U.S. lawmakers seek broader restrictions on chipmaking equipment sales to China, spotlighting AMAT, LRCX, and KLAC after a major increase in Chinese purchases. A bipartisan report reveals Chinese semiconductor firms spent $38 billion on advanced machinery, fueling domestic chip capacity and AI ambitions despite export controls.
I track a universe of 50 high-quality dividend growth stocks to identify opportune investments based on valuation and future return potential. As of October 2, 2025, 22 stocks offer attractive future return estimates of at least 10%, with 15 appearing potentially undervalued by my Free Cash Flow model. Top-ranked stocks include MKTX, RMD, MPWR, RACE, and MSCI, each offering strong projected ret...
KLA Corporation (KLAC) remains a core semiconductor holding, benefiting from AI-driven demand and its near-monopoly in process control equipment. KLAC is well-positioned for growth as advanced chip complexity and global capex surge, but current valuations are stretched, warranting a 'buy with caution' stance. Risks include high China exposure, customer concentration, and premium multiples, but ...
Bloomberg Intelligence highlights 50 Companies to Watch for 2025, focusing on catalysts like leadership changes, M&A, and sector trends such as AI and EVs. Dogcatcher analysis identifies 13 dividend-paying stocks as 'safer,' with free cash flow yields exceeding dividend yields, including AVGO, KLAC, FOX, TPR, and WM. Top ten dividend focus stocks, including SLB, UPS, and WM, are projected to de...
Given how KLA (KLAC 5.74%) stock performed on the market Thursday, the company probably doesn't want the trading week to end. Its shares zoomed nearly 6% higher in price, thanks largely to a promising new deal in the chip industry.
Is KLA (KLAC) stock a better pick compared to Lam Research (LRCX)? It looks like it.
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