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The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.51%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.32%. September E-mini S&P futures (ESU26 ) rose +0.02%, and September E-mini Nasdaq futures...
Lam Research reports Q4 earnings on July 29, and the setup heading into that print looks unlike anything its closest rivals can match right now. Three factors separate this semiconductor equipment name from the rest of the AI spending story.
FORM heads into Q2 earnings with AI, HBM and advanced packaging momentum, but valuation and trade risks temper the upside.
Earnings event puts KLA stock in focus KLA (KLAC) is set to announce quarterly earnings this Tuesday after the bell, with the market expecting 13.7% year on year revenue growth, compared with 23.6% growth in the same quarter last year. Estimates have been broadly reaffirmed over the past month, so this report will likely be read as a check on whether KLA is keeping pace with current expectations for the semiconductor equipment cycle. See our latest analysis for KLA. At a share price of...
Semiconductor capital equipment stocks took a brutal U-turn on Monday. Heading into the opening bell, the sector was riding a pre-market high. The optimism was fueled by easing geopolitical tensions in Iran and a blockbuster Wall Street Journal report revealing that Nvidia is in talks to guarantee a massive $250 billion in financing for an OpenAI data center project. But that AI-driven euphoria evaporated instantly. ASML erased early gains of over 2%—and dragged U.S. peers Applied Materials (AMA
Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Composite “. A copy of the letter is available to download here. The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net of fees in […]
Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) will be announcing earnings results this Tuesday after the bell. Here’s what to look for.
KLAC heads into fiscal Q4 earnings with AI-driven demand and advanced packaging growth, while higher DRAM costs pressure margins.
Lam Research's Q4 results are expected to reflect the benefits of strong demand for AI chips and rising DRAM spending.
ASML's EUV dominance and next-gen High-NA systems position it to benefit as AI demand drives advanced chip production.
Besides Wall Street's top-and-bottom-line estimates for KLA (KLAC), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2026.
In the latest trading session, KLA (KLAC) closed at $214.69, marking a -1.32% move from the previous day.
Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the quarter in terms of returns, but outperformed in dividend growth. Despite debate over capital cycle returns, AI […]
A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven by continued optimism surrounding the long-term artificial intelligence investment cycle. The recovery comes after a sharp decline that briefly pushed semiconductor powerhouses into bear market territory, marking their worst weekly drop in over a year. Despite recent market jitters regarding elevated
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...
KLA (KLAC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
KLA stock has delivered a very large 606.8% return over the past five years, yet its low overall value score and recent pullback raise the question of whether the current price still leaves enough room for comfort. The roughly 7x five year return means anyone who has held KLA through this period has been strongly rewarded, which can make fresh entry points harder to judge. Investor attention around KLA’s role in AI focused chip production can support high expectations, while sector wide...
ARM’s stock saw the largest price target cut, though UBS reiterated its 'Buy' rating and retained 'Neutral' ratings for both Qualcomm and KLA.
Micron just locked in five-year supply deals at historically high DRAM prices while a major AI cloud buyer quietly bets those same prices are about to fall. One of them is going to be very wrong.
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...
FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.
ASML's strong Q2 growth, expanding margins and AI-driven demand support its outlook, but a premium valuation and muted estimates cloud its appeal.
KLA's (KLAC) upcoming earnings are expected to show continued strength in artificial intelligence-re
The latest trading day saw KLA (KLAC) settling at $224.5, representing a -2.55% change from its previous close.
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