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

In the world of chip equipment, paying more for slower growth seems like a mistake, but the market is making exactly that bet on one industry leader over its faster rival.

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.

Hims & Hers Health and QXO face heavy short interest amid dilution and loss concerns, while KLA has slid nearly 40% since June as AI-driven chip spending fears grip semiconductor stocks.

KLA (KLAC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

KLA (KLAC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

FTRE, ASML and KLAC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 31, 2026.

KLAC expects advanced packaging revenues to surge over 70% in 2026 as AI chip complexity drives demand for inspection, metrology and yield tools.

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

Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) reported revenue ahead of Wall Street’s expectations in Q2 CY2026, with sales up 15.2% year on year to $3.66 billion. Guidance for next quarter’s revenue was better than expected at $4 billion at the midpoint, 1.2% above analysts’ estimates. Its non-GAAP profit of $1.05 per share was 5.1% above analysts’ consensus estimates.

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.

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...

A top Wall Street chip analyst says the semiconductor selloff gripping markets has almost nothing to do with actual supply and demand, and the real reason why comes down to a physical constraint most investors are overlooking.

KLA reported strong fiscal Q4 results, supported by demand tied to AI infrastructure and advanced packaging. The company issued upbeat guidance for fiscal Q1, pointing to continued interest in its process control tools and services. Management highlighted secular growth trends in AI and advanced packaging as key factors behind the latest update. KLA, traded as NasdaqGS:KLAC, is drawing fresh attention after this latest earnings update. The stock closed at $170.19, with the share price still...

Wall Street Selloff Deepens as Oil Soars and Fed Decision Looms

KLA (KLAC) is benefiting from secular growth in process control intensity and double-digit growth in

KLA's fiscal Q4 earnings beat estimates as AI infrastructure, foundry/logic and process control demand lift revenues 15.2% and strengthen its outlook.

Susquehanna analyst Mehdi Hosseini believes the company’s growth is constrained even as KLA issues an upbeat forecast.

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...

KLA's Q4 earnings call highlights AI-driven growth, stronger semiconductor demand and expanding process control opportunities.

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

Moby summary of KLA Corporation's Q4 2026 earnings call

KLA Corporation (NASDAQ:KLAC) reported stronger-than-expected fiscal fourth-quarter results, but its shares fell more than 10% in pre-market trading on Wednesday after investors focused on a cautious near-term outlook and guidance that offered only limited upside. The semiconductor equipment manufacturer posted earnings per share of $1.

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.

KLA Corp (KLAC) achieves record revenue of $3.66 billion, driven by AI infrastructure demand, while navigating supply chain and pricing pressures.

KLA (NASDAQ:KLAC) reported record June-quarter revenue and raised its outlook for the wafer equipment market, citing accelerating investment in artificial intelligence infrastructure, leading-edge logic, high-bandwidth memory and advanced packaging. Chief Executive Officer Rick Wallace said revenue

Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 15.2% year on year to $3.66 billion. Guidance for next quarter’s revenue was better than expected at $4 billion at the midpoint, 1.2% above analysts’ estimates. Its non-GAAP profit of $1.05 per share was 5.1% above analysts’ consensus estimates.

The headline numbers for KLA (KLAC) 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.

KLA (KLAC) delivered earnings and revenue surprises of +5.00% and +1.32%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?