As of January 28, 2026, the semiconductor industry has moved past the volatile "AI infrastructure build-out" phase of the early 2020s and into a sustained era of architectural revolution. At the heart of this transformation is Applied Materials, Inc. (Nasdaq: AMAT), the world’s largest provider of semiconductor manufacturing equipment. While lithography often captures the headlines, [...]
As the S&P 500 continues its ascent in early 2026, a fundamental shift has quietly redefined the mechanics of the bull market. For years, skeptics pointed to "multiple expansion"—the phenomenon where stock prices rise faster than profits—as evidence of a brewing bubble. However, new data as of
Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC)
will be announcing earnings results this Thursday after market hours. Here’s what to expect.
A number of stocks fell in the afternoon session after rising geopolitical tensions between the US and Europe over control of Greenland sparked a broad, risk-off mood in asset markets.
As of January 16, 2026, the global semiconductor landscape has been thrust into a state of high-stakes volatility following reports that the Chinese government has effectively blocked the importation of high-end artificial intelligence chips from NVIDIA (NASDAQ: NVDA). This move marks a significant escalation in the ongoing "chip war," creating
Companies that consistently increase their sales, margins, or returns on capital are usually rewarded with the best returns,
and those that can do all three for years on end are almost always the legendary stocks that return 100 times your money.
Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC)
jumped 8.3% in the afternoon session after Wells Fargo upgraded the stock to Overweight from Equal Weight, citing strong demand for advanced chips, while positive results from a major customer also lifted investor sentiment.
The first week of 2026 has marked a definitive turning point for the semiconductor industry, as a massive rally in equipment manufacturers signals the arrival of the "AI Infrastructure Supercycle." At the heart of this surge is Lam Research (NASDAQ: LRCX), which saw its stock price reach a new all-time
Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC)
jumped 5.1% in the morning session after Cantor Fitzgerald raised its price target on the stock to $1,750 from $1,500.
A number of stocks fell in the morning session after a broader market rotation out of the technology sector led to profit-taking following a recent rally.
A number of stocks jumped in the afternoon session after a broader market rally drove investor optimism in artificial intelligence and big tech stocks.
