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Am Freitag, den 12. Juni 2026

Die Zacks-Forschungstägliche Präsentation stellt die besten Forschungsleistungen unseres Analystenteams dar. Heute präsentieren wir neue Forschungsberichte zu 16 wichtigen Aktien, einschließlich Costco Wholesale Corp. (COST), Lam Research Corp. (LRCX) und KLA Corp. (KLAC), sowie zwei Mikro-Kapitalgesellschaften Blue Ridge Bankshares, Inc. (BRBS) und AXIL Brands, Inc. (AXIL).

Diese Forschungsberichte wurden von unseren Analysten handverlesen aus den etwa 70 Berichten, die heute veröffentlicht wurden.

Vor der Wall Street

Das tägliche 'Ahead of Wall Street'-Artikel ist ein Muss für alle Investoren, die sich auf das Tagesgeschäft vorbereiten möchten. Das Artikel erscheint vor dem Markteintritt und versucht, den Morgenwirtschaftsdaten und deren Auswirkungen auf das Tagesgeschäft zu verstehen. Sie können diesen Artikel kostenlos auf unserer Startseite lesen und sich dort auch anmelden, um eine E-Mail-Benachrichtigung bei jedem neuen Artikel zu erhalten.

Sie können heute's AWS hier >>> SpaceX IPO Crowds Pre-Market Sentiment lesen.

Heute präsentieren wir die besten Forschungsberichte

Aktien von Costco haben im Vergleich zum Zacks-Retail-Discount-Stores-Industrie einen Gewinn von +13,7% über die letzten sechs Monate erzielt. Das Unternehmen bleibt gut positioniert aufgrund seiner unterschiedlichen Mitgliedschaftsbasierten Lagermodell, starken Wertangebot und loyalen Kundenbasis. Es profitiert weiterhin von wiederkehrendem Mitgliedschaftseinkommen, hohen Wiederholungsquoten und wachsender Beteiligung höherwertiger Mitglieder.

Costcos Fokus auf die Angebote qualitativ hochwertiger Produkte zu konkurrierenden Preisen unterstützt eine stabile Verkehrsmenge und verstärkt Kundenloyalität. Costco verbessert auch seine digitale Ökosysteme durch E-Commerce, Personalisierungstools, AI-gesteuerte Produktentdeckung und bequeme Lieferoptionen, um die Mitgliedererfahrung zu verbessern.

Außerdem erweitert das Unternehmen seinen Lagerbestand und investiert in produktivitätssteigernde Initiativen, um langfristige Wachstumspotenziale zu unterstützen. Unterstützt durch eine starke Bilanz, ist Costco gut positioniert, seine Marktführerschaft zu stärken und nachhaltiges Wachstum zu erreichen.

(lesen Sie den vollständigen Forschungsbericht über Costco hier >>>)

Aktien von Lam Research haben die Zacks-Elektronik-Semikonduktoren-Industrie im Vergleich zum letzten sechs Monaten (+120,9% vs. +50%) übertroffen. Das Unternehmen profitiert von AI-gesteuerter Nachfrage nach Depositions- und Ätchwerkzeugen in der Speicher-, Fertigung- und fortgeschrittenen Verpackungsindustrie.

Die Management erhöhte das Kalenderjahr 2026 WFE-Ausblick und sieht weiteres Wachstum bis 2027, da Kunden ihre Kapazitäten und Reinraumbeschränkungen ausarbeiten. Rekord-Q3-Ergebnisse und ein höherer Q4-Ausblick spiegeln die Dynamik in führenden Fertigungsbetrieben und HBM-getriebenen DRAM wider, während NAND-Konversionsaktivitäten vorgerückt werden.

Kundenunterstützung wächst mit einer größeren Installationsbasis und neuen Produktivitätsdiensten, die Output und Ausbeute erhöhen können. Starke Cash-Flüsse und eine aggressive Aktionärsrenditepolitik sind weitere Vorteile. Allerdings ist der globale Aufwand für reife Knoten in der Nähe wahrscheinlich weich.

Wachsende Handels- und Zollspannungen zwischen den Vereinigten Staaten und China sind ein Anlass zur Besorgnis.

