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A number of stocks fell in the afternoon session after chip stocks sold off in a session that laid bare the structural tension building beneath the sector's recent rally.
At $388.92, Lam Research (LRCX) is being priced to deliver 26.0% revenue growth annually for the next 5 years simply to defend today's 72.5x multiple. That is essentially the 26.5% the business is already running, held steady through 5 more years. Sounds easy until it stops.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.89%. June E-mini S&P futures (ESM26 ) fell -0.60%, and June E-mini Nasdaq futures...
Lam Research is highlighting its advanced packaging business as a key growth driver, with the company projecting revenues from this segment to rise more than 50% in 2026. The push is linked to demand for AI chips, high bandwidth memory and chiplet architectures, areas that require more complex packaging solutions. Competition is intensifying, with rivals such as Applied Materials and KLA Corporation also targeting advanced packaging opportunities. Lam Research, traded as NasdaqGS:LRCX, is...
ASML's 36% three-month surge highlights AI-driven chip demand and EUV leadership, but premium valuation and mixed estimates suggest caution.
At $388.92, Lam Research (LRCX) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.
KLA Corporation (NASDAQ:KLAC) at $254.54 is a Hold. The semiconductor process control leader executed a 10-for-1 stock split into a vertical rally, and the post-split share price is running far ahead of Wall Street’s price targets. KLA sells the inspection and metrology tools that catch defects on the most advanced wafers in the world. That ... After a 45% Rally, This Post-Split Stock May Be Sending a Warning Signal
LRCX's advanced packaging business gains traction as AI chip demand drives greater need for etch and deposition equipment.
KLAC's yield tools gain relevance as AI chip complexity drives demand for defect detection, process monitoring and faster production ramp-up.
KLA Corporation (NASDAQ:KLAC) is included among the 14 Best S&P 500 Stocks to Buy Now According to Analysts. KLA Corporation (NASDAQ:KLAC) develops industry-leading equipment and services that enable innovation throughout the electronics industry. The company provides advanced process control and process-enabling solutions for manufacturing wafers and reticles, integrated circuits, packaging, and printed circuit boards. On […]
COST, LRCX and KLAC are highlighted for growth drivers ranging from membership strength to AI-fueled semiconductor demand and cash generation.
KLA Corporation (NASDAQ:KLAC) was among the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors. Cramer discussed the stock during the episode, as he commented: Then we go back to the semiconductor space. Here it is, KLA. That’s the second one, too risky. KLA and AMAT, on the way […]
What KLA's 10-for-1 stock split actually changes for you KLA (KLAC) has just completed a ten-for-one forward stock split, effective late on June 11, 2026, alongside a Charter Amendment that lifted authorized common shares from 500,000,000 to 5,000,000,000. For existing shareholders, each pre split share now converts into ten shares, with the total economic stake unchanged. The higher authorized share count simply gives KLA more capacity to issue stock in future, for uses such as employee...
A number of stocks jumped in the afternoon session after President Trump canceled planned military strikes on Iran and signaled a peace deal could be signed over the weekend.
KLA (KLAC) concluded the recent trading session at $253.84, signifying a -89.47% move from its prior day's close.
The S&P 500 Index ($SPX ) (SPY ) on Friday rose +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) rose +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) rose +0.64%. June E-mini S&P futures (ESM26 ) rose +0.65%, and June E-mini Nasdaq futures (NQM26 ) rose...
The Morning Bull - US Market Morning Update Friday, Jun, 12 2026 US stock futures are pointing higher this morning, with E-mini S&P 500 futures up about 0.8% and Nasdaq-100 minis gaining around 1.2%, as investors weigh hotter US inflation against still solid rate expectations. May consumer prices rose 0.5% month on month, pushing headline inflation to 4.2% and energy costs up 23.5% over the year, which means pricier gasoline and heating for households. At the same time, the 10 year Treasury...
Jeff Bezos sat down with CNBC on June 11, 2026, to make the case that his next act could become even bigger than Amazon. As co-founder and co-CEO of Prometheus, Bezos is pitching a thesis that tries to answer one question: What actually makes societies rich? His answer is invention. “What drives the wealth of ... Is Jeff Bezos’ New Startup An Even Bigger Idea than Amazon? He Tells CNBC it Will Drive ‘Civilizational Wealth.’
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.75%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.86%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.29%. June E-mini S&P futures (ESM26 ) rose +1.73%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.03%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.37%. June E-mini S&P futures (ESM26 ) are up +0.03%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...
KLA Corporation (NASDAQ:KLAC) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 9, UBS analyst Timothy Arcuri raised the firm’s price target on KLA Corporation (NASDAQ:KLAC) from $1770 to $2180 while keeping a Neutral rating. The upwardly revised price target suggests a further 1.9% […]
An analyst increased his price target on the company by 25%.
Semiconductor equipment stocks marched higher amid continued strong demand for new chip gear amid the AI boom.
Investing.com -- Barclays lifted its wafer fabrication equipment estimates and raised price targets on Applied Materials, KLA Corporation, and Lam Research in a note on Monday.
KLA trades near a 52-week high after a 45% rally, supported by strong execution, advanced packaging growth and rising process-control demand.
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