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PLAB Deadline Alert: The Gross Law Firm Reminds Photronics, Inc. (PLAB) Investors of Securities Class Action Deadline on September 4, 2026

The Gross Law Firm has issued a notice to Photronics, Inc. (NASDAQ: PLAB) shareholders about a securities class action lawsuit. The lawsuit alleges that Photronics made false and misleading statements regarding its product pipeline and demand, leading to a significant stock price drop on …

5 Insightful Analyst Questions From Lam Research’s Q2 Earnings Call

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, …

UC Berkeley to Join Applied Materials’ EPIC Center to Speed Chip Innovation

UC Berkeley is partnering with Applied Materials' EPIC Center in Silicon Valley to accelerate chip innovation, focusing on AI computing. This collaboration will allow UC Berkeley faculty and students to conduct high-impact research using Applied Materials' industry-scale equipment, strengthening the pipeline from academic discovery …

UC Berkeley to Use Industry-Scale Tools for AI Computing Research

Applied Materials announced that UC Berkeley will join its Silicon Valley-based EPIC Center as a research collaborator to accelerate semiconductor materials and process innovations crucial for AI computing. UC Berkeley faculty and students will gain access to industry-scale chipmaking tools, facilitating faster validation and …

The Changing Dynamics Behind Micron Technology (MU)

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 Enters Panel-Level Packaging: Is This a Growth Catalyst?

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 …

Bernstein raises WFE growth estimates, boosts price targets

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 …

ARK Invest buys Nvidia, Broadcom stock dips, sells Deere

ARK Invest picked up shares of Nvidia and Broadcom on Monday as both chipmakers retreated, while offloading roughly $36.8 million in Deere stock — the day's biggest individual transaction — per the firm's daily fund disclosures. ARK founder and CEO Cathie Wood purchased 122,422 …

Erste Group Bank Lifts Earnings Estimates for Lam Research

JD Gears Up to Report Q2 Earnings: What's in Store for the Stock?

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 …

Buy 3 Stocks That Recently Announced Dividend Hikes Amid Volatility

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 …

Buy and Hold These 2 Top-Ranked AI-Led Semiconductor Equipment Stocks

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 …

Nova CFO to Meet Investors in Virtual and New York Events

Nova (NASDAQ: NVMI) announced that its Chief Financial Officer, Guy Kizner, will participate in three investor conferences in August and September 2026. These include the Needham 7th Annual Virtual Semiconductor and SemiCap 1x1 Conference, the Citi 2026 Global Technology Conference in New York, and …

Nova to Participate in Investor Conferences in August and September

REHOVOT, Israel, Aug. 11, 2026 /PRNewswire/ -- Nova (NASDAQ: NVMI), a leading innovator and a key provider of metrology and process control solutions in semiconductor manufacturing, today announced that senior management will participate in the following investor conferences in August and September:Nova Logo Needham …

Quarterly Sales Jump And Buyback Completion Could Be A Game Changer For Cohu (COHU)

Cohu, Inc. reported improved Q2 2026 sales of US$149 million, a reduced net loss, and optimistic Q3 guidance of US$170 million in sales. The company also completed a significant share buyback of 8.43% of its stock, which could positively impact its investment narrative, though …

This Wall Street Pro Makes a Compelling Argument for 70% Gains on NXP Semiconductors Which Cratered Last Month

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%, …

Onto Innovation and Robinhood: investment ideas from Freedom Broker experts

Freedom Broker analysts have maintained "Buy" recommendations for Onto Innovation (ONTO) and Robinhood Markets (HOOD) stocks, projecting significant upside. Onto Innovation is expected to benefit from strong demand in AI infrastructure, evidenced by record Q2 results and a positive Q3 outlook. Robinhood's growth is …

Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In

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 …

Amkor weighs a $1bn-plus stake sale in its China chip unit

Amkor Technology, a major outsourced chip assembly and testing firm, is considering selling a stake in its Chinese operations, potentially valuing the unit at $1 billion to $1.5 billion. This move reflects a broader trend of "de-risking" among Western companies in China's semiconductor sector …

Lam Research Corporation $LRCX Shares Sold by Handelsbanken Fonder AB

Handelsbanken Fonder AB significantly reduced its holdings in Lam Research Corporation (NASDAQ:LRCX) by 5.9% in the second quarter, selling 35,142 shares. Despite this, Lam Research remains a substantial part of their investment portfolio. Other institutional investors showed mixed activity, with some acquiring new positions …

Handelsbanken Fonder AB Raises Stock Holdings in KLA Corporation $KLAC

Handelsbanken Fonder AB significantly increased its stake in KLA Corporation (NASDAQ:KLAC) by 978.2% in the second quarter, now holding 858,984 shares valued at $259.16 million. This makes KLA the 22nd largest position in their portfolio. Other institutional investors also adjusted their holdings, while company …

