News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The chip-equipment maker is posting record results at the heart of the AI buildout, but its premium price and history of sharp downturns frame a difficult decision for investors.
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience […]
Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Mid Cap Fund”. The Madison Mid Cap Fund (Class I) declined 4.28% in the quarter, compared to the Russell Midcap Index’s 1.29% return. A copy of the letter can be downloaded here. The first quarter saw a market shift from tech […]
Pre-Market Stock Futures: Futures are trading higher after a big start to the holiday-shortened trading week, which saw every index trade higher, after the small-cap Russell 2000 eked out a tiny gain on the close, finishing up 0.01% at $3010, and still leads all the major indices in 2026, up over 20%. The tech-heavy Nasdaq ... Here are Tuesday’s Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More
Applied Materials stock surged to a record high after getting two price-target hikes. AMAT stock has been on a tear this year.
MKS Inc. has recently expanded its Atotech equipment manufacturing site in Guangzhou, China with a US$25 million investment to add about 323,000 square feet of space and target a doubling of production capacity by late 2027, while also opening a new 350,000-square-foot Supercenter Factory in Penang, Malaysia to support global wafer fabrication equipment demand. Together, these projects deepen MKS’ manufacturing footprint and R&D presence in Asia, aiming to improve lead times, technical...
MKS (MKSI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
MKS (MKSI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.
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.
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.
KLAC's yield tools gain relevance as AI chip complexity drives demand for defect detection, process monitoring and faster production ramp-up.
SpaceX will create its own gravitational pull, drawing many other stocks into its orbit. Elon Musk's rocket company essentially created the modern space economy, and his dreams of millions of satellites orbiting the Earth will create opportunities for other companies.
KLA trades near a 52-week high after a 45% rally, supported by strong execution, advanced packaging growth and rising process-control demand.
KLAC targets faster growth than the chip equipment market through 2030, driven by AI, rising process-control demand and advanced packaging.
Recent performance snapshot MKS (MKSI) has attracted attention after a period of mixed returns, with the stock down 8.7% on the day and 7.0% over the past week, but higher over the past 3 months and year. See our latest analysis for MKS. While the 1 day and 7 day share price returns are down, the 90 day share price return of 38.14% and 1 year total shareholder return of 242.13% point to strong underlying momentum that recent volatility has only partially interrupted. If you are watching MKS...
MKS (MKSI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Most Promising Stocks to Buy Right Now. On May 27, 2026, Mizuho raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $380 from $330 and maintained an Outperform rating on the shares. Mizuho raised its wafer fab equipment spending estimate for 2026 to $153B […]
Can KLAC's rising process control intensity, market-share gains and growing yield-optimization demand fuel its next phase of semiconductor growth?
Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Long-Term Dividend Stocks to Invest In According to Billionaires. Mizuho analyst Vijay Rakesh raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $540 from $500 on May 27. He reiterated an Outperform rating on the shares. The firm also increased its wafer fab […]
Whale Rock is betting that the next AI winners could be the lesser-known companies powering the infrastructure behind them: Advanced Energy, Viavi Solutions and MKS.
MKS, UMB Financial and Clean Harbors stand out as sales growth picks as investors navigate volatile markets and macro uncertainty.