(lesen Sie den vollständigen Forschungsbericht über Lam Research hier >>>)

Aktien von KLA haben die Zacks-Elektronik-Miscellaneous-Produkte-Industrie im Vergleich zum letzten sechs Monaten (+97,4% vs. +51,7%) übertroffen. Das Unternehmen profitiert weiterhin von AI-gesteuerter Ausgaben in führenden Fertigungsbetrieben/Logik, hoher Bandbreiten-Speicher und fortgeschrittenen Verpackungen, die Marktanteilszuwächse in der Prozesskontrolle und stabile Dienstleistungssteigerungen unterstützen.

Das Management erwartet, dass sein Portfolio für fortschrittliche Verpackung 2026 etwa 1 Mrd. US-Dollar erreichen wird und sieht die Warenlieferung für Wafern bis 2027 stärken, mit einer Juni-Quartals-Leitlinie, die einen weiteren Schritt in der Einnahmensteigerung anzeigt.

Ein hoher freier Cash-Flow-Profil unterstützt laufende Dividenden und Rückzahlungen. Allerdings ist der globale Aufwand für reife Knoten in der Nähe wahrscheinlich weich.

(lesen Sie den vollständigen Forschungsbericht über KLA hier >>>)

Weitere Berichte

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Die DividendRank-Formel bei Dividend Channel rangiert eine Abdeckungsumgebung von Tausenden von Dividendenaktien, nach einem proprietären Formular, das die Kombination zweier wichtiger Merkmale identifizieren soll: starke Grundlagen und eine Bewertung, die als günstig erscheint. KLA Corp (Symbol: KLAC) hat derzeit einen überdurchschnittlichen Rang, im oberen 50% der Abdeckungsumgebung, was bedeutet, dass es sich unter den interessantesten Ideen befindet, die für weitere Forschungen durch Investoren wertvoll sind. Aber macht KLA Corp noch interessanter und aktuell, ist der Umstand, dass am Freitagaktien von KLAC in überverkaufte Gebiete eingingen, bei einem Preis von bis zu $236 pro Aktie. Wir definieren überverkaufte Gebiete mit dem Relative Strength Index (RSI), einem technischen Analyse-Indikator, der die Geschwindigkeit auf einer Skala von Null bis 100 misst. Ein Aktien ist als überverkauft anzusehen, wenn das RSI-Wert unter 30 fällt. Im Fall von KLA Corp hat das RSI-Wert 22,5 erreicht – im Vergleich dazu liegt der Durchschnittswert der Abdeckungsumgebung bei Dividend Channel bei 55,6. Ein fallender Aktienpreis – vorausgesetzt alles andere bleibt gleich – schafft eine bessere Gelegenheit für Dividendeninvestoren, einen höheren Ertrag zu erzielen. Tatsächlich beträgt KLACs jährlicher durchschnittlicher Dividende 9,2/Aktie (aktuell in Quartalszahlungen ausgezahlt), was sich auf Basis des aktuellen Aktienpreises von $2411,64 pro Aktie auf einen jährlichen Ertrag von 0,38% auswirkt.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

In early trading on Friday, shares of Arm Holdings topped the list of the day's best performing components of the Nasdaq 100 index, trading up 6.3%. Year to date, Arm Holdings registers a 232.8% gain.

And the worst performing Nasdaq 100 component thus far on the day is KLAC, trading down 90.0%. KLAC is lower by about 80.2% looking at the year to date performance.

Two other components making moves today are Adobe, trading down 7.8%, and Seagate Technology Holdings, trading up 4.2% on the day.

VIDEO: Nasdaq 100 Movers: KLAC, ARM

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

In early trading on Friday, shares of Mosaic topped the list of the day's best performing components of the S&P 500 index, trading up 6.9%. Year to date, Mosaic has lost about 6.4% of its value.

And the worst performing S&P 500 component thus far on the day is KLAC, trading down 90.0%. KLAC is lower by about 80.2% looking at the year to date performance.

Two other components making moves today are EchoStar, trading down 8.3%, and Albemarle, trading up 5.6% on the day.

