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AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom

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 …

LRCX mentioned AMAT mentioned
Sharemaestro market context Trend signal active 52 weeks +233.9% · Next-week setup positive 62.5% LRCX stored weekly price path from 22 Aug 2025 to 14 Aug 2026

5 Insightful Analyst Questions From Entegris’s Q2 Earnings Call

Entegris reported a strong Q2, surpassing analyst expectations due to AI-driven semiconductor demand and improved operations. The article highlights key questions from analysts during the earnings call, focusing on CapEx growth, margin sustainability, liquid filtration drivers, and advanced packaging strategy. Future catalysts include fab …

ENTG main company
Sharemaestro market context Trend signal active 52 weeks +84.8% ENTG stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Sichuan Brothers Build 50-Billion-Yuan Semiconductor IPO with Stock Price Surge of 655%

Superpure Applied Materials, a semiconductor equipment core component supplier, has successfully launched its IPO on the Shenzhen Stock Exchange, with its stock price surging by 655% on the first day, reaching a market value of 50.719 billion yuan. The company, founded by brothers Chai …

AMAT main company
Sharemaestro market context Trend signal active 52 weeks +213.6% · Next-week setup positive 59.3% AMAT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Amkor Technology mulls stake sale in $1.5B China unit amid U.S. expansion - report

Amkor Technology is reportedly considering selling a stake in its Chinese business, potentially valuing the unit between $1 billion and $1.5 billion. This move comes as the semiconductor testing company works with an advisor, and is prompted by its ongoing expansion efforts in the …

AMKR main company
Sharemaestro market context Price below Trend Line 52 weeks +147.0% AMKR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Rep. Michael A. Rulli Sells Crown Castle Inc. (NYSE:CCI) Shares

Representative Michael A. Rulli recently sold between $1,001 and $15,000 worth of Crown Castle Inc. (NYSE:CCI) shares on August 6th. The stock opened at $73.57 and remains near its one-year low. Crown Castle announced a quarterly dividend of $1.0625 per share, yielding 5.8%, and …

KLAC mentioned
Sharemaestro market context Trend signal active 52 weeks +135.1% · Next-week setup positive 60.0% KLAC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Rep. Michael A. Rulli Sells Microsoft Corporation (NASDAQ:MSFT) Stock

Representative Michael A. Rulli sold between $1,001 and $15,000 worth of Microsoft stock on June 25th, along with shares in Crown Castle, Eli Lilly, Amazon, and Apple. Concurrently, Rulli purchased shares in KLA, Alphabet, Micron, and Nvidia. Microsoft recently reported strong quarterly earnings, exceeding …

KLAC mentioned
Sharemaestro market context Trend signal active 52 weeks +135.1% · Next-week setup positive 60.0% KLAC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Rep. Michael A. Rulli Unloads Shares of Amazon.com, Inc. (NASDAQ:AMZN)

Representative Michael A. Rulli of Ohio recently sold shares of Amazon.com, Inc. valued between $1,001 and $15,000 on June 25th. This transaction was part of several recent trades by Rulli, including sales of Crown Castle, Eli Lilly, and Microsoft, and purchases of KLA, Alphabet, …

KLAC mentioned
Sharemaestro market context Trend signal active 52 weeks +135.1% · Next-week setup positive 60.0% KLAC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Teradyne, Inc. Enters Into $1.0 Billion Senior Secured Revolving Credit Facility With PNC Bank, National Association And Other Lenders

Teradyne, Inc. has secured a new five-year, $1.0 billion senior secured revolving credit facility with PNC Bank, National Association, and other lenders. The credit facility can be used for working capital and general corporate purposes, with interest rates based on the company's consolidated leverage …

TER main company
Sharemaestro market context Trend signal active 52 weeks +264.1% · Next-week setup positive 67.3% TER stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Veeco Announces LUMINA®+ MOCVD System Order for Manufacturing Indium Phosphide Lasers

