Workflow
Wafer Fab Equipment
icon
Search documents
全球半导体资本支出与存储前瞻-上调 2026 年全球晶圆产能预期,外加第三季度财报的策略思路-Global Technology_ Semiconductors_ Semi Cap & Storage Previews_ Raising 2026 WFE estimates, plus tactical ideas for 3Q earnings
2025-10-09 02:39
8 October 2025 | 5:00AM EDT Equity Research Global Technology: Semiconductors: Semi Cap & Storage Previews: Raising 2026 WFE estimates, plus tactical ideas for 3Q earnings Raising global WFE estimates; see elevated expectations into 3Q reports AMAT (Buy) – Expect upside to guidance, driven by an improved memory spending outlook. We remain positive on AMAT into the quarter, despite the company's recent weak guidance last quarter plus incremental BIS export controls on customers in China. We continue to belie ...
COIN Upgrade Sees Strong Institutional Trading, AMAT Export Restrictions
Youtube· 2025-10-03 13:30
We have a lot of movers to focus on as well. Jenny Horn, host of NextGen Investing, is with me and we're taking a look. We're staying on the crypto theme here with Coinbase.Big week for crypto. What are you looking at when it comes to Coinbase this morning, Jenny. Yeah, and I I know that Bitcoin and the entire crypto world just closed out September.Better than feared. October historically actually a pretty strong month for crypto and cryptoreated assets. So, we'll have to see if that that pans out according ...
KLAC Set to Report Q3 Earnings: What's in the Cards for the Stock?
ZACKS· 2025-04-28 17:35
KLA Corporation (KLAC) is set to report its third-quarter fiscal 2025 results on April 30.For the third quarter of fiscal 2025, KLAC expects revenues of $3 billion, plus/minus $150 million. The Zacks Consensus Estimate for revenues is pegged at $3.01 billion, indicating an increase of 27.36% from the year-ago quarter’s reported figure.KLA expects non-GAAP earnings of $8.05 per share, plus/minus 60 cents. The consensus mark for earnings is pegged at $8.06 per share, which has moved down by a penny over the p ...