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The July semiconductor selloff was built around one uncomfortable question: What happens when Big Tech finally slows its artificial-intelligence spending? So far, the opposite is happening. Bank of America now expects hyperscaler capital expenditures to top $1.2 trillion over the next 12 months, according to semiconduc
Astera Labs Inc. (NASDAQ: ALAB ) shares are climbing Tuesday as chip stocks build on Monday’s rebound and an additional lift after Susquehanna boosted its outlook on equipment maker KLA Corporation. Here’s what you should know. Astera Labs shares are testing new highs. What’s behind ALAB new highs? Susquehanna Raises O
KLA reports increased demand for chip equipment, providing rare 2027 visibility. This indicates a positive outlook for the semiconductor industry.