Veeco Instruments Inc. announced that a global leader in optical and photonic technologies has chosen its LUMINA®+ Metal Organic Chemical Vapor Deposition (MOCVD) system for fabricating indium phosphide (InP) lasers. These lasers are critical for advanced communication solutions in the datacom industry, particularly for …

VECO main company
Sharemaestro market context Trend signal active 52 weeks +107.5% VECO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

KLA Corp (KLAC) Stock News Today

This page provides a news feed for KLA Corp (KLAC) stock, detailing daily price movements and their underlying drivers. It includes recent headlines from TradingKey about KLAC's stock performance, such as upward and downward movements and key factors influencing these changes. The information aims …

KLAC main company
Sharemaestro market context Trend signal active 52 weeks +135.1% · Next-week setup positive 60.0% KLAC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

KLA Corp CEO Richard P. Wallace Reports RSU Vesting Share Withholding on August 7, 2026

Richard P. Wallace, President and CEO of KLA Corp, reported an automatic share withholding transaction on August 10, 2026. This transaction was related to the vesting of restricted stock units (RSUs) that occurred on August 7, 2026. The article indicates this information was filed …

KLAC mentioned
Sharemaestro market context Trend signal active 52 weeks +135.1% · Next-week setup positive 60.0% KLAC stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Aehr Test Systems | 144: Notice of proposed sale of securities pursuant to Rule 144

This document is a Rule 144 notice filed by Aehr Test Systems, indicating a proposed sale of securities. This filing is a regulatory requirement under the Securities Act of 1933, which allows public resale of restricted and control securities if certain conditions are met.

AEHR main company
Sharemaestro market context Trend signal active 52 weeks +640.7% · Next-week setup positive 58.1% AEHR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Kaplan Fox Encourages Investors of Photronics, Inc. (NASDAQ: PLAB) to Contact the Firm to Learn About Their Legal Rights

Kaplan Fox & Kilsheimer LLP has filed a class action lawsuit against Photronics, Inc. (NASDAQ: PLAB) on behalf of investors who purchased securities between December 10, 2025, and May 27, 2026. The lawsuit alleges that Photronics' stock fell over 36% after the company announced …

PLAB main company
Sharemaestro market context Price below Trend Line 52 weeks +50.9% PLAB stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Did IPG Photonics' (IPGP) Q2 Revenue Gain and Softer EPS, Plus New Guidance, Just Shift Its Investment Narrative?

IPG Photonics (IPGP) reported mixed Q2 2026 results with increased revenue but lower net income and diluted EPS. The company also issued Q3 revenue guidance, indicating management's view on near-term demand and profitability. This report suggests that while sales are growing, profitability remains a …

IPGP main company
Sharemaestro market context Price below Trend Line 52 weeks +4.4% IPGP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Camtek Ltd. Stock 12‑Month Price Target Cut to $186.17, Implies 20% Upside

Camtek Ltd. (CAMT) has seen its average 12-month price target reduced slightly to $186.17 from $187.58, based on estimates from 12 analysts. This new target suggests a potential upside of approximately 20% from its Aug. 7 closing price. Despite the minor target cut, the …

CAMT main company
Sharemaestro market context Price above Trend Line 52 weeks +100.4% · Next-week setup positive 55.0% CAMT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

IPG Photonics Corporation Stock 12‑Month Price Target Cut to $126.21, Implies 40% Upside

The average 12-month price target for IPG Photonics Corporation (IPGP) stock has been lowered slightly from $128.07 to $126.21 by 7 analysts. Despite the cut, this new target still implies a significant 40% potential upside based on the Aug. 7 closing price. The consensus …

IPGP main company
Sharemaestro market context Price below Trend Line 52 weeks +4.4% IPGP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

ICHR Technical Analysis & Stock Price Forecast

The article provides a technical analysis and stock price forecast for Ichor Holdings, Ltd. (ICHR), indicating an overall "Sell" consensus based on various technical indicators. It details momentum indicators like RSI and MACD, along with support and resistance levels, and moving averages to explain …

ICHR main company
Sharemaestro market context Trend signal active 52 weeks +291.2% ICHR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

GUIDANCE: (CAMT) Camtek Ltd. Expects Q3 Revenue Range $158.0M - $160.0M

Camtek Ltd. (CAMT) anticipates its third-quarter revenue to fall within the range of $158.0 million to $160.0 million. This guidance provides investors with an outlook on the company's expected financial performance for the current quarter.