VIDEO: S&P 500 Movers: KLAC, MOS

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge.

The Morning Bull - US Market Morning Update Friday, Jun, 12 2026

US stock futures are pointing higher this morning, with E-mini S&P 500 futures up about 0.8% and Nasdaq-100 minis gaining around 1.2%, as investors weigh hotter US inflation against still solid rate expectations. May consumer prices rose 0.5% month on month, pushing headline inflation to 4.2% and energy costs up 23.5% over the year, which means pricier gasoline and heating for households. At the same time, the 10 year Treasury yield is holding near 4.55%, suggesting markets still see a Federal Reserve hike later in the year. The key question is whether high energy costs and higher for longer rates hurt rate sensitive areas like housing and real estate more than they help energy producers and bank stocks.

With inflation running hot and rates pinned higher, focus on 67 resilient stocks with low risk scores before the next move hits.

Top Movers

Sandisk (SNDK) jumped 14.50% after multiple analysts lifted price targets on AI related demand. Coupang (CPNG) climbed 14.09% as a regulatory fine landed below market expectations, easing a key overhang. KLA (KLAC) gained 12.92% after brokers raised price targets on wafer fab equipment demand.

Is Sandisk still a smart investment or just hype? Read our most popular narrative and get all the answers you need.SNDK 1-Year Stock Price Chart

Top Losers

Oracle (ORCL) fell 8.53% after mixed Q4 results and a heavier focus on future AI infrastructure spending. Autodesk (ADSK) declined 7.10%. Adobe (ADBE) fell 6.25% after Q2 earnings and buyback updates failed to lift sentiment.

Before reacting to sharp pullbacks like these, it can help to sense check balance sheet strength and earnings quality using tools such as solid balance sheet and fundamentals stocks screener (47 results).

Read our free valuation report to discover if Oracle is now a bargain or a trap.

Look past the noise - uncover the top narrative that explains what truly matters for Oracle's long-term success.ORCL 1-Year Stock Price Chart

On The Radar

US manufacturing and housing data step into the spotlight next week, setting the tone after the latest inflation surprise.

US Manufacturing:NY Empire State Manufacturing Index on Monday will update the picture for factory activity and new orders. US Output:Industrial Production MoM on Monday gives a fresh read on production trends after May's CPI release. US Housing:NAHB Housing Market Index on Monday helps you gauge builder sentiment with mortgage rates near 6.6%. Eurozone Activity:Euro Area Industrial Production MoM on Monday offers context for global demand and export-exposed US sectors. Canada Housing:Housing Starts on Monday provides an extra check on North American housing momentum and construction-related demand.

Story Continues

Use our Portfolio or Watchlist features to track market-moving events like these and get alerts for the companies you own, free!

Don't Wait For The Winners, Find Them

When markets feel jumpy, you do not need to guess where the sturdier opportunities might be hiding. Start by scanning 46 high quality undervalued stocks that our team has already filtered for quality, balance sheet resilience, and timely potential.

Want to find your own potential winners? Our stock screener lets you run custom searches that fit your style and set timely alerts so you never miss new opportunities.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Barclays reiterates Overweight ratings on Applied Materials and KLA amid strong investment in new chip supply.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) today is up +0.03%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.42%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.37%.  June E-mini S&P futures (ESM26) are up +0.03%, and June E-mini Nasdaq futures (NQM26) are up +0.40%.

Stock indexes are moving higher today, as chipmakers and other AI-related stocks climb to lift the broader market and recover some of Wednesday’s sharp losses.  However, software stocks are on the defensive today, led by an -11% slump in Oracle after it reported higher-than-expected capital expenses, driven by increased data spending.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stocks are being undercut as crude oil prices erased early losses and whipsawed higher on concerns about the escalation of Middle East hostilities after President Trump said the US will be hitting Iran very hard tonight and will "at some point" take control of Kharg Island, Iran's key export hub, thus taking control of Iran's oil and gas markets.

Stocks are also pressured by today’s US economic reports, which showed that weekly US jobless claims unexpectedly rose to a 4-month high and that May producer prices were mixed.

