U.S. Equity Strategy: Value and Small-Caps Appear to Be on the Cusp of Major Bullish Moves
 As we write this, fears of a reprisal attack by Saudi Arabia are being priced into the markets. Oil is surging on the back of the largest ever...
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North American WFE Billings Trend, Analysis, & Forecast Q32019.
North American Wafer Fab Equipment (NA-WFE) monthly billings have stagnated around the $2 billion mark, roughly back to where they were two years...
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Semiconductor WFE Outlook. Things Are Worse Than They Appear And Won't Get Better Any Time Soon.
In the wake of the latest round of earnings reports, a clearer picture of the semiconductor WFE sector is emerging and it's not pretty. While the...
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KLAC @ JPM 54th Annual TMC 2026. Key Takeaways & Full Transcript
2027 visibility is very good. I've been CFO here since 2013. I can't recall this level of visibility into the next year in the early May timeframe.
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U.S. Equity Strategy: Positive Outlook Intact; Tech Leading
The S&P 500 is working through 2,817 resistance and our technical work continues to support an overall positive outlook. As markets improve in...
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