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The stock market ended mixed Thursday after more inflation data displayed the continuing trend of easing price pressures. The post Stock Market Mixed After Inflation Data As Treasury Yields Dive; Thes
Chip makers including AMD and Nvidia rebound on expectations interest rates will rise more slowly.
U.S. Government sanctions are hurting U.S. semiconductor equipment suppliers, as a nascent Chinese equipment market is growing at 5X their rate of growth. Applied Materials will be most impacted, pote
KLA's (KLAC) fiscal Q1 results reflect gains from increased customer demand across major product groups. Also, strong performance of the Patterning systems business remains a tailwind.
The market is assigning a valuation level to semiconductor equipment maker KLA Corp (TTM P/E=14) that is 30% below that of the S&P 500 (P/E=20). And that is despite the fact that KLA grew revenue and
KLA (KLAC) delivered earnings and revenue surprises of 13.50% and 5.20%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?
SK Hynix Inc. added to concerns Wednesday that the semiconductor industry has entered a glut as the chip maker missed expectations for the quarter and forecast declining market demand out into 2023.

7 Stocks Set for a Stellar Earnings Smasher

09:29am, Wednesday, 26'th Oct 2022
It's a big week for stock investors, with several top U.S. companies reporting their third-quarter earnings. Most experts expect earnings to be poor, with the trends seen earlier in the year projected
KLA's (KLAC) fiscal Q1 results are likely to reflect gains from strong customer demand in each of its major product groups. Yet, supply-chain constraints might have persisted.
KLA (KLAC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

An Investor's Look at Semiconductors

07:20am, Saturday, 15'th Oct 2022
"They are in everything from the remote control on your TV to the fastest supercomputers in the world, to healthcare devices, to our military's weapons systems."
Export regulations imposed by the U.S. Department of Commerce on China chip-makers are likely to brings further disruptions in the semiconductor industry.
U.S. curbs may not be too bad but Taiwan Semi, along with other chipmakers will soon be struggling with softer demand.
Ruben Roy, Stifel managing director, Semiconductor Analyst with CNBC's Melissa Lee and the Fast Money traders discuss cutting estimates for chip stocks, uncertainty around international semiconductor
The chip sector melted down Friday after U.S. regulators moved to pump the brakes on China's military ambitions by issuing new restrictions on semiconductor and AI technology that can be sold to the c
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