KLA Corporation (KLAC)

Nov 11, 2026

Applied Materials (AMAT) stock, along with Lam Research and KLA, has fallen significantly (22-30% in the past month, 49% below June highs) despite being up year-to-date. This article explores whether this drop is a bargain in the AI selloff or a warning of slowing spending, drawing parallels to historical market corrections. It advises investors to determine a comfortable ownership price and consider strategies like limit orders or cash-secured puts before Applied Materials reports its fiscal fourth-quarter earnings.

Nov 10, 2026

Veeco Instruments Director Mary Jane Raymond sold 2,000 shares of the company's stock on November 9th for $80,000, reducing her position by 7.7%. This insider sale occurred after the company missed analyst expectations in its latest quarterly earnings, reporting $0.36 EPS against a forecast of $0.43, and revenue of $209.38 million compared to an expected $213.33 million, despite a 26.2% year-over-year revenue increase. The stock currently holds a consensus "Hold" rating from analysts with a target price of $50.00.

Nov 10, 2026

Kopin Corp., a microdisplay and optical system manufacturer, is expanding its Westborough presence by building a new headquarters at 75 North Drive, adjacent to its current site. This $80-million expansion is expected to create up to 80 new jobs in engineering, advanced manufacturing, and semiconductor processing over the next five years. The move is supported by state tax credits and grants, and will free up space at the current building for increased manufacturing capabilities.

Nov 10, 2026

Entegris, a supplier of specialty chemicals and other products for chipmakers, announced a long-term revenue growth target of 15% annually, aiming for $6 billion in revenue from $3.2 billion in 2025. This growth is driven by the increasing material intensity and contamination-control needs of AI chips, with the company projecting faster growth than its served market. Entegris also plans a $500 million share buyback and a 10% dividend increase, intending to return about half of its excess cash to shareholders.

Nov 10, 2026

Advanced Micro Devices Inc. has launched its 6th Gen AMD EPYC Embedded 9006 Series SP7 processors, bringing its high-performance Zen 6 core architecture to embedded systems. These new chips are designed to significantly upgrade semiconductor automated test equipment (ATE), enterprise storage systems, and high-end network firewalls. With up to 256 cores, 512 threads, and advanced security features, the EPYC Embedded 9006 family aims to eliminate bottlenecks in data-intensive workloads and will ship to customers later this month.

Nov 10, 2026

Onto Innovation Inc (NYSE:ONTO) reported third-quarter results that significantly exceeded analyst expectations, with adjusted EPS of $2.44 and record revenue of $410 million, an 88% increase year-over-year. The company also issued strong fourth-quarter guidance, projecting revenue between $430 million and $450 million and adjusted EPS from $2.59 to $2.79, leading to a surge in its share price. These positive results were attributed to excellent execution, robust demand for advanced device architectures, and strong adoption of its inspection systems, with the company ending the quarter with $1.25 billion in cash and a backlog exceeding $1.3 billion.

Nov 10, 2026

Autoliv, Inc. announced a 15% increase in its quarterly dividend for Q4 2026, raising it from $0.87 to $1.00 per share, as detailed in an 8-K filing on November 9, 2026. This translates to an estimated annualized dividend payout of approximately $287 million. The dividend reflects the Board's confidence in the company's strong performance, financial management, and cash flow generation, with varying ex-dividend and payment dates for NYSE and Nasdaq Stockholm listings.

Nov 9, 2026

KLA Corp (KLAC) stock is trading at $140.55, showing a slight daily increase but remains weak below key moving averages with soft momentum. The technical structure is defensive, with momentum mixed to weak and derivatives positioning favoring caution rather than conviction. Key levels to watch are support at $135.11 and resistance at $143.97, with a break below $135.11 signaling further downside pressure.

Nov 9, 2026

KLA Corp. (KLAC) stock rose 9.31% on Monday to $151.38, despite underperforming its competitors. The gains occurred on a favorable trading day for the broader market, with the S&P 500 Index and Dow Jones Industrial Average also seeing significant increases. This marks the second consecutive day of gains for KLA Corp.

Nov 9, 2026

Micron Technology is implementing 26 long-term strategic customer agreements (SCAs) to stabilize its earnings in the volatile memory industry, aiming to cover over 35% of revenues through 2030 with significant customer commitments. These take-or-pay deals, some extending into 2031, include defined pricing frameworks and are expected to boost gross margins, cash flow, and overall predictability. Competitors like SK hynix and Sandisk are also pursuing similar long-term contracts to enhance revenue visibility and manage production planning.