Late Wednesday, President Trump said the US will continue bombing Iran if it refuses to agree to an interim peace deal.  Mr. Trump ordered multiple strikes on Iranian targets on Wednesday, and Iran retaliated by firing on US bases in Kuwait, Bahrain, and Jordan.  The increase in tensions risks derailing peace talks between Iran and the US, thus keeping the Strait of Hormuz closed, and further tightening global energy supplies.

US weekly initial unemployment claims unexpectedly rose +4,000 to a 4-month high of 229,000, showing a weaker labor market than expectations of a decline to 220,000.

US May PPI final demand rose +1.1% m/m and +6.5% y/y, stronger than expectations of +0.7% m/m and +6.4% y/y, with the +6.5% y/y gain being the largest year-on-year increase in 3.5 years.  However, May PI ex food and energy rose +0.4% m/m and +4.9% y/y, weaker than expectations of +0.5% m/m and +5.4% y/y.

WTI crude oil prices (CLN26) are extremely volatile, whipsawing higher and lower several times today.  Crude prices today initially gave up an overnight advance of more than +2% and fell more than -1% as concerns over the escalation of the US-Iran conflict eased after the US ended strikes against Iran.  However, prices then rallied more than +1% again when President Trump said the US would keep attacking Iran and threatened to seize the Kharg Island oil terminal, Iran’s main crude exporting hub.

The markets are discounting a 3% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are mixed today.  The Euro Stoxx 50 is up +0.89%.  China's Shanghai Composite closed down -0.16%.  Japan's Nikkei Stock Average recovered from a 2.5-week low and closed up +0.06%.

Interest Rates

September 10-year T-notes (ZNU6) today are up +4 ticks, and the 10-year T-note yield is down -3.0 bp to 4.523%.  T-notes are moving higher today after US weekly jobless claims unexpectedly rose to a 4-month high and May producer prices ex-food and energy rose less than expected, dovish factors for Fed policy.

Gains in T-notes are limited after crude oil prices whipsawed higher after President Trump said the US will keep on attacking Iran and threatened to seize Kharg Island, Iran’s main crude exporting hub.  Also, supply pressures are negative for T-notes, as the Treasury will auction $22 billion of 30-year T-bonds later today.

European government bond yields are moving lower today.  The 10-year German Bund yield fell from a 2.5-week high of 3.091% and is down -4.1 bp to 3.035%.  The 10-year UK gilt yield is down -2.6 bp to 4.905%.

The ECB, as expected, raised the deposit facility rate by +25 bp to 2.25% from 2.00% and said, "The outlook remains uncertain, with upside risks for inflation and downside risks for economic growth."

The ECB cut its 2026 Eurozone GDP estimate to +0.8% from a previous estimate of +0.9%, and raised its 2026 Eurozone inflation ex-food and energy forecast to +2.5% from a previous forecast of +2.3%.

Swaps are discounting a 64% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.

US Stock Movers

Chipmakers and AI-infrastructure stocks are moving higher today on signs that AI spending is continuing after Oracle reported quarterly capital expenditures that were higher than expected, driven by increased data center spending.  KLA Corp (KLAC) is up more than +8% to lead gainers in the S&P 500 and Nasdaq 100, and Applied Materials (AMAT), Intel (INTC), Lam Research (LRCX), and Sandisk (SNDK) are up more than +6%.  Also, ARM Holdings Plc (ARM) is up more than +5%, and ASML Holding NV (ASML) is up more than +4%.  In addition, Marvell Technology (MRVL), Seagate Technology Holdings Plc (STX), Advanced Micro Devices (AMD), and Analog Devices (ADI) are up more than +3%, and Microchip Technology (MCHP), NXP Semiconductors NV (NXPI), Micron Technology (MU), Texas Instruments (TXN), and Western Digital (WDC) are up more than +2%.