Handelsbanken Fonder AB Increases Position in Teradyne, Inc. $TER

Handelsbanken Fonder AB has increased its stake in Teradyne, Inc. (NASDAQ:TER) by 2.6% in the second quarter, bringing its total holdings to 127,990 shares valued at approximately $61.9 million. This move comes as Teradyne reported strong quarterly earnings, surpassing analyst expectations with $2.47 per …

Generali Investments Management Co LLC Sells 4,351 Shares of Lam Research Corporation $LRCX

Generali Investments Management Co LLC reduced its stake in Lam Research Corporation by 43.2% in the second quarter, selling 4,351 shares and retaining 5,731 shares valued at $2.48 million. Despite this, Lam Research reported strong quarterly earnings, beating expectations with $1.82 EPS on $6.72 …

Redhawk Wealth Advisors Inc. Purchases 7,613 Shares of Lam Research Corporation $LRCX

Redhawk Wealth Advisors Inc. significantly increased its stake in Lam Research Corporation (NASDAQ:LRCX) by 808.2% in the second quarter, acquiring an additional 7,613 shares to own a total of 8,555 shares valued at $3.7 million. This move is part of a broader trend of …

AEHR|Aehr Test Systems|Price:113.490|Chg%:+7.290

This article provides a detailed overview of Aehr Test Systems (AEHR) stock, including its live price, market data, key figures, and technical analysis. It highlights the company's strong stock performance, high analyst rating of "Buy," and a target price of $115.00. The article also …

Teradyne (TER) Lands A US$1b Credit Line After A Narrative That Still Says Undervalued

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 …

Stock Market News for Aug 11, 2026

Wall Street closed lower on Monday as higher oil prices fueled concerns over inflation and interest rates. Moreover, earnings results were encouraging. The Nasdaq Composite, the S&P 500 and the Dow ended in negative territory. How Did the Benchmarks Perform? The Dow Jones Industrial …

NewEdge Advisors LLC Grows Stake in Teradyne, Inc. $TER

NewEdge Advisors LLC increased its stake in Teradyne, Inc. (NASDAQ:TER) by 35.7% during the first quarter, now holding 20,725 shares valued at $6.14 million. This move is part of broader institutional investor activity, with hedge funds and other institutions owning 99.77% of the company's …

Lam Research (LRCX) Gains An AI Supply Chain Tailwind As Customer Demand Surges

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 …

Axcelis Technologies Drops 5.4% Amid Sector-Wide Selling

Axcelis Technologies (ACLS) saw its shares drop 5.4% to $132.74 on Monday due to a broad selloff affecting semiconductor equipment makers. This decline was mirrored by other companies in the sector, such as AXT Inc. (AXTI) and Veeco Instruments (VECO), suggesting market-wide concerns rather …

Defender Capital LLC. Buys Shares of 295,450 Atomera Incorporated $ATOM

Defender Capital LLC. recently acquired 295,450 shares of Atomera Incorporated (NASDAQ:ATOM) worth approximately $2.57 million, representing a 0.76% stake in the company. Despite other institutional investors also increasing their holdings, Atomera's latest quarterly results showed a loss of $0.17 per share, missing consensus estimates, …

E. Ohman J or Asset Management AB Has $13.84 Million Stock Holdings in KLA Corporation $KLAC

E. Ohman J or Asset Management AB significantly increased its stake in KLA Corporation (NASDAQ:KLAC) by 848.3% in the second quarter, bringing their total holdings to $13.84 million. This move is part of broader institutional investor activity in KLA, though insiders have recently sold …

How Ipg Photonics Corporation (IPGP) Affects Rotational Strategy Timing

This article analyzes Ipg Photonics Corporation (IPGP) using AI models to provide institutional trading strategies for different risk profiles. It identifies "Divergent Sentiment Across All Horizons," suggesting choppy conditions, and offers specific entry/target/stop-loss zones for position trading, momentum breakout, and risk hedging strategies. The …

Aehr Test Systems (AEHR) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution

Camtek (CAMT) Grew Sales But Profit Fell, Is It Still Undervalued?

Camtek (CAMT) reported mixed second-quarter 2026 results, with sales growing to US$133.24 million but net income falling to US$23.31 million compared to the previous year. Despite the dip in profitability, the stock has shown strong momentum with a 36.88% year-to-date return, and analysts generally …

Bay Colony Advisory Group Inc d b a Bay Colony Advisors Raises Stock Position in Applied Materials, Inc. $AMAT

Bay Colony Advisory Group Inc d b a Bay Colony Advisors significantly increased its stake in Applied Materials (NASDAQ:AMAT) by 227.2% in the second quarter, now holding 3,740 shares worth approximately $2.7 million. While analysts maintain a "Moderate Buy" rating with an average price …