Nov 9, 2026

Elite Wealth Management Inc. increased its stake in KLA Corporation by 37.8% during the third quarter, purchasing an additional 12,651 shares to hold 46,140 shares valued at approximately $9.0 million. This move positions KLA as Elite Wealth Management Inc.'s 14th largest holding. The article also highlights KLA's strong quarterly results, beating EPS and revenue estimates, and a declared quarterly dividend of $0.23 per share.

Nov 7, 2026

CenterBook Partners LP significantly increased its stake in KLA Corporation by 1,205.2% in the third quarter, holding 68,290 shares valued at approximately $13.3 million. Other institutional investors also made substantial additions to their positions in KLA, while company insiders sold shares worth about $42.2 million over the past 90 days. KLA recently surpassed quarterly earnings and revenue estimates, reporting a 28.9% year-over-year revenue increase, and declared a quarterly dividend of $0.23 per share.

Nov 7, 2026

Harvest Global Investments Limited (HGI) has listed the Harvest STAR Chip ETF on the Stock Exchange of Hong Kong, providing investors with exposure to China's STAR Market chip value chain. The ETF, which adopts a master-feeder structure, aims to capitalize on industry opportunities driven by AI demand and domestic substitution within the semiconductor sector. It invests primarily in the Harvest SSE STAR Chip ETF, which tracks the SSE STAR Chip Index, covering chip design, manufacturing, and semiconductor equipment.

Nov 7, 2026

Lam Research announced the winners of its 3rd Lam Research Challenge, an advanced semiconductor systems competition that saw over 3,000 aspiring innovators and engineers from nearly 190 Indian colleges participate. IIT Guwahati was crowned the overall winner, with IIT Ropar and NIT Calicut as runners-up, sharing prize money and internship opportunities. The challenge emphasizes systems-level thinking critical for the semiconductor industry's future, particularly in the AI era.

Nov 6, 2026

Shares of several semiconductor and hardware companies, including Amtech, Intel, Applied Materials, AMD, and KLA Corporation, jumped after dip-buyers reacted to positive comments from President Donald Trump regarding artificial intelligence infrastructure. Trump's endorsement, where he called data centers "GOLD" and pledged support for capacity expansion, eased recent worries fueled by Democratic midterm victories and calls for data-center project halts. This market reaction allowed these stocks to rebound after a significant sector-wide downturn.

Nov 6, 2026

ON Semiconductor Corporation has canceled a planned $2 billion expansion of its chip facility in the Czech Republic, a decision made in agreement with local authorities due to shifting industry conditions. The project, initially unveiled in June 2024, aimed to establish an integrated silicon carbide manufacturing hub. Despite the cancellation, existing operations at the Rožnov facility will continue, and Onsemi plans to maintain its hiring and investments in the region, citing that the decision does not reflect negatively on regional operating conditions.

Nov 6, 2026

KLA Corp. (KLAC) shares advanced 6.69% to $138.49 on Friday, breaking a two-day losing streak. This performance occurred on a mixed trading day where the S&P 500 Index rose 0.31% and the Dow Jones Industrial Average fell 0.46%. The company's stock outperformed its competitors during the session.

Nov 6, 2026

Harvest Global Investments Limited (HGI) has listed the Harvest STAR Chip ETF (HKD: 3559; USD: 41559) on The Stock Exchange of Hong Kong Limited. This new ETF provides international investors with exposure to China's semiconductor industry across the entire chip value chain on the STAR Market. The fund utilizes a master-feeder structure, investing in a mainland China-listed A-share ETF, and aims to capitalize on AI-driven demand and domestic substitution within China's strategic chip sector.

Nov 6, 2026

Shares of Amtech, Intel, Applied Materials, AMD, and KLA Corporation surged following dip-buying in the semiconductor sector and President Donald Trump's endorsement of AI infrastructure. Trump's comments eased concerns sparked by Democratic midterm victories and calls to halt data-center projects. This rebound comes after a significant one-day rout for the sector, with AMD, in particular, seeing an 11.3% jump despite recent volatility and a previous 15.2% drop related to data center development concerns.

