News

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 ...
Nvidia stock retreated from highs on Friday after President Trump announced a steeper tariff on Canadian goods.
A number of stocks fell in the morning session after the U.S. jobs report for July came in significantly weaker than expected ...
Shares of power management chips maker Monolithic Power Systems (NASDAQ:MPWR) jumped 12.2% in the afternoon session after the ...
KLA Corporation (KLAC) separated itself from rivals such as ASML (ASML) and TE Connectivity (TEL) in its fourth quarter ...
U.S. President Donald Trump's Friday tariff deadline brought little reprieve for markets, with stocks around the world taking ...
ASML (NASDAQ:ASML) and Micron (NASDAQ:MU) shares haven’t been the hottest of semiconductor plays in recent years, to say the ...
The latest tariffs also rattled currency markets, with the Swiss franc hitting a six-week low against the dollar at one point ...
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 ...