{"ticker": {"uuid": "e3e1b3cd-b25f-438d-9b60-3912c0276760", "symbol": "K1LA34", "name": "KLA Corporation", "exchange": "SAO", "country": "BR", "sector": "Technology", "industry": "Semiconductor Equipment & Materials"}, "articles": [{"title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said \"the ", "url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_name": "nasdaq.com", "published_at": "2026-08-12T17:22:29+00:00", "published_display": "12 Aug 2026 17:22", "sentiment": "negative", "sentiment_pct": 41, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.478, "duplicate_count": 1, "topics": ["AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results", "Inflation"]}, {"title": "Stocks Supported by Renewed Middle East Optimism", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) are down -0.11%. Stock indices are mixed today. Stocks found support after crude prices gave up a 2% overnight advance and turned negative, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangement that could reopen the Strait of Hormuz. Join 200K+ Subscribers: Find out why the midday Barchart Brie", "url": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_name": "nasdaq.com", "published_at": "2026-08-11T22:15:28+00:00", "published_display": "11 Aug 2026 22:15", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.416, "duplicate_count": 1, "topics": ["AI", "Crude Oil", "Earnings", "Earnings Growth", "Earnings Results", "Price Target"]}, {"title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) are up +0.20%. Stock indices are posting modest gains today. The strength in chipmakers and AI-infrastructure stocks today is a supportive factor for the overall market. Stocks also found support after crude prices gave up a 2% overnight advance, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangem", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_name": "nasdaq.com", "published_at": "2026-08-11T22:04:30+00:00", "published_display": "11 Aug 2026 22:04", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.416, "duplicate_count": 1, "topics": ["AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results", "Price Target"]}, {"title": "Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) fell -0.30%. Stock indices settled lower on Monday. The broader market was under pressure on Monday from higher crude oil prices, which boosted inflation expectations and T-note yields. WTI crude oil surged more than +5% on Monday, pushing the 10-year T-note yield up by +5 bp to 4.70%.Join 200K+ Subscribers: Find out ", "url": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_name": "nasdaq.com", "published_at": "2026-08-11T16:59:43+00:00", "published_display": "11 Aug 2026 16:59", "sentiment": "positive", "sentiment_pct": 77, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.401, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Interest Rates", "Price Target"]}, {"title": "KLA (KLAC) Is Up 5.5% After Strong Earnings, AI-Driven Outlook And Dividend Hike - What's Changed", "summary": "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 September 2026 quarter. These results and guidance arrive as semiconductor equipment demand is being reinforced by large AI chip manufacturing projects like Tesla and SpaceX's Terafab complex and by industry analysts' more optimistic wafer fab equipment spending forecasts. With KLA's latest earnings guidance point", "url": "https://finance.yahoo.com/markets/stocks/articles/kla-klac-5-5-strong-151320840.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:13:20+00:00", "published_display": "11 Aug 2026 15:13", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.396, "duplicate_count": 1, "topics": ["AI", "Earnings", "Guidance", "Semiconductors", "Tariffs"]}, {"title": "Intel Just Increased Its Stock Offering to $20B. Why That\u2019s Good News for ASML.", "summary": "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", "url": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:55:00+00:00", "published_display": "11 Aug 2026 14:55", "sentiment": "positive", "sentiment_pct": 65, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.257, "duplicate_count": 1, "topics": ["Secondary Offering"]}, {"title": "Lam Research Enters Panel-Level Packaging: Is This a Growth Catalyst?", "summary": "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 Excellence in Salzburg, Austria, in May 2026 to accelerate research, customer qualification and production readiness. PLP is a semiconductor packaging method in which multiple chips are assembled on a large, flat panel rather than individual circular wafers. This approach allows manufacturers to p", "url": "https://finance.yahoo.com/technology/articles/lam-research-enters-panel-level-130500459.