Sharemaestro Newsreel

Applied Materials (NASDAQ:AMAT) Posts Better-Than-Expected Sales In Q2

Applied Materials (NASDAQ:AMAT) Posts Better-Than-Expected Sales In Q2 Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) reported Q2 CY2026 results beating Wall Street's revenue expectations , with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter's revenue guidance ($10.25 billion …

Earnings Snapshot: Applied Materials AI, DRAM growth drive Q3 beat; Q4 outlook tops consensus

[Applied Materials campus in Silicon Valley] Sundry Photography/iStock Editorial via Getty Images [Applied Materials Q3 2026 Earnings Snapshot] Earnings Snapshot (Seeking Alpha) MORE ON APPLIED MATERIALS * Applied Materials: Strong Fundamentals, But I'm Downgrading Ahead Of Earnings [https://seekingalpha.com/article/4929357-applied-materials-strong-fundamentals-downgrading-ahead-of-earnings] * Applied Materials: July Purged Positioning, …

KLA Corporation

This Reuters page for KLA Corporation shows a single search result related to Applied Materials. The article discusses Applied Materials' forecast for fourth-quarter revenue, which is above Wall Street expectations, driven by strong demand for advanced AI chips.

Applied Materials Inc. stock underperforms Thursday when compared to competitors

Shares of Applied Materials Inc. fell by 2.48% on Thursday, closing at $534.54, despite a positive trading session for the broader market with the S&P 500 and Dow Jones Industrial Average both rising. This decline ended the stock's two-day winning streak.

Applied Materials sees revenue above estimates, shares fall on high expectations

Aug 13 (Reuters) - Applied Materials forecast fourth-quarter revenue above Wall Street expectations on Thursday, betting ‌that unabated demand for advanced AI chips ‌will continue to fuel robust spending on its semiconductor manufacturing ​equipment. Yet, its shares fell 5% in extended trading on high …

Applied Materials Announces Third Quarter 2026 Results

Applied Materials, Inc. Record revenue $9.12 billion, up 25 percent year over year GAAP gross margin 50.3 percent and non-GAAP gross margin 50.4 percent GAAP EPS $3.17 and record non-GAAP EPS $3.50, up 43 percent and 41 percent year over year, respectively EPIC Center …

Ichor Holdings Jumps 5.5% Amid Sector-Wide Rally

Ichor Holdings (ICHR) surged 5.5% on August 13, 2026, closing at $73.00, as part of a broad rally across semiconductor equipment stocks. This sector-wide movement, also seen in UCTT and COHU, indicates renewed investor confidence in the semiconductor manufacturing infrastructure due to improving industry …

Invesco Ltd. (UCTT) discloses 3.1M-share, 7% holding in Ultra Clean

Invesco Ltd., through its investment adviser subsidiaries, has disclosed a beneficial ownership of 3,145,489 shares of Ultra Clean Holdings Inc. common stock, representing 7.0% of the class. The Bermuda-based asset manager holds sole voting power over 3,088,399 shares and sole dispositive power over all …

Applied Materials earnings outlook: options market prices in 7.5% move

Analyst Sees Trouble Brewing for Hot Chip Stocks

This article first appeared on GuruFocus. Semiconductor investors may have to endure more pain before the next leg of the AI chip boom takes hold. Sara Awad of Tech Contrarians expects semiconductor stocks to face additional downside during the second half of 2026, arguing …

SanDisk, Lam Research among market cap stock movers on Thursday

Thursday's market saw significant movement in various stocks across different market capitalizations. SanDisk (SNDK) and Lam Research (LRCX) rallied, while Alibaba (BABA) saw declines. The article highlights top movers in mega-cap, large-cap, mid-cap, and small-cap categories, attributing changes to news, earnings reports, and other …

Form 8K Qnity Electronics Inc For: 13 August By Investing.com

This article reports that Qnity Electronics Inc. has filed a Form 8K on August 13. The brief piece includes the company's stock performance with a 0.36% increase. The content is concise, primarily announcing the regulatory filing.

Teradyne, Inc. tokenized stock (xStock) Exchanges TERx Markets | Buy & Sell & Trade

This article provides market data for Teradyne, Inc. tokenized stock (TERx), including its current price, 24-hour change, and trading volumes on exchanges like OKX and Kraken (xStocks). It lists various cryptocurrency market metrics, tools, and research products offered by CryptoRank.io. The content focuses on …

Axcelis (ACLS) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, August 6, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Senior Vice President and Interim Chief Financial Officer - David RyzhikPresident and CEO - Russell Low TAKEAWAYS Revenue -- $215.2 million, exceeding company forecasts due to stronger system …

How Stronger Guidance, AI Orders And ESOP Shelf At Veeco Instruments (VECO) Have Changed Its Investment Story

Veeco Instruments (VECO) recently reported strong Q2 2026 results with increased sales and upgraded full-year guidance, driven by AI-related advanced packaging orders and its LUMINA+ MOCVD tool selection. The company also filed a significant ESOP shelf registration, which adds to its investment narrative around …

Stocks See Support from Favorable PPI Report

The S&P 500 Index ($SPX) (SPY) is up +0.57%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.22%. September E-mini S&P futures (ESU26) are up +0.58%, and September E-mini Nasdaq futures (NQU26) are …

S&P 500 tags an all-time high and these 20 names have helped fuel the rally

[S&P Market Index Concept with Financial Graphs] AlexSecret The S&P 500 (SP500 [https://seekingalpha.com/symbol/SP500]) climbed to a fresh all-time high of 7,816.70 on Thursday, surpassing its prior record of 7,793.68 set on August 5. The benchmark advanced 0.6% for the session and is now up …

KLA Drops 9% in a Month: Should You Buy the Stock on the Dip?

