Applied Materials Raises Strategic Stake in BE Semiconductor to 20%
Applied Materials increased its strategic stake in BE Semiconductor Industries to 20%.
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Thermo Fisher Raises 2026 Revenue and Adjusted EPS Guidance
Thermo Fisher reported Q3 revenue of $12.14 billion, up 9%, and adjusted EPS of $6.68, up 15%. It raised 2026 revenue guidance to $47.7–$48.2 billion and adjusted EPS guidance to $25.13–$25.43.
Billionaire Investor Adds To ASML, Exits Rivals KLA and Lam — Plus Nvidia, Broadcom
Billionaire activist Dan Loeb ‘s Third Point LLC raised a stake in ASML Holding (NASDAQ: ASML ) in the second quarter. The investor more than doubled its stake in the semiconductor company, increasing it from 12,000 in the first quarter of 2026 to 30,000 as of June 30. Meanwhile, Third Point exited its entire stake in