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The S&P 500 Index ($SPX) (SPY) is up +0.58%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.91%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.64%.  June E-mini S&P futures (ESM26) are up +0.70%, and June E-mini Nasdaq futures (NQM26) are up +0.79%.

Stocks are seeing support again today as reports circulate that an interim US-Iran peace agreement could be signed as early as this weekend, ending the military hostilities, reopening the Strait of Hormuz, and ending the US blockade on Iran and its oil exports.  Negotiations would then begin on the more intractable issues, such as sanctions against Iran, the release of $24 billion of frozen Iranian assets, and the resolution of Iranian nuclear issues.  However, Iran said its leaders still need to make a final decision on the proposed interim peace deal.Join 200K+ Subscribers: Find out why the midday Barchart Brief newsletter is a must-read for thousands daily.

Stocks surged on Thursday after President Trump said he canceled planned military strikes against Iran, citing "discussions" with Iranian leadership.  He added that a "time and place of the signing" of a negotiated end to the war would "be announced shortly," and the US naval blockade of the Strait of Hormuz "will remain in full force and effect until this transaction is finalized."

WTI crude oil prices (CLN26) are down more than -3% today on hopes for a near-term US-Iran agreement and a reopening of the Strait of Hormuz.

In positive news for stocks, the University of Michigan’s June US Consumer Sentiment Index rose +4.1 to 48.9, which was stronger than expectations for a rise to 46.0.  Also, the University of Michigan’s June 1-year inflation expectations rate eased to +4.6% from +4.8% in May, and was weaker than expectations of +4.9%.  The June 5-10 year inflation expectations rate eased to +3.4% from +3.9% in May, weaker than expectations of +3.8%.

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

Overseas stock markets are higher today.  The Euro Stoxx 50 is up +1.9%.  China's Shanghai Composite closed up +1.12%.  Japan’s Nikkei-225 Stock Average closed up +2.81%.

Interest Rates

September 10-year T-notes (ZNU6) today are down -3 ticks, and the 10-year T-note yield is up +1.6 bp at 4.477%.  T-notes are seeing weakness today as the 10-year inflation expectations rate is up +0.1 bp at 2.306%, despite today’s drop in oil prices.  The T-note market remains worried about inflation pressures, which are likely to remain sticky even after the Strait of Hormuz reopens.  The T-note market has some carry-over weakness from Thursday, when demand was lackluster for the Treasury’s 30-year bond auction.

European government bond yields are trading lower.  The 10-year German bund yield is down -3.3 bp at 2.999%.  The 10-year UK gilt yield is down -6.6 bp at 4.839%.

On Thursday, 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." Swaps are discounting a 37% chance of a +25 bp ECB rate hike at its next policy meeting on July 23.

US Stock Movers

Space Exploration Technologies Corp (SPCX), doing business as SpaceX, started trading today near $160 per share, up nearly +20% from Thursday’s IPO of $135.  The IPO was more than four times oversubscribed, indicating strong demand for the stock.  A strong showing by SpaceX today would be positive for investor sentiment and could help the upcoming IPOs for AI companies Anthropic and OpenAI.

Space-linked stocks are trading lower despite the favorable SpaceX debut, with EchoStar (SATS) down more than -9%, and Rocket Lab (RKLB) down more than -7%.

Chip stocks recovered from early losses and are trading mostly higher.  The iShares Semiconductor ETF (SOXX) is up +2.25% today, adding to Thursday’s sharp rally of +8.39%.  Thursday’s rally was sparked by signs that AI spending is continuing after Oracle reported quarterly capital expenditures that were higher than expected, driven by increased data center spending.  Chip leaders today include Arm Holdings (ARM)with a gain of more than +10%, and gains of more than +5% in Qualcomm (QCOM), AMD (AMD), and Intel (INTC).

Adobe (ADBE) is down more than -7% after CFO Dan Durn said he would leave the company on June 15, following news earlier this year that Adobe’s CEO would resign.  The Adobe news put continued downward pressure on software stocks, which were undercut on Thursday by negative earnings news from Oracle (ORCL).  Autodesk (ADSK) is down more than -3% and Intuit (INTU) is down by more than -2%.

Airline stocks are seeing continued support after oil prices today moved lower, adding to Thursday’s decline.  United Airlines (UAL), American Airlines (AAL), and Southwest Airlines (LUV) are all up more than +3%.

