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Rising Treasury yields, a more aggressive tone from the Fed, and a closely watched Trump-Xi summit in Washington have pulled large-cap U.S. technology growth stocks like Alphabet into the spotlight again, with every speech and headline shifting expectations, risk appetite, and pricing power for tech. Investors hunting for opportunity or looking to avoid future regret are asking which giants could actually benefit from this mix. This article unpacks three stocks from our Large-Cap U.S...

Applied Materials, Lam Research and KLA stand to benefit as AI infrastructure spending boosts semiconductor equipment demand.

KLA (NasdaqGS: KLAC) is highlighted in new research for its central role in semiconductor metrology as chip designs grow more complex. Industry analysis points to substantial projected expansion in the global Semiconductor Metrology Market as advanced process nodes become more widely used. KLA is investing in R&D and partnerships to develop AI-driven metrology and inspection tools aimed at tightening manufacturing precision and yield. KLA's push into AI-powered metrology systems for complex...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.27% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.33%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.43%. December E-mini S&P futures (ESZ26 ) are down -0.36%, and December E-mini...

KLA (KLAC) reached $188.32 at the closing of the latest trading day, reflecting a +2.36% change compared to its last close.

LRCX targets mid-40% operating margins as rising revenues, AI-driven demand and higher-margin services support expansion over several years.

Qnity Electronics was added to the on Monday. Shares of the semiconductor materials supplier were down 0.2% in premarket trading Tuesday at $121.53, while and futures were up 0.1% and 0.3%, respectively.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.61% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.17%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.33%. December E-mini S&P futures (ESZ26 ) are up +0.70%, and December E-mini...

One niche player burned cash and posted a net loss; the other generated $3.8 billion in free cash flow.

The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge.

KLA Corporation's AI-driven process-control demand is rising with 2nm, EUV, HBM and advanced packaging investments as rivals intensify competition.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Steve Eisman thinks the real winners of the AI arms race are not the chip designers everyone is fighting over but the suppliers equipping both sides of the battle. Five stocks have already lapped Nvidia in 2026, and Eisman ranks them by who survives if the whole AI ecosystem cracks.

Fresh research from Zacks that compares KLA (KLAC) with Daktronics has put valuation in the spotlight, as both shares carry the same earnings-focused rank but very different value scores and pricing metrics. KLA’s recent share price has retreated, with the stock down 13.25% over the past 30 days and 34.90% over 90 days. However, the year-to-date share price return of 32.59% alongside a 1-year total shareholder return of 62.31% signals longer term momentum that remains firmly positive despite...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.18% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.68%. E-mini S&P futures (ESU26 ) are up +0.29%, and September E-mini...

ALAB appears to offer more upside than KLAC, backed by stronger earnings growth, bigger surprises, and rapid PCIe 6 adoption.

ASML's monopoly on the machines that build every advanced chip in the world just endured a month of relentless selling, and one prominent Wall Street analyst thinks the market has handed investors a rare opening at a price that grossly undervalues what comes next.

While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.

In the latest trading session, KLA (KLAC) closed at $180.64, marking a +1.95% move from the previous day.

Investing.com -- In a note to clients on Friday, JPMorgan raised its forecasts for the wafer fabrication equipment market and named KLA as its top pick among U.S. chip-equipment makers.

In the closing of the recent trading day, KLA (KLAC) stood at $177.18, denoting a -3.13% move from the preceding trading day.

Applied Materials CEO Gary Dickerson showed up to a Goldman conference with customer order books stretching years into the future, and the peers corroborating his story make the bullish case harder to dismiss than the skeptics expected.

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.

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...

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