Pacer BlueStar Engineering the Future ETF

PTC Updates its 2026 Fiscal Year Earnings Guidance

PTC Updates 2026 Fiscal Year Earnings Guidance

Level Financial Advisors Increased Holdings in Lam Research in Q3

Green Alpha Advisors LLC Reduces Holdings in Applied Materials

Yousif Capital Management LLC reduces stake in KLA Corporation

Vermont Trust Reduced Holdings in Lam Research in Q3

Barclays analyst maintains hold rating on ASML with price target

Whales Show Bearish Attitude Toward Applied Materials With Large Option Trades

ASML Holding Repurchased Shares Worth About 36 Million Euros

Matrix Asset Advisors Inc. NY Increased Holdings in Applied Materials

imec demonstrates first wafer-scale fabrication of solid-state nanopores using EUV lithography

Flputnam Increases Holdings in Lam Research to $66.5 Million

Bartlett & CO. Wealth Management LLC Reduces Holdings in ASML Holding N.V.

Deutsche Bank Maintains Hold Rating on KLA

Phraction Management LLC significantly reduced its stake in Autodesk Inc.

KLA EVP Disposes of Common Stock

Applied Materials Reports Record 2025 Fiscal Year Results, B. Riley Raises Target Price

LAM Research Corp CEO Timothy Archer Sells Over $26 Million in Company Stock

Lam Research CEO Timothy Archer Disposes of Company Common Stock

B. Riley Raises Lam Research's Target Price to $195

A SPAC III Acquisition

PicoCELA

Davis Commodities

Society Pass

ECD Automotive Design

Gauzy

Bristol-Myers Squibb Company

A SPAC III ACQUISITION CORP. COM NPV CL A (SUBS/RTS)02/01/2026

Paranovus ENT Tech

Cue BioPharma

ASML

Choosing between the two stocks likely comes down to one critical factor.

Taiwan Semiconductor

Better artificial intelligence stock: ASML vs. Taiwan Semiconductor

KLAC

KLA Corp's short interest has increased by 8.19%, with 3.58 million shares sold short, representing 3.04% of available shares. It would take traders 4.22 days to cover these positions. The rise in short interest suggests a bearish market sentiment, although KLA Corp's short interest is lower than its peers' average of 8.98%. Increasing short interest can sometimes be bullish for a stock.

benzinga_article

How Is The Market Feeling About KLA Corp?

PTC (NASDAQ:PTC) updated its Q1 2026 earnings guidance, projecting EPS of 1.260-1.820, compared to a consensus of 1.490, and revenue of $600-$660 million, against a consensus of $637.4 million. The company also revised its FY 2026 EPS guidance to 6.490-8.950. Analysts have adjusted their ratings and price targets, with a consensus target price of $205.92. Insider trading activity and hedge fund investments in PTC were also reported.

Market Beat

PTC (NASDAQ:PTC) Releases Q1 2026 Earnings Guidance

NVDA

Nvidia, TSMC, and ASML are all foundational stocks of the booming AI market.

NVIDIA

3 artificial intelligence stocks you can buy and hold for the next decade

LRCX

Level Financial Advisors acquired 7,116 shares of Lam Research Corporation, valued at approximately $953,000, during the third quarter. Other institutional investors also modified their holdings, with significant transactions by Symmetry Partners LLC, Albert D Mason Inc., Swedbank AB, Optas LLC, and Cypress Wealth Services LLC. Insiders sold 102,608 shares worth $14,916,496. Lam Research's stock opened at $175.16, with a market cap of $220.01 billion. The company reported quarterly earnings of $1.26 per share, exceeding estimates, and announced a quarterly dividend of $0.26 per share.

Lam Research

7,116 Shares in Lam Research Corporation $LRCX Purchased by Level Financial Advisors

ADSK

Autodesk (ADSK.US) experienced multiple capital fluctuations during yesterday's trading session, with intensified long-short battles in a sideways tug-of-war, leading to an increased short-term trading atmosphere in the market. The intraday performance showed a steady upward trend accompanied by significant volume, with some technical analysts and community funds interpreting that "the upper technical level is approaching, and bulls are gathering to break through a new wave." The 18x level became the core battleground before the close, with community discussions focusing on "whether this round of fluctuations will initiate a major upward attack." There were no sudden changes in the fundamentals, and the market's attention is on AI-driven growth and expectations for design automation exports. Recently, tech blue chips have been under pressure, but ADSK benefits from industry differentiation, with major players attempting to position themselves, which is conducive to short-term breakthroughs. "As long as there is no market crash, a breakout will trigger FOMO" became the mainstream view in the community last night. Overall, if active capital continues to flow in during the session and leads to a second volume increase, the short-term may challenge the 188-191 resistance zone, initiating a new major upward wave. Risk reminder: if the volume cannot be sustained, a "false breakout" may occur. Veteran community members remind to closely monitor large active orders during the session, and if the technical level breaks without significant volume, treat it as a short-term trading operation. The overall strategy suggests focusing on mainstream volume for short-term gains, and if there is a rapid decline during the session and the technical level is breached, consider decisive stop-loss measures to prevent being trapped. ADSK is at a critical point; whether the new major upward wave window opens or if it will wash out again depends on intraday trading volume leading the short-term market

Technical Forecast

Autodesk

Early Morning Trend | Autodesk saw increased volume, is a technical breakout about to initiate a new main uptrend?

Morning Trend | Autodesk is stuck at the bottom, can key positions turn the tide? Will funds break through the predicament?

AMAT

Green Alpha Advisors LLC reduced its holdings in Applied Materials, Inc. by 33.3% in Q3, now owning 14,440 shares worth $2.96 million. Applied Materials is the 8th largest holding in their portfolio. The stock is rated "Moderate Buy" with a target price of $246.78. Applied Materials reported Q3 earnings of $2.17 per share, beating estimates, with revenue of $6.80 billion. The company announced a quarterly dividend of $0.46 per share.

Applied Materials

Green Alpha Advisors LLC Has $2.96 Million Stock Holdings in Applied Materials, Inc. $AMAT

SOXL

Green Alpha Advisors LLC reduced its stake in Lam Research Corporation by 33% in Q3, holding 29,281 shares worth $3.92 million. Lam Research is its 3rd largest position, comprising 3.8% of its portfolio. Other institutional investors like Vanguard, State Street, and JPMorgan also adjusted their holdings. Lam Research reported strong earnings, beating estimates, and announced a quarterly dividend. The stock hit a 52-week high due to AI-driven chip demand, indicating positive market sentiment and potential for further gains.

Direxion Semicon Bull 3X

Lam Research Corporation $LRCX is Green Alpha Advisors LLC's 3rd Largest Position