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2.27
+1.09+92.37%

15min DelayClose Aug 1 16:00 ET

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KLA Corp Stock Discussion

Spinee

Jul 25 09:25

Global Chip Equipment Makers’ China Revenue Share Doubles Post Export Controls

Bank of America analysts report that since the U.S. imposed tighter export controls in October 2022, the China revenue share for major semiconductor equipment manufacturers, including $ASML Holding(ASML.US)$ , more than doubled from 17% to 41% by Q1 2024. The companies analyzed include $Lam Research(LRCX.US)$ , $ASML Holding(ASML.US)$ , $KLA Corp(KLAC.US)$ ., and $Applied Materials(AMAT.US)$. This surge is attributed to China accel...

Semiconductor stocks swing: What's next?

Brianjh

Jul 24 08:44

Semiconductors Companies Ranked by Market Cap

1) The scale of the industry is incredible. Many public companies larger than $10B aren’t listed here.
2) Nvidia performance over the last two years has to be one of the best tech stories ever. Incredible how they built their accelerated computing ecosystem for over a decade before the current infrastructure boom
$NVIDIA(NVDA.US)$ $Broadcom(AVGO.US)$ $Advanced Micro Devices(AMD.US)$ $ASML Holding(ASML.US)$ $Qualcomm(QCOM.US)$ $Applied Materials(AMAT.US)$ $Texas Instruments(TXN.US)$ $Intel(INTC.US)$ $Micron Technology(MU.US)$ $Lam Research(LRCX.US)$ $Analog Devices(ADI.US)$ $KLA Corp(KLAC.US)$ $Tokyo Electron (ADR)(TOELY.US)$ $Synopsys(SNPS.US)$ $Cadence Design Systems(CDNS.US)$ $Marvell Technology(MRVL.US)$

Semiconductor stocks swing: What's next?

Columns Trump's Election Odds Surge After Assassination Attempt: Where Are the Opportunities for Trump Trades?

On Saturday, Donald Trump was shot at a campaign rally in Pennsylvania, which could be a key moment that completely disrupts the US election landscape this year. Following the incident, data from Polymarket shows that Trump's chances of winning the election have skyrocketed to 71%.
After shooting, Bitcoin price briefly surpassed $63,000. $Trump Media & Technology(DJT.US)$ surged over 70% in Mond...

Trump rally incident: How will markets react?

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Moomoo News Global

Jul 8 19:17

Columns BofA Says Chip Stocks Won't Peak Until Mid-2026: Wall Street Picks These 9 Stocks

Ever since AI frenzy first took over markets, the semiconductor-tracking SOX index has shot past benchmark indices, and is already up 35% year-to-date. According to Bank of America, the semiconductor bull run is a long way away from petering out, with artificial intelligence momentum likely to carry it towards a mid-2026 peak.
Of course, a pullback could come from near-term triggers, such as the US election or monet...

105155751

Jul 5 22:42

its a nice event.
$KLA Corp(KLAC.US)$

MooFest 2024: Share your best moments of MooFest with us!

Analysts Notebook

Jul 4 08:20

Columns What Trump 2.0 or Biden 2.0 Could Mean for the Stock Market

President Joe Biden, 81, has stated he remains committed to his re-election campaign despite slipping polling numbers and concerns about his recent public performances.
Reports suggest Biden acknowledged the importance of his upcoming appearances, though the White House denies this claim. His stumbling debate performance and questions about his mental acuity have caused panic within the Democratic Party, leading to speculation about a...

US inflation cools again: Will it pave the way for a rate cut?

ROM-STAR

Jun 25 07:17

We're almost halfway through 2024 & it's clear that the biggest winners so far have been semiconductor companies -- let's delve into where these names stand based on their 2025 growth & earnings 🧐
Tier 1⃣ | $NVIDIA(NVDA.US)$ , % $Micron Technology(MU.US)$ , $Marvell Technology(MRVL.US)$ , $ASML Holding(ASML.US)$ , $Advanced Micro Devices(AMD.US)$
Tier 2⃣ | $Broadcom(AVGO.US)$ , $KLA Corp(KLAC.US)$ , $Applied Materials(AMAT.US)$ , $Taiwan Semiconductor(TSM.US)$ , $Lam Research(LRCX.US)$ , $Qualcomm(QCOM.US)$ , $Intel(INTC.US)$ , ...

Micron Q3 earnings: Time to buy the dip?

In One Chart

Jun 18 07:31

Columns 2024 Half-Year Recap | Top Performing Sectors & Stocks

As June arrives, a review of the first half of 2024 reveals that the U.S. stock market has been on a remarkable upward trajectory. By June 17, both the $NASDAQ 100 Index(.NDX.US)$ and $S&P 500 Index(.SPX.US)$ had repeatedly set new all-time highs, while the $Dow Jones Industrial Average(.DJI.US)$ briefly surged past the 40,000-point milestone. Notably, the S&P 500 notched its 30th new high of the year just last night.
From a sector performanc...

Chip stocks on the rise: Is buying in still a smart move?

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Brianjh

Jun 18 05:39

Best Peforming stocks in S&PP 500 (YTD)

Is any of the stocks in the portfolio right now? or thinking to adding it?
Seems like Tech and Semiconductor is the dominat winner as of now.
$Super Micro Computer(SMCI.US)$ $NVIDIA(NVDA.US)$ $Vistra Energy(VST.US)$ $Constellation Energy(CEG.US)$ $Micron Technology(MU.US)$ $First Solar(FSLR.US)$ $Broadcom(AVGO.US)$ $NRG Energy(NRG.US)$ $Deckers Outdoor(DECK.US)$ $GE Aerospace(GE.US)$ $Eli Lilly and Co(LLY.US)$ $Qualcomm(QCOM.US)$ $Western Digital(WDC.US)$ $Applied Materials(AMAT.US)$ $Howmet Aerospace(HWM.US)$ $NetApp(NTAP.US)$ $Meta Platforms(META.US)$ $KLA Corp(KLAC.US)$ $Moderna(MRNA.US)$

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