As of February 12, 2026, the semiconductor industry has officially entered what analysts are calling the "Giga-cycle," with global Wafer Fab Equipment (WFE) spending projected to hit an unprecedented $135.2 billion this year. This revised forecast, spearheaded by reports from SEMI and echoed by industry leaders, represents a staggering
The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability.
But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.
The global semiconductor industry is on the verge of a historic transformation, with recent analyst reports confirming that the market is set to hit the $1 trillion mark by late 2026—nearly four years ahead of previous industry forecasts. In a series of blockbuster updates released in early 2026, leading financial institutions Wells Fargo (NYSE: WFC) [...]
Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) reported revenue ahead of Wall Streets expectations in Q4 CY2025, with sales up 7.2% year on year to $3.30 billion. Guidance for next quarter’s revenue was better than expected at $3.35 billion at the midpoint, 1.9% above analysts’ estimates. Its non-GAAP profit of $8.85 per share was 0.6% above analysts’ consensus estimates.
As of January 28, 2026, the semiconductor industry has moved past the volatile "AI infrastructure build-out" phase of the early 2020s and into a sustained era of architectural revolution. At the heart of this transformation is Applied Materials, Inc. (Nasdaq: AMAT), the world’s largest provider of semiconductor manufacturing equipment. While lithography often captures the headlines, [...]
As the S&P 500 continues its ascent in early 2026, a fundamental shift has quietly redefined the mechanics of the bull market. For years, skeptics pointed to "multiple expansion"—the phenomenon where stock prices rise faster than profits—as evidence of a brewing bubble. However, new data as of
Semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC)
will be announcing earnings results this Thursday after market hours. Here’s what to expect.
A number of stocks fell in the afternoon session after rising geopolitical tensions between the US and Europe over control of Greenland sparked a broad, risk-off mood in asset markets.
