ニュース · QuantAbundancia

24/7 Wall St.8d agoneutral

Forget the Split: KLA’s 17th Straight Dividend Raise Is the Real Story for Income Investors

Headlines this month have focused on the flashy KLA (NASDAQ: KLAC) 10-for-1 stock split, but income investors should look past the cosmetic share count change. The durable story lives in the dividend line. The American semiconductor equipment manufacturer raised its quarterly payout to $2.30 per share, a 21% increase from the prior $1.90 quarterly rate ... Forget the Split: KLA’s 17th Straight Dividend Raise Is the Real Story for Income Investors

Zacks8d agoneutral

LRCX's Gross Margin Near 50%: More Upside Ahead Amid AI-Led Demand?

Lam Research's non-GAAP gross margin hits 49.9%, and guidance points to 50.5% as AI chip demand boosts revenues, EPS and tool pricing power.

Zacks9d agoneutral

AMAT to Post Q2 Earnings: Time to Buy, Sell or Hold the Stock?

Applied Materials heads into Q2 earnings with AI-driven demand, HBM traction and advanced packaging momentum, boosting growth prospects.

AMAT KLAC LRCX

Barchart9d agoneutral

Stocks Supported by Strong Earnings and AI Optimism

The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

AAL AMAT AU B BW CCL CDE COHR+22

Zacks9d agobullish

Lam Research Stock Trades Near 52-Week High: Buy More or Book Profits?

LRCX trades near a 52-week high as AI chipmaking demand powers $5B+ quarterly sales, rising margins and upbeat advanced-packaging outlook.

AMAT ASML KLAC LRCX

Motley Fool9d agoneutral

Wall Street's Next Blockbuster Stock Split Was Just Announced -- and This Industry Titan Has Skyrocketed Over 51,000% in 32 Years

A critical cog to the semiconductor manufacturing industry is prepping for its sixth forward stock split since going public in 1980.

BKNG CVNA INTC KLAC NVDA

Barchart12d agobullish

Earnings Strength Lifts S&P 500 and Nasdaq 100 to Record Highs

The S&P 500 Index ($SPX ) (SPY ) today is up +0.79%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.74%. June E-mini S&P futures (ESM26 ) are up +0.77%, and June E-mini Nasdaq futures...

ADBE ADI ADSK ASML AU CDE CRM DIA+15

Zacks12d agoneutral

Can KLA's Advanced Packaging Strength Support $1B Revenue Target?

Can KLA's AI-driven packaging boom and rising chip complexity power advanced packaging revenues to $1B by 2026?

AEIS KLAC

Zacks12d agobullish

Wall Street Bulls Look Optimistic About KLA (KLAC): Should You Buy?

According to the average brokerage recommendation (ABR), one should invest in KLA (KLAC). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

KLAC

Simply Wall St.12d agoneutral

How Investors Are Reacting To KLA (KLAC) Stock Split, Dividend Hike and Capital Return Push

KLA Corporation recently reported third-quarter fiscal 2026 results, with revenue of US$3,415.08 million and GAAP diluted EPS of US$9.12, alongside guidance for fourth-quarter revenue of about US$3.575 billion and EPS of roughly US$9.66. In the same period, KLA completed a multi-year share repurchase program totaling 19.30 million shares for US$9.69 billion and approved a ten-for-one stock split plus a 21% dividend increase, underscoring its focus on returning capital while expanding its...

KLAC

24/7 Wall St.13d agoneutral

EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

Taiwan and South Korea sit at the center of the global chip supply chain, and three exchange-traded funds offer the most direct way to hold that exposure: the iShares MSCI Taiwan ETF (NYSEARCA:EWT), the iShares MSCI South Korea ETF (NYSEARCA:EWY), and the iShares Semiconductor ETF (NASDAQ:SOXX). Taiwan Semiconductor Manufacturing sits at the center of the ... EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance

AAPL AMAT AMD AVGO KLAC LRCX NVDA QCOM+3

Trefis13d agoneutral

Intel, Lam, KLA: Will Musk’s $120B Terafab Boost These Stocks?

Earlier this week, Elon Musk officially announced the Terafab Initiative, a Texas-based chip fabrication facility intended to produce processors for Tesla (TSLA), SpaceX, and xAI.

INTC KLAC LRCX TSLA TSM

Zacks13d agoneutral

Option Spread Trade on Leading AI Stock Offers 32% Return Potential

Regardless of whether KLAC increases in price, remains flat, or even loses 5% from our entry, this option spread trade will produce a 32.7% return.

KLAC

Zacks13d agobullish

KLA (KLAC) Just Flashed Golden Cross Signal: Do You Buy?

Is it a good or bad thing when a stock surpasses resistance at the 20-day simple moving average?

KLAC

24/7 Wall St.14d agoneutral

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds offer distinct angles on it: iShares Semiconductor ETF (NASDAQ:SOXX), VanEck Semiconductor ETF (NASDAQ:SMH), and First Trust Nasdaq Semiconductor ETF (NASDAQ:FTXL). Each holds Advanced Micro Devices (NASDAQ:AMD), whose Q1 earnings report, released today, reinforces what the ... Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

AMAT AMD ASML KLAC LRCX NVDA SMH SOXX+1

Zacks14d agobullish

Teradyne Stock Trades at a Premium: Should You Buy Now or Wait?

