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The S&P 500 Index ($SPX ) (SPY ) today is down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.45%. June E-mini S&P futures (ESM26 ) are down -0.74%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.72%. June E-mini S&P futures (ESM26 ) are down -0.38%, and June E-mini Nasdaq futures...

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

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.

8.45am: US CPI rises to three-year high US inflation last month was the highest in three years, due to rising energy, housing and food prices. The US consumer price index was up 3.8% year on year in April, up from 3.26% the month before. Month-on-month, CPI increased 0.6%, easing from...

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

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...

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

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

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...

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

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?

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...

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

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.

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.

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

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

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

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.

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

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...

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

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

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

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 […]

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 […]

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".

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

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, ...