CAMT main company
Sharemaestro market context Price above Trend Line 52 weeks +100.4% · Next-week setup positive 55.0% CAMT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

FormFactor Inc (FORM) CEO Slessor logs major RSU vesting and fresh 27,696-unit grant

FormFactor Inc.'s CEO, Mike Slessor, reported significant equity award activity, including the vesting of 141,792 performance-based Restricted Stock Units (RSUs) and 5,908 previously granted RSUs, which settled into common shares. Additionally, Slessor received a new grant of 27,696 RSUs on August 6, 2026, which …

FORM main company
Sharemaestro market context Trend signal started 52 weeks +351.3% · Next-week setup positive 55.0% FORM stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Onto Innovation Inc (ONTO) Stock Down 5.5% but Still Overvalued -- GF Score: 86/100

Onto Innovation Inc (ONTO) shares dropped 5.5% to $291.35, yet the stock remains significantly overvalued by 33.4% according to GuruFocus' GF Value™ estimate of $218.43. Despite a strong GF Score™ of 86/100, driven by high growth and profitability, its financial strength and valuation ranks …

ONTO main company
Sharemaestro market context Trend signal active 52 weeks +188.3% ONTO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Entegris Inc (ENTG) Stock Down 5.2% but Still Overvalued -- GF S

Entegris Inc (ENTG) shares fell 5.2% to $144.14, yet GuruFocus assesses the stock as significantly overvalued with a GF Value™ of $107.60. Despite a strong GF Score™ of 92/100, driven by excellent growth and profitability, the valuation and financial strength ratings are moderate. Insider …

ENTG main company
Sharemaestro market context Trend signal active 52 weeks +84.8% ENTG stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Amkor Q1 Earnings Preview: High Valuation Faces Test, CPU Mass Production Becomes Key

Amkor Technology (AMKR) is set to release its Q1 2026 earnings, with analysts anticipating revenue of $1.631 billion and EPS of $0.23, aligning with company guidance. The stock's valuation is at a historical high, prompting scrutiny on whether advanced packaging growth expectations, particularly from …

AMKR main company
Sharemaestro market context Price below Trend Line 52 weeks +147.0% AMKR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Save the Date: Onto Innovation to Host Analyst Event and Participate in Upcoming Investor Conferences

Onto Innovation Inc. (NYSE: ONTO) announced it will host an Analyst Event on December 17, 2026, at the New York Stock Exchange, featuring presentations from its executive leadership team. The company's senior management will also participate in several upcoming investor conferences in August and …

ONTO main company
Sharemaestro market context Trend signal active 52 weeks +188.3% ONTO stored weekly price path from 15 Aug 2025 to 7 Aug 2026

Teradyne (NASDAQ:TER) Stock Price Down 3.7% - Here's What Happened

Teradyne (NASDAQ:TER) saw its stock price decline by 3.7% in mid-day trading on Monday, with trading volume significantly below average. Despite the drop, analysts maintain a "Moderate Buy" rating with an average price target of $396.80, and the company recently reported strong quarterly earnings …

TER main company
Sharemaestro market context Trend signal active 52 weeks +264.1% · Next-week setup positive 67.3% TER stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Tempe semiconductor equipment supplier taps new CEO

Amtech Systems Inc. has appointed Guy Schecter as its new president and CEO, replacing Bob Daigle, who is retiring after leading the company since 2023. This change in leadership was announced by the East Valley semiconductor equipment supplier.

ASYS main company
Sharemaestro market context Price below Trend Line 52 weeks +166.4% · Next-week setup positive 56.1% ASYS stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Lam Research (NASDAQ:LRCX) Trading Down 1.6% - Should You Sell?

