Each of the three largest U.S. chip equipment makers — Applied Materials, Lam Research and KLA — may suffer a loss of roughly $350 million over a year related to the tariffs, the sources said.
Believe it or not, we just completed a good week for the U.S. stock market. The S&P 500 rose 5.7% through Friday's close from a week earlier, with three-quarters of component stocks showing gains.
Bloomberg Intelligence analysts identified 50 watchable firms for 2025, focusing on catalysts like leadership changes, acquisitions, and new products, with emphasis on AI and electric vehicles. Sixteen of the 35 dividend-paying companies are deemed "safer" with free cash flow yields exceeding dividend yields, including HSBC, China Hongqiao, and ITV. Analysts forecast net gains between 30.99% to...
Trump's announced tariffs have caused market turbulence, particularly impacting semiconductor stocks. I will analyze how these tariffs might affect different semiconductor companies, considering potential cost increases and other factors. The situation remains uncertain due to possible exemptions and rule changes, and I plan to update this analysis after the next earnings reports.
KLA Corporation (NASDAQ:KLAC ) Cantor Fitzgerald Global Technology Conference March 11, 2025 10:40 AM ET Company Participants Rick Wallace - CEO Bren Higgins - CFO Conference Call Participants C.J. Muse - Cantor Fitzgerald C.J.
Shares of semiconductor equipment stocks ASML Holdings (ASML -6.71%), KLA (KLAC -4.63%), and Lam Research (LRCX -6.58%) were plunging on Monday, down 6.8%, 4.7%, and 6.7%, respectively, as of 3:52 p.m. ET
Reiterating Buy rating on KLA Corporation due to strong YoY growth in semiconductor process control and wafer inspection, despite a recent stock decline from weak Q3'25 revenue projection. Bulging chip market driven by data centers, Generative AI, and AI-powered PCs; semiconductor industry expected to hit a trillion-dollar mark by 2030. KLA's strategic expansions and investments in advanced sem...
Bloomberg Intelligence analysts identified 50 stocks for 2025, focusing on catalysts like new leadership, acquisitions, and AI advancements, with 35 paying dividends. 14 of these dividend-paying stocks meet the “safer” criteria, with free cash flow yields exceeding dividend yields, making them attractive for first-time investors. Analysts project net gains of 10% to 50.26% for the top ten Bloom...
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