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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.

Chip equipment stocks are breaking away from the broader semiconductor pack on Friday, and the pattern of who is buying what reveals something specific about where money is flowing and why the tools layer keeps trading on its own terms.

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...

DAKT vs. KLAC: Which Stock Is the Better Value Option?

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.

KLAC's AI-driven process-control demand, advanced-packaging growth, robust backlog and strong capital returns support further upside despite margin pressure.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...

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.

The S&P 500 Index ($SPX ) (SPY ) is down -0.54% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.96%. E-mini S&P futures (ESU26 ) are down -0.50%, and September E-mini Nasdaq futures (NQU26...

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.

TER's UltraFLEXplus demand is surging on AI-driven test needs, fueling chip-test growth and strengthening its position against KLA and Cohu.

AMKR's 9.6% monthly drop may offer a buying opportunity as advanced packaging, AI/HPC demand and global expansion support long-term growth.

KLA gained 7.3% and Lam Research rose 5.1% on September 4, comfortably ahead of Nvidia’s 0.8% move. The stocks do not sell accelerators. They sell the process-control and fabrication equipment required to produce more advanced logic, memory, and packaging capacity. KLA Corporation (NASDAQ:KLAC) and Lam Research Corporation (NASDAQ:LRCX) therefore test whether investors are shifting from […]

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...

TER stock lost 15.4% in a month, but strong AI data-center demand, UltraFLEXplus growth, and positive third-quarter guidance support its outlook.