A number of stocks jumped in the morning session after strong results from chipmaker Nvidia, eased lingering concerns about a potential bubble in the artificial intelligence sector.
Semiconductor production equipment company Kulicke & Soffa (NASDAQ: KLIC) reported revenue ahead of Wall Streets expectations in Q3 CY2025, but sales fell by 2.1% year on year to $177.6 million. On top of that, next quarter’s revenue guidance ($190 million at the midpoint) was surprisingly good and 13.3% above what analysts were expecting. Its non-GAAP profit of $0.28 per share was 26.1% above analysts’ consensus estimates.
Semiconductor production equipment company Kulicke & Soffa (NASDAQ: KLIC) will be reporting results this Wednesday afternoon. Here’s what investors should know.
A number of stocks fell in the afternoon session after markets continued to retreat, as investors re-evaluated the high valuations of stocks that benefited from the artificial intelligence boom.
Semiconductors are the core infrastructure powering the Information Age. Compute-intensive AI workloads are also priming them for the next wave of secular growth,
so it’s no wonder the industry has outperformed the market over the past six months, delivering returns of 62.7% compared to 21% for the S&P 500.
Expensive stocks typically earn their valuations through superior growth rates that other companies simply can’t match.
The flip side though is that these lofty expectations make them particularly susceptible to drawdowns when market sentiment shifts.
A number of stocks jumped in the afternoon session after investor fears eased as President Trump softened his tone regarding trade relations with China. Following a sharp selloff late last week fueled by threats of an additional 100% tariff on Chinese goods, the president's more conciliatory weekend message that "it will all be fine" sparked a broad market rally. The semiconductor sector, which is particularly sensitive to international trade policies due to its global supply chains, was among the biggest beneficiaries of the improved sentiment. Chipmakers had posted significant declines during the previous week amid escalating tariff concerns. The reversal in tone helped these stocks recover a substantial portion of their recent losses as investors bought back into the sector, relieved that trade tensions might not escalate further.
Shares of semiconductor production equipment company Kulicke & Soffa (NASDAQ: KLIC) fell 5.2% in the afternoon session after President Donald Trump threatened to impose 'massive' new tariffs on Chinese goods, a response to Beijing's decision to tighten export controls on rare earth metals.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at semiconductor manufacturing stocks, starting with Kulicke and Soffa (NASDAQ:KLIC).
A number of stocks fell in the afternoon session after reports revealed tech giant Oracle is generating lower-than-expected margins in its cloud business and losing money on Nvidia chip rentals. The news caused Oracle's shares to tumble over 5% and sparked a wider tech sell-off, pulling the S&P 500 and Nasdaq down.
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Stocks in the $10-50 range offer a sweet spot between affordability and stability as they’re typically more established than penny stocks.
But their headline prices don’t guarantee quality, and investors should exercise caution as some have shaky business models.
A number of stocks jumped in the afternoon session after the semiconductor sector rallied in intraday trading as a favorable inflation report bolstered investor hopes for a potential Federal Reserve interest rate cut. The latest Consumer Price Index (CPI) data showed a slowdown in inflation, fueling a broad market rally that pushed the S&P 500 and Nasdaq to new all-time highs. For the capital-intensive semiconductor industry, the prospect of lower interest rates is particularly welcome, as it can reduce borrowing costs for expansion and research and development. The positive macroeconomic sentiment provided a significant tailwind for the entire sector, as investors anticipate that a more accommodative monetary policy from the central bank will stimulate economic growth and demand for technology.
Semiconductor production equipment company Kulicke & Soffa (NASDAQ: KLIC) announced better-than-expected revenue in Q2 CY2025, but sales fell by 18.3% year on year to $148.4 million. On top of that, next quarter’s revenue guidance ($170 million at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $0.07 per share was 27.3% above analysts’ consensus estimates.
Semiconductors are the picks and shovels of modern technology. Compute-intensive AI workloads are also priming them for the next wave of secular growth,
a trend that has supported the industry over the past six months as its 6.3% return has closely followed the S&P 500.
Semiconductor production equipment company Kulicke & Soffa (NASDAQ: KLIC) reported Q2 CY2025 results topping the market’s revenue expectations, but sales fell by 18.3% year on year to $148.4 million. On top of that, next quarter’s revenue guidance ($170 million at the midpoint) was surprisingly good and 7.4% above what analysts were expecting. Its non-GAAP profit of $0.07 per share was 27.3% above analysts’ consensus estimates.
