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UCTT's expanding Services business delivers higher margins and recurring revenues, positioning it for sustained growth as semiconductor manufacturing activity rises.

KLA's AI-driven growth and advanced packaging gains support its outlook, but rich valuation, margin pressure and trade risks temper near-term upside.

MKS (MKSI) is expanding its Atotech equipment manufacturing facility in Guangzhou with a US$25 million investment, aiming to double capacity and support growing AI and data center infrastructure demand across Asia. See our latest analysis for MKS. MKS has seen strong momentum build recently, with a 37.21% 90 day share price return and a 119.04% year to date share price return, contributing to a 246.50% 1 year total shareholder return as investors respond to the Guangzhou expansion and...

MKS (NasdaqGS:MKSI) announced a $25 million expansion of its Atotech manufacturing facility in Guangzhou, China. The project is expected to double production capacity to support demand in AI related semiconductor and electronics markets. The investment includes added R&D capabilities, sustainability measures, and closer collaboration with global customers. MKS comes into this announcement with its share price at $349.39 and very large gains over the past year and past three years, alongside...

MKS Inc. (NASDAQ:MKSI) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. On June 25, 2026, MKS Inc. (NASDAQ:MKSI) announced a $25 million expansion of its Atotech equipment manufacturing facility in Guangzhou, China. The expansion aiming to support the global AI build-out, is expected to be completed before the […]

Spurred by management's rare, forward-looking confidence, the market has already delivered a massive run.

The wafer fab equipment, or WFE, market's 2028 growth expectations have risen "significantly," with

UCTT's growth story remains intact as rising fab investments, strong customer demand and strategic execution fuel momentum.

At $278.39, KLA (KLAC) is being priced to deliver 21.9% revenue growth annually for the next 6 years simply to defend today's 78.0x multiple. That is a meaningful acceleration from the 13.4% the business is currently growing at. The multiple is asking for more than just continuity.

Lam Research stock and several peers hit record highs as chipmakers invest in new gear amid the AI megatrend.

The chip-equipment maker is posting record results at the heart of the AI buildout, but its premium price and history of sharp downturns frame a difficult decision for investors.

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience […]

Goldman downgraded, Block upgraded: Wall Street's top analyst calls

Madison Investments, an investment advisor, released its first-quarter 2026 investor letter for the “Madison Mid Cap Fund”. The Madison Mid Cap Fund (Class I) declined 4.28% in the quarter, compared to the Russell Midcap Index’s 1.29% return. A copy of the letter can be downloaded here. The first quarter saw a market shift from tech […]

Pre-Market Stock Futures: Futures are trading higher after a big start to the holiday-shortened trading week, which saw every index trade higher, after the small-cap Russell 2000 eked out a tiny gain on the close, finishing up 0.01% at $3010, and still leads all the major indices in 2026, up over 20%. The tech-heavy Nasdaq ... Here are Tuesday’s Best Wall Street Analyst Research Calls: Block, Comcast, Fortinet, Goldman Sachs, Honeywell, Klarna, Logitech, Scorpio Tankers, Trade Desk, and More

Applied Materials stock surged to a record high after getting two price-target hikes. AMAT stock has been on a tear this year.

MKS Inc. has recently expanded its Atotech equipment manufacturing site in Guangzhou, China with a US$25 million investment to add about 323,000 square feet of space and target a doubling of production capacity by late 2027, while also opening a new 350,000-square-foot Supercenter Factory in Penang, Malaysia to support global wafer fabrication equipment demand. Together, these projects deepen MKS’ manufacturing footprint and R&D presence in Asia, aiming to improve lead times, technical...

The company's story is now a single, powerful bet on AI, but the silence on its once-core technology milestones reveals how much the business has concentrated its risk.

MKS (MKSI) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

The chip equipment maker is firing on all cylinders, but a slowdown in its single largest market presents a risk that investors shouldn't ignore.

The company announced a government-backed expansion for its AI business, and investors promptly headed for the exits.

MKS (MKSI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

At $388.92, Lam Research (LRCX) is being priced to deliver 26.0% revenue growth annually for the next 5 years simply to defend today's 72.5x multiple. That is essentially the 26.5% the business is already running, held steady through 5 more years. Sounds easy until it stops.

At $388.92, Lam Research (LRCX) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

KLAC's yield tools gain relevance as AI chip complexity drives demand for defect detection, process monitoring and faster production ramp-up.

SpaceX will create its own gravitational pull, drawing many other stocks into its orbit. Elon Musk's rocket company essentially created the modern space economy, and his dreams of millions of satellites orbiting the Earth will create opportunities for other companies.

Here is a way to get paid a healthy income stream from Keysight Technologies now, which you keep no matter what, while setting a price well below today's level, where you would be happy to become an owner.

KLA trades near a 52-week high after a 45% rally, supported by strong execution, advanced packaging growth and rising process-control demand.

KLAC targets faster growth than the chip equipment market through 2030, driven by AI, rising process-control demand and advanced packaging.

Recent performance snapshot MKS (MKSI) has attracted attention after a period of mixed returns, with the stock down 8.7% on the day and 7.0% over the past week, but higher over the past 3 months and year. See our latest analysis for MKS. While the 1 day and 7 day share price returns are down, the 90 day share price return of 38.14% and 1 year total shareholder return of 242.13% point to strong underlying momentum that recent volatility has only partially interrupted. If you are watching MKS...