth as fab investments accelerate globally.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should do next.

Applied Materials' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.

KLA has outperformed the broader market over the past year, while analysts remain somewhat bullish on its future prospects.

A number of stocks fell in the afternoon session after surging crude oil prices and a jump in benchmark Treasury yields stoked renewed concerns over inflation and prolonged corporate borrowing costs. Oil prices surged after the U.S. military said it was striking Iranian targets, pressuring bonds as a global rout raised borrowing costs, the Wall Street Journal said. The 10-year Treasury yield climbed to about 4.79%, its highest in roughly 20 months, according to CNBC. That pairing raises the cost

ASML stock has dropped since reports emerged an unnamed Chinese company was mass producing lithography machines. That's a buying opportunity, according to UBS.

Nine of the decade's best-performing S&P 500 stocks trace their gains to AI chips, networking, and data center demand.

KLA Corporation currently trades at $182.67 and has been a dream stock for shareholders. It’s returned 434% since August 2021, blowing past the S&P 500’s 69.4% gain. The company has also beaten the index over the past six months as its stock price is up 19% thanks to its solid quarterly results.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...

KLA recently reported a fiscal fourth-quarter earnings beat and a positive near-term outlook, citing past surging demand for its process-control and inspection systems tied to AI infrastructure and advanced semiconductor packaging. The company also highlighted rapidly growing advanced packaging revenues and a strengthening services business, underscoring how rising chip complexity is deepening its role in semiconductor manufacturing workflows. Next, we’ll examine how this acceleration in...

Sandisk has the edge as AI-driven demand, pricing strength, supply constraints and multiyear deals fuel stronger near-term growth.

KLA (KLAC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The mean of analysts' price targets for KLA (KLAC) points to a 29.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

KLAC's advanced packaging growth is accelerating as AI, HPC and hybrid bonding drive demand, but Onto and Applied Materials are intensifying competition.

Kla, Teradyne and Garmin have been highlighted in this Industry Outlook article.

Electronics stocks like KLAC, TER and GRMN are expected to benefit from investments in infrastructure and expanded capacity despite macroeconomic headwinds.