Energy stocks and service providers are trading higher with today’s continued sell-off in crude oil prices.  Occidental Petroleum (OXY), Valero (VLO), and Marathon Petroleum (MPC) are all up more than +2%.

Astera Labs (ALAB), CoreWeave (CRWV), Nebius Group (NBIS), Rocket Lab (RKLB), and Teradyn (TER) are seeing support today after Nasdaq announced on Thursday that those stocks will join the Nasdaq 100 Index, effective at the market open on June 22. Stocks leaving the Nasdaq 100 include Charter Communications (CHTR), Cognizant Technology Solutions (CTSH), Insmed (INSM), Verisk Analytics (VRSK), and Zscaler (ZS).

Travelers (TRV) is seeing downward pressure after Barclays cut its rating on the stock to underweight from equal-weight due to a downbeat outlook for profits in the property and casualty sector.

Earnings Reports(6/12/2026)

America's Car-Mart Inc/TX (CRMT), Atlantic International Corp (ATLN), Friedman Industries Inc (FRD), Liberty Live Holdings Inc (LLYVA), Pioneer Bancorp Inc/NY (PBFS), Richtech Robotics Inc (RR), Seneca Foods Corp (SENEB), Whitestone REIT (WSR).

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.

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

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This article first appeared on GuruFocus.

Rocket Lab (NASDAQ:RKLB), Astera Labs (NASDAQ:ALAB), CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS), and Teradyne (NASDAQ:TER) are joining the Nasdaq-100 on June 22, knocking out Charter Communications (NASDAQ:CHTR), Cognizant (NASDAQ:CTSH), Insmed (NASDAQ:INSM), Verisk Analytics (NASDAQ:VRSK), and Zscaler (NASDAQ:ZS) in the quarterly rebalance. Rocket Lab jumped 6.54% in premarket, Nebius gained 4.44%, CoreWeave added 3.30%, and Astera Labs rose 3.14%.

The five additions reflect the index's growing tilt toward AI infrastructure and space technology. CoreWeave and Nebius are both AI cloud providers, while Astera Labs designs high-speed connectivity chips for AI data centers. Rocket Lab has emerged as a leading small satellite launch provider. The inclusions follow Marvell Technology's addition to the S&P 500, also effective June 22, as benchmark rebalances increasingly favor AI-linked names.

SpaceX, set to begin trading Friday under SPCX, could eventually land in the index too once it clears eligibility requirements. The June 22 rebalance also coincides with Marvell Technology joining the S&P 500 on the same date.

Warning! GuruFocus has detected 6 Warning Signs with TSLA. Is RKLB fairly valued? Test your thesis with our free DCF calculator.

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This article first appeared on GuruFocus.

Nasdaq (NDAQ) said it will add CoreWeave (NASDAQ:CRWV), Nebius (NASDAQ:NBIS), Rocket Lab (NASDAQ:RKLB), Astera Labs (NASDAQ:ALAB) and Teradyne (TER) to the Nasdaq-100 index, a move that is likely to prompt fresh buying from index-tracking funds, according to a Wednesday exchange notice.

The changes will take effect before the market opens on June 22 as part of Nasdaq's quarterly rebalance. The index, which holds 100 of the largest non-financial companies listed on the exchange, is reviewed regularly to keep its membership in line with eligibility rules.

Warning! GuruFocus has detected 4 Warning Signs with CRWV. Is CRWV fairly valued? Test your thesis with our free DCF calculator.

Shares of CoreWeave, Nebius, Rocket Lab, Astera Labs and Teradyne jumped in after-hours trading after the news. CoreWeave edged higher 4%, while Nebius climbed about 5%, Rocket Lab rose nearly 9%, Astera Labs surged more than 11% and Teradyne added about 10%.

Companies leaving the Nasdaq-100 are Charter Communications, Cognizant Technology, Insmed, Verisk Analytics and Zscaler. Being added to the Nasdaq-100 can lift trading volume because funds and ETFs that track Nasdaq (NDAQ) often adjust holdings to match the new lineup.

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2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down

Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 147% has outpaced the S&P 500's 6.4% return.

Although these businesses have produced results lately, investors should tread carefully as not all companies are equipped for the next technological innovation. Taking that into account, here are two semiconductor stocks boasting durable advantages and one best left ignored.

