Daily Digest
Daily Digest
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Everything Pomegra has published on KLAC: 17 news articles and 5 market briefs, newest first.
Applied Materials (AMAT) climbed to about $403 as Lam Research rose 9% and traders braced for a 7.5% swing.
19h ago
Lam Research (LRCX) rebounded as the chip index recovered from a 12% rout driven by AI-rule worries.
6d ago
Applied Materials (AMAT) and KLA slid as Lam Research (LRCX) fell 9% on supply limits and AI spending doubts
Oct 22
ASML (ASML.AS) reported record €11.7B quarterly sales, and customers are now asking about 2029–2030 orders
Oct 14
Applied Materials (AMAT) gave no industry spending outlook, while Lam Research fell 4% for a 7th straight day.
Oct 13
Cisco and Applied Materials report after the close Thursday, with options pricing moves of about 7.9% and 8.8% as the results test AI infrastructure demand.
KLA (KLAC) posted record September-quarter revenue of $4.14B and a 46.1% operating margin, then guided above estimates on AI chip inspection demand.
The Philadelphia semiconductor index fell eight sessions straight, its longest losing run since 2008, before rebounding on Monday as Micron regained $1 trillion.
CoreWeave (CRWV) shares fell about 25% this week as credit default swaps topped 1,000 basis points, putting its $51 billion AI debt load under scrutiny.
Applied Materials (AMAT) fell 7% for a sixth day as Lam Research and KLA lost 4%, with profit-taking and no WFE forecast hitting AI stocks in chip equipment.
ASML gained 3.04% on September 18 as institutional buyers returned to chip-equipment stocks, judging near-term AI data-center spending cuts less severe than feared.
KLA Corporation surged to a multi-month high as AI-driven wafer fabrication investment accelerates, validating the thesis that semiconductor equipment makers are the next leg of the AI…
Broadcom heads into its September 2 earnings with AI chip revenue set to triple year-over-year as the market awaits a FY2027 guidance raise above the $100 billion threshold.
Applied Materials (AMAT), the world's largest semiconductor equipment maker by revenue, laid out its most ambitious annual growth targets in years during its May 15 earnings call, projecting…
KLA Corporation posted record quarterly revenue of $3.66 billion and guided for 20% second-half acceleration, yet shares slid 9.3% to $73.12 as investors judged forward earnings guidance as…
The S&P 500 and Nasdaq Composite closed lower for the week ended July 18, 2026, as a fresh Chinese AI model release reignited AI bubble concerns and drove a sharp tech stock sell-off across…
Nasdaq-100 futures slid nearly 2% on July 17, 2026, as a widening global chip sell-off erased more than a trillion dollars in semiconductor market value amid deepening AI capex concerns.
Chipmakers led by Broadcom, AMD, and a broad semiconductor rebound powered Wall Street's key indices to record territory as the Philadelphia Semiconductor Index crowns a 101% first-half surge.
The Nasdaq Composite fell 0.7% on July 2 as a late-session selloff in semiconductor stocks erased early gains, even as the Dow Jones Industrial Average touched a fresh all-time high ahead of the…
The Dow 30 set a fresh stock market record of 52,900 on July 2, driven by a weak US jobs report that added only 57,000 June payrolls, easing rate-hike fears and sparking a broad rotation into value.
SanDisk surged 11% and Western Digital climbed 7% after Apple confirmed unavoidable memory cost increases, lifting chip-equipment makers Lam Research, KLA, and Applied Materials in lockstep.
Micron's record $41.5 billion quarter and $50 billion guidance ignite a broad semiconductor rally, pulling Nasdaq-100 futures sharply higher while Dow futures hold flat ahead of May PCE data.
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