Nov 6, 2026

Compass Financial Management LLC significantly reduced its stake in KLA Corporation by 55.4% in the third quarter, selling 9,508 shares and retaining 7,654 shares valued at $1.49 million. This move comes as KLA reported strong quarterly revenue growth of 28.9% year over year and exceeded analyst EPS estimates, partly driven by AI-related demand. Despite insider sales totaling $42.2 million from executives like CEO Richard Wallace and EVP Brian Lorig, KLA maintains a "Moderate Buy" consensus rating from analysts.

Nov 5, 2026

Microchip Technology reported Q2 FY 2027 net sales of $1.622 billion, a 9.2% sequential increase and 42.2% year-over-year, despite capacity underutilization charges. The company saw strong growth in industrial and data center markets, with significant design wins expected to drive future sales, particularly in PCIe Gen 6 products. While the December quarter guidance accounts for seasonal weakness and non-recurring items from Q2, management remains optimistic about future growth driven by strong backlog and new acquisitions, although supply chain constraints and rising input costs continue to present challenges.

Nov 5, 2026

Applied Materials (AMAT) and Lam Research (LRCX) saw significant stock drops of 12% and 14% respectively, contributing to a deepening chip stock sell-off post-midterms. This downturn is fueled by investor fears of slowing data-center spending and concerns over potential AI regulation, despite analysts maintaining strong EPS growth estimates for Applied Materials. The upcoming November 12 report for Applied Materials is anticipated as a critical test for market sentiment.

Nov 5, 2026

Nova Ltd. reported record third-quarter revenue of $288 million, a 28% year-over-year increase, driven by strong performance in memory and advanced packaging segments and exceeding its guidance. The company achieved record results in integrated, standalone dimensional, and chemical metrology solutions, alongside record service revenue. Nova provided a positive outlook for Q4 2026, forecasting revenues between $305 million and $315 million and projecting continued momentum into 2027, driven by favorable investment mixes, increased metrology demand, and strategic expansions.

Nov 4, 2026

Camtek Ltd. reported record third-quarter revenue of $161.3 million, exceeding guidance with 28% year-over-year growth, and achieving a record operating income of $47.5 million. The company's strong performance was largely driven by advanced packaging applications, particularly AI-related demands, which accounted for approximately 80% of revenue and orders. Camtek provided a strong outlook, projecting Q4 revenue of $180 million, full-year 2026 revenue of $595 million, and 2027 revenues exceeding $800 million, while also setting a long-term goal to reach $1.2 billion in annual revenue within three years, largely through organic growth.

Nov 4, 2026

Atomera Inc. reported zero revenue in Q3 2026, leading to a wider GAAP net loss of $6 million and a non-GAAP net loss of $4.6 million. Despite the financial setbacks, the company is expanding its market reach by engaging with gate-all-around customers, extending MST into the memory market, and forming a joint development agreement with IQE for GaN-on-silicon wafers. Atomera also introduced the Prima brand for starting wafer solutions, which show promise for faster production compared to their Selecta products.

Nov 3, 2026

Applied Materials (AMAT) stock has declined 29% in the past month, pushing its upcoming November 12 earnings report into a critical position for either recovery or further decline. The selloff was influenced by broader concerns about AI spending and Intel's disappointing forecast. Investors will be closely watching the Q4 FY2026 report for guidance on revenue, EPS, gross margin, China demand, and services growth to assess the company's long-term 2030 plan.

Nov 3, 2026

Shares of KLA Corp. (KLAC) rose 2.02% to $156.20 on Tuesday, outperforming competitors and snapping a two-day losing streak. This occurred on a mixed trading day where the S&P 500 Index increased by 0.36% and the Dow Jones Industrial Average fell by 0.38%.

Nov 3, 2026

The National Science and Technology Council (NSTC) announced plans to establish a new science park in Tainan, primarily to support an upcoming 1-nanometer semiconductor fabrication plant, widely believed to be operated by Taiwan Semiconductor Manufacturing Co (TSMC). NSTC Minister Wu Cheng-wen stated that development would begin next year, with the council coordinating infrastructure like land, water, and power. Beyond semiconductors, the park will also host biomedical, optoelectronics, and precision machinery industries, reinforcing Taiwan's integrated high-tech ecosystem.

Nov 3, 2026

KLA Corp. (KLAC) stock rose nearly 3% on Tuesday amidst a broader technology rebound, driven by the company's strong Q1 earnings beat, an optimistic December-quarter outlook, and increasing exposure to AI, memory, and advanced packaging markets. Analysts maintained mostly constructive ratings, though price forecasts varied, with several lowering their targets. The company expects significant growth in wafer-fab-equipment spending and memory product mix in the coming years.

