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One niche player burned cash and posted a net loss; the other generated $3.8 billion in free cash flow.

The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge.

KLA Corporation's AI-driven process-control demand is rising with 2nm, EUV, HBM and advanced packaging investments as rivals intensify competition.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.11% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.39%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.09%. December E-mini S&P futures (ESZ26 ) are down -0.15%, and December E-mini...

Steve Eisman thinks the real winners of the AI arms race are not the chip designers everyone is fighting over but the suppliers equipping both sides of the battle. Five stocks have already lapped Nvidia in 2026, and Eisman ranks them by who survives if the whole AI ecosystem cracks.

Fresh research from Zacks that compares KLA (KLAC) with Daktronics has put valuation in the spotlight, as both shares carry the same earnings-focused rank but very different value scores and pricing metrics. KLA’s recent share price has retreated, with the stock down 13.25% over the past 30 days and 34.90% over 90 days. However, the year-to-date share price return of 32.59% alongside a 1-year total shareholder return of 62.31% signals longer term momentum that remains firmly positive despite...

The S&P 500 Index ($SPX ) (SPY ) is up by +0.18% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.68%. E-mini S&P futures (ESU26 ) are up +0.29%, and September E-mini...

ALAB appears to offer more upside than KLAC, backed by stronger earnings growth, bigger surprises, and rapid PCIe 6 adoption.

ASML's monopoly on the machines that build every advanced chip in the world just endured a month of relentless selling, and one prominent Wall Street analyst thinks the market has handed investors a rare opening at a price that grossly undervalues what comes next.

While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining demand, high costs, or regulatory pressures that could limit future upside.

In the latest trading session, KLA (KLAC) closed at $180.64, marking a +1.95% move from the previous day.

Investing.com -- In a note to clients on Friday, JPMorgan raised its forecasts for the wafer fabrication equipment market and named KLA as its top pick among U.S. chip-equipment makers.

In the closing of the recent trading day, KLA (KLAC) stood at $177.18, denoting a -3.13% move from the preceding trading day.

Applied Materials CEO Gary Dickerson showed up to a Goldman conference with customer order books stretching years into the future, and the peers corroborating his story make the bullish case harder to dismiss than the skeptics expected.

LRCX returns $5.12B to shareholders in fiscal 2026 as stronger earnings, buybacks and a 27% dividend hike boost capital returns.

Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 48.7% compared to 13.6% for the S&P 500.

A number of stocks jumped in the afternoon session after investors shrugged off interest rate hike expectations following the August jobs report and unwound defensive positioning in beaten-down chip designers, according to Bloomberg. The U.S. Bureau of Labor Statistics reported that employers added 162,000 nonfarm payroll jobs in August, easily beating estimates of a 56,000 increase from economists polled by FactSet. The agency also reported that the national unemployment rate held steady at 4.1

A number of stocks jumped in the afternoon session after investors shrugged off interest rate hike expectations following the August jobs report and unwound defensive positioning in beaten-down chip designers, according to Bloomberg. The U.S. Bureau of Labor Statistics reported that employers added 162,000 nonfarm payroll jobs in August, easily beating estimates of a 56,000 increase from economists polled by FactSet. The agency also reported that the national unemployment rate held steady at 4.1

The S&P 500 Index ($SPX ) (SPY ) is down by -0.46% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.68%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.03%. E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini...

The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...

Recent commentary from Jim Cramer on KLA (KLAC) has pushed the stock back into the spotlight as investors weigh its strong semiconductor process control position against recent volatility and a pullback from earlier highs. Over the past month KLA’s share price return has fallen 11.52%, including a 5.89% decline over the last week, even as the stock trades at US$172.94 and carries a year to date share price return of 35.70% and a 1 year total shareholder return of 99.10%. Recent volatility has...

Applied Materials is benefiting from AI-driven semiconductor demand, with advanced packaging, DRAM and HBM fueling growth as fab investments accelerate globally.

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' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.

A number of stocks fell in the afternoon session after surging crude oil prices and a jump in benchmark Treasury yields stoked renewed concerns over inflation and prolonged corporate borrowing costs. Oil prices surged after the U.S. military said it was striking Iranian targets, pressuring bonds as a global rout raised borrowing costs, the Wall Street Journal said. The 10-year Treasury yield climbed to about 4.79%, its highest in roughly 20 months, according to CNBC. That pairing raises the cost

ASML stock has dropped since reports emerged an unnamed Chinese company was mass producing lithography machines. That's a buying opportunity, according to UBS.

Nine of the decade's best-performing S&P 500 stocks trace their gains to AI chips, networking, and data center demand.

KLA Corporation currently trades at $182.67 and has been a dream stock for shareholders. It’s returned 434% since August 2021, blowing past the S&P 500’s 69.4% gain. The company has also beaten the index over the past six months as its stock price is up 19% thanks to its solid quarterly results.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...

KLA recently reported a fiscal fourth-quarter earnings beat and a positive near-term outlook, citing past surging demand for its process-control and inspection systems tied to AI infrastructure and advanced semiconductor packaging. The company also highlighted rapidly growing advanced packaging revenues and a strengthening services business, underscoring how rising chip complexity is deepening its role in semiconductor manufacturing workflows. Next, we’ll examine how this acceleration in...