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FORM's AI-driven HBM momentum, broader chip-testing wins and CPO growth support its outlook despite premium valuation and margin pressure.

TER's AI-driven chip testing growth, expanding product lineup, and stronger earnings momentum position it ahead of KLA in this AI infrastructure comparison.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.33%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.12%. September E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures...

Lam Research's AI-driven demand in HBM, advanced DRAM and leading-edge chips are likely to help it reach a record sales target of $6.6B in Q4'26.

Semiconductor Stocks Tumble as SK Hynix Weakness Ripples Through the Sector

Applied Materials just blew past its own growth forecast, and the companies supplying every HBM stack and gate-all-around node are collecting the checks. Five picks-and-shovels stocks sit directly under that spending fire hose, and the one most retail investors cannot name is leading the pack.

Stifel just blew past Wall Street's AMD consensus with a target that would push the chipmaker into trillion-dollar territory, and the conditions required to get there are more specific than most investors realize.

SK Hynix just shattered a decades-old US listing record, and Bloomberg's desk thinks it signals something much bigger than one blockbuster IPO for the companies already supplying the AI buildout.

ASML Holding's Q2 outlook points to strong growth, but a lofty valuation, China export curbs and rising competition warrant caution ahead of results.

Semiconductor manufacturing was dominated by American companies before factories moved to countries like Taiwan and South Korea. Now, hints of that original vigor are emerging again as a fab construction boom promises to revive what once was the global standard: computer chips made in the USA. "Today, all of the major semiconductor manufacturers capable of building a state-of-the-art semiconductor are investing in the United States," said Joe Stockunas, president of the Americas unit of the SEMI industry trade group.

The best quarterly stock market performance in six years powered the average U.S. diversified equity fund higher.

Reuters reported on Thursday that Meta plans to begin manufacturing its AI chip starting in September, lifting ancillary firms' shares, but the rally fizzled.

AI demand and cloud spending support KLA and Western Digital, while Apple and Optex face mixed headwinds and opportunities in Zacks' latest research.

Today's Research Daily features new research reports on 16 major stocks, including Apple Inc. (AAPL), KLA Corp. (KLAC) and Western Digital Corp. (WDC), as well as a micro-cap stock, Optex Systems Holdings, Inc (OPXS).

Meta’s decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.

A number of stocks jumped in the afternoon session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

Why KLA’s Guidance Update Matters for Investors KLA (KLAC) shook up the semiconductor conversation after lifting its quarterly EPS guidance by 9.2%, tying the move directly to artificial intelligence demand and reporting unusually strong visibility into upcoming orders. The guidance shift arrived while semiconductor stocks have been swinging sharply, and it immediately became a reference point for how AI spending might filter into equipment suppliers. For investors tracking KLA, the...

KLA Corporation (NASDAQ:KLAC) is one of the 15 Best NASDAQ 100 Stocks to Buy Other Than SpaceX. On July 6, 2026, Morgan Stanley raised the firm’s price target on KLA Corporation (NASDAQ:KLAC) to $274 from $190 and kept an Equal Weight rating on the shares. On June 30, Susquehanna adjusted the firm’s price target on […]

Meta’s decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.

Memory chips, optical technology, semiconductor equipment makers, oh my! The three themes within the AI trade have emerged as investors' favorites, sending related stocks skyrocketing this year. They're also leading today's session.

KLA Corporation is poised to release its fourth-quarter results soon, and analysts project a single-digit earnings growth.

A number of stocks fell in the morning session after Samsung Electronics' record quarterly profit triggered a textbook "sell-the-news" reaction, compounded by a Reuters report that China's DeepSeek is developing its own AI inference chip.

Investors weren't happy with Samsung's guidance today, sending a large group of tech names lower in U.S. morning trading. Here are some of the biggest recent declines: Intel (INTC): Down 11% Applied ...

After a 284% rebound from its 52-week low, Applied Materials still has AI-driven demand, portfolio breadth and earnings momentum supporting further growth.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Spurred by management's rare, forward-looking confidence, the market has already delivered a massive run.

KLA Corporation (NASDAQ:KLAC) is one of the best stocks on the rise to invest in. Susquehanna adjusted the price target on KLA Corporation (NASDAQ:KLAC) to $275 from $1,700 on June 30 and maintained a Neutral rating on the shares. The firm updated its model on the stock after channel checks suggesting an upward revision to SCE […]

The wafer fab equipment, or WFE, market's 2028 growth expectations have risen "significantly," with

The S&P 500 Index ($SPX ) (SPY ) today is up +0.43%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. September E-mini S&P futures (ESU26 ) are up +0.46%, and September E-mini Nasdaq futures...

The world’s richest investor is making an unprecedented all-in bet on artificial intelligence. In June alone, Bezos Expeditions, Jeff Bezos’ 21-year-old family office, made five direct investments in AI startups, accounting for 10% of all family office dealmaking that month, per Fintrx. Bezos Expeditions is now the most active family office investor of 2026 with ... Jeff Bezos Is Pouring Money Into a Startup That Could Drive ‘Civilizational Wealth’