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Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.

Everyone racing to own AI chip stocks may be buying into the wrong part of the supply chain. The real toll booth sits one step behind the GPUs, and one company collects on every wafer that makes next-gen AI hardware possible.

At $534.24, Applied Materials (NASDAQ:AMAT) sits at a decision point heading into the August 13 earnings report. The stock has staged one of the sharpest recoveries in large-cap semis this year, and the earnings report will decide whether the next leg is toward $600 or back into the low $400s. Applied Materials is the largest ... What Determines Applied Materials’ Resilience on Aug 13 Earnings

ALAB's Q2 earnings and revenues top estimates as PCIe 6 drives over half of sales and Scorpio X-Series ramp-up toward a stronger third quarter.

Digital Turbine tops Q1 fiscal 2027 earnings and revenue estimates, posts strong App Growth Platform gains and raises full-year revenue and EBITDA guidance.

PCTY tops fiscal Q4 earnings and revenue estimates as recurring revenues grow 12.4% year over year. See what fuels results and its fiscal 2027 outlook.

August 5 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.

Moby summary of Chatham Lodging Trust's Q2 2026 earnings call

Applied Materials (AMAT), Lam Research (LRCX), and KLA (KLAC) sell machines used to manufacture and inspect processors and memory chips. Cloud providers purchase finished processors and memory for artificial intelligence data centers. Chip manufacturers may need more factory equipment when server ...

Investing.com -- Goldman Sachs reshuffled its U.S. Conviction List in its August update, adding Microsoft and five other names while removing Broadcom and three others.

Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

Chip Stocks Tumble as SK hynix Miss Overshadows AI Demand Strength

VRNS tops Q2 earnings and revenue estimates as SaaS growth, AI security demand and a higher full-year outlook fuel confidence in its growth trajectory.

Susquehanna analyst Mehdi Hosseini believes the company’s growth is constrained even as KLA issues an upbeat forecast.

US market liveblog: stocks set for mixed open ahead of Fed decision US stocks are set for a mixed open on Wednesday as investors look ahead to the Federal Reserve's latest interest-rate decision, while renewed tensions in the Middle East and continued pressure on semiconductor stocks cloud...

A sell-off in semiconductor stocks deepened on Tuesday.

A sell-off in semiconductor stocks deepened on Tuesday.

July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,

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.

KLAC heads into fiscal Q4 earnings with AI-driven demand and advanced packaging growth, while higher DRAM costs pressure margins.

Applied Materials is set to report its third-quarter results in August, and analysts expect a double-digit earnings increase.

I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...

Semiconductor stocks were poised to jump on Monday.

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

The Philadelphia semiconductor index, known as SOX, fell into bear market territory on Friday but chip stocks later rebounded.

Chip stocks trimmed losses on Friday as investors bought the dip despite AI jitters.

U.S. stock futures fell as a selloff in companies linked to the artificial-intelligence buildout continued to reverberate across the globe.

19% That's how much the PHLX Semiconductor Index has tumbled from its June high. The index's biggest components include AI heavyweights including Nvidia, Micron Technology, Broadcom and Applied Materials, all of which have come under pressure in recent weeks.

July 17 (Reuters) - U.S. stock index futures slid on Friday as a selloff in chip stocks deepened, forcing investors to reassess the staying power of this year's AI-fueled rally, while a weak forecast