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:05:00+00:00", "published_display": "11 Aug 2026 13:05", "sentiment": "positive", "sentiment_pct": 91, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.39, "duplicate_count": 1, "topics": ["Advanced Packaging", "Earnings", "Earnings Per Share", "Financial Results", "Fourth Quarter", "Semiconductors"]}, {"title": "Bernstein raises WFE growth estimates, boosts price targets", "summary": "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 $148 billion, up 26.3% year over year, its 2027 figure to $204 billion, up 32.6%, and its 2028 estimate to $259 billion, up 27%. The two-year growth of 75%, Dai said, \"strengthens our WFE upcycle call,\" with the uplift spread across all applications but skewed slightly more toward non-China memory a", "url": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:57:18+00:00", "published_display": "11 Aug 2026 12:57", "sentiment": "positive", "sentiment_pct": 83, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.311, "duplicate_count": 1, "topics": ["Earnings", "Price Target", "Ratings", "Semiconductors", "Tech", "Wfe"]}, {"title": "Buy 3 Stocks That Recently Announced Dividend Hikes Amid Volatility", "summary": "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 States and Iran, and the Federal Reserve's plans for future rate hikes has been weighing on investors' sentiment. Amid the ongoing uncertainty, conservative investors seeking a reliable source of income while protecting their capital may want to consider dividend-paying stocks. These stocks can provide consistent earnings throu", "url": "https://finance.yahoo.com/markets/stocks/articles/buy-3-stocks-recently-announced-122300123.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:23:00+00:00", "published_display": "11 Aug 2026 12:23", "sentiment": "positive", "sentiment_pct": 84, "event_type": "capital_return", "event_label": "Capital return", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.368, "duplicate_count": 1, "topics": ["Dividend Payments", "Dividends", "Industrial", "Semiconductors"]}, {"title": "Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In", "summary": "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 Corporation (NASDAQ:LRCX), KLA Corporation (NASDAQ:KLAC), and Applied Materials, Inc. (NASDAQ:AMAT) as the backbone of American technology. Cramer stated: Alright, look, we know, and you heard about it all day on the network, there is a shortage of every kind of memory in the universe of the data center. Ownin", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-kla-applied-materials-104048217.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:40:48+00:00", "published_display": "11 Aug 2026 10:40", "sentiment": "positive", "sentiment_pct": 69, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.249, "duplicate_count": 1, "topics": ["Chip Equipment", "Hedge Funds", "Semiconductors"]}, {"title": "ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming", "summary": "Quick Read A China state-backed DUV headline sent ASML down 7%, but Bernstein's $2,623 Street-high target still implies 50% upside from current levels. Peers AMAT and KLAC fell 5 to 10% on the same China fears but carry only roughly 17% analyst-implied upside, a figure dwarfed by ASML's gap to target. ASML raised full-year guidance to between \u20ac43 billion and \u20ac45 billion after Q2 revenue rose 21% and delivered a fourth straight earnings beat. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 S", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-dropped-5-over-month-154141326.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:41:41+00:00", "published_display": "10 Aug 2026 15:41", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.334, "duplicate_count": 1, "topics": ["China", "Chipmaking", "Earnings", "Guidance", "Price Target", "Ratings"]}, {"title": "AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?", "summary": "Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of 23.3% from the year-ago quarter. Applied Materials projects non-GAAP earnings per share of $3.36 (+/- $0.20) per share. The Zacks Consensus Estimate for earnings is pegged at $3.36 per share, indicating an increase of 35.5% from the year-ago quarter's reported figure. The figure has been revised upward in the past 30 days", "url": "https://finance.yahoo.com/markets/stocks/articles/amat-post-q3-earnings-time-151200627.