Nov 3, 2026

Lam Research Corp. (NASDAQ: LRCX) stock rose nearly 3% on Tuesday as semiconductor stocks rebounded. The company reported record fiscal first-quarter revenue and adjusted EPS, with AI-driven semiconductor demand contributing to its strong performance. While some analysts trimmed price targets, Cantor Fitzgerald maintained an Overweight rating, citing supply constraints rather than demand issues as a limiting factor for Lam's near-term revenue.

Nov 2, 2026

Tower Semiconductor reported a strong third quarter with revenue up 33% to $526 million, projecting $600 million for the final quarter and $2 billion for the full year. This growth is largely fueled by its silicon photonics business, driven by demand from AI data centers. Despite a significant stock retreat of 42% from its June peak, the company expects continued growth, with net profit reaching a record $120 million.

Nov 2, 2026

Bank Julius Baer & Co. Ltd Zurich increased its stake in KLA Corporation by 1.5%, acquiring an additional 26,638 shares. This brings their total holdings to 1.78 million shares, valued at approximately $347.8 million. KLA recently reported strong fiscal Q1 results, beating revenue and EPS expectations, and issued optimistic Q2 guidance driven by AI-related semiconductor demand, though analyst sentiment remains mixed.

Nov 2, 2026

Taiwan's Minister for the National Science and Technology Council, Cheng-Wen Wu, hinted at plans for TSMC's 1-nanometer manufacturing site at the Tainan Science and Technology Park. While TSMC officially targets 1.4-nanometer volume production in 2028, the minister's remarks suggest a new park is being developed within the Tainan Science Park ecosystem specifically for 1-nanometer chips, with development expected to start in 2027. The discussion also covered the importance of robotics and optical communications for high value-added industries and advanced chip manufacturing.

Nov 1, 2026

Dot Ai (Nasdaq: DAIC) has appointed Avi Cohen, former CEO of RR Media, to its board of directors following its $65 million acquisition of Envoy Technologies. Cohen's experience in corporate integration and expansion is expected to be valuable as Dot Ai develops Envoy's electric vehicle car-sharing business. Envoy, now a wholly owned subsidiary, provides EV car-sharing services to residential communities and hotels across the U.S.

Oct 31, 2026

Axcelis Technologies experienced a 10.7% plunge on Friday due to a broad selloff in semiconductor equipment and materials stocks, with its shares falling to $100.04. This decline was mirrored across several sector peers, indicating widespread investor concerns rather than company-specific issues. The synchronized selloff suggests that investors are taking a more cautious view of the near-term outlook for the semiconductor equipment space.

Oct 30, 2026

FormFactor's shares fell 9.6% after the semiconductor equipment maker reported third-quarter earnings per share of $0.82, missing analyst estimates by 4.7%. Despite revenue of $258.2 million, investors focused on the bottom-line shortfall, leading to a reassessment of near-term profitability expectations. Analyst sentiment is currently mixed, with one price target increase and one cut in the past seven days.

Oct 30, 2026

Taiwan Semiconductor Manufacturing Co. (TSMC) is reportedly considering Sherman, North Texas, for a massive new chipmaking project. This expansion could involve two advanced semiconductor fabrication plants with a total investment of $45 billion, creating 5,000 jobs. A decision on the location could be made as early as next month, with production potentially starting in late 2029.

Oct 29, 2026

Alphabet's stock experienced its worst day in over 20 years, falling 12.6% due to weaker-than-expected growth and concerns over its substantial AI investments. This historic drop pulled the overall U.S. market lower, with the Nasdaq composite tumbling 1.4%, despite many other S&P 500 companies reporting stronger-than-expected profits. The report highlighted broader worries about the profitability of AI technology and the high costs associated with building data centers.

Oct 29, 2026

KLA Corp. (KLAC) shares surged 5.45% to $167.43 on Thursday, marking its fourth consecutive day of gains, despite a generally tough trading session for the broader stock market. The S&P 500 Index fell 0.30%, and the Dow Jones Industrial Average dropped 0.25%. This strong performance indicates KLA Corp. is outperforming its competitors.

