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Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls have been highlighted in this Screen of The Week article.

August 5 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.

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 ...

The biggest companies in the world call the S&P 500 (^GSPC) home, but only a handful are still growing rapidly. Some of these industry leaders are executing exceptionally well and rewarding shareholders.

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.

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

The chip-equipment maker just capped a record fiscal year with an 18% one-day jump in its stock.

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

(Bloomberg) -- Equity investors are learning a harsh lesson this corporate earnings season: Not all artificial intelligence trades are created equal.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesMoonshot’s Kimi Uses 20,000 Nvidia Chip Cluster From AlibabaTrump Orders Iran Attack as Soon as This Weekend, WSJ SaysAnthropic AI Models Hacked Three Organizations During TestsVitol, Cargill Cut Ties With Radiant World Amid Fake Invoice ConcernsWhile profits at

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.

Shares of semiconductor equipment maker Lam Research (NASDAQ:LRCX) jumped 18% in the afternoon session after the company reported strong second-quarter results and provided an outstanding forecast for the upcoming quarter that significantly surpassed expectations.

The Nasdaq-100 is on track to deliver its strongest daily gain in more than a year. The index tracked by the Invesco QQQ Trust, Series 1 (NASDAQ:QQQ) surged 3.5% in afternoon trading, on pace for its best session since May 2025, when the Trump administration’s 90-day tariff pause with China unleashed a relief rally across global equities. This time, the catalyst was another proof yet that the artificial intelligence spending boom remains alive and well. A blockbuster quarter from Microsoft Corpo

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.

Lam Research's AI-driven expansion boosts semiconductor opportunities as memory, packaging and wafer fab demand accelerate.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Stock Market Today: The Dow Jones index rises Thursday ahead of key inflation data. Meta stock plunges on earnings.

Investors are weighing up a batch of Big Tech earnings reports, which could help power a market rebound.

Lam Research Corp (LRCX) reports record quarterly revenue of $6.72 billion and EPS of $1.82, with strong NAND growth and an optimistic outlook for 2027.

Lam Research (NASDAQ:LRCX) reported record revenue, operating margin and earnings per share for its June 2026 quarter, driven by a sharp increase in NAND-related revenue and continued growth in its Customer Support Business Group. Chief Executive Officer Tim Archer said the company’s June-quarter t

The headline numbers for Lam Research (LRCX) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Lam Research (LRCX) delivered earnings and revenue surprises of +7.69% and +0.73%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

In recent days, Lam Research has been caught in a broad semiconductor pullback as investors weigh upcoming earnings, tighter Federal Reserve expectations, and escalating Middle East tensions alongside sector-specific worries about new Chinese lithography capabilities. This mix of macro uncertainty and potential shifts in China-related chip equipment demand has put extra focus on how Lam’s business is exposed across regions and end markets. Next, we'll examine how concerns about China’s...

(Updates with index/price moves and Federal Reserve/geopolitical news from the first paragraph.)

(Updates with index/price moves and Fed/company/geopolitical news from the first paragraph.) US e

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...

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.

Today Federal Reserve meeting: Fed Chairman Kevin Warsh will hold a press conference at 2:30 p.m. ET, following the FOMC interest-rate decision at 2 p.m. Earnings (a.m): Procter & Gamble, Humana, L3Harris, Biogen, General Dynamics, Teva Pharmaceuticals, Airbus Earnings (p.

Semiconductor equipment maker Lam Research (NASDAQ:LRCX) will be reporting results this Wednesday after market hours. Here’s what to look for.

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, […]

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The […]