AI process-control demand is showing up in the guide: KLA steered December-quarter revenue to $4.7 billion plus or minus $200 million after exceeding expectations on both lines. That is the sixth straight quarter of topping EPS expectations.
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Applied Materials Just Dropped 29% In a Month: Will November 12 Earnings Rescue or Break AMAT Stock?
A month-long decline has erased a big piece of the 2026 rally at Applied Materials (NASDAQ:AMAT | AMAT Price Prediction), and the chip equipment maker’s next earnings report is now its biggest…
Chip Equipment Stocks Rally as SK Hynix Signals Memory Shortage Into 2030: Lam Research Jumps 5%, Applied Materials Climbs 4%, KLA Gains 3%
Chip equipment stocks are leading a third straight day of gains across semiconductors as SK Hynix‘s (NASDAQ:SKHY) view that the memory shortage lasts into 2030 points to years of fab building. Lam…
What Equinix, KLA, and Vertiv Earnings Could Signal About Data Center Demand
Three companies reporting on the same day cover every layer of the AI data center stack, from chips to cooling to leased floor space, and their combined results will reveal whether the…
Lam Research Imploded By 20% In The Last 3 Months: This Respected Wall Street Firm Says It’s About to Double
A brutal sector-wide selloff crushed Lam Research even as its fundamentals held firm, and now one respected Wall Street firm has staked out a price target that would make today's buyers very…
Applied Materials Cratered 20% Since July: Multiple Wall Street Firms Predict It’s Going to More Than Double From Here
Applied Materials just suffered one of its steepest drops in years, yet analysts keep raising their earnings estimates and some price targets sit nearly double the current share price. Here is what…
Chip Stocks Just Fell 8 Days in a Row, Their Longest Losing Streak Since 2008
Semiconductor stocks just logged their longest losing streak in nearly two decades, and the cause this time has nothing to do with a credit crisis. What is actually driving the selloff puts…
Applied Materials Cratered in The last 3 Months: One Wall Street Sell Side Firm Predicts it Will Nearly Double Within 12 Months
Applied Materials just posted its fifth consecutive earnings beat while the stock cratered 22% in three months, and at least one Wall Street firm thinks that disconnect points to one of the…
ASML Says Its Customers Want More Machines Than It Can Build Through 2028
ASML is the only company on earth that builds the machines chipmakers need for advanced semiconductors, and it just told customers it cannot keep up with their orders. What that supply crunch…
Semiconductor Equipment Stocks Slide as Investors Take Profits on a Huge Year: Applied Materials Sinks 7%, Lam Research and KLA Drop 4%
Semiconductor equipment stocks are giving back ground after a strong year powered by artificial intelligence (AI) spending. Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is at $461.91, down 7% in afternoon…
KLA Turned $1,000 Into $31,595 in a Decade, Crushing the S&P 500 by 8.7x
KLA builds the machines that catch chip defects before they become costly scrap, and that narrow specialty turned one quiet semiconductor stock into one of the market's most surprising long-term compounders. Here…
Lam Research Climbs 5% as Chip Equipment Names Outrun the Sector; Applied Materials Rises 4%, KLA Corp. Gains 3%
Chip equipment stocks are pulling ahead of the broader semiconductor group in Friday morning trading, with buying concentrated in the tools layer rather than across chip designers and foundries. Lam Research (NASDAQ:LRCX…
Eisman Says Buy Micron And SK Hynix. “In This Knife Fight You Want To Be The One Selling The Knives”
Steve Eisman highlighted a subscriber email arguing the safest way to play the AI buildout is owning upstream suppliers rather than betting on any one chip designer. The key insight: “In this…
ASML Fell For a Month Straight: A Prominent Wall Street Ratings Agency Says It Will Return 70% From Today
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…
Applied Materials CEO Says the AI Boom Is Nowhere Near Over. His Order Book Is the Proof
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…
Applied Materials Just Dropped 14% in a Month. Sell Now, or Buy More?
Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should…