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Chip-equipment stocks KLA and Lam Research outperformed Nvidia on September 4, sparking debate on AI rally broadening
On September 4, KLA Corporation (NASDAQ:KLAC) gained 7.3% and Lam Research Corporation (NASDAQ:LRCX) rose 5.1%, significantly outpacing Nvidia's 0.8% increase. These companies, which sell process-cont
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Guinness Global Innovators Fund noted in its Q2 2026 investor letter that KLA (KLAC) benefited from advanced node, high-bandwidth memory, and advanced packaging demand, with its stock price increasing by 105.2% during the quarter.
Guinness Global Innovators Fund stated in its Q2 2026 investor letter that KLA Corporation (NASDAQ:KLAC) plays a critical role in the increasing complexity of semiconductor manufacturing. The fund bel
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KLA Corporation announced Q4 revenue of $3.66 billion, a year-over-year increase of 15.21%, with non-GAAP EPS of $1.05 exceeding expectations; at the same time, it raised its 2026 advanced packaging system revenue guidance by over 70% to approximately $1.1 billion.
KLA Corporation (NASDAQ:KLAC) reported fourth-quarter revenue of $3.66 billion, a 15.21% year-over-year increase, and non-GAAP EPS of $1.05, exceeding market expectations for the fifth consecutive qua
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Chip-equipment stocks KLA and Lam Research outperformed Nvidia on September 4, sparking debate on AI rally broadening
On September 4, KLA Corporation (NASDAQ:KLAC) gained 7.3% and Lam Research Corporation (NASDAQ:LRCX) rose 5.1%, significantly outpacing Nvidia's 0.8% increase. These companies, which sell process-cont
-
Guinness Global Innovators Fund noted in its Q2 2026 investor letter that KLA (KLAC) benefited from advanced node, high-bandwidth memory, and advanced packaging demand, with its stock price increasing by 105.2% during the quarter.
Guinness Global Innovators Fund stated in its Q2 2026 investor letter that KLA Corporation (NASDAQ:KLAC) plays a critical role in the increasing complexity of semiconductor manufacturing. The fund bel
-
KLA Corporation announced Q4 revenue of $3.66 billion, a year-over-year increase of 15.21%, with non-GAAP EPS of $1.05 exceeding expectations; at the same time, it raised its 2026 advanced packaging system revenue guidance by over 70% to approximately $1.1 billion.
KLA Corporation (NASDAQ:KLAC) reported fourth-quarter revenue of $3.66 billion, a 15.21% year-over-year increase, and non-GAAP EPS of $1.05, exceeding market expectations for the fifth consecutive qua
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KLA
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