Software stocks are under pressure today, limiting gains in the overall market, with Oracle (ORCL) down more than -11% to lead losers in the S&P 500 after forecasting full-year capital spending of $70 billion, $20-25 billion higher than expected due to prepayment for some components.  Also, Adobe Systems (ADBE) is down more than -5% to lead losers in the Nasdaq 100, and Salesforce (CRM) is down more than -3% to lead losers in the Dow Jones Industrials.  In addition, ServiceNow (NOW), Atlassian Corp (TEAM), Autodesk (ADSK), Intuit (INTU), and Workday (WDAY) are down more than -3%, and Microsoft (MSFT) is down more than -2%.

Navan (NAVN) is up more than +12% after raising its full-year revenue forecast to $907 million-$913 million from a previous estimate of $866 million-$874 million, well above the consensus of $871.7 million.

Voyager Technologies (VOYG) is up more than +11% after BTIG initiated coverage on the stock with a buy recommendation and a price target of $55.

Allegion Plc (ALLE) is up more than +1% after Longbow Research upgraded the stock to buy from neutral with a price target of $165.

Eaton Corp Plc (ETN) is up more than +1% after agreeing to merge its mobility business with Dana Inc in a deal valuing the combined company at roughly $10 billion, including debt.

PDD Holdings (PDD) is down more than -2% after China’s State Administration for Market Regulation summoned the country’s leading e-commerce companies over misleading promotions and false advertising.

Earnings Reports(6/11/2026)

Adobe Inc (ADBE), Lennar Corp (LEN), RH (RH). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

More news from Barchart

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Oracle stock falls, leading decliners among S&P 500 components. Intel, Sandisk, and Micron rise as tech stocks recover following a brutal selloff.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

The S&P 500 Index ($SPX) (SPY) today is up +0.20%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.43%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.53%.  June E-mini S&P futures (ESM26) are up +0.29%, and June E-mini Nasdaq futures (NQM26) are up +0.60%.

Stock indexes are moving higher today, as chipmakers and other AI-related stocks climb to lift the broader market and recover some of Wednesday’s sharp losses.  However, software stocks are on the defensive today, led by a -10% slump in Oracle after it reported higher-than-expected capital expenses, driven by increased data spending.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stocks are being undercut as crude oil prices erased early losses and whipsawed higher on concerns about the escalation of Middle East hostilities after President Trump said the US will be hitting Iran very hard tonight and will "at some point" take control of Kharg Island, Iran's key export hub, thus taking control of Iran's oil and gas markets.

Stocks were also pressured by today’s US economic reports, which showed that weekly US jobless claims unexpectedly rose to a 4-month high and that May producer prices were mixed.

Late Wednesday, President Trump said the US will continue bombing Iran if it refuses to agree to an interim peace deal.  Mr. Trump ordered multiple strikes on Iranian targets on Wednesday, and Iran retaliated by firing on US bases in Kuwait, Bahrain, and Jordan.  The increase in tensions risks derailing peace talks between Iran and the US, thus keeping the Strait of Hormuz closed, and further tightening global energy supplies.

US weekly initial unemployment claims unexpectedly rose +4,000 to a 4-month high of 229,000, showing a weaker labor market than expectations of a decline to 220,000.

US May PPI final demand rose +1.1% m/m and +6.5% y/y, stronger than expectations of +0.7% m/m and +6.4% y/y, with the +6.5% y/y gain being the largest year-on-year increase in 3.5 years.  However, May PI ex food and energy rose +0.4% m/m and +4.9% y/y, weaker than expectations of +0.5% m/m and +5.4% y/y.

WTI crude oil prices (CLN26) are extremely volatile, whipsawing higher and lower several times today.  Crude prices today initially gave up an overnight advance of more than +2% and fell more than -1% as concerns over the escalation of the US-Iran conflict eased after the US ended strikes against Iran.  However, prices then rallied more than +1% again when President Trump said the US would keep attacking Iran and threatened to seize the Kharg Island oil terminal, Iran’s main crude exporting hub.

The markets are discounting a 3% chance of a +25 bp rate hike at the next FOMC meeting on June 16-17.

Overseas stock markets are mixed today.  The Euro Stoxx 50 is up +0.41%.  China's Shanghai Composite closed down -0.16%.  Japan's Nikkei Stock Average recovered from a 2.5-week low and closed up +0.06%.