One Semiconductor Stock to Sell:

Teradyne (TER)

Market Cap: $59.71 billion

Sporting most major chip manufacturers as its customers, Teradyne (NASDAQ:TER) is a US-based supplier of automated test equipment for semiconductors as well as other technologies and devices.

Why Is TER Not Exciting?

Sales trends were unexciting over the last five years as its 3.4% annual growth was below the typical semiconductor company Estimated sales growth of 17.3% for the next 12 months implies demand will slow from its two-year trend Free cash flow margin shrank by 10.7 percentage points over the last five years, suggesting the company is consuming more capital to stay competitive

At $383.50 per share, Teradyne trades at 51.1x forward P/E. Dive into our free research report to see why there are better opportunities than TER.

Two Semiconductor Stocks to Watch:

Applied Materials (AMAT)

Market Cap: $438.8 billion

Founded in 1967 as the first company to develop tools for other businesses in the semiconductor industry, Applied Materials (NASDAQ:AMAT) is the largest provider of semiconductor wafer fabrication equipment.

Why Could AMAT Be a Winner?

Demand will likely accelerate over the next 12 months as its forecasted revenue growth of 32.8% is above its two-year trend Excellent operating margin of 29.1% highlights the efficiency of its business model Market-beating returns on capital illustrate that management has a knack for investing in profitable ventures

Applied Materials is trading at $558.75 per share, or 33.7x forward P/E. Is now a good time to buy? See for yourself in our full research report, it's free.

Micron (MU)

Market Cap: $1.12 trillion

Founded in the basement of a Boise, Idaho dental office in 1978, Micron (NASDAQ:MU) is a leading provider of memory chips used in thousands of devices across mobile, data centers, industrial, consumer, and automotive markets.

Why Are We Bullish on MU?

Market share has increased this cycle as its 78.2% annual revenue growth over the last two years was exceptional Healthy operating margin of 38.3% shows it's a well-run company with efficient processes, and its profits increased over the last five years as it scaled Additional sales over the last five years increased its profitability as the 43% annual growth in its earnings per share outpaced its revenue

Story Continues

Micron's stock price of $998.75 implies a valuation ratio of 9.2x forward P/E. Is now the time to initiate a position? Find out in our full research report, it's free.

Stocks We Like Even More

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Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,326% between June 2020 and June 2025) as well as under-the-radar businesses like the once-micro-cap company Tecnoglass (+1,754% five-year return). Find your next big winner with StockStory today.

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Das Raketenstartunternehmen wird dem technologieorientierten Index beitreten, da sich die Anleger auf den Börsenstart von SpaceX vorbereiten.

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Nasdaq's latest reshuffle of the Nasdaq-100 (NDX [https://seekingalpha.com/symbol/NDX]) appears to favor some of the market's strongest performers, with the five incoming companies significantly outperforming the five names set to leave the index.

Among the additions, Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]) leads with a 165.5% gain year-to-date, followed by Astera Labs (ALAB [https://seekingalpha.com/symbol/ALAB]) at 120.9%, Teradyne (TER [https://seekingalpha.com/symbol/TER]) at 97.0%, Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]) at 64.5%, and CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) at 33.7%.

By contrast, Insmed (INSM [https://seekingalpha.com/symbol/INSM]) is down 44.4%, Zscaler (ZS [https://seekingalpha.com/symbol/ZS]) has fallen 43.9%, Cognizant (CTSH [https://seekingalpha.com/symbol/CTSH]) is lower by 38.3%, Charter Communications (CHTR [https://seekingalpha.com/symbol/CHTR]) has declined 33.4%, and Verisk Analytics (VRSK [https://seekingalpha.com/symbol/VRSK]) is down 18.6%.

The rebalance also highlights a notable split between Seeking Alpha's Quant Ratings and analyst sentiment. As per the Quant model, Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]) is the only Strong Buy-rated stock among the 10 additions and deletions, while Insmed (INSM [https://seekingalpha.com/symbol/INSM]) is the lone Sell-rated name. However, Wall Street analysts remain overwhelmingly positive on Insmed, with both Seeking Alpha analysts and Wall Street assigning Strong Buy ratings. More broadly, Wall Street maintains Buy ratings on eight of the 10 companies, compared with just one Strong Buy and eight Holds from the Quant system.

