Notícias

Applied Materials stock surged to a record high after getting two price-target hikes. AMAT stock has been on a tear this year.

MKS Inc. has recently expanded its Atotech equipment manufacturing site in Guangzhou, China with a US$25 million investment to add about 323,000 square feet of space and target a doubling of production capacity by late 2027, while also opening a new 350,000-square-foot Supercenter Factory in Penang, Malaysia to support global wafer fabrication equipment demand. Together, these projects deepen MKS’ manufacturing footprint and R&D presence in Asia, aiming to improve lead times, technical...

The company's story is now a single, powerful bet on AI, but the silence on its once-core technology milestones reveals how much the business has concentrated its risk.

MKS (MKSI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

The chip equipment maker is firing on all cylinders, but a slowdown in its single largest market presents a risk that investors shouldn't ignore.

The company announced a government-backed expansion for its AI business, and investors promptly headed for the exits.

MKS (MKSI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

At $388.92, Lam Research (LRCX) is being priced to deliver 26.0% revenue growth annually for the next 5 years simply to defend today's 72.5x multiple. That is essentially the 26.5% the business is already running, held steady through 5 more years. Sounds easy until it stops.

At $388.92, Lam Research (LRCX) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

KLAC's yield tools gain relevance as AI chip complexity drives demand for defect detection, process monitoring and faster production ramp-up.

SpaceX will create its own gravitational pull, drawing many other stocks into its orbit. Elon Musk's rocket company essentially created the modern space economy, and his dreams of millions of satellites orbiting the Earth will create opportunities for other companies.

Here is a way to get paid a healthy income stream from Keysight Technologies now, which you keep no matter what, while setting a price well below today's level, where you would be happy to become an owner.

KLA trades near a 52-week high after a 45% rally, supported by strong execution, advanced packaging growth and rising process-control demand.

KLAC targets faster growth than the chip equipment market through 2030, driven by AI, rising process-control demand and advanced packaging.

Recent performance snapshot MKS (MKSI) has attracted attention after a period of mixed returns, with the stock down 8.7% on the day and 7.0% over the past week, but higher over the past 3 months and year. See our latest analysis for MKS. While the 1 day and 7 day share price returns are down, the 90 day share price return of 38.14% and 1 year total shareholder return of 242.13% point to strong underlying momentum that recent volatility has only partially interrupted. If you are watching MKS...

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

Management is signaling a multi-year surge in demand, but with the stock at all-time highs, the real question is what happens next.

Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Most Promising Stocks to Buy Right Now. On May 27, 2026, Mizuho raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $380 from $330 and maintained an Outperform rating on the shares. Mizuho raised its wafer fab equipment spending estimate for 2026 to $153B […]

A single comment about optical networking sent Coherent soaring, but the real story was already written in the company's accelerating growth.

Can KLAC's rising process control intensity, market-share gains and growing yield-optimization demand fuel its next phase of semiconductor growth?

Coherent Corp. (COHR) surged 17.6% on June 2, 2026, closing at a record $426.89 due to AI infrastructure announcements at Computex.

Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Long-Term Dividend Stocks to Invest In According to Billionaires. Mizuho analyst Vijay Rakesh raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $540 from $500 on May 27. He reiterated an Outperform rating on the shares. The firm also increased its wafer fab […]

Whale Rock is betting that the next AI winners could be the lesser-known companies powering the infrastructure behind them: Advanced Energy, Viavi Solutions and MKS.

MKS, UMB Financial and Clean Harbors stand out as sales growth picks as investors navigate volatile markets and macro uncertainty.

Why MKS (MKSI) is on investors’ radar today MKS (MKSI) is drawing fresh attention after recent trading left the stock at a last close of $320.62, with investors weighing this move against its reported revenue of $4,073.0 million and net income of $327.0 million. See our latest analysis for MKS. The recent move to a share price of $320.62 comes after a 14.11% 1 month share price return and a 90.44% year to date share price return. The 1 year total shareholder return of 285.28% points to strong...

MKS tops a screen for cash-rich, steady sales growers, alongside UMB Financial and Clean Harbors, as volatile markets reward revenue momentum.

KLAC's shares have jumped 59% in six months as AI chip demand and advanced packaging growth strengthen KLA's outlook.

Investing.com -- Morgan Stanley raised its outlook for the semiconductor capital equipment cycle, lifting wafer fab equipment (WFE) forecasts and reshuffling ratings across key industry names as it flagged stronger NAND momentum and a longer cycle than previously expected.

Evaluate MKS' (MKSI) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

MKS (MKSI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.