Sharemaestro Newsreel

Janus Henderson Group PLC Takes $1.40 Million Position in AXT Inc $AXTI

Janus Henderson Group PLC has acquired a new position in AXT Inc (NASDAQ:AXTI), purchasing 24,500 shares valued at approximately $1.40 million during the first quarter. Institutional investors now own 49.52% of the semiconductor company, which recently exceeded quarterly earnings and revenue expectations. Despite positive …

ASML Looks 45.5% Overvalued on GF Value™ as of August 2026

ASML Holding NV (ASML) is currently assessed as 45.5% overvalued according to GuruFocus's GF Value™, trading at $1,740.99 against an intrinsic value of $1,196.15. Despite this, the company boasts a strong GF Score™ of 91/100, driven by excellent profitability and growth. Institutional investors show …

Axcelis Technologies, Inc. $ACLS Shares Sold by Janus Henderson Group PLC

Janus Henderson Group PLC significantly reduced its stake in Axcelis Technologies (NASDAQ:ACLS) by 65% in Q1 2026, selling 27,148 shares but retaining 14,628 shares valued at $1.36 million. This reduction comes despite Axcelis Technologies beating Q2 earnings and revenue estimates and raising its full-year …

KLA Corporation Shs Sponsored Canadian Depository Receipt Hedged Reg S Revenue Breakdown – NEO:KLAC

KLA Corporation's recent financial data shows a total revenue of CAD 19.29 billion, with its Semiconductor Process Control segment being the top performer, generating CAD 17.39 billion. China contributed the most to the company's revenue, accounting for CAD 5.75 billion. This indicates strong performance …

Global stocks tick up with oil steady on Hormuz plans

By Wayne Cole and Harry Robertson SYDNEY/LONDON, Aug 10 (Reuters) - Global equities inched higher on Monday as oil prices held broadly steady after Iran said it was nearing a final pact with Oman defining new shipping lanes in the ‌Strait of Hormuz, and …

Why FormFactor (FORM) Is Up 7.9% After Strong Q2, Taiwan Expansion And New Share Shelf - And What's Next

FormFactor (FORM) reported strong Q2 2026 results with sales of US$258.24 million and net income of US$56.21 million, leading to a 7.9% stock increase. The company also provided upbeat Q3 guidance, expanded its partnership in Taiwan, and filed a US$544 million share shelf registration. …

European stocks little changed as investors weigh inflation and Hormuz risks

[Global Business Strategy on Digital Display] London (UKX [https://seekingalpha.com/symbol/UKX]) -0.11%, The British pound traded around $1.349, remaining close to its highest level since July 15. Germany (DAX:IND [https://seekingalpha.com/symbol/DAX:IND]) +0.10%. France (CAC:IND [https://seekingalpha.com/symbol/CAC:IND]) +0.00%. Industrial production in Austria was unchanged in June. Norway’s annual inflation …

Assenagon Asset Management S.A. Invests $23.75 Million in Qnity Electronics, Inc. $Q

Assenagon Asset Management S.A. has invested $23.75 million in Qnity Electronics, Inc. by purchasing 145,414 shares, representing a 0.07% stake. This follows Qnity Electronics beating its quarterly earnings estimates and providing strong fiscal 2026 EPS guidance. Analysts maintain a "Buy" rating for Qnity, and …

Veeco Instruments Inc. (VECO) stock price, news, quote and history

This article provides a comprehensive overview of Veeco Instruments Inc. (VECO), including its current stock price, historical performance, key financial metrics, and company profile. It details the company's products and market segments, analyst ratings, and compares its performance against the S&P 500 and other …

Apple Tests China's CXMT Memory Chips for iPhones and Macbooks Amid AI-Fueled Supply Crunch: Report

Apple Inc.(NASDAQ:AAPL) is reportedly testing memory chips from China's ChangXin Memory Technologies across products including iPhones and MacBooks as the artificial intelligence boom tightens global memory supply Apple Explores CXMT Chips Amid Memory Shortage Apple has held preliminary discussions with CXMT, China's largest memory-chip …

