Notícias

TER's AI-driven test momentum is accelerating, with Iris 100 expanding its optical portfolio as semiconductor and data-center demand surges.

Applied Materials, Lam Research and KLA stand to benefit as BofA lifts chip equipment spending forecasts amid surging AI, memory and packaging demand.

No stock rally is perfect, as is the case with the one seen this week in the tech-heavy Nasdaq Composite.

Chip equipment stocks are breaking away from the broader semiconductor pack on Friday, and the pattern of who is buying what reveals something specific about where money is flowing and why the tools layer keeps trading on its own terms.

DAKT vs. KLAC: Which Stock Is the Better Value Option?

KLAC's AI-driven process-control demand, advanced-packaging growth, robust backlog and strong capital returns support further upside despite margin pressure.

The S&P 500 Index ($SPX ) (SPY ) is down -0.54% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. E-mini S&P futures (ESU26 ) are down -0.50%, and September E-mini Nasdaq futures (NQU26...

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

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 […]

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 […]

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

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

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.

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

The average brokerage recommendation (ABR) for KLA (KLAC) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Onto Innovation's AI-driven demand, rising estimates and margin gains strengthen its outlook, but a rich valuation leaves little room for execution misses.

A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.

Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that’s key to the AI boom.

MG vs. KLAC: Which Stock Is the Better Value Option?

DOV, KLAC and TPC recently announced dividend hikes, offering income as market volatility persists and uncertainty weighs on investors.

Cramer’s Case for the Semiconductor Equipment “Troika” During the August 6 episode of CNBC’s Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research Corporation (NASDAQ:LRCX), KLA Corporation (NASDAQ:KLAC), and Applied Materials, Inc. (NASDAQ:AMAT) as […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...

TER trades at a premium, but booming AI demand and strong growth in chip testing and robotics are powering its momentum.

KLA (KLAC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

KLA (KLAC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

FTRE, ASML and KLAC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 31, 2026.

The AI equipment demand that repriced Lam Research stock was named, sized and already visible in the reported numbers before the run began.

KLA's fiscal Q4 earnings beat estimates as AI infrastructure, foundry/logic and process control demand lift revenues 15.2% and strengthen its outlook.

The chip-packaging firm trades above the market on earnings even as its largest segment slips and an AI ramp tries to carry the rest.

The stock market is fine outside AI. Seagate, SK Hynix, KLA and Bloom Energy are key earnings late. Will the Federal Reserve surprise?