KLA Q3 FY2026. First $15 Billion Year Incoming.
Looking ahead, the company guided for current quarter revenues of $3.575 billion, up 6.7% sequentially and up ~13% YoY. Stock sold off slightly on...
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A Brief Analysis Of The Current Semiconductor Growth Cycle
The semiconductor sector has grown at a remarkable pace for the past nine months and there’s little sign of it slowing down anytime soon. In June...
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Worried About the SOX? The Rally Hides 1) Wide Performance Divergence 2) Wide Valuations Dispersion
​Semiconductor stocks are leading the market rally, but there is a wide range in performance and valuations, with memory stocks being particularly...
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AI's Biggest Winners Aren't NVDA and TSMC — They're the Suppliers
​Suppliers in the AI buildout have outperformed NVDA and TSMC. We scanned our 190 AI/semiconductor coverage universe for key themes emerging from...
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LRCX Q326 Earnings Call Transcript
LRCX gross margin trajectory already well ahead of the February 2025 Investor Day target, the company will have to do a reset at the next investor...
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