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:12:00+00:00", "published_display": "10 Aug 2026 15:12", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.333, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Drams", "Earnings", "Earnings Per Share", "Earnings Surprise"]}, {"title": "The Zacks Analyst Blog Highlights SpaceX, Tesla KLA Corp, Onto Innovation, Applied Materials and Lam Research", "summary": "For Immediate Release Chicago, IL \u2013 August 10, 2026 \u2013 Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: SpaceX SPCX, Tesla TSLA, KLA Corp KLAC, Onto Innovation ONTO, Applied Materials AMAT and Lam Research LRCX. Here are highlights from Friday's Analyst Blog: Tesla-SpaceX Terafab Bet: 4 Chip Equipment Stocks That Could Benefit Elon Musk is betting big on chips. SpaceX and Tesla have committed an initial $16.", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-spacex-145600132.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:56:00+00:00", "published_display": "10 Aug 2026 14:56", "sentiment": "positive", "sentiment_pct": 77, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.266, "duplicate_count": 1, "topics": ["AI", "Chip Equipment", "Manufacturing", "Semiconductors", "Tesla"]}, {"title": "KLA Corporation Has Had a Rough Month: A Wall Street Pro Sees 70% Upside Because of It", "summary": "Quick Read KLAC dropped 11% in a month on China export fears, but C.J. Muse of Cantor Fitzgerald targets $325, implying 66% upside from current levels. KLAC's decline outpaced peers LRCX (-6%) and AMAT (-5%), yet it's the only name where a top analyst has staked out a 60%-plus upside target. China drives roughly 30% of KLAC's revenue, making tighter export rules the single biggest risk to a thesis built on AI capex and advanced packaging demand. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started", "url": "https://finance.yahoo.com/markets/stocks/articles/kla-corporation-had-rough-month-120137954.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-08T12:01:37+00:00", "published_display": "08 Aug 2026 12:01", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.23, "duplicate_count": 1, "topics": ["AI", "Earnings", "Export Restrictions", "Free Cash Flow", "Price Target", "Price Target"]}, {"title": "Stocks Settle Higher as a Weak Jobs Report Allays Rate Hike Fears", "summary": "The S&P 500 Index ($SPX) (SPY) closed up +0.62% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.28%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.19%. September E-mini S&P futures (ESU26) rose +0.55%, and September E-mini Nasdaq futures (NQU26) rose +1.17%. Stock indices settled higher on Friday amid strength in corporate earnings results and reduced Fed rate hike fears. Stock indices found support on Friday as bond yields fell after US July nonfarm payrolls unexpectedly declined and average hourly earnings rose less than expected, bolstering speculation that the ", "url": "https://www.nasdaq.com/articles/stocks-settle-higher-weak-jobs-report-allays-rate-hike-fears", "source_name": "nasdaq.com", "published_at": "2026-08-07T22:18:07+00:00", "published_display": "07 Aug 2026 22:18", "sentiment": "negative", "sentiment_pct": 41, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.208, "duplicate_count": 1, "topics": ["Cybersecurity", "Earnings", "Earnings Results", "Interest Rates", "Operating Income", "Price Target"]}], "by_tier": {"direct": [{"title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said \"the ", "url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "source_name": "nasdaq.com", "published_at": "2026-08-12T17:22:29+00:00", "published_display": "12 Aug 2026 17:22", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 41, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.478, "duplicate_count": 1, "topics": ["AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results", "Inflation"]}, {"title": "Stocks Supported by Renewed Middle East Optimism", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) are down -0.11%. Stock indices are mixed today. Stocks found support after crude prices gave up a 2% overnight advance and turned negative, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangement that could reopen the Strait of Hormuz. Join 200K+ Subscribers: Find out why the midday Barchart Brie", "url": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_name": "nasdaq.com", "published_at": "2026-08-11T22:15:28+00:00", "published_display": "11 Aug 2026 22:15", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.416, "duplicate_count": 1, "topics": ["AI", "Crude Oil", "Earnings", "Earnings Growth", "Earnings Results", "Price Target"]}, {"title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) are up +0.20%. Stock indices are posting modest gains today. The strength in chipmakers and AI-infrastructure stocks today is a