Yahoo Finance • 4 hours ago

KLAC vs. SNDK: Which Semiconductor Stock is a Better Buy Now?

KLA KLAC and Sandisk SNDK are both benefiting from strong AI infrastructure spending. AI infrastructure benefits KLA by increasing semiconductor manufacturing complexity and, consequently, the need for advanced process-control equipment. S... Full story

Yahoo Finance • 6 hours ago

AI, chip stocks mixed after Nvidia's stellar earnings results

[Machine Learning. AI Neural Network Concepts] Shares of chip and AI-related companies were largely mixed on Thursday after Nvidia's fiscal second-quarter results and outlook beat estimates, sending shares of the AI chipmaker nearly 8% hi... Full story

Yahoo Finance • 9 hours ago

Here's How Much a $1000 Investment in KLA Made 10 Years Ago Would Be Worth Today

How much a stock's price changes over time is important for most investors, since price performance can both impact your investment portfolio and help you compare investment results across sectors and industries. FOMO, or the fear of miss... Full story

Yahoo Finance • yesterday

KLA Gains From Advanced Packaging: Can it Outpace ONTO & AMAT?

KLA KLAC is benefiting from accelerating demand for advanced packaging as AI and high-performance computing (HPC) chips require increasingly complex integration of logic and memory. Rising package complexity, higher performance requirement... Full story

Yahoo Finance • 2 days ago

Mega-cap tech remains under-owned despite Q2 rally

[Close Up Image Of A Stock Market Graph] solarseven/iStock via Getty Images Institutional investors increased their exposure to technology following the sector's strong second-quarter rally, but the buying was not enough to close the posi... Full story

Yahoo Finance • 2 days ago

3 Electronics Stocks Set to Benefit From a Prospering Industry

The Zacks Electronics – Miscellaneous Products industry players like Kla KLAC, Teradyne TER and Garmin GRMN are benefiting from higher spending on artificial intelligence (AI) infrastructure, data center and cloud computing. Rising spendin... Full story

Yahoo Finance • 3 days ago

2 Mega-Cap Stocks to Own for Decades and 1 That Underwhelm

2 Mega-Cap Stocks to Own for Decades and 1 That Underwhelm "Too big to fail" is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it's not all sunshine and rainbows as their sca... Full story

Yahoo Finance • 3 days ago

KLA (KLAC) Gains From Advanced Nodes, HBM and Packaging

Guinness Global Innovators, an investment management company, recently released its Q2 2026 quarterly investor update for its "Guinness Global Innovators Fund". You can download the letter here. The Guinness Global Innovators Fund focuses... Full story

Yahoo Finance • 3 days ago

KLA Corporation: See What Wall Street Sees

Quick Read KLAC dropped 14% in a month despite holding 6x the process-control market share of its nearest rival and raising its advanced-packaging revenue guidance over 70%. KLAC has outpaced SPY with a 52% year-to-date gain yet trades ne... Full story

Yahoo Finance • 8 days ago

Applied Materials Falls 4%, Lam Research and Teradyne Sink 5%: What’s Prompting the Selloff in Chip Equipment Stocks?

Quick Read Applied Materials and Lam Research fell between 4 and 5% Wednesday despite dropping Treasury yields, signaling AI capex repricing rather than a rate-driven selloff. SOXX's 77% YTD gain masks equipment-specific stress because it... Full story

Yahoo Finance • 9 days ago

Billionaire Joel Greenblatt’s 5 Biggest Moves This Quarter Reveal a Surprising Defensive Shift

Quick Read Gotham poured $2.65B into SPY and grew its HUM stake 65-fold, pivoting hard from single-name stock-picking toward defensive market beta. General Mills' 4.4x add targets a trough valuation of 13x forward earnings and a 6% yield,... Full story

Yahoo Finance • 10 days ago

KLA Corporation Had a Tough Month: 60% Returns Will Come According to This Wall Street Stalwart

Quick Read KLA's 9.26% monthly slide masks five straight earnings beats and record quarterly revenue of $3.66B, with China export rules driving the selloff, not fundamentals. C.J. Muse at Cantor Fitzgerald holds a Street-high $325 target... Full story

Yahoo Finance • 13 days ago

Dan Loeb's Third Point adds SpaceX; exits Nvidia; cuts stake in Amazon among Q2 moves

Dan Loeb's Third Point took a new stake in Space Exploration Technologies (SPCX [https://seekingalpha.com/symbol/SPCX]) and State Street SPDR S&P 500 ETF Trust (SPY [https://seekingalpha.com/symbol/SPY]), while exiting Nvidia (NVDA [https:... Full story

Yahoo Finance • 14 days ago

Applied Materials slips as investors seek faster growth after stellar run

Aug 14 (Reuters) - Applied Materials shares fell about 5% in premarket trading on Friday, as the ‌chip equipment maker's upbeat outlook failed to ‌soothe investors worried about the threat from intensifying competition. The muted reaction... Full story

Yahoo Finance • 14 days ago

Lam Research, Applied Materials, and Camtek Rise After SanDisk Issues Bullish Financial Targets

Quick Read SanDisk's 80% gross margin targets and signed contracts covering two-thirds of FY2028 bits drove LRCX up 4%, the most direct equipment beneficiary. AMAT reports Q3 earnings after today's close, while KLAC has already surged 72%... Full story

Yahoo Finance • 14 days ago

KLA Corporation (KLAC) Positioned to Benefit from Semiconductor Chip Complexity

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the 'TCW Concentrated Large Cap Growth Fund.' A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragil... Full story

Yahoo Finance • 15 days ago

Stocks Settle Lower Ahead of Wednesday’s CPI Report

The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%.  September E-mini S&P futures (ESU26) fell -0.35%,... Full story

Yahoo Finance • 16 days ago

Stocks Supported by Renewed Middle East Optimism

The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%.  September E-mini S&P futures (ESU26) are up +0.02%, and September E-min... Full story

Yahoo Finance • 16 days ago

Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz

The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%.  September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini... Full story

Yahoo Finance • 16 days ago

Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears

The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%.  September E-mini S&P futures (ESU26) fell -0.07%, a... Full story