KLA (KLAC) shares have dropped 9.3% in the past month due to concerns about margins, execution risks, and geopolitical uncertainty. Despite trading at a premium valuation, the company's growth outlook remains strong, driven by AI demand, advanced packaging, and HBM adoption, with analysts projecting …

KLA Stock And 2 AI Chip Equipment Picks For US Growth Investors

This article identifies three semiconductor equipment stocks – Onto Innovation (ONTO), KLA (KLAC), and Lam Research (LRCX) – as potential beneficiaries of increased global capital flows into U.S. AI infrastructure. These companies provide critical tools for chip manufacturing and advanced packaging essential for AI …

Discipline and Rules-Based Execution in VECO Response

This article analyzes Veeco Instruments Inc. (NASDAQ: VECO), indicating strong sentiment and an overweight bias. It highlights a significant short setup with an exceptional risk-reward ratio and provides distinct trading strategies for various risk profiles, including position trading, momentum breakout, and risk hedging. The …

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks …

Cisco's Q4 Earnings Beat Estimates, Strong Networking Aids Revenues

Cisco Systems CSCO reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.22 per share, up 23% year over year and beating the Zacks Consensus Estimate by 4.27%. Broad networking demand and operating leverage supported the year-over-year growth. Revenues increased 18% year over year to $17.252 …

Lam Research, Applied Materials, and Camtek Rise After SanDisk Issues Bullish Financial Targets

Quick Read SanDisk's 80% gross margin targets and signed contracts covering two-thirds of FY2028 bits drove LRCX up 4%, the most direct equipment beneficiary. AMAT reports Q3 earnings after today's close, while KLAC has already surged 72% year-to-date as equipment stocks get re-rated on …

Lam Research Corp Stock (LRCX) Moved Up by 3.22% on Aug 13: Drivers Behind the Movement

Lam Research Corp (LRCX) saw a 3.22% stock increase driven by strong fourth-quarter fiscal results, a raised full-year outlook, and accelerating demand for AI infrastructure. The company's annual revenue reached $23.23 billion with a net profit of $7.27 billion, leading to increased price targets …

Earnings Estimates Rising for Onto Innovation (ONTO): Will It Gain?

Onto Innovation (ONTO) is experiencing a significant rise in its earnings estimates, suggesting potential for continued stock growth. Analysts show strong optimism, leading to substantially higher consensus estimates for both the upcoming quarter and the full year. With a favorable Zacks Rank #1 (Strong …

All You Need to Know About Applied Materials (AMAT) Rating Upgrade to Strong Buy

Applied Materials (AMAT) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. A company's …

Teradyne Drives Robotics With AI: Can It Outpace KLAC and COHU?

Teradyne TER is benefiting from a surge in AI-driven demand, which is fueling robust growth across its robotics and semiconductor testing businesses. In the second quarter of 2026, Robotics revenues reached $100 million, marking a 33% year-over-year increase and a 9% rise sequentially. More …

Can Aehr's $22M AI Order Unlock a Bigger WLBI Opportunity?

Aehr Test Systems, Inc. AEHR has secured a $22 million follow-on production order from its lead AI processor customer, signaling growing adoption of wafer-level burn-in (WLBI) as AI chips become more complex and costly. The systems are expected to ship over the next six …

MG vs. KLAC: Which Stock Should Value Investors Buy Now?

Investors interested in Electronics - Miscellaneous Products stocks are likely familiar with Mistras (MG) and KLA (KLAC). But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look. There are plenty of strategies for …

Smart Money Sells #1 Dow Stock; Hidden Inflation In PPI; Applied Materials Earnings To Tell A Key AI Stor

Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough

Image from Pixabay The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand. Applied Materials (AMAT) stock has nearly tripled over the past year, returning 193% while the S&P 500 gained 21%. Revenue over …

Teradyne, Inc. tokenized stock (xStock) to Chinese Yuan Price Today | Live TERx to CNY Converter & Exchange Rate

This article provides real-time and historical price information for Teradyne, Inc. tokenized stock (xStock) (TERx) against the Chinese Yuan (CNY). It includes the current exchange rate, 24-hour price movement, market capitalization, trading volume, and a conversion table. The piece also details the 7-day price …

ASML stock edges higher as chip rally and AI demand keep momentum

KLIC Q3 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Thursday, Aug. 6, 2026 at 8:00 a.m. ET CALL PARTICIPANTS Senior Director, Investor Relations - Joseph Elgindy Interim Chief Executive Officer and Chief Financial Officer - Lester Wong Full Conference Call Transcript Operator: Greetings. Welcome to Kulicke & …

KLA Corporation (KLAC) Positioned to Benefit from Semiconductor Chip Complexity

TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the 'TCW Concentrated Large Cap Growth Fund.' A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve …

KLA Corp (KLAC) Insider Sell: President of Semi. Prod. & Cust. Ahmad Khan Disposes of 33,180 Shares

Ahmad Khan, President of Semi. Prod. & Cust. at KLA Corp (KLAC), sold 33,180 shares valued at approximately $6.6 million. This transaction continues a trend of significant insider selling at KLA Corp, with 22 insider sells and no buys over the past year. GuruFocus …