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

LRCX's 16% monthly fall contrasts with record revenues, strong AI equipment demand and rising earnings, strengthening the case for buying the stock.

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.

ASX surges 82% in six months as strong AI packaging demand, rising LEAP sales and expanding margins support its growth outlook.

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 ...

In the latest trading session, Applied Materials (AMAT) closed at $518.21, marking a +2.08% move from the previous day.

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.

Applied Materials (AMAT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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.

The AI equipment demand that repriced Lam Research stock was named, sized and already visible in the reported numbers before the run began.

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...

MSFT beats Q4 estimates as cloud and AI demand lift revenues, earnings and Azure growth, while expanding AI infrastructure and raising investment plans.

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 tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.

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 tech sector was leading today’s stock market bounce back, and chip stocks were a standout group. Tech was the top performing sector in the S&P 500 by a large margin. The State Street Technology Select Sector SPDR ETF was up 4.9%, while the next best performing sectors saw less than 1% in gains.

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...