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As of Mar 24, 9:31 PM ET ·
KLAC News29 articles
Lam Research Slips Amid Tech Rout Despite Strong AI Outlook
Lam Research shares declined 2.4% to $228.36 Friday, dragged down by a sector-wide tech selloff. The company maintained strong March-quarter revenue guidance of approximately $5.7 billion but highlighted vulnerabilities from its significant China business.
Technology
Barclays Boosts Chip Equipment Forecast, Lifts KLA Shares Ahead of Investor Day
KLA shares advanced Tuesday after Barclays significantly increased its chip equipment spending outlook, driven by AI data center needs. The firm now sees 2026 wafer fab equipment spending rising 24% to $139 billion.
Technology
Applied Materials and Micron Forge AI Memory Alliance at $5B EPIC Center
Applied Materials and Micron Technology announced a strategic collaboration to advance memory solutions for artificial intelligence systems. The partnership will leverage Applied's upcoming $5 billion EPIC research center.
Technology
Lam Research and IBM Forge 5-Year Pact to Pioneer Sub-1nm Chip Technology
Lam Research and IBM have entered a five-year partnership to advance chipmaking technology beyond 2nm nodes, targeting sub-1nm processes. Lam's shares climbed $4.49 to $215.64 following the announcement.
Technology
Lam Research Leads Chip Equipment Selloff Amid Oil Spike, Insider Sales
Lam Research shares tumbled 5.9% in extended trading, dragging down peers like Applied Materials and KLA. The selloff was fueled by a sharp rise in oil prices and broader market避险 sentiment, with insider sales adding to the pressure.
Technology
Applied Materials Shares Dip Slightly in Extended Trading as Investors Await Key Updates
Applied Materials shares declined 0.1% to $372.18 in after-hours trading Monday. Investors are looking ahead to management presentations scheduled for March 10 for insights on chip equipment spending trends.
Technology
Applied Materials Shares Dip Slightly in Extended Trading
Applied Materials stock declined marginally in after-hours trading Monday, with investors focused on upcoming executive appearances and key industry dynamics.
Technology
Analog Devices Gains Amid Inflation Jitters, Eyes CFO Remarks and Dividend
Analog Devices shares advanced Friday, outperforming some peers despite tech pressure from hot inflation data. The company's CFO is scheduled to speak March 3, which is also the record date for its newly raised quarterly dividend.
Markets
Applied Materials Posts Modest Gain Despite Legal Charge; Nvidia Results Loom
Applied Materials shares advanced about 1% Friday, closing near $373, after disclosing a $253 million legal settlement charge in its quarterly filing. Revenue for the period declined 2% to $7.012 billion, with China representing 30% of sales.
Technology
AI Chip Stocks Pause for Holiday, Nvidia Earnings Loom
Trading in artificial intelligence equities is on hold for the Presidents Day holiday, following a mixed session that saw Applied Materials surge on a strong forecast while Nvidia declined. Investor attention now turns to Nvidia's upcoming quarterly results and U.S. GDP data.
Markets
Applied Materials Stock in Focus After Strong Earnings, Holiday Pause
Applied Materials stock will be closely watched when U.S. markets reopen Tuesday following a strong post-earnings rally and the Presidents Day holiday closure. The chip equipment maker's upbeat forecast, driven by AI and memory demand, has lifted sector sentiment.
Earnings
Applied Materials Surges on AI Chip Demand Forecast; Tech Sector Wavers
Applied Materials shares rallied sharply Friday following an optimistic forecast tied to artificial intelligence infrastructure spending, even as the broader technology sector faced weekly losses amid market volatility.
Technology
Applied Materials Forecast Lifts Chip Equipment Sector Amid Mixed AI Trade
Applied Materials jumped 8% Friday after issuing a quarterly outlook above analyst estimates, citing accelerating AI investments. The iShares Semiconductor ETF rose 0.9% while Nvidia and Broadcom slipped.
Earnings
ASML Eyes Monday Momentum After Applied Materials' AI-Driven Forecast
ASML Holding's stock gained 0.9% in Amsterdam, with investors monitoring spillover from Applied Materials' upbeat AI-driven forecast and ongoing export control risks.
