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$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Axcelis Technologies, Inc. (NASDAQ: ACLS)
Globenewswire· 2025-10-07 21:30
NEW YORK, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the “M&A Class Action Firm”), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Axcelis Technologies, Inc. (NASDAQ: ACLS) related to its merger with Veeco Instruments, Inc. Upon closing of the proposed transact ...
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Veeco Instruments Inc. (NASDAQ: VECO)
Globenewswire· 2025-10-07 21:30
NEW YORK, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the “M&A Class Action Firm”), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Veeco Instruments Inc. (NASDAQ: VECO) related to its merger with Axcelis Technologies, Inc. Upon closing of the proposed transacti ...
AMAT vs. KLAC: Which Stock Has an Edge in Semiconductor Equipment Space?
ZACKS· 2025-10-07 16:11
Key Takeaways KLAC expects 2025 advanced packaging revenues to top $925M, nearly doubling from last year.AMAT faces China trade curbs and competition that hurt equipment and service revenues.KLAC's process control tools and strong AI demand drive faster growth than AMAT's outlook.Applied Materials (AMAT) and KLA Corporation (KLAC) are two big names in the semiconductor equipment market, serving different stages of the chip manufacturing process. While Applied Materials develops equipment for deposition, etc ...
Advanced Energy Introduces 401M Mid-Infrared Pyrometer for Precise Semiconductor Process Control
Businesswire· 2025-10-07 15:00
DENVER--(BUSINESS WIRE)--Advanced Energy Industries, Inc. (Nasdaq: AEIS), a global leader in highly engineered, precision power conversion, measurement and control solutions, announces the launch of the 401M mid-infrared optical pyrometer, designed for high-precision, non-contact temperature measurement in semiconductor and industrial process environments. The 401M debuts at SEMICON® West 2025. Engineered for speed and accuracy, the 401M enables real-time closed-loop control with response times. ...
US lawmakers call for broader bans on chipmaking tool sales to China
Yahoo Finance· 2025-10-07 12:01
By Stephen Nellis SAN FRANCISCO (Reuters) -U.S. lawmakers are calling for broader bans on chipmaking equipment to China after a bipartisan investigation found that Chinese chipmakers had purchased $38 billion of sophisticated gear last year. Inconsistencies in rules issued by the United States, Japan and the Netherlands have led to non-U.S. chip equipment manufacturers selling to some Chinese firms that U.S. companies could not, according to a report published on Tuesday by the U.S. House of Representati ...
Aehr Test Systems Reports Fiscal 2026 First Quarter Financial Results; Strong AI and Data Center-Related Semiconductor Test and Burn-in Activity Underscores Multi-Year Market Opportunity
Accessnewswire· 2025-10-06 20:05
Core Viewpoint - Aehr Test Systems reported a decline in net revenue for the first quarter of fiscal 2026 compared to the same period in the previous fiscal year [1] Financial Results - The net revenue for the first quarter of fiscal 2026 was $11.0 million, down from $13.1 million in the first quarter of fiscal 2025 [1]
Veeco Launches Lumina+ MOCVD System, Receives Multi Tool Order for High-Volume Production of Compound Semiconductor Products
Globenewswire· 2025-10-06 20:02
Core Insights - Veeco Instruments Inc. launched its new Lumina+ metal-organic chemical vapor deposition (MOCVD) system, marking a significant milestone for the company with its first commercial multi-tool order from Rocket Lab Corporation [1][2] - The Lumina+ system is designed to enhance production capabilities for compound semiconductor products, aligning with the Department of Commerce's CHIPS and Science Act to boost domestic manufacturing [1][2] Company Overview - Veeco is an innovative manufacturer of semiconductor process equipment, specializing in technologies such as laser annealing, ion beam, MOCVD, single wafer etch & clean, and lithography [5] - The company holds leading technology positions in the semiconductor markets it serves, focusing on optimizing performance, yield, and cost of ownership [5] Product Details - The Lumina+ system features the largest As/P batch size in the MOCVD industry, with best-in-class throughput, lowest cost per wafer, and industry-leading uniformity and repeatability for As/P processes [2][4] - This new platform is expected to set a benchmark in compound semiconductor manufacturing, supporting diverse industries including solar, consumer electronics, automotive, optical communications, and biotechnology [4] Strategic Partnership - Rocket Lab has a long-standing relationship with Veeco, having utilized its platforms for over 20 years, and the new Lumina+ system is expected to strengthen this collaboration [3] - The partnership aims to double Rocket Lab's production capacity for space-grade solar cells and enhance its compound semiconductor product lines to meet increasing demand [2][4]
4 Stocks That Combine Strong Momentum With Great Fundamentals
Benzinga· 2025-10-06 17:42
Core Insights - The combination of price momentum and fundamental growth offers a robust framework for identifying stocks with both near-term opportunities and long-term potential [20][21] Price Momentum - Price momentum refers to the tendency of stocks that have performed well recently to continue performing well in the near term, driven by consistent upward price movement and strong trading volume [3] - Key indicators for price momentum include relative strength over three, six, and twelve-month periods, trading above key moving averages, increasing trading volume, and reaching new 52-week highs [8] Fundamental Growth - Fundamental growth encompasses metrics such as revenue expansion, earnings growth, improving profit margins, and strengthening competitive positions, which are essential for long-term value [4] - Indicators of fundamental growth include revenue growth above 15% to 20% year-over-year, earnings per share growing faster than revenue, and strong free cash flow generation [8] Combination Strategy - Stocks exhibiting both price momentum and fundamental growth indicate companies where market enthusiasm is supported by genuine business performance, enhancing the likelihood of sustained upward trajectories [5] - This dual filter helps avoid pitfalls associated with momentum stocks built on hype and undervalued stocks that lack improvement [6] Sector Performance - The strategy is particularly effective in sectors experiencing secular growth trends, such as technology, healthcare, and consumer brands [9] - During earnings season, companies that beat analyst expectations and raise future guidance often trigger momentum moves backed by improving fundamentals [10] Current Examples - **Palantir Technologies**: Revenue surged 48% year-over-year, exceeding $1 billion for the first time, with a full-year guidance raised to 45% growth, reflecting strong adoption of AI tools [12] - **Lam Research Corp.**: Reported annual revenue of over $18 billion, representing 23.68% growth, with a stock surge of 105% year-to-date, driven by demand in the semiconductor industry [14] - **Amphenol Corp.**: Achieved nearly $19 billion in trailing 12-month revenue with 48.9% year-over-year growth, demonstrating strong performance in AI-related infrastructure [17] - **Robinhood Markets**: Revenue growth accelerated to 45% year-over-year, with a stock surge of over 180% year-to-date, reflecting a successful pivot to a diversified financial services provider [19]
What the Options Market Tells Us About ASML Holding - ASML Holding (NASDAQ:ASML)
Benzinga· 2025-10-06 16:01
Deep-pocketed investors have adopted a bullish approach towards ASML Holding (NASDAQ:ASML), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in ASML usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 97 extraordinary options activities for ASML ...
Here's What to Expect From Lam Research's Next Earnings Report
Yahoo Finance· 2025-10-06 09:12
Lam Research Corporation (LRCX), headquartered in Fremont, California, designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. Valued at $183.9 billion by market cap, the company’s products are used to deposit special films on a silicon wafer and etch away portions of various films to create a circuit design. The semiconductor giant is expected to announce its fiscal first-quarter earnings for 2026 after the market closes ...