NASDAQ-100 ADDITIONS:

* Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]): Quant - Strong Buy | Wall Street - Buy | YTD +165.5%
* Astera Labs (ALAB [https://seekingalpha.com/symbol/ALAB]): Quant - Hold | Wall Street - Buy | YTD +120.9%
* Teradyne (TER [https://seekingalpha.com/symbol/TER]): Quant - Hold | Wall Street - Buy | YTD +97.0%
* Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]): Quant - Hold | Wall Street - Buy | YTD +64.5%
* CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]): Quant - Hold | Wall Street - Buy | YTD +33.7%

NASDAQ-100 DELETIONS:

* Zscaler (ZS [https://seekingalpha.com/symbol/ZS]): Quant - Hold | Wall Street - Buy | YTD -43.9%
* Cognizant (CTSH [https://seekingalpha.com/symbol/CTSH]): Quant - Hold | Wall Street - Buy | YTD -38.3%
* Charter Communications (CHTR [https://seekingalpha.com/symbol/CHTR]): Quant - Hold | Wall Street - Hold | YTD -33.4%
* Verisk Analytics (VRSK [https://seekingalpha.com/symbol/VRSK]): Quant - Hold | Wall Street - Buy | YTD -18.6%
* Insmed (INSM [https://seekingalpha.com/symbol/INSM]): Quant - Sell | Wall Street - Strong Buy | YTD -44.4%

The latest rebalance highlights Nasdaq's increasing exposure to AI, semiconductor, cloud infrastructure, and space-related themes, while removing several stocks that have lagged both the broader market and the index's newest entrants in 2026.

MORE ON NASDAQ 100-INDEX, TERADYNE, ETC.

* May CPI Report: War Impact Remains Contained, Allowing The Fed To Stay On Hold [https://seekingalpha.com/article/4914425-may-cpi-report-war-impact-remains-contained-allowing-fed-to-stay-on-hold]
* Zscaler, Inc. (ZS) Presents at Zenith-live-2026 - Slideshow [https://seekingalpha.com/article/4914383-zscaler-inc-zs-presents-at-zenith-liveminus-2026-slideshow]
* AAII Sentiment Survey: Pessimism Surges [https://seekingalpha.com/article/4914354-aaii-sentiment-survey-pessimism-surges]
* Nasdaq quarterly reshuffle: adds CRWV, RKLB, TER, removes CTSH, CHTR, ZS [https://seekingalpha.com/news/4602831-nasdaq-quarterly-reshuffle-adds-crwv-rklb-ter-removes-ctsh-chtr-zs]
* Space stocks lift off ahead of SpaceX's blockbuster IPO [https://seekingalpha.com/news/4602477-space-stocks-lift-off-ahead-of-spacexs-blockbuster-ipo]

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[NASDAQ MarketSite - Times Square] hapabapa

The Nasdaq-100 Index has completed its June 2026 quarterly reconstitution [https://seekingalpha.com/pr/20549567-nasdaqminus-100-index-june-2026-quarterly-changes], with changes taking effect before market open on June 22, 2026.

Five companies will be added to the index: Astera Labs (ALAB [https://seekingalpha.com/symbol/ALAB]), CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]), Nebius Group (NBIS [https://seekingalpha.com/symbol/NBIS]), Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]), and Teradyne (TER [https://seekingalpha.com/symbol/TER]).

Astera Labs (ALAB [https://seekingalpha.com/symbol/ALAB]), which provides semiconductor connectivity solutions for AI data centers, rose about 5% after the bell, while space technology company Rocket Lab (RKLB [https://seekingalpha.com/symbol/RKLB]) jumped nearly 11% on inclusion to the index. AI infrastructure company Nebius (NBIS [https://seekingalpha.com/symbol/NBIS]) also traded 3% higher.

The newly added stocks will replace more mature names; the index will drop Charter Communications (CHTR [https://seekingalpha.com/symbol/CHTR]), Cognizant Technology Solutions (CTSH [https://seekingalpha.com/symbol/CTSH]), Insmed (INSM [https://seekingalpha.com/symbol/INSM]), Verisk Analytics (VRSK [https://seekingalpha.com/symbol/VRSK]), and Zscaler (ZS [https://seekingalpha.com/symbol/ZS]).

