Sharemaestro Newsreel

Onto Innovation (ONTO) Upgraded to Strong Buy: Here's What You Should Know

Onto Innovation (ONTO) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change. …

ASML Stock Jumps 4.1% as TSMC Revenue Reignites Tool Demand

This article first appeared on GuruFocus. ASML Holding (NASDAQ:ASML), the company with a near-stranglehold on the machines needed to manufacture cutting-edge chips, jumped approximately 4.1% in Tuesday's U.S. session as investors got another reminder that the AI chip boom is still running hot. TSMC's …

Is Rule Breaker ASML the Snap Cola King Right Now?

Of the 3,000-plus companies we monitor in The Motley Fool's Rule Breakers Primary database, exactly one tops the list with an overall Superscore of 99. It isn't a household name – it's ASML(NASDAQ:ASML), the quiet Dutch firm that builds the machines that make the …

KLA (KLAC) Is Up 5.5% After Strong Earnings, AI-Driven Outlook And Dividend Hike - What's Changed

KLA Corporation recently declared a quarterly cash dividend of US$0.23 per share, payable on September 1, 2026, to shareholders of record as of August 17, 2026, alongside reporting higher quarterly and full-year revenue and earnings through June 30, 2026, and issuing guidance for the …

WidePoint to Report Q2 Earnings: What's in Store for the Stock?

WidePoint WYY is scheduled to report its second-quarter 2026 earnings results on Aug. 13. For the second quarter of 2026, the Zacks Consensus Estimate for earnings is pegged at 1 cent per share, unchanged over the past 30 days, suggesting year-over-year growth of 116.67%. …

Camtek Faces Tough 2026 Comparisons After Strong 2024-25 Growth, Morgan Stanley Says

Camtek (CAMT) faces tough 2026 comparisons following strong performance in the past two years, Morga 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. Upgrade Already have …

Intel Just Increased Its Stock Offering to $20B. Why That’s Good News for ASML.

Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading

Entegris Jumps 6.1% After UBS Maintains Buy

Entegris shares rose 6.1% to $153.05 after three Wall Street firms, including UBS, Oppenheimer, and Needham, raised their price targets on the semiconductor equipment maker. The average new price target of $188, an increase of 6.6% from previous targets, reflects growing optimism about Entegris's …

FormFactor Jumps 6.4% Amid Sector-Wide Rally

FormFactor, Inc. (NASDAQ:FORM) saw its shares climb 6.4% to $119.67 on Tuesday, August 11, 2026, as part of a broader rally across semiconductor equipment stocks. This surge, mirrored by peers like Onto Innovation, Entegris, and Qorvo, indicates renewed investor interest in the sector, possibly …

Ultra Clean Holdings: Profit On Paper, Still Burning Cash (NASDAQ:UCTT)

QUBT Q2 Loss Matches, Revenues Beat, Stock Down in After-Market

Quantum Computing Inc. QUBT or "QCi" reported a second-quarter 2026 loss of 5 cents per share, matching the Zacks Consensus Estimate and narrowing 80.8% from a loss of 26 cents a year ago. Revenues surged 9,000.0% year over year from $61,000 to $5.55 million …

KLA Corp Stock (KLAC) Moved Up by 3.07% on Aug 11: A Full Analysis

KLA Corp (KLAC) saw its stock price increase by 3.07% on August 11, driven by strong fourth-quarter fiscal 2026 earnings and optimistic guidance, despite recent sector pullbacks. The company benefits from robust demand in semiconductor capital equipment, especially for AI infrastructure and advanced packaging …

Camtek (CAMT) Posted Record Revenue, Is The Stock Still Cheap?

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. Why Camtek's latest earnings matter for investors Camtek (NasdaqGM:CAMT) just reported second quarter 2026 …

ACM Research (ACMR) Lifted 2026 Guidance, Is The Stock Still Below Fair Value?

ASML Holding NV Stock (ASML) Opened Up by 3.14% on Aug 11: Facts Behind the Movement

ASML Holding NV stock surged by 3.14% on August 11, driven by strong demand for AI infrastructure and robust monthly sales from TSMC, a key customer. The company's management has raised full-year revenue targets and is expanding lithography manufacturing capacity to address backlogs. Analysts …

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 …

Camtek Posts Record Q2 2026 Revenue and Signals Strong H2 Growth

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 …