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ASML's Q2 performance doesn't offset its overvaluation and rising structural risks. ASML's strategic position in the chip ...
The US dollar has had the worst start of the year since 1973. This steady decline comes as the Federal Reserve pivots toward rate cuts in response to slowing US economic activity and disinflationary ...
Lam Research delivered terrific news last night, but investors remain nervous about artificial intelligence (AI) demand.
These companies have the hot Q2 earnings results that could give their share prices momentum over the second half of this ...
Key Points GAAP revenue exceeded expectations at $240.3 million in Q2 FY2025, This figure was up 18.3% from the second quarter of 2024. Non-GAAP earnings per share missed sharply at $0.03, compared to ...
Intel’s latest earnings report has reignited debate around a future without its own manufacturing. The company warned last week that it may stop pursuing nodes beyond its 18A process unless it secures ...
At the top of my list for best AI stocks to buy in August are Nvidia (NASDAQ: NVDA), Taiwan Semiconductor (NYSE: TSM), ...
A number of stocks fell in the afternoon session after a series of divergent earnings reports highlighted a clear split in ...
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Lam Research, Qualcomm, FormFactor, Applied Materials, and KLA Corporation Shares Are Falling, What You Need To KnowA number of stocks fell in the afternoon session after a series of divergent earnings reports highlighted a clear split in the semiconductor industry, with investors rewarding companies exposed to the ...
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Why Is Teradyne (TER) Stock Soaring TodayShares of semiconductor testing company Teradyne (NASDAQ:TER) jumped 21.1% in the afternoon session after the company reported better-than-expected second-quarter financial results and provided a ...
The fund has a $488 million market cap and is 20 years old. 10-year total return of 173%. It has 118 equity holdings with the ...
Our fair value estimate for KLA is $750 per share. Our valuation implies a fiscal 2026 (ending June 2026) adjusted price/earnings multiple of 21 times and a fiscal 2026 enterprise value/sales multiple ...
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