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The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...
AMKR's 9.6% monthly drop may offer a buying opportunity as advanced packaging, AI/HPC demand and global expansion support long-term growth.
TER stock lost 15.4% in a month, but strong AI data-center demand, UltraFLEXplus growth, and positive third-quarter guidance support its outlook.
Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should do next.
Chip equipment stocks are selling off hard even as Treasury yields drop and the broader market climbs, and the disconnect points to something more troubling than a rates problem lurking beneath the AI infrastructure trade.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
Applied Materials forecast fourth-quarter revenue above Wall Street expectations on Thursday, betting that unabated demand for advanced AI chips will continue to fuel robust spending on its semiconductor manufacturing equipment. The company forecast quarterly revenue of around $10.25 billion, plus or minus $500 million, compared with analysts' average estimate of $9.54 billion, according to data compiled by LSEG.
KLAC's 9.3% monthly drop highlights near-term margin and supply risks, even as AI demand, HBM and advanced packaging support its long-term growth outlook.
A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's most bullish analysts are treating the dip as a gift. Here is why the bear case just got harder to make.
LRCX's 16% monthly fall contrasts with record revenues, strong AI equipment demand and rising earnings, strengthening the case for buying the stock.
Susquehanna analyst Mehdi Hosseini believes the company’s growth is constrained even as KLA issues an upbeat forecast.
Semiconductor equipment vendor KLA beat Wall Street's targets for its fiscal Q4 and with its outlook. But KLAC stock fell.
In the latest trading session, KLA (KLAC) closed at $214.69, marking a -1.32% move from the previous day.
ARM’s stock saw the largest price target cut, though UBS reiterated its 'Buy' rating and retained 'Neutral' ratings for both Qualcomm and KLA.
The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...
Reuters reported on Thursday that Meta plans to begin manufacturing its AI chip starting in September, lifting ancillary firms' shares, but the rally fizzled.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...
The latest trading day saw KLA (KLAC) settling at $1, representing a -9.47% change from its previous close.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.90%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.85%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...
A number of stocks fell in the afternoon session after hot April CPI sent Treasury yields higher, eliminating 2026 rate-cut hopes, a direct headwind for high-multiple growth stocks.
The S&P 500 Index ($SPX ) (SPY ) today is down -1.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.96%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.64%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...
Every spring, Wall Street recycles its favorite piece of advice: “Sell in May and go away.” It’s tidy, it rhymes, and for a lot of traders, it’s gospel. But here’s what it leaves out — the actual data. And right now, the data is telling a very different story. The “sell in May” rule was born in a slower era, when summer trading volumes dropped, desks sat empty, and the broad indexes drifted. That market no longer exists. Today’s market moves in sectors, rotates aggressively, and doesn’t wait for
Semiconductor equipment vendor KLA beat estimates for its fiscal third quarter and with its outlook for fiscal Q4. But KLAC stock fell.
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