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ASML Holdings says first chips made with High-NA EUV tools are coming soon as $400M machines move from R&D validation into early production.

KLAC's service business generated $775M in March-quarter revenues as AI demand and longer tool lifecycles fuel durable growth.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.73%. June E-mini S&P futures (ESM26 ) are up +0.47%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.50%, and June E-mini Nasdaq futures...

Applied Materials delivered results ahead of Wall Street expectations in Q1, as management highlighted a surge in demand driven by the rapid expansion of artificial intelligence (AI) computing infrastructure. CEO Gary Dickerson noted that the company’s leadership in leading-edge foundry logic, DRAM, and advanced packaging was pivotal, stating, “The momentum in our business is being driven by global AI adoption and our differentiated technology portfolio.” Strong execution across manufacturing an

AMAT, SHEL and KLAC are benefiting from AI, LNG and advanced packaging trends as strong execution drives growth and shareholder returns.

Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for […]

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Broadcom, Meta, UCLA and other partners are launching a US$125 million AI semiconductor research and talent hub over five years. The company is also working with Applied Materials on next generation AI chip packaging technologies. Both efforts focus on energy efficient, high performance AI computing and closer ties between industry and academia. For investors watching NasdaqGS:AVGO at a share price of about US$414.57, these moves sit alongside a very strong multi year share price run, with...

Five-year partnership aims to support next-generation semiconductor research.

Broadcom and Meta Trigger $125 Million AI Chip Race

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 4.9% in the afternoon session after the company announced a collaboration with Broadcom to accelerate the development of advanced chip packaging technologies for next-generation AI systems.

AMAT, SHEL and KLAC lead Zacks' top analyst reports as AI demand, LNG growth and advanced packaging fuel momentum.

SpaceX's latest filing shows new details about the agreements with Tesla and Intel, its two partners in the Terafab AI chip factory.

Here is how Applied Materials (AMAT) and Chegg (CHGG) have performed compared to their sector so far this year.

Tucked inside SpaceX’s pre-IPO S-1 filing are two project names most investors have never heard. Macrohard is an agentic AI software platform, and Terafab is a vertically integrated chip fabrication initiative. Tesla is the partner on both. SpaceX disclosed that financial terms, intellectual property rights, and the ultimate term of the collaboration are not yet ... Macrohard and Terafab: The Tesla and SpaceX Joint Ventures Wall Street Hasn’t Priced In

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.66%. June E-mini S&P futures (ESM26 ) rose +0.96%, and June E-mini Nasdaq futures...

Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now. But here’s what you should actually be watching: the picks-and-shovels layer that every memory maker must write checks to before producing a single bit. The memory trade is crowded, ... Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First

Morgan Stanley has upgraded Lam Research to Overweight rating following a wafer fabrication equipment industry raise.

Chip Stocks Rally After Samsung Labor Talks Collapse

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

Lam Research raises WFE outlook, as AI chip demand lifts record Q3'26 revenues and EPS, with strong growth in etch, deposition and memory investments.

AMAT's operating leverage surges as AI demand, premium chip tools and recurring services lift margins to a 25-year high.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.78%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.24%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...

LITE, UCTT, and AMAT made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 20, 2026.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.27%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.55%. June E-mini S&P futures (ESM26 ) are up +0.26%, and June E-mini Nasdaq futures...

Applied Materials beat analyst estimates in its latest quarterly results following a historic bull run.

Applied Materials (NasdaqGS:AMAT) has entered a new advanced packaging technology partnership with Broadcom. Broadcom is joining Applied’s EPIC platform to work on advanced chip packaging for next-generation AI systems. The collaboration expands Applied’s network of industry and academic partners focused on AI hardware R&D. Applied Materials sits at the center of the semiconductor equipment and materials market, providing tools that chipmakers use to build and package devices. As AI...

Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan’s 54th annual Technology, Media and Communications C

AMAT's AIx software, diversified tools and cheaper valuation give it an edge over LRCX as AI chip spending accelerates.