Oct 29, 2026

Alphabet's stock experienced its worst day in over 20 years, falling 12.6% and dragging down the U.S. market, after the company reported weaker-than-expected growth and increased spending on AI technology. This drop fueled concerns across the AI industry about whether huge investments in data centers and AI chips will yield sufficient profits and productivity. Despite Alphabet's decline, many other companies rallied on stronger-than-expected earnings reports.

Oct 29, 2026

KLA Corp. (NASDAQ: KLAC) reported better-than-expected Q1 fiscal 2027 results and provided a strong Q2 financial outlook. Despite the upbeat earnings and guidance, two analysts, Charles Shi of Needham and C.J. Muse of Cantor Fitzgerald, lowered their price targets on KLA stock. KLA shares reacted positively, gaining 2.4% in pre-market trading.

Oct 29, 2026

This article provides a quantitative report from Argus on QuinStreet Inc. (QNST), a company focused on financial and home services marketplaces. The report, dated October 21, 2026, includes an earnings estimate and a current stock price of $17.40, with a full report available for download. It also lists several related analyst reports for other companies.

Oct 29, 2026

KLA, a leading provider of wafer fabrication equipment for semiconductors, is expected to increase its market share due to its specialized process control expertise. The company is poised to benefit from increasing demand and strong pricing driven by trends toward higher chip complexity, including artificial intelligence and high-bandwidth memory. KLA also boasts the highest profit margins among its WFE competitors under Morningstar's coverage.

Oct 29, 2026

KLA reported strong financial results for the September quarter and provided an optimistic outlook for the December quarter. Sales increased by 29% year-on-year to $4.1 billion, and non-GAAP operating margin improved to 46.1%. The company's guidance suggests accelerated growth, projecting sales of $4.7 billion for the December quarter, an increase of over 40% year-on-year.

Oct 28, 2026

KLA Corporation reported strong Q3 2026 results, with revenue of $4.14 billion surpassing Wall Street estimates by 2.3% and representing a 28.9% year-on-year increase. The company also provided robust revenue guidance for Q4 2026, exceeding analyst expectations. KLA's CEO highlighted the company's critical role in the AI ecosystem and its strong market position, contributing to 10 consecutive quarters of growth.

Oct 28, 2026

Shares of KLA Corp. (KLAC) rose 3.33% on Wednesday, closing at $158.77. Despite this daily gain and the broader market's favorable performance, the stock underperformed when compared to its competitors. This marks the third consecutive day of gains for KLA Corp.

Oct 28, 2026

IDEX Corporation reported record Q3 2026 results with organic sales up 8% and adjusted EPS growing 15% to $2.33, driven by strategic focus on advantaged markets like data centers, semiconductors, space and defense, and water. The company saw robust order growth of 13% year over year, nearing $1 billion, and raised its full-year 2026 adjusted EPS guidance to $8.91-$8.96. Management highlighted the success of its integrated platform strategy and 80/20 approach in optimizing growth and profitability across its portfolio.

Oct 28, 2026

Onto Innovation Inc. (ONTO) anticipates Q3 2026 revenues between $380 million and $400 million, driven by strong demand in advanced packaging and advanced nodes, with management projecting further growth into Q4. The company raised its 2026 advanced packaging growth outlook to 80% and expects profitability improvements, with gross margin expansion and operating margin reaching at least 33% by year-end. Despite its shares outperforming the industry, ONTO trades at a higher forward price-to-earnings ratio compared to its peers.

Oct 28, 2026

Asset Management One Co. Ltd. reduced its stake in KLA Corporation by 4.8% during the third quarter, selling 33,479 shares and retaining 664,700 shares valued at $129.6 million. Despite strong quarterly results from KLA, exceeding analyst expectations for EPS and revenue, the stock has faced headwinds from technology-sector rotation and valuation concerns. Analysts maintain a "Moderate Buy" rating for KLA, citing potential growth drivers such as AI-related chip demand and rising manufacturing complexity, though insiders have also sold a significant amount of shares recently.

Oct 28, 2026

Ultra Clean Holdings (UCTT) reported record Q3 2026 revenue of $759 million, up 48.8% year-over-year, driven by strong demand in semiconductor products, especially for AI-driven investments and new node transitions. Non-GAAP EPS increased to $1.15. The company provided Q4 revenue guidance of $800 million to $860 million and expects 2027 wafer fab equipment spending to exceed $200 billion, signaling a multi-year growth cycle.