Sharemaestro Newsreel

GoalVest Advisory LLC Buys 8,213 Shares of Teradyne, Inc. $TER

GoalVest Advisory LLC significantly increased its stake in Teradyne, Inc. by 35,708.7% in the second quarter, acquiring 8,213 additional shares to now own 8,236 shares valued at approximately $3.99 million. This makes Teradyne its 19th largest holding, representing 0.7% of its portfolio. The company …

European stocks draw investors as earnings and growth strengthen

Investing.com -- European equities are attracting increased interest from global investors as stronger earnings, improving economic data and broader market participation support expectations that the rally could continue, Bloomberg reported. The Stoxx Europe 600 Index rose during every session last week, its longest winning …

Kulicke And Soffa Industries (KLIC) On Earnings Rebound And Guidance With Fair Value In View

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Kulicke and Soffa Industries (KLIC) drew investor attention on August 5, 2026 after reporting third quarter results that shifted from a prior year loss to …

Hennion & Walsh Asset Management Inc. Sells 1,913 Shares of Applied Materials, Inc. $AMAT

Hennion & Walsh Asset Management Inc. has reduced its stake in Applied Materials, Inc. (NASDAQ:AMAT) by 3.6%, selling 1,913 shares and retaining 50,817 shares valued at $36.7 million. Despite this sale and recent insider selling, analysts maintain a "Moderate Buy" rating for Applied Materials, …

2 key checks on AI infrastructure and inflation: What to watch this week

The stock market's first week after the Big Tech earnings extravaganza went about as well as any investor could have hoped. The initial mixed bag of earnings gave way to general bullishness as AI's spending worries receded somewhat. And with Friday's jobs report surprise, …

Kaplan Fox Encourages Photronics, Inc. (NASDAQ: PLAB) Investors to Contact the Firm Before the Lead Plaintiff Deadline on September 4, 2026

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% on May 28, 2026, …

Pacer Advisors Inc. Sells 781,519 Shares of Qnity Electronics, Inc. $Q

Pacer Advisors Inc. significantly reduced its stake in Qnity Electronics, Inc. (NYSE:Q) by selling 781,519 shares, leaving them with 11,739 shares valued at $1.35 million. Despite this, Qnity Electronics reported strong quarterly earnings, beating estimates with $1.19 EPS on $1.43 billion revenue, and declared …

How Earnings Rebound and Ongoing Buybacks At Kulicke and Soffa (KLIC) Has Changed Its Investment Story

Kulicke and Soffa Industries recently reported past third-quarter fiscal 2026 results showing sales of US$330.41 million and net income of US$57.42 million, a shift from a small loss a year earlier, and issued fourth-quarter guidance for about US$375 million in revenue with GAAP diluted …

Sei Investments Co. Has $2.48 Million Stock Holdings in Veeco Instruments Inc. $VECO

Sei Investments Co. significantly increased its stake in Veeco Instruments Inc. during the first quarter, now holding 73,163 shares valued at approximately $2.48 million. Despite this, analyst sentiment remains cautious with a consensus "Hold" rating, and insiders have been selling shares. Veeco Instruments reported …

Renaissance Technologies LLC Buys New Shares in DAQO New Energy Corp. $DQ

Renaissance Technologies LLC has acquired 154,421 shares of DAQO New Energy Corp. (NYSE:DQ) in the first quarter, valued at approximately $3.29 million, representing a 0.23% stake in the company. Institutional investors collectively own 47.22% of DAQO New Energy. The stock currently holds a consensus …

Veeco Instruments (VECO) Lifted Guidance And Won AI Orders, Is The Stock Still Undervalued?

Applied Materials, Inc. $AMAT Position Cut by Avity Investment Management Inc.

Avity Investment Management Inc. significantly reduced its stake in Applied Materials (AMAT) by 21.8% in Q2 2026, though AMAT remains its largest holding. Despite this cut and some analyst downgrades, Applied Materials continues to receive a "Moderate Buy" consensus rating from analysts, driven by …

Assenagon Asset Management S.A. Acquires 136,732 Shares of Ultra Clean Holdings, Inc. $UCTT

Assenagon Asset Management S.A. significantly increased its stake in Ultra Clean Holdings, Inc. (NASDAQ:UCTT) during the second quarter, acquiring an additional 136,732 shares, bringing its total ownership to 278,166 shares worth $39.66 million. This move is part of a broader trend where institutional investors …

64,406 Shares in AXT Inc $AXTI Acquired by California State Teachers Retirement System

The California State Teachers Retirement System has acquired 64,406 shares of AXT Inc (NASDAQ:AXTI), valued at approximately $3.67 million, giving it a 0.10% stake in the semiconductor company. This acquisition comes as AXT reported strong quarterly earnings, beating analyst estimates for both EPS and …

Kulicke And Soffa Industries (KLIC) Stock May Be Fully Priced Following Q3 Results

Kulicke and Soffa Industries (KLIC) stock has seen a significant 161.5% return over the past year, but its valuation appears expensive, trading at a P/E of 41.3x against a fair ratio of 36.6x. While improving demand and facility expansion could support long-term revenue, the …

Is Lam Research (LRCX) Fairly Valued On Record Results And New AI Guidance?

