KLA Rises on Institutional Inflows: KLAC rose ~3.4% on Apr 3, 2026 after $210m of institutional buying over five days; KLAC YTD +24% vs SOX +12% (Bloomberg/FactSet). 👈 Read full analysis #KLA #InstitutionalInvesting #StockMarket #KLAC #Investing
So great that Charlie Steiner is doing the play by play for the #Dodgers on #KLAC, if only for 1st 3 innings.
@stephennelson.bsky.social you are off tonight but please pass on our best to Charlie!
@dodgersnation.bsky.social
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#KTWV #KCBS #KLAC #KLOS #KKGO
Nasdaq weekly report: Micron Technology biggest gainer ahead of earnings, Thomson Reuters loses most
#comp:ind #stx #wdc #lrcx #mu #adbe #klac #axon #tri #wday #team
Origin | Interest | Match
Remember: Going into the war, AI hardware stocks like #TSM #MU #ASML #LRCX #AMAT #KLAC #ADI #MPWR #GLW #SNDK #WDC #ANET #STX were all soaring, while software stocks like #CRM #NOW #INTU #ADBE #ADSK #APP were getting crushed.
Risks remain. But, for now, they also remain contained as it relates to the AI infrastructure buildout. And this week's strong AI earnings report are sustaining my bullishness on these stocks.
#ASML #AMAT #LRCX #NVDA #MU #AMD #KLAC #TER #TSM #INTC #QCOM #ARM #CRDO #ALAB #LASR
#KLAC #TSM #DELL #SMCI #ASML #CLS #LRCX #ARM #AMAT #NVMI and more all down 5%+.
Yes, ALL those AI infrastructure stocks are down more than 5%, as of this post. It is a bloody, bloody day in the AI world.
Why? South Korea (though, ultimately, Iran).
So the readthrough for the broader AI sector is insanely bullish. This report is absolutely a reason to buy #SMH #SOXX #SNDK #LITE #GLW #TER #WDC #ENTG #MKSI #KLAC #AMAT #STX #CIEN #MU #MTSI #LRCX etc.
And physical AI supply chain stocks are currently presenting a very compelling opportunity b/c the buildout is just getting started.
#NVDA #MSFT #AMZN #MU #ORCL #AMD #SNDK #GOOGL #META #NBIS #IREN #AVGO #TSM #ANET #GEV #AMAT #KLAC
This validates the inference acceleration thesis. Strengthens the case for custom silicon plays like #AVGO, #MRVL, #AMAT, #SNPS, #CDNS, #KLAC, etc. The compute stack is diversifying, and the supply chain enabling that diversification looks attractive.
Which means that the indiscriminate selling on Wall Street this week is probably creating some pretty good opportunities in AI supply chain stocks.
#AMAT #ANET #NVDA #AMD #AVGO #VRT #KLAC
#AVGO #CLS #LITE #CIEN #CRDO #NVDA #AMD #AMAT #ANET #ASMl #INTC #KLAC #MRVL #MU #TSM #STX #WDC #SNDK
Nasdaq futures slide as tech-led selloff looks to deepen
#spx #indu #us100:ind #aapl #nem #fcx #deck #klac #rmd #v #us10y
Origin | Interest | Match
Today is an "AI retaking its rightful throne" day.
I got AI compute stocks up a bunch. #AMAT #ANET #ASML #AVGO #INTC #KLAC #MRVL #MU #LSCC #RMBS #STX #WDC #SNDK #GFS #TSM all up big.
#LALakers #BET #generaldynamics #KFI #KJLH #K101 #KOST #KIIS #KUSC #KRCW #KTWV #KCBS #KLAC #KLOS #KKGO #KABC #KRTH #KKJZ #KLAX #KMPC #KFWB #KNX #KTNQ #KMRB #KCRD #KXOL #KROQ #KLOS #KBUE #KLVE #KLLI #abc7eyewitness
#KXLU #KPWR #KRRL #losangelesrealestate #losangelesreality #LAFD #FIREFIGHTERS
#LALakers #BET #generaldynamics #KFI #KJLH #K101 #KOST #KIIS #KUSC #KRCW #KTWV #KCBS #KLAC #KLOS #KKGO #KABC #KRTH #KKJZ #KLAX #KMPC #KFWB #KNX #KTNQ #KMRB #KCRD #KXOL #KROQ #KLOS #KBUE #KLVE #KLLI
These 6 stocks will lead the $1 trillion chip surge in 2026, BofA says #NVDA #AVGO #LRCX #KLAC #ADI #CDNS
www.wikifolio.com/de/de/p/silb...
#KLAC - Dominates process control and yield management markets, ensuring defect-free manufacturing at advanced semiconductor nodes.
#TXN - Global leader in analog chips and embedded processors, serving diverse markets from automotive to industrial with vast scale.
#MU (+158%), #LRCX (+114%), and #KLAC (+84%) lead the group, reflecting strong leverage to the memory upcycle, HBM demand, and renewed wafer fab investment.
Stock news image
$KLAC: KLA Corp. upgraded to Buy from Hold at Jefferies
thefly.com/permalinks/entry.php/id4...
More $KLAC news: https://stockoscope.com/stock/klac/news
#KLAC #KLACorporation #Technology
I mean... all the big AI stocks #NVDA #MSFT #AVGO #TSM #PLTR #ASML #AMD #CSCO #MU #AMAT #LRCX #QCOM #INTC #APH #ANET #KLAC #ARM #DELL #CDNS #SNPS #MRVL are down today and that doesn't make sense.
#LAClippers #LASparks #LAGalaxy
#LALakers #BET #generaldynamics #KFI #KJLH #K101 #KOST #KIIS #KUSC #KRCW #KTWV #KCBS #KLAC #KLOS #KKGO #KABC #KRTH #KKJZ #KLAX #KMPC #KFWB #KNX #KTNQ #KMRB #KCRD #KXOL #KROQ #KLOS #KBUE #KLVE #KLLI #abc7eyewitness
#TopDogLaw #HollywoodCA #cryptoarena #wilshirecorridor #VH1 #ABC #NBC #CBS #LAChargers #LARams #Lakers #LAClippers #LASparks #LAGalaxy
#LALakers #BET #generaldynamics #KFI #KJLH #K101 #KOST #KIIS #KUSC #KRCW #KTWV #KCBS #KLAC #KLOS
- Optics/Networking: #ANET #CSCO #CIEN #LITE
- Power/Thermal: #VRT #ETN #ABB #MPWR #POWL
- Semi Equipment: #ASML #AMAT #LRCS #KLAC
- Servers: #DELL #SMCI #HPE
- Compute: #NVDA #AMD #INTC #ARM #AVGO
- Operators: #CRWV #NBIS #IREN #CIFR
#cryptoarena #wilshirecorridor #VH1 #ABC #NBC #CBS #LAChargers #LARams #Lakers #LAClippers #LASparks #LAGalaxy
#LALakers #BET #generaldynamics #KFI #KJLH #K101 #KOST #KIIS #KUSC #KRCW #KTWV #KCBS #KLAC #KLOS #KKGO #KABC #KRTH #KKJZ
