Market and company headlines
Semiconductors are the silicon backbone of the digital revolution. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. This theme has led to decent stock price performance as the industry’s six-month gain of 10.3% has nearly mirrored the S&P 500.
Yahoo·10:22·6 Days Ago
Volatility cuts both ways - while it creates opportunities, it also increases risk, making sharp declines just as likely as big gains. This unpredictability can shake out even the most experienced investors.
Yahoo·09:25
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
Yahoo·07:47
Applied Materials (AMAT) stock trades at 39.5 times its adjusted earnings for the past twelve months. That profit figure includes stock-based pay added back, and the resulting multiple looks steep for a company that posted 7.8% sales growth over the same period. However, the calculation shifts when looking at the profit expected in the next two years. So how much growth is already in the price of Applied Materials stock.
Yahoo·17:43
BROOKFIELD, Conn., Sept. 30, 2026 (GLOBE NEWSWIRE) -- Photronics, Inc. (Nasdaq:PLAB), a worldwide leader in photomask technologies and solutions, today announced it will participate in the 18th Annual CEO Investor Summit being held Tuesday, October 13th at the St. Regis Hotel in San Francisco, California. About the 18th Annual CEO Summit The CEO Summit is hosted by participating companies and features a “round-robin” format consisting of small group meetings with company management teams. Attend
Yahoo·16:00PLAB▲+3.4%
QuickLogic Corporation (NASDAQ: QUIK), a developer of embedded FPGA (eFPGA) Hard IP, Strategic Radiation Hardened and Antifuse FPGAs and ruggedized programmable logic solutions, today announced management's participation in the 18th Annual CEO Investor Summit, being held Tuesday, October 13th, 2026, at the St. Regis Hotel in San Francisco, California.
Yahoo·07:46
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the semiconductor manufacturing stocks, including Photronics (NASDAQ:PLAB) and its peers.
Yahoo·12:32PLAB▲+3.4%
A surplus of cash can mean financial stability, but it can also indicate a reluctance (or inability) to invest in growth. Some of these companies also face challenges like stagnating revenue, declining market share, or limited scalability.
Yahoo·03:21
Photronics offers upside potential driven by a new semiconductor design cycle and operational improvements, trading at a modest P/E ratio. Click for more.
SeekingAlpha·13:50PLAB▲+3.4%
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.
Yahoo·18:59
Heartland Value Strategy navigated AI volatility to find undervalued small-cap gems in Q2 2026. Read the full analysis for more details.
SeekingAlpha·22:15