Amkor Technology, Inc. $AMKR Position Lowered by Arrowstreet Capital Limited Partnership

Arrowstreet Capital Limited Partnership significantly reduced its stake in Amkor Technology (AMKR) by 99.3% in the first quarter, selling 788,352 shares. Despite this, other institutional investors have recently increased their positions, and analysts maintain a "Moderate Buy" rating with an average price target of …

Atomera Inc (ATOM) Earnings Forecast: Future EPS & Revenue Growth Estimates

Nova (NVMI) Q2 Earnings And AI Packaging Demand Put Valuation Back In Focus

Ultra Clean (NASDAQ:UCTT) Stock Rating Upgraded by Wall Street Zen

FormFactor (NASDAQ:FORM) Downgraded by Wall Street Zen to "Buy"

Wall Street Zen downgraded FormFactor (NASDAQ:FORM) from "strong buy" to "buy," while the broader analyst consensus remains a "Moderate Buy" with a $127.45 price target. This comes despite FormFactor reporting strong quarterly results, with EPS of $0.82 against an estimate of $0.61 and revenue …

Gradient Investments LLC Grows Stake in Lam Research Corporation $LRCX

Gradient Investments LLC increased its stake in Lam Research Corporation (LRCX) by 4.4% in the second quarter, bringing its total holdings to 150,167 shares valued at $65.1 million. This increase makes Lam Research the 25th largest holding in Gradient Investments' portfolio. The article also …

Ichor Holdings Ltd (4IH.DU) stock price, news, quote and history

This article provides a detailed financial overview of Ichor Holdings Ltd (4IH.DU), including its current stock price, historical performance, key statistics, and recent news. It shows the company's stock trading at 56.98 EUR with a 0.46% increase, and highlights significant year-to-date and one-year returns, …

ACM Research (ACMR) Stock Rallies On Margin Strength And Broader Tool Mix

Precision Trading with Amkor Technology Inc. (AMKR) Risk Zones

This article provides a precision trading analysis for Amkor Technology Inc. (AMKR) based on AI-generated signals and risk zones. It outlines institutional trading strategies for different risk profiles, including long, breakout, and short positions with specific entry, target, and stop-loss levels. The analysis also …

Nova (NVMI) Stock Jumps As Record Revenue Meets Valuation Scrutiny

Nova (NVMI) stock surged 3.1% after reporting record Q2 2026 revenue of $255 million and basic EPS of $2.36, driven by AI-related capital expenditure and advanced packaging. Despite the strong performance and high gross margins, the company faces scrutiny regarding its 46.2x P/E valuation …

Aehr Test Systems (AEHR) Files Shelf Registration On A Rally That Looks Fully Valued

Aehr Test Systems (AEHR) has filed an omnibus shelf registration, allowing it flexibility to raise capital through various securities. Despite a recent sharp rally, the company is considered "464.1% Overvalued" by the most followed narrative, with a fair value of $18.27 compared to its …

Onto Innovation (NYSE:ONTO) Releases Earnings Results, Beats Expectations By $0.24 EPS

Responsive Playbooks and the ASML Inflection

This article analyzes ASML (NASDAQ: ASML) using AI models, highlighting a positive near-term sentiment within a long-term strength context, despite a weak mid-term bias. It outlines three distinct institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss zones. The …

PLAB Investors Have Opportunity to Lead Photronics, Inc. Securities Fraud Lawsuit

The Rosen Law Firm reminds investors who purchased Photronics, Inc. (NASDAQ: PLAB) securities between December 10, 2025, and May 27, 2026, of the September 4, 2026, lead plaintiff deadline for a securities fraud lawsuit. The lawsuit alleges that Photronics made materially false and misleading …

Onto Innovation Q2 Earnings Call Highlights

Key Points Interested in Onto Innovation Inc.? Here are five stocks we like better. Strong second-quarter performance: Revenue rose 35% year over year to $343 million, while non-GAAP EPS of $1.93 exceeded the high end of guidance. Gross margin reached 57% and operating margin …

Forget SMH. The Chip Fund That Owns Less Nvidia Is Beating It by 20 Points

Quick Read SOXX's evenly capped weighting crushed SMH by 20 points in 2026, proving fund structure matters more than stock selection in a broadening chip market. SOXQ delivers the same semiconductor sector exposure at 0.10%, roughly a third of SMH's fee, and returned 72% …

Why (AMBA) Price Action Is Critical for Tactical Trading

This article analyzes Ambarella Inc. (NASDAQ: AMBA) for tactical trading, highlighting a strong near- and mid-term sentiment but a weak long-term outlook. It identifies key price levels, support, and resistance, and outlines three AI-generated trading strategies: Position Trading, Momentum Breakout, and Risk Hedging, tailored …

Entegris, Inc. (ENTG) Stock Forecasts

Argus has raised its target price for Entegris, Inc. (ENTG) to $152.00, maintaining a positive outlook for the company. Entegris is a major supplier of purification solutions and advanced materials, with the majority of its sales directed to the semiconductor industry. The current price …

Why Qnity Electronics (Q) Is Up 5.2% After Raising 2026 Sales Outlook And Expanding AI Materials

Qnity Electronics (Q) saw its stock rise 5.2% after reporting second-quarter 2026 results with increased sales and raising its full-year 2026 net sales guidance to between US$5.55 billion and US$5.65 billion. The company also introduced new high-performance thermal interface materials for AI, automotive, and …

Applied Materials Has Beaten Estimates 5 Quarters Straight. Here’s Where the Stock Could Go

Applied Materials (AMAT) is set to report its fiscal Q3 earnings, having consistently surpassed revenue and EPS estimates in recent quarters. Despite strong accounting profits driven by demand in DRAM and advanced packaging, the company has repeatedly missed free cash flow targets due to …