KLA Corp
Apple expands U.S. manufacturing pledge, putting a third portfolio name under its umbrella
Apple is widening its push to expand manufacturing in the United States, adding several new partners, including Qnity Electronics , to the mix. It is a win-win for both Club companies and their investors. Apple on Thursday announced that chip-materials maker Qnity — along with Face ID component supplier Cirrus Logic , and sensor makers […]
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Memory crisis latest: What we learned from the world’s top producers this week
The world’s top memory chip makers made plenty of headlines this week, capped by Micron delivering one of the strongest earnings reports of this artificial intelligence cycle. Micron posted revenue and earnings miles ahead of already high expectations, and guidance pointing to roughly 80% gross margins next quarter. And yet the stock sank. The market […]
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Congress pushes back against Nvidia, White House with chip export limits
Republican lawmakers are pushing to place limits on the ability of U.S. companies to sell advanced semiconductors to China — an effort that has run afoul of some key figures in the Trump administration. The effort also pits China hawks on the Hill against Nvidia CEO Jensen Huang, who has repeatedly made the pitch to […]
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The AI trade has entered a puzzling phase. Do we know who the winners are anymore?
All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child’s play. ServiceNow may call itself the “AI Control Tower” to signify who is in charge, but the […]
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S&P 500 futures slip after index posts second losing day: Live updates
Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Jan. 28, 2026. Michael Nagle | Bloomberg | Getty Images S&P 500 futures ticked lower Thursday night after the index posted a second consecutive losing day. Futures tied to the broad market index were down 0.1%, and […]
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Stocks making the biggest moves after hours: Apple, Robinhood, Visa, Sandisk and more
Check out the companies making headlines in after-hours trading. Apple — Shares rose less than 1% after the company posted blowout fiscal first-quarter results, with notably strong revenue from its iPhone 17 models released in September. Apple earned $2.84 per share for the quarter, higher than the $2.67 per share expected by analysts surveyed by […]
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Stocks making the biggest moves midday: Zillow, KLA, iRobot, Immunome & more
Check out the companies making the biggest moves midday: KLA Corp. — The semiconductor equipment maker jumped 4%, nearing a 52-week high, after Jefferies raised its 12-month price target to $1,500 from $1,200, saying “AI continues to drive spend with [wafer fab equipment] accelerating into C26/C27,” and citing KLA’s “outsized exposure to the Leading Edge.” […]
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Stocks making the biggest moves midday: Apple, Cleveland-Cliffs, Oracle, KLA, Tempus AI and more
Check out the companies making the biggest moves midday: Apple — The Tim Cook-led company climbed 4% after the iPhone 17 series outsold the iPhone 16 series in China and the U.S. in the first 10 days of availability, according to Counterpoint research, and Loop Capital upgraded the stock to buy from hold, citing better-than-expected […]
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Wall Street bets on chip boom are getting more concentrated, and it could be good thing for investors
ETF Edge Wall Street bets on chip boom are getting more concentrated, and it could be good thing for investors Published Fri, Sep 19 202512:44 PM EDTUpdated An Hour Ago Krysta Escobar WATCH LIVE Source
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Stocks making the biggest moves midday: GXO Logistics, CarMax, Nvidia, Circle & more
Check out the companies making the biggest moves midday: GXO Logistics — The stock popped more than 11% after the supply chain and warehousing management firm raised its full-year earnings outlook. The company now sees EBITDA between $860 million and $880 million. GXO also appointed Patrick Kelleher as CEO, effective Aug. 19. CarMax — Shares […]
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