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Moby summary of Chatham Lodging Trust's Q2 2026 earnings call

Goldman Sachs just handed Microsoft its most coveted endorsement while cutting three other tech giants loose, and the reasoning behind that trade reveals exactly where Wall Street thinks the AI money flows next.

Applied Materials (AMAT), Lam Research (LRCX), and KLA (KLAC) sell machines used to manufacture and inspect processors and memory chips. Cloud providers purchase finished processors and memory for artificial intelligence data centers. Chip manufacturers may need more factory equipment when server ...

KLA Corporation just cratered 40% from its highs despite beating earnings five quarters in a row, leaving Wall Street torn between a China-risk nightmare and a structural AI story that one analyst thinks is worth 78% more than today's price.

MKS reports Q2 earnings on Aug. 5, with AI-driven chip demand supporting growth as tariffs and modest industrial gains weigh on results.

Veeco Instruments is set to report Q2 results on Aug. 5, with AI-led chip demand, advanced packaging growth and margin gains offsetting weaker spending in China.

DASH is set to report Q2 results on Aug. 5. It has been witnessing strong demand, rising orders and grocery momentum, alongside competition and heavy investment costs.

SiTime is set to report Q2 results on Aug. 5, with triple-digit revenue growth expected on AI demand, premium timing products and customer gains.

Cognex is set to report Q2'26 results on Aug. 5, with triple-digit revenue growth expected as AI adoption, end-market demand and productivity gains support performance.

Worries over increased competition from China sent semiconductor stocks lower on Monday.

Investing.com -- Goldman Sachs reshuffled its U.S. Conviction List in its August update, adding Microsoft and five other names while removing Broadcom and three others.

The equipment maker's big jump came on a rival's blowout report. Its own turn arrives in less than two weeks.

Investing.com -- In a note to clients on Friday, Mizuho pushed back on mounting concerns that Chinese memory maker CXMT will flood the DRAM market and crush pricing, telling investors the fear is overblown.

Advanced Energy Industries reports Q2 results on Aug. 3, with semiconductor and AI data center demand driving growth despite supply-chain and cost pressures.

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

Applied Materials is highlighted for AI-driven momentum as record results, expanding margins and stronger customer visibility support its growth outlook.

Applied Materials, Sandisk and Eaton headline today's top stock reports, highlighting AI demand, electrification trends and key risks shaping each outlook.

Yes. There are strikingly similar themes in play.

Applied Materials stock has pulled back sharply in recent weeks after a very strong multiyear run, and the current checks suggest the shares are not a clear bargain even though some market multiples still screen as supportive. Over the past 5 years, Applied Materials has returned 218.9%, which sets a high bar for any further upside from today’s price. Participation in initiatives like the AI Materials Foundry can support long term demand expectations for Applied Materials equipment, while...

FEATURE Lam Research stock was pacing toward its best day in 27 years on Thursday, drawing a stark contrast to an industry peer’s post-earnings slide. Lam shares spiked 23% to $310.69, putting them on track for their largest same-day percentage increase since January 1999, according to Dow Jones Market Data.

Jensen Huang just called AI infrastructure the largest expansion in human history, yet NVIDIA shares sit $20 below a $5 trillion market cap. Here is what would need to go right and what could blow it all up.

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

VRNS tops Q2 earnings and revenue estimates as SaaS growth, AI security demand and a higher full-year outlook fuel confidence in its growth trajectory.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.85%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Recently, Zacks.com users have been paying close attention to Applied Materials (AMAT). This makes it worthwhile to examine what the stock has in store.

A number of semiconductor stocks continued to pull back amid a broad global sell-off, fueled by concerns over increased competition from China and growing doubts about the sustainability of AI-related demand.

Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter. A copy of the letter can be downloaded here. During the quarter, the Fund’s Institutional Class shares returned 50.34%, outperforming the MSCI World Information Technology Index’s 33.65% gain. Stock selection in semiconductors, technology hardware and software, […]

Top Bank Turns More Bullish on Applied Materials as AI Chip Boom Grows

July 28 (Reuters) - Nasdaq futures fell on Tuesday, mirroring a cautious mood across global markets toward AI chip stocks on concerns about hefty corporate spending and rising Chinese competition,

Recently, reports emerged that China has begun mass-producing domestic immersion DUV lithography machines, raising concerns that local alternatives could erode demand for Western chip equipment suppliers such as Applied Materials amid ongoing export controls. This development introduces a new competitive and geopolitical risk for Applied Materials, potentially complicating its ability to convert AI-driven semiconductor investment into future equipment orders from Chinese fabs. We’ll now...