Lam Research (NASDAQ:LRCX) shares fell 1.6% on Monday, trading at around $306.40 with lower-than-average volume. Despite this, Wall Street analysts maintain a "Moderate Buy" consensus rating and a $358.47 average price target. The company recently exceeded quarterly earnings expectations, but insider selling totaling over …

LRCX main company
Sharemaestro market context Trend signal active 52 weeks +233.9% · Next-week setup positive 62.5% LRCX stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth

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 …

AMAT main company ASML mentioned
Sharemaestro market context Trend signal active 52 weeks +213.6% · Next-week setup positive 59.3% AMAT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Update: S&P 500 Retreats From Record, Oil Jumps as Hormuz Reopening Hopes Fade

(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. …

AMAT mentioned
Sharemaestro market context Trend signal active 52 weeks +213.6% · Next-week setup positive 59.3% AMAT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?

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 …

ASML mentioned AMAT mentioned
Sharemaestro market context Trend signal active 52 weeks +145.6% · Next-week setup positive 57.4% ASML stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Teradyne Inc. stock underperforms Monday when compared to competitors

Shares of Teradyne Inc. (TER) fell by 3.75% on Monday, closing at $365.10. This performance occurred during a broadly negative trading session, with the S&P 500 Index (SPX) decreasing by 0.06% and the Dow Jones Industrial Average (DJIA) falling by 0.11%. This marks the …

TER main company
Sharemaestro market context Trend signal active 52 weeks +264.1% · Next-week setup positive 67.3% TER stored weekly price path from 22 Aug 2025 to 14 Aug 2026

IPG Photonics SVP Paulus Bucher Reports Tax Withholding on 663 Shares

Paulus Bucher, Senior Vice President of Global Operations at IPG Photonics Corporation, reported a share disposition transaction on August 10, 2026. This transaction involved the tax withholding of 663 shares, dated August 8, 2026. The report was filed as a statement of changes in …

IPGP main company
Sharemaestro market context Price below Trend Line 52 weeks +4.4% IPGP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Veeco Instruments Price Target Raised to $63.00/Share From $60.00 by Citigroup

Citigroup has increased its price target for Veeco Instruments (NASDAQ: VECO) to $63.00 per share, up from $60.00. This adjustment follows a re-evaluation of the company's financial outlook, maintaining a "Buy" rating on the stock.

VECO main company
Sharemaestro market context Trend signal active 52 weeks +107.5% VECO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Earnings live updates: Plug Power stock jumps on improving margins, raised revenue guidance

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 …

AMAT mentioned
Sharemaestro market context Trend signal active 52 weeks +213.6% · Next-week setup positive 59.3% AMAT stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Entegris rebounds 27.7% into high-range territory as activity pressure stays below zero

The semiconductor materials supplier delivered the third-strongest weekly return in its industry group, but volume ran below the 13-week average and the Market Dynamics read remained negative.

ENTG main company
Sharemaestro market context Trend signal active 52 weeks +84.8% ENTG stored weekly price path from 22 Aug 2025 to 14 Aug 2026

IPG Photonics (IPGP) SVP uses 663 shares to cover RSU tax withholding

IPG Photonics (IPGP) SVP Global Operations, Paulus Bucher, disposed of 663 shares of common stock on August 8, 2026. This transaction was to cover tax withholdings on vested restricted stock units, with each share valued at $90.23. After this disposition, Bucher directly holds 6,053 …

IPGP main company
Sharemaestro market context Price below Trend Line 52 weeks +4.4% IPGP stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Teradyne Secures $1.0 Billion Five-Year Senior Secured Revolving Credit Facility With PNC Bank

Teradyne (TER) has established a $1.0 billion, five-year senior secured revolving credit facility with PNC Bank as the administrative agent. This facility is intended for working capital and general corporate purposes, offering variable interest rates and including a commitment fee on unused amounts. No …

TER main company
Sharemaestro market context Trend signal active 52 weeks +264.1% · Next-week setup positive 67.3% TER stored weekly price path from 22 Aug 2025 to 14 Aug 2026

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