supportive factor for the overall market. Stocks also found support after crude prices gave up a 2% overnight advance, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangem", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_name": "nasdaq.com", "published_at": "2026-08-11T22:04:30+00:00", "published_display": "11 Aug 2026 22:04", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.416, "duplicate_count": 1, "topics": ["AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results", "Price Target"]}, {"title": "Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) fell -0.30%. Stock indices settled lower on Monday. The broader market was under pressure on Monday from higher crude oil prices, which boosted inflation expectations and T-note yields. WTI crude oil surged more than +5% on Monday, pushing the 10-year T-note yield up by +5 bp to 4.70%.Join 200K+ Subscribers: Find out ", "url": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_name": "nasdaq.com", "published_at": "2026-08-11T16:59:43+00:00", "published_display": "11 Aug 2026 16:59", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 77, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.401, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Interest Rates", "Price Target"]}, {"title": "KLA (KLAC) Is Up 5.5% After Strong Earnings, AI-Driven Outlook And Dividend Hike - What's Changed", "summary": "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 September 2026 quarter. These results and guidance arrive as semiconductor equipment demand is being reinforced by large AI chip manufacturing projects like Tesla and SpaceX's Terafab complex and by industry analysts' more optimistic wafer fab equipment spending forecasts. With KLA's latest earnings guidance point", "url": "https://finance.yahoo.com/markets/stocks/articles/kla-klac-5-5-strong-151320840.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:13:20+00:00", "published_display": "11 Aug 2026 15:13", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 82, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.396, "duplicate_count": 1, "topics": ["AI", "Earnings", "Guidance", "Semiconductors", "Tariffs"]}, {"title": "Intel Just Increased Its Stock Offering to $20B. Why That\u2019s Good News for ASML.", "summary": "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", "url": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:55:00+00:00", "published_display": "11 Aug 2026 14:55", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 65, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.257, "duplicate_count": 1, "topics": ["Secondary Offering"]}, {"title": "Lam Research Enters Panel-Level Packaging: Is This a Growth Catalyst?", "summary": "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 Excellence in Salzburg, Austria, in May 2026 to accelerate research, customer qualification and production readiness. PLP is a semiconductor packaging method in which multiple chips are assembled on a large, flat panel rather than individual circular wafers. This approach allows manufacturers to p", "url": "https://finance.yahoo.com/technology/articles/lam-research-enters-panel-level-130500459.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:05:00+00:00", "published_display": "11 Aug 2026 13:05", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 91, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.39, "duplicate_count": 1, "topics": ["Advanced Packaging", "Earnings", "Earnings Per Share", "Financial Results", "Fourth Quarter", "Semiconductors"]}, {"title": "Bernstein raises WFE growth estimates, boosts price targets", "summary": "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 $148 billion, up 26.3% year over year, its 2027 figure to $204 billion, up 32.6%, and its 2028 estimate to $259 billion, up 27%. The two-year growth of 75%, Dai said, \"strengthens our WFE upcycle call,\" with the uplift spread across all applications but skewed slightly more toward non-China memory a", "url": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:57:18+00:00", "published_display": "11 Aug 2026 12:57", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 83, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.311, "duplicate_count": 1, "topics": ["Earnings", "Price Target", "Ratings", "Semiconductors", "Tech", "Wfe"]}, {"title": "Buy 3 Stocks That Recently Announced Dividend Hikes Amid Volatility", "summary": "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 States and Iran, and the Federal Reserve's plans for future rate hikes has been weighing on investors' sentiment. Amid the ongoing uncertainty, conservative investors seeking a reliable source of income while protecting their capital may want to consider dividend-paying stocks. These stocks can provide consistent earnings throu", "url": "https://finance.yahoo.com/markets/stocks/articles/buy-3-stocks-recently-announced-122300123.