Camtek (CAMT) Earnings Date and Reports 2026 $CAMT

Ichor Holdings, Ltd. (NASDAQ:ICHR) Receives Average Rating of "Moderate Buy" from Brokerages

Ichor Holdings, Ltd. (NASDAQ:ICHR) has received an average rating of "Moderate Buy" from brokerages, with an average 12-month price target of $87.00. The company recently reported quarterly results that exceeded expectations, with adjusted earnings of $0.34 per share against a $0.31 consensus estimate, and …

Cardano Risk Management B.V. Takes $232.16 Million Position in Lam Research Corporation $LRCX

Cardano Risk Management B.V. has acquired a significant new position in Lam Research Corporation, purchasing 535,748 shares valued at approximately $232.16 million, making it their 16th largest holding. Lam Research (NASDAQ:LRCX) recently reported strong quarterly results, exceeding revenue and EPS expectations, with revenue up …

Dow Jones Futures Fall After Market Ramps Up; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

(DQ) Risk Channels and Responsive Allocation

This article provides a detailed analysis of Daqo New Energy Corp. (NYSE: DQ) focusing on its risk channels and responsive allocation strategies. It highlights strong near- and mid-term sentiment but a weak long-term outlook, with specific resistance levels and an exceptional risk-reward short setup. …

ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Photronics, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action – PLAB

NEW YORK, Aug. 09, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Photronics, Inc. (NASDAQ: PLAB) between December 10, 2025 and May 27, 2026, inclusive (the “Class Period”), of the important September 4, …

3 Stocks Under $50 We Find Risky

3 Stocks Under $50 We Find Risky Stocks in the $10-50 range offer a sweet spot between affordability and stability as they're typically more established than penny stocks. But their headline prices don't guarantee quality, and investors should exercise caution as some have shaky …

Dow Jones Futures Fall As Market Bulls Rule; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

Here are the major earnings before the open Monday

Major earnings expected before the bell on Monday include: * Barrick Mining Corporation (B [https://seekingalpha.com/symbol/B]) * Medical Properties Trust (MPT [https://seekingalpha.com/symbol/MPT]) * Seadrill Limited (SDRL [https://seekingalpha.com/symbol/SDRL]) * monday.com Ltd. (MNDY [https://seekingalpha.com/symbol/MNDY]) * Village Farms International (VFF [https://seekingalpha.com/symbol/VFF]) Other earnings slated for release before Monday's …

3 Mega-Cap Stocks to Research Further

3 Mega-Cap Stocks to Research Further Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them. Sound complicated? With StockStory, it …

Applied Materials (NASDAQ:AMAT) Weekly Gain Highlights Cash Conversion After Earnings

Applied Materials (NASDAQ:AMAT) saw a 6.2% weekly gain, closing at $539.14, with upcoming earnings expectations centered on cash conversion. While revenue growth is robust, free cash flow significantly declined in the last quarter, raising questions about its alignment with strong profits. Analysts maintain a …

BofA, JPMorgan, Oppenheimer Name Their 3 Favorite AI Stocks, One Has a $255 Target

BofA, JPMorgan & Oppenheimer Name Their 3 Favorite AI Stocks. Photo by BeInCrypto Top Wall Street analysts at Bank of America, JPMorgan and Oppenheimer have identified three AI stocks they believe remain well-positioned for further gains following strong quarterly earnings. Their bullish outlooks reflect …

KLA (KLAC) Following Results And Dividend News As Valuation Questions Come Into Focus

KLA (KLAC) recently affirmed its quarterly dividend and reported strong quarterly and full-year results, leading to significant stock volatility and a 55.45% year-to-date gain. Despite a recent pullback, analysts suggest the stock is 14.8% undervalued with a fair value of $232.43, driven by growth …

Cisco, Applied Materials and Coherent Earnings Preview: Big Tech’s AI Bellwethers Report This Week

This week, Wall Street anticipates earnings reports from three major tech companies: Cisco Systems, Applied Materials, and Coherent Corp, all bellwethers for the AI infrastructure sector. Their results will provide insights into the health of AI spending, with Cisco reporting on August 12, Applied …

