Actualités

KLA Corporation recently declared a quarterly cash dividend of US$0.23 per share, payable on September 1, 2026, to shareholders of record as of August 17, 2026, alongside reporting higher quarterly and full-year revenue and earnings through June 30, 2026, and issuing guidance for the September 2026 quarter. These results and guidance arrive as semiconductor equipment demand is being reinforced by large AI chip manufacturing projects like Tesla and SpaceX’s Terafab complex and by industry...

LRCX expands into PLP as larger AI chips drive demand, targeting a fast-growing advanced-packaging opportunity.

Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs."

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 […]

Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share.

A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's most bullish analysts are treating the dip as a gift. Here is why the bear case just got harder to make.

Applied Materials' AI-driven semiconductor exposure, strong earnings outlook and broad technology portfolio support the case to accumulate the stock.

Tesla and SpaceX's $16.8B Terafab plan could spur demand for chipmaking tools, putting four equipment stocks in focus.

KLA Corporation just delivered a clean earnings beat and bullish forward guidance, yet the stock plunged double digits anyway. One top Wall Street analyst sees that panic as the setup of the year in semiconductor equipment.

Here, we have picked three AI stocks, AMD, AMZN and KLAC, which are well-poised to benefit from AI's growing use and ability to solve complex problems.

Terafab buildout could create major opportunities for KLA, Onto, Applied Materials and Lam Research as AI chip capacity expands.

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...

Applied Materials just handed investors a brutal one-month loss, yet one prominent Wall Street analyst sees the selloff as a setup for gains that would dwarf the broader market. The reasoning behind that call challenges everything the bears are pricing in right now.

KLA stock has delivered a very large 5 year gain, yet the latest valuation checks suggest the shares now lean expensive rather than clearly cheap. The share price has returned 462.1% over 5 years, which puts a lot of past success and optimism into the current valuation. Strong demand linked to AI infrastructure and advanced packaging can support expectations for future cash generation, while any slowdown in that spending cycle may quickly test what investors are currently willing to pay for...

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

LRCX's 16% monthly fall contrasts with record revenues, strong AI equipment demand and rising earnings, strengthening the case for buying the stock.

In the world of chip equipment, paying more for slower growth seems like a mistake, but the market is making exactly that bet on one industry leader over its faster rival.

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 ...

KLA Corporation just cratered 40% from its highs despite beating earnings five quarters in a row, leaving Wall Street torn between a China-risk nightmare and a structural AI story that one analyst thinks is worth 78% more than today's price.

Hims & Hers Health and QXO face heavy short interest amid dilution and loss concerns, while KLA has slid nearly 40% since June as AI-driven chip spending fears grip semiconductor stocks.

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.

KLAC expects advanced packaging revenues to surge over 70% in 2026 as AI chip complexity drives demand for inspection, metrology and yield tools.

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

Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 15.2% year on year to $3.66 billion. Guidance for next quarter’s revenue was better than expected at $4 billion at the midpoint, 1.2% above analysts’ estimates. Its non-GAAP profit of $1.05 per share was 5.1% above analysts’ consensus estimates.

FEATURE Lam Research stock was pacing toward its best day in 27 years on Thursday, drawing a stark contrast to an industry peer’s post-earnings slide. Lam shares spiked 23% to $310.69, putting them on track for their largest same-day percentage increase since January 1999, according to Dow Jones Market Data.

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...

A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply and demand, and the real reason why comes down to a physical constraint most investors are overlooking.