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:23:00+00:00", "published_display": "11 Aug 2026 12:23", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 84, "event_type": "capital_return", "event_label": "Capital return", "event_confidence": 77, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.368, "duplicate_count": 1, "topics": ["Dividend Payments", "Dividends", "Industrial", "Semiconductors"]}, {"title": "Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In", "summary": "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 Corporation (NASDAQ:LRCX), KLA Corporation (NASDAQ:KLAC), and Applied Materials, Inc. (NASDAQ:AMAT) as the backbone of American technology. Cramer stated: Alright, look, we know, and you heard about it all day on the network, there is a shortage of every kind of memory in the universe of the data center. Ownin", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-kla-applied-materials-104048217.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:40:48+00:00", "published_display": "11 Aug 2026 10:40", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 69, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.249, "duplicate_count": 1, "topics": ["Chip Equipment", "Hedge Funds", "Semiconductors"]}, {"title": "ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming", "summary": "Quick Read A China state-backed DUV headline sent ASML down 7%, but Bernstein's $2,623 Street-high target still implies 50% upside from current levels. Peers AMAT and KLAC fell 5 to 10% on the same China fears but carry only roughly 17% analyst-implied upside, a figure dwarfed by ASML's gap to target. ASML raised full-year guidance to between \u20ac43 billion and \u20ac45 billion after Q2 revenue rose 21% and delivered a fourth straight earnings beat. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 S", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-dropped-5-over-month-154141326.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:41:41+00:00", "published_display": "10 Aug 2026 15:41", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.334, "duplicate_count": 1, "topics": ["China", "Chipmaking", "Earnings", "Guidance", "Price Target", "Ratings"]}, {"title": "AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?", "summary": "Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of 23.3% from the year-ago quarter. Applied Materials projects non-GAAP earnings per share of $3.36 (+/- $0.20) per share. The Zacks Consensus Estimate for earnings is pegged at $3.36 per share, indicating an increase of 35.5% from the year-ago quarter's reported figure. The figure has been revised upward in the past 30 days", "url": "https://finance.yahoo.com/markets/stocks/articles/amat-post-q3-earnings-time-151200627.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:12:00+00:00", "published_display": "10 Aug 2026 15:12", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.333, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Drams", "Earnings", "Earnings Per Share", "Earnings Surprise"]}, {"title": "The Zacks Analyst Blog Highlights SpaceX, Tesla KLA Corp, Onto Innovation, Applied Materials and Lam Research", "summary": "For Immediate Release Chicago, IL \u2013 August 10, 2026 \u2013 Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: SpaceX SPCX, Tesla TSLA, KLA Corp KLAC, Onto Innovation ONTO, Applied Materials AMAT and Lam Research LRCX. Here are highlights from Friday's Analyst Blog: Tesla-SpaceX Terafab Bet: 4 Chip Equipment Stocks That Could Benefit Elon Musk is betting big on chips. SpaceX and Tesla have committed an initial $16.", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-analyst-blog-highlights-spacex-145600132.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T14:56:00+00:00", "published_display": "10 Aug 2026 14:56", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 77, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.266, "duplicate_count": 1, "topics": ["AI", "Chip Equipment", "Manufacturing", "Semiconductors", "Tesla"]}, {"title": "KLA Corporation Has Had a Rough Month: A Wall Street Pro Sees 70% Upside Because of It", "summary": "Quick Read KLAC dropped 11% in a month on China export fears, but C.J. Muse of Cantor Fitzgerald targets $325, implying 66% upside from current levels. KLAC's decline outpaced peers LRCX (-6%) and AMAT (-5%), yet it's the only name where a top analyst has staked out a 60%-plus upside target. China drives roughly 30% of KLAC's revenue, making tighter export rules the single biggest risk to a thesis built on AI capex and advanced packaging demand. