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EWT, EWY, and SOXX: The Only 3 ETFs You Need for Semiconductor Dominance
24/7 Wall St.92d 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

BofA Remains Bullish on Applied Materials (AMAT)
Insider Monkey92d agoneutral
BofA Remains Bullish on Applied Materials (AMAT)

Applied Materials, Inc. (NASDAQ:AMAT) is one of the best strong buy stocks to invest in according to billionaires. BofA lifted the price target on Applied Materials, Inc. (NASDAQ:AMAT) to $465 from $420 on April 28, reaffirming a Buy rating on the shares. The firm told investors that it raised several price targets across semiconductor capital equipment […]

Seaport Research Initiates Coverage of Applied Materials (AMAT) with Buy
Insider Monkey93d agobullish
Seaport Research Initiates Coverage of Applied Materials (AMAT) with Buy

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Strong Buy S&P 500 Stocks to Invest In. On May 4, 2026, Seaport Research initiated coverage of Applied Materials, Inc. (NASDAQ:AMAT) with a Buy rating and a $500 price target. The firm said the company is among the best-positioned global WFE suppliers, noting that while it […]

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand
24/7 Wall St.93d 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

Applied Materials Expands AI Packaging With NEXX Deal As Stock Surges
Simply Wall St.94d agobullish
Applied Materials Expands AI Packaging With NEXX Deal As Stock Surges

Applied Materials has agreed to acquire the NEXX business from ASMPT Limited, expanding its advanced packaging tools for AI chipmaking. The deal adds panel level advanced packaging capabilities to Applied Materials' portfolio, with no regulatory approvals required. NEXX brings equipment, technology and engineering teams that will be integrated into Applied Materials' advanced packaging offerings. Applied Materials (NasdaqGS:AMAT), trading at around $410.82, has seen its stock rise 7.8% over...

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe’s, Roblox, Tractor Supply, Ulta Beauty, and More
24/7 Wall St.95d agoneutral
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe’s, Roblox, Tractor Supply, Ulta Beauty, and More

Pre-Market Stock Futures: Futures are trading higher on Tuesday after new highs on Friday turned into a risk-off Monday, triggered by rising oil prices, a report that Iran attacked the UAE, and an additional report that the U.S. sank a boat in the Strait of Hormuz. All of the major indices finished the day lower, ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe’s, Roblox, Tractor Supply, Ulta Beauty, and More

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs
24/7 Wall St.95d 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