Ichor

Ichor

Yahoo Finance • 3 days ago

3 AI Infrastructure Stocks Retail Investors Are Watching For Data Center Growth

AI is chewing through electricity, chips and data center capacity at the same time interest rates, demographics and an energy shock are reshaping how capital gets priced. That combination can punish some high-growth stories yet create open... Full story

Yahoo Finance • 22 days ago

ASML Earnings Could Reset AI Chip Stock Expectations

Inflation data and a key ASML earnings update are about to collide, and that mix could reshape how investors think about chipmakers, AI suppliers and the broader equity market. If monthly core CPI cools while ASML signals firm demand for s... Full story

Yahoo Finance • 29 days ago

UBS's basket of expensive stocks faces derating risks

[Emerging Financial Data - Stock Market, Prosperity, Bull Market - Blue Version] DKosig UBS equity strategists have constructed a 56-stock "expensive fundamentals" basket targeting companies with elevated valuations, below-average cash fl... Full story

Yahoo Finance • last month

Alpha and Omega Semiconductor Announces Participation in 18th Annual CEO Investor Summit

Company-Hosted Investor Conference to be Held Concurrently with SEMICON West in San Francisco SUNNYVALE, Calif., September 29, 2026--(BUSINESS WIRE)--Alpha and Omega Semiconductor Limited ("AOS") (Nasdaq: AOSL), today announced management... Full story

Yahoo Finance • last month

3 AI Chip Equipment Stocks Riding the Semiconductor Rally

AI chip excitement has jumped again as semiconductor stocks rally, with the PHLX Semiconductor Index up over 3% and AMD briefly touching a $1 trillion valuation. That kind of momentum can pull capital into anything tied to advanced AI infr... Full story

Yahoo Finance • 2 months ago

Why Is Ichor Holdings (ICHR) Down 27.4% Since Last Earnings Report?

A month has gone by since the last earnings report for Ichor Holdings (ICHR). Shares have lost about 27.4% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, o... Full story

Yahoo Finance • 3 months ago

Catalyst Watch: Inflation reads, AMAT earnings, Google Pixel event, and MLB on Netflix

[Lower Manhattan Cityscape] Art Wager/E+ via Getty Images Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week.... Full story

Yahoo Finance • 3 months ago

Ichor anticipates Q3 revenue of $315M-$345M with gross margin of 14.5%-15.5% as second-half volumes target at least 25% above first half

Earnings Call Insights: Ichor Holdings, Ltd. (ICHR) Q2 2026 MANAGEMENT VIEW * "Three quarters ago, we laid out our strategy to strengthen Ichor's operating model, expand margins and position the company to outperform in the next semico... Full story

Yahoo Finance • 3 months ago

Monday's ETF Movers: IGV, PSI

In trading on Monday, the iShares Expanded Tech-Software Sector ETF is outperforming other ETFs, up about 3.9% on the day. Components of that ETF showing particular strength include shares of Asana, up about 14.2% and shares of Bitmine Im... Full story

Yahoo Finance • 3 months ago

Monday Sector Laggards: Semiconductors, Trucking Stocks

In trading on Monday, semiconductors shares were relative laggards, down on the day by about 3.3%. Helping drag down the group were shares of Ichor Holdings, down about 13% and shares of MaxLinear down about 12.2% on the day. Also laggin... Full story

Yahoo Finance • 4 months ago

8 Small Stocks Soar So Explosively You'll Forget About The 'Mag 7'

It's been easy to get entranced with the largest S&P 500 stocks. But there's a shift worth noticing to smaller stocks. Continue Reading... Full story

Yahoo Finance • 4 months ago

Applied Materials, Lam, KLA take advantage of prolonged demand cycle: Stifel

[Silicon Wafer] nicolas_/E+ via Getty Images Semiconductor equipment manufacturers, such as Applied Materials (AMAT [https://seekingalpha.com/symbol/AMAT]), KLA (KLAC [https://seekingalpha.com/symbol/KLAC]) and Lam Research (LRCX [https:/... Full story

Yahoo Finance • 4 months ago

Small-cap stocks enjoy their best first half in 35 years. Here's what's driving it

Small-cap U.S. stocks are capping off one of their strongest first halves in decades. But this is not your ordinary small-cap boom led by traditional businesses linked to the economic cycle. This run, like the one going on with their larg... Full story

Yahoo Finance • 5 months ago

Investors hunt for AI winners in small-cap US tech stocks

By Shashwat Chauhan May 27 (Reuters) - U.S. small-cap technology stocks are surging after years of underperformance, a sign of how the AI frenzy is pushing technology investors to look beyond the Nvidias and Intels of the world. Record ‌... Full story

Yahoo Finance • 6 months ago

Ichor Holdings Q1 2026 Earnings Preview

* Ichor Holdings (ICHR [https://seekingalpha.com/symbol/ICHR]) is scheduled to announce Q1 earnings results on Monday, May 4th, after market close. * The consensus EPS estimate is $0.13 [https://seekingalpha.com/symbol/ICHR/earnings/es... Full story

Yahoo Finance • 6 months ago

Quant snapshot: Lumentum, Fastly among top-rated names as SUI Group, Service Properties lag

Quant rankings for the upcoming earnings calendar show strength concentrated across information technology, energy, and materials, while weakness is more pronounced in health care, consumer-facing segments, and real estate. A total of 1468... Full story

Yahoo Finance • 8 months ago

Stifel Upgrades Ichor Holdings (ICHR) Stock to Buy from Hold

Ichor Holdings, Ltd. (NASDAQ:ICHR) is one of the Best Semiconductor Stocks to Invest In Now. On March 17, Stifel upgraded the company’s stock to “Buy” from “Hold” with a price objective of $55, up from the prior target of $30. As per the a... Full story

Yahoo Finance • 8 months ago

DraftKings, Eli Lilly downgraded: Wall Street's top analyst calls

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Morgan Stanley upgraded Lemonade (LMND... Full story

Yahoo Finance • 8 months ago

Amkor vs. Ichor: Two AI Hardware Enablers the Market Is Sleeping On

Quick Read Amkor Technology (AMKR) delivered Q4 advanced products revenue of $1.58B representing 84% of sales with gross margin expanding to 16.7%, while increasing FY2026 CapEx guidance to $2.5B-$3.0B to fund new Arizona advanced packagi... Full story

Yahoo Finance • 8 months ago

Small-cap technology stocks with best and worst quant ratings

As the fourth-quarter earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The quant scores provide a snapshot of how companies rank across key factors... Full story