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TEAM tops Q4 earnings and revenue estimates as subscription, cloud and AI platform growth fuel enterprise momentum and support fiscal 2027 outlook.
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 ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.
ALAB's Q2 earnings and revenues top estimates as PCIe 6 drives over half of sales and Scorpio X-Series ramp-up toward a stronger third quarter.
Digital Turbine tops Q1 fiscal 2027 earnings and revenue estimates, posts strong App Growth Platform gains and raises full-year revenue and EBITDA guidance.
PCTY tops fiscal Q4 earnings and revenue estimates as recurring revenues grow 12.4% year over year. See what fuels results and its fiscal 2027 outlook.
Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...
By Ragini Mathur and Avinash P July 9 (Reuters) - Wall Street's main indexes advanced on Thursday, as rising chipmakers helped outweigh geopolitical anxiety over renewed attacks that could prolong the
As the world's largest supplier of semiconductor manufacturing equipment, Applied Materials stands as the most direct public-market beneficiary of any sustained expansion in chipmaker capital spending. The company carries a market capitalization of approximately $453 billion, and its prior session close of $570.50 already reflected a one-year gain of 188% from its 52-week low of $154.47.
(Bloomberg) -- Caterpillar Inc. stock slid from a record high Wednesday after Michael Burry, made famous in The Big Short for his bets against the US housing market ahead of the 2008 crisis, said he shorted the industrial heavyweight for the first time. Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerSpaceX IPO Left Mirae With No Shares on MisunderstandingTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsDemocratic Socialist Ousts 15-Term House Incumb
(Bloomberg) -- Shares of companies that supply semiconductor equipment are soaring this week as increased investments from leading chipmakers in South Korea bolster investors’ optimism.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of
Shares of chipmakers surged late on Wednesday, adding over $400 billion in market value after strong forecasts from Micron Technology and Qualcomm breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged 12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm said it expects $15 billion in sales from its data center business by 2029 as it moves beyond its core smartphone chip business and shifts its focus to AI.
Investing.com -- Shares of U.S. semiconductor companies climbed in premarket trading Thursday after President Trump said Apple has agreed to work with Intel to design and manufacture its chips domestically.
I've been tracking the semiconductor equipment trade for a while now, and there's a pattern I keep noticing. Every time I think the artificial intelligence (AI) infrastructure story has been fully priced in, another analyst note lands, reframing the whole thesis. Citi's latest call on Applied ...
Semiconductor equipment stocks marched higher amid continued strong demand for new chip gear amid the AI boom.
The chip equipment maker now expects its semiconductor equipment business to grow more than 30% in calendar 2026
Investing.com -- Applied Materials reported record second-quarter revenue on Thursday and projected third-quarter revenue above Wall Street expectations, anticipating that robust investment in data centers and AI infrastructure will continue to drive demand for its chip-making equipment.
The stock market hit highs as Nvidia led and AI chip IPO Cerebras soared in its debut, while Broadcom and Taiwan Semiconductor flashed buy signals. The Trump-Xi summit continues.
Every AI chip has to be physically manufactured. And as chips get smaller and more complex, the machines required to build them get more specialized and more expensive. Applied Materials (NASDAQ:AMAT) makes those machines. As semiconductors shrink to sizes measured in nanometers, only a handful of companies have the tools to do it. AMAT is one of them, and increasingly, it's the one chipmakers can't work around. With the industry pouring record capital into new factories, AMAT's order books are