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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."

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

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.

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...

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.

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

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.

KLA reported strong fiscal Q4 results, supported by demand tied to AI infrastructure and advanced packaging. The company issued upbeat guidance for fiscal Q1, pointing to continued interest in its process control tools and services. Management highlighted secular growth trends in AI and advanced packaging as key factors behind the latest update. KLA, traded as NasdaqGS:KLAC, is drawing fresh attention after this latest earnings update. The stock closed at $170.19, with the share price still...

KLA (KLAC) is benefiting from secular growth in process control intensity and double-digit growth in

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

KLA's Q4 earnings call highlights AI-driven growth, stronger semiconductor demand and expanding process control opportunities.

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Moby summary of KLA Corporation's Q4 2026 earnings call

KLA Corporation (NASDAQ:KLAC) reported stronger-than-expected fiscal fourth-quarter results, but its shares fell more than 10% in pre-market trading on Wednesday after investors focused on a cautious near-term outlook and guidance that offered only limited upside. The semiconductor equipment manufacturer posted earnings per share of $1.

A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.

KLA Corp (KLAC) achieves record revenue of $3.66 billion, driven by AI infrastructure demand, while navigating supply chain and pricing pressures.

KLA (NASDAQ:KLAC) reported record June-quarter revenue and raised its outlook for the wafer equipment market, citing accelerating investment in artificial intelligence infrastructure, leading-edge logic, high-bandwidth memory and advanced packaging. Chief Executive Officer Rick Wallace said revenue