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KLA Rallies After 10-for-1 Split as Analysts Lift Targets and Flag Rich Valuation

Brokerages point to a supply-constrained, multi-year wafer-equipment upcycle driven by AI that is lengthening bookings into 2028 and driving investor demand.

Analysis Finds Nvidia’s Arm-Based GB10 Cores Match AMD and Intel Desktop Performance

Teradyne Stock Jumps on AI-Fueled Q4 Beat and Big Q1 Guidance

JPMorgan Backs Nvidia, Broadcom, Micron as Top AI Chip Picks Ahead of Earnings

Reports Point to Nvidia Cutting RTX 50 Production by Up to 40% in Early 2026

UBS Lifts Micron Target to $275, Says HBM Supply Is Fully Booked Through 2026

ASML Signals 2026 Sales Holding Up as EUV Orders Surge

Intel’s 18A Process Suffers Sub-10% Yields on Panther Lake Chips