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Does Teradyne’s (TER) Tokyo Electron Alliance Quietly Redefine Its AI Test Leadership Ambitions?
Simply Wall St.46d agoneutral
Does Teradyne’s (TER) Tokyo Electron Alliance Quietly Redefine Its AI Test Leadership Ambitions?

Earlier in June 2026, Tokyo Electron and Teradyne announced a commercially available integrated test cell that combines Teradyne’s UltraFLEXplus platform with Tokyo Electron’s Prexa SDP prober to deliver known good device screening for chiplet-based AI and data center packages across multiple points in the advanced packaging flow. This collaboration directly targets the reliability challenges of 2.5D and 3D chiplet architectures, potentially making Teradyne’s test systems more relevant to...

The Global X Robotics & AI ETF (BOTZ): A Solid Way to Play Robotics
24/7 Wall St.47d agoneutral
The Global X Robotics & AI ETF (BOTZ): A Solid Way to Play Robotics

The Global X Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) is the largest pure-play robotics fund in the U.S. market, holding roughly $3.54 billion in net assets across foreign-listed automation giants, U.S. AI chipmakers, and surgical robotics specialists that most retail investors would struggle to buy directly. That access is the real product. It is also ... The Global X Robotics & AI ETF (BOTZ): A Solid Way to Play Robotics

Teradyne (TER) to Showcase Physical AI Robotics at Automate 2026
Insider Monkey50d agoneutral
Teradyne (TER) to Showcase Physical AI Robotics at Automate 2026

Teradyne, Inc. (NASDAQ:TER) is one of the 10 Best Debt-Free American Stocks to Invest In. On June 11, 2026, Teradyne, Inc. (NASDAQ:TER) said Teradyne Robotics will demonstrate how physical AI is transforming industrial automation at Automate 2026 in Chicago from June 22-25. Jean-Pierre Hathout, President of the Teradyne Robotics Group, said the company’s demos are […]

Jim Cramer Says SaaS Companies Like Zscaler “Have Fallen Viciously Out of Favor on Wall Street”
Insider Monkey50d agobearish
Jim Cramer Says SaaS Companies Like Zscaler “Have Fallen Viciously Out of Favor on Wall Street”

Zscaler, Inc. (NASDAQ:ZS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year’s IPOs. Cramer noted the company’s exit from the Nasdaq-100, as he commented: Then we have some real fireworks coming Thursday night. Thursday’s the last trading day before the Nasdaq rebalances, the […]

Teradyne (TER) Joins The Nasdaq 100 As It Lands A $139.9 Million Air Force Deal
Simply Wall St.50d agoneutral
Teradyne (TER) Joins The Nasdaq 100 As It Lands A $139.9 Million Air Force Deal

Teradyne (NasdaqGS:TER) is set to join the Nasdaq-100 index on June 22, increasing its visibility with large index and ETF investors. The company has secured a multi-year US$139.9 million contract with the U.S. Air Force for diagnostic test station kits. The Air Force agreement expands Teradyne's exposure to government and defense spending beyond its core semiconductor test and robotics operations. Teradyne operates at the intersection of semiconductor test equipment, industrial automation...

Decoding LRCX Stock's Premium Valuation
Trefis50d agoneutral
Decoding LRCX Stock's Premium Valuation

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.

How Much Upside Can LRCX Stock's Growth Deliver?
Trefis51d agoneutral
How Much Upside Can LRCX Stock's Growth Deliver?

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.