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(Bloomberg) -- Semiconductor stocks are starting the third quarter with their worst two-day selloff in nearly a month. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsThe Philadelphia Stock Exchange Semiconduc

Onto Innovation's 25.5% rally reflects AI-led demand, advanced packaging gains and new product momentum, but rich valuation raises questions about the next move.

Cohu's AI and HPC opportunities are growing, but the stock outlook still hinges on execution, HBM traction and stronger profitability follow-through.

Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns, and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.

Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) fell 12.3% in the afternoon session after the company was caught in a broader sell-off among semiconductor stocks as investors took profits following a record-breaking first half for the sector.

(Updates with index/price moves, macroeconomic data and geopolitical news from the first paragraph.)

A report on Meta's AI compute plans sparked broad selling across chipmakers and AI infrastructure companies

(Updates with index/price moves and geopolitical news from the first paragraph.) US equity indexe

LRCX's AI-fueled demand for advanced memory, foundry and packaging tools could push Q4 gross margin above 50% for the first time.

Samsung and SK Hynix have announced a multi year semiconductor investment plan in South Korea totaling about $1.3t. The spending is aimed at new chipmaking and advanced packaging facilities that are expected to require extensive process control tools. KLA, traded as NasdaqGS:KLAC, is a key supplier of this equipment and stands directly in the slipstream of this planned capacity build out. For investors watching KLA, this investment wave lands on top of a stock that has already seen very...

The list is dominated by semiconductor and computer-hardware manufacturers.

KLA Corporation (NASDAQ: KLAC) is the standout mover, currently trading up 9.28% at $304.23, just below its 52-week high of $304.42. Applied Materials (NASDAQ: AMAT) is up 6.02% at $736.46, having touched a fresh 52-week high of $739.32 intraday. Lam Research (NASDAQ: LRCX) is gaining 5.86% at $435.00, within pennies of its 52-week peak of $436.06. ASML Holding (NASDAQ: ASML), the world’s sole maker of extreme ultraviolet lithography machines and an essential supplier for any new fab constructio

At $278.39, KLA (KLAC) is being priced to deliver 21.9% revenue growth annually for the next 6 years simply to defend today's 78.0x multiple. That is a meaningful acceleration from the 13.4% the business is currently growing at. The multiple is asking for more than just continuity.

(Bloomberg) -- Shares of companies that supply semiconductor equipment are soaring this week as increased investments from leading chipmakers in South Korea bolster investors’ optimism.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of

Lam Research stock and several peers hit record highs as chipmakers invest in new gear amid the AI megatrend.

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.

Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 29, Cantor Fitzgerald analyst C.J. Muse raised the price target on Applied Materials (NASDAQ: AMAT) to $850.00 (from $650), maintaining an Overweight rating. Despite the PT raise and rating affirmation, the firm sees more […]

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...

KLA's AI-driven demand, process-control leadership and advanced packaging exposure may help it outgrow the WFE market through 2027.

The Nasdaq 100 (^NDX) is known for housing some of the most innovative and fastest-growing companies in the market. But not every stock in the index is a winner - some are struggling with slowing growth, increasing competition, or unsustainable valuations.

KLA Corporation (NASDAQ:KLAC) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 23, BofA analyst Vivek Arya raised his price target on KLA Corporation (NASDAQ:KLAC) to $317 from $210, maintaining a Buy rating. The move was part of a broader upgrade of the semiconductor equipment sector, which the […]

In the closing of the recent trading day, KLA (KLAC) stood at $248.64, denoting a -3.93% move from the preceding trading day.

The company's story is now a single, powerful bet on AI, but the silence on its once-core technology milestones reveals how much the business has concentrated its risk.

ASML's EUV dominance and High-NA leadership position it to benefit as AI drives demand for advanced chips and boosts internal productivity.

Applied Materials' cash flow falls after strategic capacity and supply chain investments as AI-driven chip demand supports growth through 2027 and beyond.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.38%. September E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini Nasdaq futures...

The chip equipment maker is firing on all cylinders, but a slowdown in its single largest market presents a risk that investors shouldn't ignore.

TER's AI-driven robotics revenues are climbing fast, with strong growth, new partnerships, and a key e-commerce customer set to scale in 2026.

AI chip rally powers gains as inflation data looms.

In May 2026, KLA Corporation executed a ten-for-one forward stock split of its common shares, effective June 11, 2026, and amended its charter to raise authorized common stock from 500 million to 5 billion shares. This move materially boosts trading liquidity and accessibility while aligning KLA’s capital structure with its long-term ambitions in AI-driven semiconductor process control and advanced packaging. Now we’ll examine how the stock split and AI-related demand signals might influence...