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started", "url": "https://finance.yahoo.com/markets/stocks/articles/kla-corporation-had-rough-month-120137954.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-08T12:01:37+00:00", "published_display": "08 Aug 2026 12:01", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 84, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.23, "duplicate_count": 1, "topics": ["AI", "Earnings", "Export Restrictions", "Free Cash Flow", "Price Target", "Price Target"]}, {"title": "Stocks Settle Higher as a Weak Jobs Report Allays Rate Hike Fears", "summary": "The S&P 500 Index ($SPX) (SPY) closed up +0.62% on Friday, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.28%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.19%. September E-mini S&P futures (ESU26) rose +0.55%, and September E-mini Nasdaq futures (NQU26) rose +1.17%. Stock indices settled higher on Friday amid strength in corporate earnings results and reduced Fed rate hike fears. Stock indices found support on Friday as bond yields fell after US July nonfarm payrolls unexpectedly declined and average hourly earnings rose less than expected, bolstering speculation that the ", "url": "https://www.nasdaq.com/articles/stocks-settle-higher-weak-jobs-report-allays-rate-hike-fears", "source_name": "nasdaq.com", "published_at": "2026-08-07T22:18:07+00:00", "published_display": "07 Aug 2026 22:18", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 41, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.208, "duplicate_count": 1, "topics": ["Cybersecurity", "Earnings", "Earnings Results", "Interest Rates", "Operating Income", "Price Target"]}], "industry": [], "sector": []}, "total_fetched": 15, "total_unique": 15, "total_relevant": 15, "pipeline_health": {"providers_attempted": 1, "providers_with_results": 1, "provider_counts": {"eodhd": 31}, "raw_articles": 31, "unique_stories": 15, "duplicates_removed": 16, "relevant_stories": 15, "current_evidence": 15, "direct_evidence": 15, "eodhd_articles": 15, "eodhd": {"configured": true, "status": "healthy", "calls_used": 290, "call_budget": 500, "budget_used_pct": 58.0, "requests_made": 58, "last_success_at": "2026-08-13T10:15:22.511002+00:00", "newest_seen_at": "2026-08-13T10:01:45+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3282, "unmapped_mentions": 1903}, "status": "healthy", "durable_evidence_used": true, "durable_collected_at": "2026-08-13T04:09:29.772264+00:00", "durable_newest_article_at": "2026-08-11T15:13:20+00:00", "durable_story_count": 1}, "sentiment_summary": {"positive": 12, "negative": 3, "neutral": 0, "score": 66, "raw_score": 70, "total": 15, "evidence_count": 15, "effective_articles": 14.23, "direct_story_count": 15, "industry_story_count": 0, "sector_story_count": 0, "story_count": 15, "source_count": 2, "source_concentration": 0.5289, "direct_share": 100, "dispersion": 20, "confidence": 81, "evidence_status": "measured", "score_version": "evidence-v4", "newest_article_at": "2026-08-12T17:22:29+00:00", "label": "Constructive news tone", "tone": "positive"}, "classifier": {"primary_event": "earnings", "primary_label": "Earnings", "confidence": 83, "events": [{"event": "earnings", "label": "Earnings", "weight": 6.0, "count": 10}, {"event": "general", "label": "Market update", "weight": 1.2, "count": 2}, {"event": "analyst", "label": "Analyst action", "weight": 1.2, "count": 2}, {"event": "capital_return", "label": "Capital return", "weight": 0.6, "count": 1}], "positive_events": 12, "negative_events": 3, "pipeline": {"providers_attempted": 1, "providers_with_results": 1, "provider_counts": {"eodhd": 31}, "raw_articles": 31, "unique_stories": 15, "duplicates_removed": 16, "relevant_stories": 15, "current_evidence": 15, "direct_evidence": 15, "eodhd_articles": 15, "eodhd": {"configured": true, "status": "healthy", "calls_used": 290, "call_budget": 500, "budget_used_pct": 58.0, "requests_made": 58, "last_success_at": "2026-08-13T10:15:22.511002+00:00", "newest_seen_at": "2026-08-13T10:01:45+00:00", "rate_limit": 1200, "rate_remaining": 1199, "last_error": "", "mapped_mentions": 3282, "unmapped_mentions": 1903}, "status": "healthy", "durable_evidence_used": true, "durable_collected_at": "2026-08-13T04:09:29.772264+00:00", "durable_newest_article_at": "2026-08-11T15:13:20+00:00", "durable_story_count": 1}}, "market_context": {"has_market_context": true, "latest_close": 50.2, "latest_week": "2026-08-07", "one_week_move": 6.6, "four_week_move": -15.2, "twelve_week_move": 