KLAC
NASDAQ · Semiconductors
Kla Corp
$176.99
+8.01 (+4.74%)
KLAC News30 articles
KLA's $24B Selloff: Market Demands Proof Beyond Strong Guidance
KLA's market cap fell $24.2B in two sessions despite a $4B revenue forecast, as investors demand stronger evidence of AI-driven growth.
Applied Materials Shares Slide 5% on Flat Margins Despite Strong Guidance
Applied Materials (AMAT) dropped 5.2% despite strong Q4 revenue guidance, as unchanged gross margins raised questions about its 32x earnings valuation.
Applied Materials Shares Slip 5% Despite Strong Q3 Beat
Applied Materials beat Q3 estimates but shares fell 4.9% on growth concerns. Nasdaq futures edged higher as AI enthusiasm persists.
Semiconductor ETFs Surge 2% as Chip Stocks Outperform Nasdaq
The XSD semiconductor ETF rose over 2% while the Nasdaq slipped 0.1%, highlighting robust chip sector breadth ahead of the CPI report.
Applied Materials Rallies 6.2% as Investors Eye Cash Flow in Upcoming Earnings
Applied Materials (AMAT) climbs 6.2% ahead of earnings, but free cash flow lags. Investors watch for cash conversion improvements as a key growth signal.
Lam Research Soars on AI-Driven Margin Forecast
Lam Research (LRCX) shares jumped 20.9% as AI-driven demand boosted guidance, with a 44.9% incremental adjusted operating margin forecast.
Wall Street Suffers Steep Losses as Fed Holds Rates Steady
U.S. stocks dropped sharply Wednesday after the Fed held rates steady and oil prices surged, with the Dow losing over 1,150 points as AI hardware stocks led declines.
Wall Street Slides as Oil Surge Compounds AI Sector Woes Ahead of Fed Decision
U.S. stocks fell as oil surged 7% on inventory draw, intensifying AI sector selloff ahead of Fed rate decision.
US Futures Mixed as Oil Surge, Fed Decision Loom; Tech Options Test $190B
US stock futures were mixed Tuesday as oil prices surged and markets awaited a Fed decision. Focus shifts to a $190 billion AI-driven options test in tech.
KLA Stock Tumbles 8.7% Premarket on Cash Flow Concerns Despite Record Revenue
KLA shares fell 8.7% premarket despite record revenue and upbeat guidance, as a 23.2% drop in free cash flow raised concerns about cash conversion.
KLA Stock Dips as Cash Flow Concerns Eclipse AI-Driven Revenue Growth
KLA (KLAC) shares slid 8.98% in after-hours trading as robust AI-driven revenue growth failed to offset a 23.2% drop in free cash flow, stoking investor caution.
ASML Shares Slide 6% on China DUV Machine Production Report
ASML shares dropped 6% after a report that China is producing immersion DUV machines, challenging the company's lithography market position.
KLA Stock Lags Peers as TSMC Earnings, CPI Data Loom
KLA shares lagged behind rivals Applied Materials and Lam Research, with attention turning to TSMC's quarterly results and key U.S. inflation data.
Chip ETF Rally Reverses: Memory and Equipment Stocks Lead Selloff
Invesco Semiconductors ETF, the top chip ETF in 2026, fell 7.8% as memory and equipment stocks dragged, while VanEck Semiconductor ETF with high Nvidia weight dropped only 5.0%.
Applied Materials Surges 11.7% as Analyst Targets Climb Above Street Average
Applied Materials (AMAT) soared 11.7% to $699.97, far outpacing semiconductor ETFs, as analysts raised targets and the company launched new AI chip tools. The stock now trades above its average analyst target.
Applied Materials Surges $50 Billion on AI Memory Boom
Applied Materials surged 10.7% to $652.07, adding $50.4 billion in value, after unveiling new DRAM and advanced packaging systems and forecasting strong AI memory demand.
Pelosi Family Maintains Large AI and Tech Holdings Despite Recent Sales
House filings show Pelosi family retains major positions in top tech stocks despite recent large sales, as semiconductor gains boost Nasdaq.
ASML Denies EUV Machine Reached China Amid US Export Control Concerns
ASML shares fell up to 2.7% after reports that US officials suspect an EUV machine may be in China. ASML denies the claim, but political risks could impact up to 20% of 2026 revenue.
ASML Shares Dip on China Export Restrictions, AI Rally Pauses
ASML shares slipped 0.6% in Amsterdam after the company denied shipping EUV chipmaking tools to China, interrupting an AI-led rally. China's share of sales is expected to fall from 33% to 20% in 2026.
Citi Bullish Call on AI Capex Drives ASML Shares to New Highs
ASML shares jumped 4.1% in Amsterdam after Citi boosted its bull-case estimates for wafer-fab equipment spending tied to AI build-outs. Risks remain from China export controls.
Applied Materials Surges on Citi's AI-Driven Price Target Hike
Applied Materials shares jumped 6.7% to $606.53 after Citi raised its price target to $710 from $550, citing AI-driven chip-equipment demand. The broader semiconductor equipment sector also rallied.
G7 Leaders Debate AI Model Access Amid OpenAI's $1T IPO Plan and Rising China Competition
G7 leaders debate AI model access as OpenAI files for a $1T IPO. Anthropic restricts models, China boosts local AI, and cybersecurity deals surge.
VanEck Semiconductor ETF Hits New Peak as AI Chip Stocks Rally
SMH surged to a new high of $646.27 as AI chip stocks rallied, with Lam Research, Marvell, and ASML leading the gains. The ETF is up 72% year-to-date.
KLA Surges on Stock Split and AI-Driven Analyst Optimism
KLA Corporation (KLAC) surged 5.55% to $254.54 on its first split-adjusted day, boosted by a 10-for-1 stock split and analyst upgrades tied to AI-driven semiconductor equipment demand.
Dow Rebounds 930 Points as Oil Plunges After Trump Halts Iran Strikes
The Dow surged 930 points as oil prices dropped sharply after President Trump called off planned strikes on Iran, soothing geopolitical fears. Honeywell, Boeing, and Caterpillar led the gains.
Tech Rebound, Eased Iran Tensions Propel Wall Street Higher
Wall Street surged Thursday as tech stocks rebounded and oil prices fell after President Trump canceled planned strikes on Iran, easing inflation fears. The S&P 500 gained 1.75% to 7,394.30.
Applied Materials Hits Record High on AI-Driven Chip Demand
Applied Materials shares surged nearly 7% to a record high after CFO Brice Hill raised its 2026 growth forecast above 30%, driven by AI-related chip factory investments.
Lam Research Nears Record High Ahead of CFO's Tech Conference Speech
Lam Research stock closed near record highs on Friday, with investors focused on AI-driven demand and CFO Doug Bettinger's upcoming speech at Bank of America's Global Technology Conference.
Applied Materials Finishes Strong Week as AI Demand Drives Chip Equipment Maker Near Record Highs
Applied Materials ended the holiday-shortened week at $450.06, up 4.1%, near record highs, driven by AI-related equipment demand and analyst upgrades.
KLA Corp Slips from Record High Ahead of 10-for-1 Stock Split
KLA Corp. shares slipped from a record high, closing at $1,921.71, as the company prepares for a 10-for-1 stock split on June 12. Fiscal Q3 revenue reached $3.415 billion.