Technology
KLA Announces $400M India R&D Campus, Stock Gains Ahead of Holiday
KLA Corp shares advanced Friday following news of a major R&D investment in India. The chip equipment maker plans to invest up to $400 million over a decade in a new Chennai campus.
Technology
Applied Materials Forecast Lifts Chip Sector; Nvidia Retreats Amid AI Volatility
Applied Materials' bullish revenue forecast propelled its shares and lifted peers, though Nvidia and Broadcom fell. The chip sector sees volatility as AI investment optimism meets scrutiny.
Technology
Applied Materials Surges on Strong AI-Driven Outlook, Settles Export Probe
Applied Materials issued a stronger-than-expected second-quarter forecast, sending its shares up over 12% after hours. The chip equipment maker also agreed to a $252.5 million settlement to resolve a U.S. export-controls investigation.
Earnings
KLA Shares Dip as Chip Equipment Sector Retreats
KLA Corp shares declined 1.1% Thursday as semiconductor equipment stocks broadly retreated. Investors await Applied Materials' earnings and Friday's U.S. inflation report.
Markets
Intel Recovers Slightly in Premarket After Sharp Sell-Off, Eyes AI and Auto Wins
Intel shares edged up 0.45% in premarket trading, attempting to stabilize after a 6.19% plunge. The chipmaker faces supply constraints and a projected Q1 2026 loss but is highlighting AI and automotive partnerships.
Technology
KLA Shares Edge Lower Amid India R&D Expansion and Sector Focus
KLA Corp's stock dipped slightly as the company unveiled a new research and development center in India. Investors are assessing the chip-equipment outlook ahead of peer earnings.
Technology
Applied Materials Gains Ahead of Q1 Report; Focus on Chip Tool Demand and China Outlook
Applied Materials shares advanced 2.5% to $330.57 as investors await Thursday's fiscal first-quarter results, with attention on semiconductor equipment demand and the impact of U.S. export restrictions on China sales.
Earnings
Lam Research Shares Dip Amid Insider Sale; Market Awaits CPI and Applied Materials Earnings
Lam Research stock declined 0.75% to $229.28, partially recovering after hours, following an SEC filing revealing a director's share sale. Focus shifts to upcoming inflation data and Applied Materials' quarterly results.
Technology
KLA Shares Dip After Hours as Investors Eye Economic Data, Dividend
KLA shares edged lower in extended trading following a quiet market close, with traders focused on upcoming U.S. jobs and inflation reports that could impact chip-equipment stocks.
Markets
KLA Shares Hold Steady Near $1,440 Amid Chip Sector Recovery, Dividend Date Approaches
KLA Corp shares were nearly flat, trailing broader chip stock gains, as investors await key U.S. economic data. The company declared a $1.90 quarterly dividend payable in early March.
Markets
Applied Materials Gains Ahead of Q1 Earnings Amid Semiconductor Sector Strength
Applied Materials shares advanced 1.2% to $326.33 Monday as investors positioned for Thursday's quarterly results. The broader semiconductor sector also traded higher.
Earnings
ASML Shares Surge on AI Infrastructure Spending Boost, Key Data and Dividend Dates Loom
ASML's U.S.-listed shares climbed 4.6% Friday, mirroring a broad semiconductor rally after Amazon and Alphabet signaled increased AI infrastructure investment. Key U.S. jobs and inflation data are due next week alongside the company's dividend schedule.
Technology
KLA Leads Chip Equipment Surge on Amazon Capex Boost
KLA Corp shares rallied 8.4% to $1,442.95, leading chip-equipment stocks higher after Amazon announced a major increase in capital spending. The PHLX Semiconductor Index gained 5.7%.
Technology
Applied Materials Surges 6% as Chip Stocks Rebound Ahead of Key Earnings
Applied Materials shares rallied 6.1% to $322.51 on Friday amid a broad semiconductor rebound. Investors now await the company's Q1 earnings report on February 12 and upcoming U.S. economic data.
Earnings
Lam Research Soars 8% Amid Semiconductor Sector Rebound
Lam Research surged 8.3% to $231.01 as chip stocks rallied broadly. Investors now await key U.S. jobs and inflation data next week.
Markets