News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
- SK hynix Just Dropped 33% in a Month. Is It Time to Sell, or Load Up?
Key TakeawaysSK hynix (SKHY) fell 33% in the month through October 22, compared with a 22% decline for Micron (MU) and a 6% drop in the Nasdaq 100. Lam Research (LRCX) added pressure to semiconductor stocks as investors questioned whether AI infrastructure spending could sustain …
- 3 Great Quality Stocks To Watch In November 2026
AI heavyweights are pouring an estimated $828b into chips, data centers and related infrastructure this year, and plenty of that spend will not earn its keep. When market mood swings on big capex stories, investors often pay more attention to companies that already show high retu…
- 2 Unstoppable Growth Stocks I'd Buy With $1,000 and Hold for a Decade
Neither company designs AI chips, but both get paid when AI chips are built, whoever designs them.
- Lam Research (LRCX) Stock Looks Stretched As Its 312% Five Year Run Continues
Lam Research has seen its share price whipsaw in recent months, with a sharp pullback following a long multiyear climb. That raises a straightforward question for investors who care about fundamentals: Is the current valuation of the stock well supported by the cash flows the bus…
- Jim Cramer issues 'falling knife' warning on top chip stock after Intel's outlook
Cramer fears investors could get hurt buying too much too soon.
- What Applied Materials Holders Got Right
If you only skimmed the headlines about Applied Materials lifting growth outlooks and opening a US$5b EPIC Center, you might assume the share price simply tracked those upbeat stories. For Applied Materials shareholders, the return over the past year was 68.3%, including dividend…
- 5 revealing analyst questions from KLA Corporation’s Q3 earnings call
KLA Corporation’s third quarter results were marked by strong demand for semiconductor process control equipment, with management attributing the outperformance to surging investment in artificial intelligence (AI) infrastructure and advanced packaging technologies. CEO Richard W…
- KLA (NASDAQ:KLAC): A High-Quality Stock for Long-Term Compounding
KLA clears the Caviar Cruise quality screen with strong growth, 76% ROIC, cash-backed profits, and low debt, though valuation remains the key risk.
- ASML’s CEO is putting his paycheck on the line for employee morale. It could help retain talent that’s nearly impossible to replace
After a year of layoffs and a drop in morale, Christophe Fouquet is betting that giving employees a say in what leaders earn will help ASML keep specialists who are costly to replace.
- Jim Cramer Likes Lam Research but Says Buy Just 25% of Your Position
Jim Cramer called Lam Research the best in semiconductor capital equipment, yet he told investors to hold back on most of their planned purchase. The reason behind that caution reveals a tension worth understanding before you touch this stock.
- LAM RESEARCH CORP (NASDAQ:LRCX): Affordable Growth at a Reasonable Valuation
LAM Research fits an affordable growth profile: strong profitability and forward growth, reasonable valuation, but only adequate financial health.
- TSMC Just Dropped 11% in a Month. Is It Time to Sell, or Load Up?
Key TakeawaysTSMC stock fell 11% in October, and two sessions did most of the damage: the chip selloff after Lam Research’s Oct. 21 report and Intel’s weak outlook on Oct.
- QQQ Quarterly Outlook Report
Invesco QQQ's NAV rose during the third quarter, with a total return of 0.53%, underperforming the S&P 500 which returned 2.30%. Read more here.
- ASML vs. Applied Materials: One Is Growing Twice as Fast, but I’d Buy The Other Instead
Both power the AI chip boom and pay dividends. One trades at a steeper premium. Here’s how ASML and Applied Materials stack up.
- What Would It Take For Onto Stock To Do It Again?
For questions about this article or underlying research, email help@trefis.com.
- FORM Drops 12% Post Q3 Earnings: Should You Buy the Stock on the Dip?
FormFactor shares plunge nearly 12% after Q3 earnings as weak Q4 guidance and capacity constraints weigh on sentiment. Can AI demand and expansion fuel a rebound?
- KLA (KLAC) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
While the top- and bottom-line numbers for KLA (KLAC) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
- Should You Buy, Sell, or Hold AEIS Stock Before Q3 Earnings Release?
Advanced Energy Q3 results are likely to reflect strong AI data center demand, semiconductor growth, and improving market conditions.
- Cintas Corporation (CTAS) Gains 15% as Record Q4 Margins Fuel Guidance Increase
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the “US Equity Strategy”. The letter can be downloaded here. The US Equity Strategy lagged the S&P 500 (+2.3%) in Q3 2026, as declines in industrial and semiconductor-equipm…
- Paramount Global Says Nickelodeon Added Spin Master's Unicorn Academy and Vida the Vet to July Lineup, Marking US Linear Debuts on Nickelodeon and Nick Jr.
- FORM's HBM and Foundry Testing Gain From AI Demand: What's Ahead?
FormFactor's HBM4 testing and growing foundry business are benefiting from AI chip complexity.
- KLA Sees AI Demand Driving Growth as Semiconductor Shares Weaken
KLA shares fall despite strong fiscal first-quarter results and a positive outlook, as renewed concerns over AI investment weigh on semiconductor stocks.
- Applied Materials Is Up Nearly 9% Since Moving to Lift Its Besi Stake to 20%. Here’s What Hybrid Bonding Could Mean for the Stock by 2030
Key Stats for Applied Materials StockCurrent Price: $421. 66Target Price (Mid): ~$806Street Target: ~$628Potential Total Return: ~91%Annualized IRR: ~18% / yearWhat Happened?Applied Materials (AMAT:NASDAQ) has gained 8.
- NVTS Gears Up to Report Q3 Earnings: Buy, Sell or Hold the Stock?
Navitas Semiconductor's NVIDIA 800V ecosystem inclusion strengthens its AI power opportunity, but a business shift and premium valuation pose risks.
- Can Advanced Packaging Demand Drive KLAC's Next Growth Phase?
KLA Corporation's advanced packaging business is poised for strong growth as AI chip complexity drives demand for inspection and measurement tools.
- Here’s How Much You Would Have Made Owning Cadence Design Systems Stock In The Last 10 Years
Cadence Design Systems (NASDAQ:CDNS) has outperformed the market over the past 10 years by 15.71% on an annualized basis producing an average annual return of 29.46%. Currently, Cadence Design Systems has a market
- Black Friday Came Early for Chipmakers: Intel and 10 Other Stocks Are More Than 20% Off This Month
Intel and 10 other chip stocks, from Cerebras to Marvell, have lost more than 20% in October, yet 10 of the 11 remain up for 2026. SOXX is down 16.5%.
- Is Lam Research (LRCX) a Buy as Wall Street Analysts Look Optimistic?
According to the average brokerage recommendation (ABR), one should invest in Lam Research (LRCX). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the s…
- Congressman Ditches Semiconductors, Data Storage: Here’s Three Stocks He Sold
A member of Congress is selling semiconductor and data storage stocks. Here are the stocks he sold and more on his 2026 trading history.
- Applied Materials, Inc. (AMAT) is Attracting Investor Attention: Here is What You Should Know
Zacks.com users have recently been watching Applied Materials (AMAT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.