Inflation Data, Super Micro, Cisco, Rocket Lab, Tapestry, and More to Watch This Week

Economic news this week will include data on consumer and producer prices, existing-home sales, and small-business optimism. As earnings season winds down, we’ll see results from Simon Property, Applied Materials, Cava, and more. Continue Reading

Is ASML Holding (NasdaqGS:ASML) Trading At A Premium Or Fair Value?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. ASML Holding stock has delivered strong returns over recent years, yet the current valuation screens as expensive on standard checks, which raises questions about …

PLAB INVESTOR ALERT: Bronstein, Gewirtz and Grossman, LLC Announces that Photronics, Inc. Shareholders Have Opportunity to Lead Class Action Lawsuit!

Bronstein, Gewirtz & Grossman, LLC has announced a class action lawsuit against Photronics, Inc. (NASDAQ:PLAB) and its officers. The lawsuit alleges that Photronics made false and misleading statements regarding its high-end integrated circuit photomask products, specifically that strong demand was constrained by a significant …

Camtek (NasdaqGM:CAMT) Stock Looks Rich On Earnings But Strong On Returns

Camtek's stock has shown strong returns over the past five years, but current valuations suggest it is priced expensively, with its P/E ratio significantly higher than industry averages. While past performance is strong and demand for semiconductor inspection is expected to continue, the premium …

Axcelis Technologies, Inc. Just Recorded A 24% EPS Beat: Here's What Analysts Are Forecasting Next

Axcelis Technologies, Inc. recently reported its quarterly earnings, exceeding revenue and EPS forecasts with US$215m and US$0.75 respectively. Analysts have since upgraded their revenue and EPS estimates for 2026 to US$883.5m and US$2.73, signaling increased optimism despite a projected slowdown in revenue growth compared …

AMAT|Applied Materials Inc|Price:539.140|Chg%:+11.660

This article provides a detailed financial overview and news analysis for Applied Materials Inc (AMAT), including its stock price, key figures, and recent stock movements. It highlights the company's performance, analyst ratings, technical analysis, and profile, emphasizing its role in the semiconductor industry and …

Dow Jones Futures Loom As Market Bulls Rule; Cisco, Lumentum Earnings Ahead

With bulls back in charge, here's what investors should do. Warren Buffett's Berkshire beat views Saturday. Lumentum, Cisco. Applied Materials earnings are on tap.. Continue Reading

Earnings Week Ahead: SMCI, CSCO, JD, PLUG, and more

[Business Person Reviewing Quarterly Report During Meeting in Office Setting] The second full week of August features a diverse earnings slate spanning AI infrastructure, semiconductors, space technology, healthcare, financials, and consumer names, with Super Micro Computer (SMCI [https://seekingalpha.com/symbol/SMCI]), Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]), Cisco Systems (CSCO …

The Week Ahead: US CPI and PPI in Focus as Market Eyes CRWV and AMAT Earnings

Applied Materials And 10 Stocks Set To Swing Over 10% This Week - Advanced Micro Devices (NASDAQ:AMD), Br

This article identifies Applied Materials (AMAT) and ten other companies with market caps over $10 billion that are predicted to experience implied stock moves of over 10% this week, driven by upcoming earnings reports and market volatility. These companies span various sectors including chip …

Earnings Volatility Watch: Applied Materials and 10 Other Stocks Could See Double-Digit Moves This Week

This article highlights Applied Materials and ten other companies whose stocks are predicted to experience double-digit volatility this week due to upcoming earnings reports. The options market is pricing in significant post-earnings moves for these companies, which span various sectors including chips, space, biotech, …

Applied Materials, Inc. $AMAT Position Decreased by Maj Invest Holding A S

Maj Invest Holding A S significantly reduced its stake in Applied Materials (NASDAQ:AMAT) by 57.8% in Q2, selling over 241,000 shares but still holding 176,751 shares valued at $127.8 million. Despite this decrease and some analyst downgrades reflecting concerns about AI optimism already being …