Interest Rates

September 10-year T-notes (ZNU6) today are up +4 ticks, and the 10-year T-note yield is down -2.2 bp to 4.530%.  T-notes are moving higher today after US weekly jobless claims unexpectedly rose to a 4-month high and May producer prices ex-food and energy rose less than expected, dovish factors for Fed policy.

Gains in T-notes are limited after crude oil prices whipsawed higher after President Trump said the US will keep on attacking Iran and threatened to seize Kharg Island, Iran’s main crude exporting hub.  Also, supply pressures are negative for T-notes, as the Treasury will auction $22 billion of 30-year T-bonds later today.

European government bond yields are moving lower today.  The 10-year German Bund yield fell from a 2.5-week high of 3.091% and is down -2.8 bp to 3.048%.  The 10-year UK gilt yield is down -1.2 bp to 4.919%.

The ECB, as expected, raised the deposit facility rate by +25 bp to 2.25% from 2.00% and said, "The outlook remains uncertain, with upside risks for inflation and downside risks for economic growth."

The ECB cut its 2026 Eurozone GDP estimate to +0.8% from a previous estimate of +0.9%, and raised its 2026 Eurozone inflation ex-food and energy forecast to +2.5% from a previous forecast of +2.3%.

Swaps are discounting a 70% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.

US Stock Movers

Chipmakers and AI-infrastructure stocks are moving higher today on signs that AI spending is continuing after Oracle reported quarterly capital expenditures that were higher than expected, driven by increased data center spending.  Intel (INTC) is up more than +8% to lead gainers in the S&P 500 and Nasdaq 100, and Applied Materials (AMAT) and Lam Research (LRCX) are up more than +6%.  Also, KLA Corp (KLAC) and Sandisk (SNDK) are up more than +4%, and ARM Holdings Plc (ARM), ASML Holding NV (ASML), and Marvell Technology (MRVL) are up more than +3%.  In addition, Advanced Micro Devices (AMD) and Microchip Technology (MCHP) are up more than +2%.

Software stocks are under pressure today, limiting gains in the overall market, with Oracle (ORCL) down more than -10% to lead losers in the S&P 500 after forecasting full-year capital spending of $70 billion, $20-25 billion higher than expected due to prepayment for some components.  Also, Atlassian Corp (TEAM) and ServiceNow (NOW) are down more than -3%.  Salesforce (CRM) is down more than -2% to lead losers in the Dow Jones Industrials.  In addition, Adobe Systems (ADBE) and Workday (WDAY) are down more than -2%, and Microsoft (MSFT), Intuit (INTU), and Autodesk (ADSK) are down more than -1%.

Navan (NAVN) is up more than +16% after raising its full-year revenue forecast to $907 million-$913 million from a previous estimate of $866 million-$874 million, well above the consensus of $871.7 million.

Voyager Technologies (VOYG) is up more than +10% after BTIG initiated coverage on the stock with a buy recommendation and a price target of $55.

Allegion Plc (ALLE) is up more than +2% after Longbow Research upgraded the stock to buy from neutral with a price target of $165.

Eaton Corp Plc (ETN) is up more than +1% after agreeing to merge its mobility business with Dana Inc in a deal valuing the combined company at roughly $10 billion, including debt.

PDD Holdings (PDD) is down more than -3% to lead losses in the Nasdaq 100 after China’s State Administration for Market Regulation summoned the country’s leading e-commerce companies over misleading promotions and false advertising.

Earnings Reports(6/11/2026)

Adobe Inc (ADBE), Lennar Corp (LEN), RH (RH). On the date of publication, Rich Asplund did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.

More news from Barchart

As the U.S. Dollar Stands Strong, Sell the Canadian Dollar HereStocks Climb Before the Open on U.S.-Iran Peace Hopes, PPI Data in FocusGrain Market Update: Are Corn, Wheat, and Soybeans Finally Carving Out a Summer Bottom?Forget the Fed: Why the Knicks Winning the NBA Finals Could Be the Biggest Downside Catalyst for the S&P 500

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Barclays reiterates Overweight ratings on Applied Materials and KLA amid strong investment in new chip supply.

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