9.1, "trend_signal": "1", "trend_label": "Trend active", "trend_tone": "positive", "market_dynamics": -0.352285, "market_dynamics_buy_signal": false, "relative_strength": 23.778679, "fair_value_gap": 96.1, "fair_value_label": "Materially above fair value", "fair_value_tone": "negative", 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{"label": "Sector context", "count": 0}], "events": [{"label": "Earnings", "count": 10}, {"label": "Market update", "count": 2}, {"label": "Analyst action", "count": 2}, {"label": "Capital return", "count": 1}]}, "insights": [{"label": "Weighted tone", "value": "66/100", "tone": "positive", "text": "Constructive news tone"}, {"label": "Evidence confidence", "value": "81/100", "tone": "positive", "text": "14.23 effective stories after overlap and weighting."}, {"label": "Market reaction", "value": "News confirmed by price", "tone": "positive", "text": "Constructive news tone is being confirmed by positive weekly price action."}, {"label": "Primary event", "value": "Earnings", "tone": "positive", "text": "83/100 classification confidence."}, {"label": "Company focus", "value": "15", "tone": "positive", "text": "100% of weighted evidence is company-specific."}, {"label": "Evidence agreement", "value": "20/100", "tone": "neutral", "text": "lower dispersion means the independent stories agree more closely."}, {"label": "Trend context", "value": "Trend active", "tone": "positive", "text": "+6.6% over one week, -15.2% over four weeks, trend active, and materially above fair value."}, {"label": "Latest direct headline", "value": "Negative", "tone": "negative", "text": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report"}], "updated_at": "2026-08-13T04:09:29.772264+00:00", "detail_intelligence": {"headline": "News confirmed by price", "summary": "Constructive news tone is drawn from 15 fresh independent stories, including 15 company-specific items across 2 publishers.", "status": "measured", "metrics": [{"label": "Weighted tone", "value": 66, "display": "66", "tone": "positive", "note": "Constructive news tone"}, {"label": "Evidence confidence", "value": 81, "display": "81", "tone": "positive", "note": "high confidence"}, {"label": "Company focus", "value": 100, "display": "100%", "tone": "positive", "note": "15 direct stories"}, {"label": "Evidence agreement", 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1, "score": 84, "tone": "positive", "x": 729.0, "y": 73.1, "volume_height": 5.8, "volume_y": 260.2}, {"date": "2026-08-09", "label": "09 Aug", "count": 0, "score": null, "tone": "neutral", "x": 774.8, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}, {"date": "2026-08-10", "label": "10 Aug", "count": 3, "score": 85, "tone": "positive", "x": 820.6, "y": 71.3, "volume_height": 17.3, "volume_y": 248.7}, {"date": "2026-08-11", "label": "11 Aug", "count": 9, "score": 72, "tone": "positive", "x": 866.4, "y": 95.0, "volume_height": 52.0, "volume_y": 214.0}, {"date": "2026-08-12", "label": "12 Aug", "count": 1, "score": 41, "tone": "negative", "x": 912.2, "y": 151.4, "volume_height": 5.8, "volume_y": 260.2}, {"date": "2026-08-13", "label": "13 Aug", "count": 0, "score": null, "tone": "neutral", "x": 958.0, "y": 135.0, "volume_height": 0.0, "volume_y": 266.0}], "timeline_points": "683.2,151.4 729.0,73.1 820.6,71.3 866.4,95.0 912.2,151.4", "timeline_has_signal": true, "timeline_start": "24 Jul", "timeline_mid": "03 Aug", "timeline_end": "13 Aug", "momentum": {"label": "Improving", "tone": "positive", "recent_score": 71, "prior_score": 64, "delta": 7, "recent_count": 13, "prior_count": 2, "volume_delta": 11}, "freshness_buckets": [{"label": "Last 24 hours", "count": 1, "share": 7}, {"label": "1 to 3 days", "count": 12, "share": 80}, {"label": "4 to 7 days", "count": 2, "share": 13}, {"label": "8 to 30 days", "count": 0, "share": 0}], "source_profile": [{"label": "finance.yahoo.com", "count": 10, "share": 67, "score": 82, "tone": "positive"}, {"label": "nasdaq.com", "count": 5, "share": 33, "score": 52, "tone": "neutral"}], "event_profile": [{"label": "Earnings", "count": 10, "share": 67, "score": 68, "tone": "positive"}, {"label": "Analyst action", "count": 2, "share": 13, "score": 80, "tone": "positive"}, {"label": "Market update", "count": 2, "share": 13, "score": 67, "tone": "positive"}, {"label": "Capital return", "count": 1, "share": 7, "score": 84, "tone": 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read."}], "supporting_heading": "What supports the read", "tempering_heading": "What tempers the read", "latest_observation": {"title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. 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