KLA-Tencor Corp (KLAC)

The tech sector can continue outperforming the S&P 500 over the long term.

As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the semiconductor manufacturing industry, ...

Lumentum, KLA, and NetApp have each expanded margins through AI-driven demand, but via different paths: volume efficiency, competitive moats, and pass-through pricing on NAND memory costs.

What Happened? A number of stocks jumped in the afternoon session after weaker-than-expected U.S. employment data cooled Treasury yields, easing interest rat...

Nightfood Holdings (OTCQB: NGTF), operating as TechForce Robotics, is targeting the growing semiconductor automation and advanced-packaging market through its majority-owned TechForce Advanced Manufacturing subsidiary. The venture plans to scale production of automated Wafer Sorter and Automated Optical Inspection systems for 8-inch and 12-inch silicon wafers, with first production and revenue targeted for the fourth quarter of 2026.

AINewsWire Editorial Coverage : The biggest hurdle in the AI boom has shifted. Etching the tiniest transistor is no longer the whole story. What is becoming more important is which companies can turn out packaged chips quickly, cleanly and in large enough quantities that AI data centers never run short. NVIDIA CEO Jensen Huang recently stated that the company is ramping up capacity for CoWoS-L, the high-end packaging technology used in its newest chips, and that suppliers need to improve yield and speed up output. That same expectation is now spreading to the automation and inspection tools that keep packaging lines running, a space that Nightfood Holdings Inc. (OTCQB: NGTF) ( Profile ) plans to compete in under its TechForce Robotics operating name. Last week, the company revealed that it had formed a majority-owned subsidiary — TechForce Advanced Manufacturing Inc. — created alongside a manufacturing partner based in Taiwan. The purpose of the new subsidiary is to scale up output of automated Wafer Sorter and AOI systems for 8-inch and 12-inch wafers, and it is targeting first production and revenue in the fourth quarter of 2026. Nightfood aims to take its place among other prominent names in the wider AI/automation ecosystem, such as Applied Materials Inc. (NASDAQ: AMAT), KLA Corporation (NASDAQ: KLAC), Lam Research Corporation (NASDAQ: LRCX) and…

AUSTIN, Texas, Sept. 23, 2026 (GLOBE NEWSWIRE) -- AINewsWire Editorial Coverage: The biggest hurdle in the AI boom has shifted. Etching the tiniest transistor is no longer the whole story. What is becoming more important is which companies can turn out packaged chips quickly, cleanly and in large enough quantities that AI data centers never run short. NVIDIA CEO Jensen Huang recently stated that the company is ramping up capacity for CoWoS-L, the high-end packaging technology used in its newest chips, and that suppliers need to improve yield and speed up output. That same expectation is now spreading to the automation and inspection tools that keep packaging lines running, a space that Nightfood Holdings Inc. (OTCQB: NGTF) (profile) plans to compete in under its TechForce Robotics operating name. Last week, the company revealed that it had formed a majority-owned subsidiary — TechForce Advanced Manufacturing Inc. — created alongside a manufacturing partner based in Taiwan. The purpose of the new subsidiary is to scale up output of automated Wafer Sorter and AOI systems for 8-inch and 12-inch wafers, and it is targeting first production and revenue in the fourth quarter of 2026. Nightfood aims to take its place among other prominent names in the wider AI/automation ecosystem, such as Applied Materials Inc. (NASDAQ: AMAT), KLA Corporation (NASDAQ: KLAC), Lam Research Corporation (NASDAQ: LRCX) and Applied Optoelectronics Inc. (NASDAQ: AAOI).

One niche player burned cash and posted a net loss; the other generated $3.8 billion in free cash flow.

While the Nasdaq 100 (^NDX) is filled with cutting-edge technology and consumer companies, not all are on solid footing. Some are dealing with declining dema...

Semiconductors are the silicon backbone of the digital revolution. Compute-intensive AI workloads are also priming them for the next wave of secular growth, ...

KLA (NASDAQ:KLAC) has outperformed the market over the past 20 years by 11.1% on an annualized basis producing an average annual return of 20.31%. Currently, KLA has a market capitalization of $242.52 billion. Buying

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these f...