5 Insightful Analyst Questions From Lam Research's Q2 Earnings Call Is now the time to buy LRCX? Find out in our full research report (it's free). Lam Research (LRCX) Q2 CY2026 Highlights: Revenue: $6.72 billion vs analyst estimates of $6.69 billion (30% year-on-year growth, …
Ashva Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. Ashva Capital LP generated a 23.1% net return through June 30, 2026, compared to a 9.6% gain for the S&P 500 over …
Lam Research Corporation LRCX is expanding its opportunity in advanced packaging as artificial intelligence (AI) chips become larger and more complex. The company seems to be now focusing on the Panel-Level Packaging ("PLP") method. In this connection, it established a Panel-Level Packaging Center of …
Applied Materials, Inc. Collaboration pairs UC Berkeley's semiconductor research strength with Applied's state-of-the-art equipment and process integration expertise Located in Silicon Valley, Applied's EPIC Center provides industry-scale R&D environment with access to cutting-edge chipmaking equipment to enable rapid co-innovation and faster commercialization SANTA CLARA, …
Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs." Analyst David Dai lifted the firm's 2026 WFE estimate to …
JD.com JD is scheduled to release second-quarter 2026 results on Aug. 13. The Zacks Consensus Estimate for JD's second-quarter revenues is pegged at $51.55 billion, indicating an increase of 3.53% on a year-over-year basis. The consensus mark for second-quarter earnings is pegged at 86 …
Major indexes are coming off their best weeks since April, but markets are still rattled by volatility. Oil prices have stabilized, and hopes of a deal between Iran and Oman have brightened. Yet uncertainty related to the economy's health, peace talks between the United …
The global semiconductor manufacturing equipment and materials industry is growing by leaps and bounds, buoyed by AI-driven capital expenditure in leading-edge logic, high-bandwidth memory ("HBM") and Test and Packaging components. On July 14, SEMI reported in its Mid-Year Total Semiconductor Equipment Forecast – OEM …
Quick Read Cantor Fitzgerald's C.J. Muse maintains a $400 target on NXPI after a 20% monthly drop driven by Ambarella acquisition rumors and a UBS downgrade. NXPI's 71% upside to Cantor's Street-high target dwarfs analog peers MCHP at 37% and TXN at just 16%, …
Cramer's Case for the Semiconductor Equipment "Troika" During the August 6 episode of CNBC's Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research …
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Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Teradyne (TER) has arranged a new five year senior secured revolving credit facility of up to US$1.0b, giving the company additional funding flexibility for working capital and …
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Lam Research (NasdaqGS:LRCX) is in focus as Taiwan Semiconductor reports strong AI driven revenue …
The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of …
[Amkor Technology headquarters in Tempe, Arizona, USA.] Amkor Technology is exploring a potential sale of a stake in its China business, which could value the unit at about $1B to $1.5B, Bloomberg reported, citing people familiar with the matter. The semiconductor testing company is …
WILMINGTON, Mass., August 10, 2026--(BUSINESS WIRE)--Onto Innovation Inc. (NYSE: ONTO) ("Onto Innovation," "Onto," or the "Company") today announced that it will host a Company-sponsored Analyst Event on Thursday, December 17, 2026, at the New York Stock Exchange in New York City. The event will …
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading …
(Updates with market moves at the end of the day, and other changes, if any.) US equity benchmark PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. …
Key Points ASML Holdings and Applied Materials provide essential equipment and expertise for making AI processors. Nvidia and Broadcom are leading chip designers, with pricing power that could last as the artificial intelligence boom plays out.10 stocks we like better than Nvidia › There …
The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported. The takeaway from the quarter so far has been unbridled strength. According to FactSet data, second quarter earnings for S&P 500 companies are …
This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML) sits on one of the most valuable choke points in the AI boom, and demand is not slowing down. The lithography giant raised its 2026 revenue outlook after another strong quarter, while its U.S.-listed shares …
S&P 500 companies' quarterly earnings growth rate eased from a week ago amid a drop in the healthcar PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. …
Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US stocks fell and oil prices advanced intraday as the Strait of Hormuz's reopening appeared uncertain.The Nasdaq Composite was down 0.3% at 26,616.2 after midday Monday, while the Dow Jones Industrial …
Array Digital Infrastructure, Inc. AD delivered second-quarter 2026 results above the Zacks Consensus Estimate, with earnings of 64 cents per share topping the 62-cent estimate by 3.2%. Revenues of $54 million also beat the $52 million estimate by 3.8%. Company-reported earnings per share from …
Telephone and Data Systems, Inc. TDS reported second-quarter 2026 earnings of $2.24 per share, up from a loss of $0.05 cents in the year-ago quarter, while total operating revenues rose 3.6% year over year to $309.3 million. Earnings topped the Zacks Consensus Estimate, delivering …
Investors might want to bet on Lam Research (LRCX), as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices. The …
Quick Read A China state-backed DUV headline sent ASML down 7%, but Bernstein's $2,623 Street-high target still implies 50% upside from current levels. Peers AMAT and KLAC fell 5 to 10% on the same China fears but carry only roughly 17% analyst-implied upside, a …
Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of …
ACM Research, Inc. ACMR came out with second-quarter 2026 earnings of 61 cents per share, beating the Zacks Consensus Estimate of 30 cents. This compares with earnings of 55 cents per share a year ago. ACM Research reported revenues of $292.92 million for the …
EPAM Systems EPAM stock climbed close to 5% after announcing strong second-quarter 2026 results, with revenues and earnings surpassing the Zacks Consensus Estimate despite continued macroeconomic uncertainty. EPAM reported second-quarter non-GAAP earnings of $3.38 per share, which increased 22% year over year and beat …
Applied Materials has benefited from the latest tech trend in artificial intelligence. The Santa Clara, California-based semiconductor manufacturer builds AI chips used in data centers, and its stock has risen significantly in recent years. The company posted nearly $7 billion in net income on …
For Immediate Release Chicago, IL – August 10, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in …
What happened: Shares of chip equipment makers rose on Monday, withASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher. What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its …
Wall Street analysts expect Applied Materials (AMAT) to post quarterly earnings of $3.36 per share in its upcoming report, which indicates a year-over-year increase of 35.5%. Revenues are expected to be $9 billion, up 23.3% from the year-ago quarter. Over the past 30 days, …
Situational Awareness, the AI-focused hedge fund run by Leopold Aschenbrenner, invested $400 million earlier this week in Source Foundry, a private startup aiming to upend how chips are manufactured, according to The Wall Street Journal. The investment brings Situational Awareness's total stake in Source …
Yelp Inc. YELP reported second-quarter 2026 earnings of 57 cents per share, declining 14.9% year over year. The Zacks Consensus Estimate for the bottom line is pegged at 32 cents per share. Yelp's second-quarter net revenues increased 1.4% year over year to $375.5 million …
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