TER benefits from booming AI demand, driving strong growth across segments and reinforcing momentum as investors eye continued upside potential.

ATEYY KLAC TER

Zacks14d agoneutral

Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.39X?

Applied Materials trades at a premium P/S valuation as AI-driven demand in DRAM, logic and advanced packaging boosts growth across its wafer fab portfolio.

AMAT KLAC LRCX

24/7 Wall St.14d agobullish

ARTY Soared 33% in 2026 While BOTT and ROBO Lag: Which Humanoid Robot ETF to Buy

Humanoid robots have moved beyond assembly lines. AI-powered machines are being trialed for legal research, financial analysis, and front-line customer service, pushing automation into work historically considered safe from displacement. AI-powered robotics is moving from factory floors into legal research, financial analysis, and customer service. Three exchange-traded funds offer different angles on that shift: the ... ARTY Soared 33% in 2026 While BOTT and ROBO Lag: Which Humanoid Robot ETF t

AMD ATEYY INTC KLAC NVDA ROBO TER

Simply Wall St.14d agobullish

KLA’s AI Capacity Constraints Highlight Earnings Power And Buyback Commitment

KLA (NasdaqGS:KLAC) is highlighted as a key supplier as AI driven semiconductor demand strains global equipment capacity. The company, alongside peers such as ASML and Lam Research, is reported to be running at or near full capacity as chipmakers scale advanced AI manufacturing. Industry wide bottlenecks in critical inspection and process control tools raise questions about how quickly new AI focused fabs can be equipped. KLA sits at the center of this buildout, supplying inspection and...

ASML KLAC LRCX

24/7 Wall St.16d agoneutral

Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip dominance, Rasgon offered a line that should reframe how retirement investors think about the AI buildout. “There’s no such thing as too many ... Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

ASML KLAC LRCX NVDA TSM

24/7 Wall St.16d agoneutral

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a shift in how chips are manufactured. Specifically, KLAC primarily designs and sells “metrology and inspection” equipment. These are very different from the “processing” equipment from companies including Applied Materials (AMAT), Lam Research (LRCX), or Tokyo ... KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

AMAT KLAC LRCX TOELY

Zacks16d agoneutral

KLA (KLAC) International Revenue in Focus: Trends and Expectations

Examine the evolution of KLA's (KLAC) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

KLAC

Insider Monkey17d agobullish

Is KLA Corporation (KLAC) A Good Stock To Buy Now?

Is KLAC a good stock to buy? We came across a bullish thesis on KLA Corporation on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on KLAC. KLA Corporation’s share was trading at $1,812.06 as of April 22nd. KLAC’s trailing and forward P/E were 52.75 and 36.76 respectively according to Yahoo Finance. KLA Corporation […]

INTC KLAC MU SSNLF TSM

Insider Monkey17d agoneutral

Wolfe Raises Target for KLA Corp (KLAC) on Growth Forecast

KLA Corporation (NASDAQ:KLAC) ranks among the stocks to invest in before they split next. On April 10, Wolfe Research increased its price target for KLA Corporation (NASDAQ:KLAC) to $2,000 from $1,800 while keeping an Outperform rating on the company’s shares. The firm referenced KLA’s updated forecast at its Investor Day. The company raised its 2026 […]

KLAC LRCX

StockStory17d agoneutral

2 Profitable Stocks for Long-Term Investors and 1 That Underwhelm

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".

IEX KLAC

24/7 Wall St.18d agoneutral

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market, although the absolute level remains modest. Global leaders such as Applied Materials (AMAT), Lam Research (LRCX), KLA (KLAC), ASML (ASML), Tokyo Electron (TOELY), and Screen still dominate the market, particularly in leading-edge logic and memory. ... China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

AMAT ASML KLAC LRCX TOELY

TheStreet19d agoneutral

Morgan Stanley resets KLA Corp stock forecast

KLA Corporation (KLAC) has become one of Wall Street’s more closely watched semiconductor-equipment names as investors look for companies tied to the buildout of artificial intelligence infrastructure. The company makes process-control and process-enabling tools used in semiconductor manufacturing, ...

KLAC

Simply Wall St.19d agobullish

Is It Too Late To Consider KLA (KLAC) After A 161% One Year Surge?

If you are wondering whether KLA at around US$1,750 per share still offers value after a strong run, you are not alone. The stock has returned 18.9% over the last 30 days and 37.3% year to date, while the 1 year return of 160.8% and a very large 3 year gain suggest sentiment has shifted meaningfully, even with a 3.6% pullback over the past week. Recent coverage has highlighted how KLA sits at the center of key semiconductor trends and industry spending cycles, with investors paying close...

KLAC

Zacks20d agoneutral

KLA Q3 Earnings Surpass Estimates, Revenues Increase Year over Year

KLAC tops Q3 estimates with double-digit revenue growth and strong process control demand, while upbeat Q4 guidance signals continued momentum.

KLAC