Yahoo Finance • 5 hours ago

Applied Materials Stock Rises on Upgrade. This ‘Spending Surge’ Makes It a Buy.

UBS upgraded shares of Applied Materials to Buy from Neutral and lifted its price target to $285 from $250 in a research note, arguing the company will outpace the already-hot wafer fabrication equipment, or WFE, market over the next two y... Full story

Yahoo Finance • 5 hours ago

KLAC Quantitative Stock Analysis

Below is Validea's guru fundamental report for KLA CORP (KLAC). Of the 22 guru strategies we follow, KLAC rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for... Full story

Yahoo Finance • 4 days ago

US lawmakers introduce bill to restrict Chinese chipmaking equipment imports by recipients of CHIPS Act grants: report

[Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.] SweetBunFactory A bipartisan group of U.S. la... Full story

Yahoo Finance • 5 days ago

US lawmakers target Chinese chipmaking equipment imports by CHIPS Act grant recipients

By Max A. Cherney PHOENIX (Reuters) -A bipartisan group of U.S. lawmakers introduced a bill on Thursday in the House that ​would block the purchase of Chinese chipmaking equipment by CHIPS Act grant recipients for ‌10 years. The bill tar... Full story

Yahoo Finance • 8 days ago

Validea Detailed Fundamental Analysis - KLAC

Below is Validea's guru fundamental report for KLA CORP (KLAC). Of the 22 guru strategies we follow, KLAC rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for... Full story

Yahoo Finance • 15 days ago

KLA Corporation (KLAC)’s Shares Upgraded By Barclays

We recently published 13 Best Semiconductor Equipment Stocks to Buy According to Hedge Funds. KLA Corporation (NASDAQ:KLAC) is one of the stocks Jim Cramer recently discussed. KLA Corporation (NASDAQ:KLAC) is one of the largest semiconduc... Full story

Yahoo Finance • 16 days ago

Guru Fundamental Report for KLAC

Below is Validea's guru fundamental report for KLA CORP (KLAC). Of the 22 guru strategies we follow, KLAC rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for... Full story

Yahoo Finance • 25 days ago

Tokyo Electron Limited GAAP EPS of ¥525.62, revenue of ¥1179.67B; updates FY outlook

* Tokyo Electron Limited press release [https://www.tel.com/ir/library/report/n0n82r00000000hl-att/fy26q2tanshin-e.pdf] (OTCPK:TOELY [https://seekingalpha.com/symbol/TOELY]): 1H GAAP EPS of ¥525.62. * Revenue of ¥1179.67B (+5.2% Y/Y).... Full story

Yahoo Finance • 27 days ago

KLA expects advanced packaging revenue to surpass $925M in 2025 driven by AI and process control demand

Earnings Call Insights: KLA Corporation (KLAC) Q1 2026 MANAGEMENT VIEW * CEO Richard Wallace stated that KLA delivered strong results in the September quarter with revenue of $3.21 billion and non-GAAP diluted EPS of $8.81. He emphasiz... Full story

Yahoo Finance • 27 days ago

KLA forecasts upbeat second-quarter revenue, but China weakness persists

(Reuters) -KLA Corp forecast second-quarter revenue above Wall Street estimates on Wednesday, banking on strong AI-linked demand for its chipmaking tools, while flagging significant risks to its China business amid Sino-U.S. trade tensions... Full story

Yahoo Finance • last month

5 big analyst AI moves: Apple lifted to Buy, AI chip bets reassessed

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Loop Capital upgrades Appl... Full story

Yahoo Finance • last month

Chipmakers Nvidia, AMD, Intel Climb Following Strong Quarterly Tech Reports

This article first appeared on GuruFocus. Oct 24 - Intel (NASDAQ:INTC) led a rally in chip names after its third-quarter results and guidance came in ahead of expectations. Analysts said demand in servers and an early PC-refresh cycle he... Full story

Yahoo Finance • last month

Apple Shines, Leads Parade Of Megacap Hyperscaler Earnings Reports

Apple stock recently cleared a cup-with-handle base ahead of its upcoming earnings report. Meta, Alphabet, Microsoft and Apple are also due. Continue Reading View Comments... Full story

Yahoo Finance • last month

KLAC Factor-Based Stock Analysis

Below is Validea's guru fundamental report for KLA CORP (KLAC). Of the 22 guru strategies we follow, KLAC rates highest using our Twin Momentum Investor model based on the published strategy of Dashan Huang. This momentum model looks for... Full story

Yahoo Finance • last month

BofA Turns Extra Bullish on Semiconductor Boom

This article first appeared on GuruFocus. Bank of America just turned even more upbeat on the chip sector. The firm now sees global semiconductor sales reaching roughly $1 trillion by 2027, well above its earlier $860 billion estimate, as... Full story

Yahoo Finance • last month

Stock Index Futures Muted With Focus on Corporate Earnings

December S&P 500 E-Mini futures (ESZ25 [https://www.barchart.com/futures/quotes/ESZ25]) are down -0.04%, and December Nasdaq 100 E-Mini futures (NQZ25 [https://www.barchart.com/futures/quotes/NQZ25/overview]) are down -0.08% this morning,... Full story

Yahoo Finance • last month

Stocks Supported by Trade Hopes and Earnings Optimism

The S&P 500 Index ($SPX) (SPY) today is up +1.01%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.86%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.29%.  December E-mini S&P futures (ESZ25) are up +1.01%, and December E-mini Nas... Full story

Yahoo Finance • last month

Stocks Rise as US-China Trade Tensions Ease

The S&P 500 Index ($SPX) (SPY) today is up +0.71%, the Dow Jones Industrials Index ($DOWI) (DIA) is up +0.51%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.89%.  December E-mini S&P futures (ESZ25) are up +0.75%, and December E-mini Nas... Full story

Yahoo Finance • last month

Stocks making the biggest moves midday: Apple, Cleveland-Cliffs, Oracle, KLA, Tempus AI and more

Check out the companies making the biggest moves midday: Apple — The Tim Cook-led company climbed 4% after the iPhone 17 series outsold the iPhone 16 series in China and the U.S. in the first 10 days of availability, according to Counterpo... Full story

Yahoo Finance • last month

Semiconductor sales could approach $1T by 2027, BofA says

[Digital Intelligence - AI Icon Illuminated Against Financial Data and Binary Streams] J Studios Amid surging demand related to all things artificial intelligence, semiconductor sales could reach roughly $1T by 2027, Bank of America said,... Full story