KLA Corporation (NASDAQ:KLAC) is among the Best Performing Quantum Computing Stocks in 2025. KLA Corporation (NASDAQ:KLAC) is trading at an all-time high with the share price of $1,279.60 on December 26. This comes after impressive 100.59% year-to-date gains. Wall Street is bullish ahead of the company’s fiscal Q2 2026 earnings, expected to be released on January 28. Analysts expect the company to post around $3.25 billion in revenue along with a GAAP EPS of $8.49. Recently, on December 19, Deutsche Bank ...

KLA Corporation (KLAC), headquartered in Milpitas, California, designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. With a market cap of $163.4 billion, the company offers surface profilers, nanomechanical testers, chips, and semiconductor assembly solutions. The leading supplier of process control and yield management solutions is expected to announce its fiscal second-quarter earnings for 2 ...

What AI bubble? New research from Bank of America has thrown cold water on the growing narrative, and instead focuses on the upside the firm sees in chipmakers.The firm recently laid out its forecast for the coming year in a note to clients, predicting that the AI market will experience some volatility but ultimately finish the year strong as data center buildouts continue and companies double down on manufacturing and equipment spending. The analysts view the AI market as being roughly halfway through a ...

Group 1 - KLA Corporation is recognized as one of the best performing S&P 500 stocks in 2025, with price targets being raised by multiple financial institutions [1][2][3] - Bank of America increased its price target for KLA Corporation to $1,450 from $1,400 while maintaining a Buy rating, indicating confidence in the company's performance amid a decade-long transition towards AI-driven workloads [1] - Cantor Fitzgerald upgraded KLA Corporation to Overweight with a new price target of $1,500, reflecting optimism about AI infrastructure spending outweighing short-term cyclical concerns [2] - Jefferies also upgraded KLA Corporation to Buy with a price target of $1,500, citing the company's dominant position in leading-edge manufacturing as a key factor for benefiting from the demand for advanced chips and AI infrastructure [3] Group 2 - KLA Corporation designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries globally [4]

美国银行预计2026年半导体行业规模将达到1万亿美元，由英伟达（NVDA）、博通（AVGO）、泛林 集团（LRCX）、科磊（KLAC）、ADI>亚德诺（ADI）和楷登电子（CDNS）引领，因AI数据中心建 设加速推进。 责任编辑：张俊 SF065 美国银行预计2026年半导体行业规模将达到1万亿美元，由英伟达（NVDA）、博通（AVGO）、泛林 集团（LRCX）、科磊（KLAC）、ADI>亚德诺（ADI）和楷登电子（CDNS）引领，因AI数据中心建 设加速推进。 责任编辑：张俊 SF065 ...

On December 20, Scott Wren, senior global market strategist at Wells Fargo, appeared on CNBC’s ‘Closing Bell Overtime’ to discuss which sectors are winners and where stocks may be headed going into 2026. Wren stated that the market is currently trading above the midpoint of his firm’s year-end target range. He observed a strong desire for the market to move higher and detailed specific defensive rotations his team made. Specifically, Wells Fargo moved Communication Services from overweight to even weight in ...

格隆汇12月25日｜美银半导体分析师Vivek Arya表示，AI发展仍处于为期十年的结构性转型中段，整体 产业趋势依旧向上，并由具备明确竞争优势的龙头企业领军。他预测，全球半导体销售额可望于2026年 增长30%，年销售额首度突破1万亿美元的重要里程碑。他强调，具备高毛利结构与稳固市场地位的公 司，将持续成为资金布局的核心。他点名六家半导体与AI相关企业，作为其对2026年最具信心的投资 标的，分别为英伟达、博通、Lam Research、科磊、亚德诺以及Cadence Design Systems。 ...

KLA Corporation (NASDAQ:KLAC) is one of the best forever stocks to buy according to hedge funds. On December 15, analysts at Jefferies upgraded KLA Corporation (NASDAQ:KLAC) to a Buy, buoyed by accelerating artificial intelligence driven spending. Additionally, the research firm echoed a strong outlook for demand for leading-edge and advanced packaging. Is KLA Corporation (KLAC) One of the Best Forever Stocks to Buy According to Hedge Funds? Photo by Umberto on Unsplash Jefferies expects the company to ...

Core Viewpoint - KLA Corporation is highlighted as a key player in the AI sector, with Jefferies upgrading its rating to "Buy" and increasing the price target to $1,500, indicating a strong outlook driven by AI accelerator demand and advanced packaging needs [1][4]. Group 1: Company Performance and Outlook - Jefferies believes KLA's growth is just beginning, driven by expanding use cases for AI accelerators and a robust demand for leading-edge and advanced packaging [1]. - The firm sees potential upside for KLA due to increasing chip complexity and rising process control intensity, which aligns with KLA's strengths [2]. - KLA's business model benefits from the rising complexity in packaging, which requires enhanced process control [3]. Group 2: Market Dynamics and Risks - While there are concerns regarding exposure to China, KLA's revenues from China are considered relatively derisked at 25% for C26, with historical data suggesting potential upside [4]. - The semiconductor industry continues to guide conservatively on China, yet demand remains strong, indicating resilience in the market [4].

Group 1 - The US stock market saw a collective rise on December 18, with major technology stocks performing well, particularly the Trump Media Technology Group, which surged by 41.93% after announcing a merger agreement with TAE Technology [1][2] - Tesla's stock increased by over 3%, adding approximately $53.6 billion (around 377.4 billion RMB) to its market capitalization [2] - The merger between Trump Media Technology Group and TAE Technology will be executed through an all-stock transaction, with both companies' shareholders expected to own about 50% of the combined entity post-merger [2] Group 2 - The latest data from the US Bureau of Labor Statistics indicated that the Consumer Price Index (CPI) for November rose by 2.7% year-on-year, which was lower than the market expectation of 3.1% [4] - The core CPI, excluding volatile food and energy prices, increased by 2.6%, marking the lowest level since early 2021 and also below the anticipated 3% [4] - Following the CPI report, there was a slight increase in the likelihood of the Federal Reserve lowering interest rates in January, with traders estimating a 28.8% chance of a 25 basis point cut, up from 26.6% prior to the inflation data release [4] Group 3 - Goldman Sachs' global co-head of fixed income and liquidity solutions, Kay Haigh, stated that the low inflation data would not impact the Federal Reserve's decision-making, as they are more focused on the December CPI data set to be released in mid-January [5]