MORE ON NASDAQ

* Nasdaq, Inc. (NDAQ) Presents at Morgan Stanley US Financials Conference 2026 Transcript [https://seekingalpha.com/article/4913280-nasdaq-inc-ndaq-presents-at-morgan-stanley-us-financials-conference-2026-transcript]
* Nasdaq, Inc. (NDAQ) Presents at Piper Sandler Global Exchange and Fintech Conference Transcript [https://seekingalpha.com/article/4911994-nasdaq-inc-ndaq-presents-at-piper-sandler-global-exchange-and-fintech-conference-transcript]
* Nasdaq, Inc. (NDAQ) Presents at 46th Annual William Blair Growth Stock Conference Prepared Remarks Transcript [https://seekingalpha.com/article/4911554-nasdaq-inc-ndaq-presents-at-46th-annual-william-blair-growth-stock-conference-prepared]
* SEC set to vote on plan to end 'trade-through' ban next week [https://seekingalpha.com/news/4601131-sec-set-to-vote-on-plan-to-end-trade-through-ban-next-week]
* Nasdaq U.S. equity trading volume rose 6.6% in May and 17% Y/Y [https://seekingalpha.com/news/4600440-nasdaq-us-equity-trading-volume-rose-66-in-may-and-17-yy]

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KLA Corporation KLAC is trading near a fresh 52-week high, signaling growing investor conviction in the company’s execution and its critical role in the AI-driven semiconductor equipment cycle. The stock recently touched a high of $2,262.82 yesterday before closing slightly lower at $2,139.37.

This momentum is underpinned by KLA’s strengthening growth profile. The company is benefiting from rising process-control intensity, increased investment in leading-edge foundry/logic, high-bandwidth memory demand and expanding advanced packaging opportunities. As chip architectures become more complex and manufacturers prioritize yield improvement, KLA’s inspection, metrology and process-control tools are becoming increasingly essential across the semiconductor production cycle.

Importantly, this operating strength has translated into notable stock outperformance. Over the past three months, KLAC has rallied 46% compared with the Zacks Electronics - Miscellaneous Products industry’s growth of 29.5%. During the period, other industry players like Teradyne, Inc. TER and MKS Inc. MKSI have gained 22.2% and 43.1%, respectively.

KLA’s Three-Month Price PerformanceZacks Investment Research

Image Source: Zacks Investment Research

As KLAC trades near its 52-week high, investors are left wondering whether the stock still offers upside or whether it is better to wait for a pullback. Let's find out.

Factors Acting in Favor of KLAC

KLA’s long-term investment case is anchored in the growing importance of process control across semiconductor manufacturing. Artificial intelligence is increasing demand for high-performance computing, high-bandwidth memory and custom silicon — all of which require more complex production flows. These trends expand the need for inspection, metrology and yield-optimization tools across research and development, fab ramps and high-volume manufacturing.

Advanced packaging is another meaningful growth catalyst. As AI chips become more dependent on higher bandwidth, lower latency and tighter integration, packaging technologies are becoming more complex and strategically important. KLA has strengthened its position in advanced wafer-level packaging and expects semiconductor process-control revenues from advanced packaging to rise from approximately $635 million in 2025 to about $1 billion in 2026. This outlook highlights a sizable opportunity as packaging moves closer to front-end-like precision requirements.

The company’s Services business adds another layer of durability. As KLA systems become more technologically advanced and remain in customer fabs for longer periods, demand for service support is becoming more strategic. Customers are placing greater emphasis on tool uptime, availability and performance, creating a recurring revenue stream that supports cash-flow stability.

Story Continues

What's Next for KLA?

KLA’s outlook remains supported by several structural drivers. The company expects quarter-to-quarter revenue growth through 2026 and anticipates that its semiconductor process-control systems business will grow more than 20% for the year. This reflects the increasing role of process control as chipmakers manage more difficult yield challenges and accelerate production ramps for high-value devices.

Customer visibility also appears to be improving. KLA has pointed to stronger engagement around capacity planning, new fab projects and future delivery slots. The company expects the wafer equipment market, including advanced packaging, to exceed $140 billion in 2026 and has indicated that 2027 growth should be stronger than 2026.

The longer-term framework is also constructive. KLA has raised its revenue CAGR target to 13-17% through 2030, supported by process-control intensity, advanced packaging, services growth and continued share gains. The company’s model assumes the wafer equipment market reaches approximately $215 billion, plus or minus $20 billion, by 2030, while KLA expects to continue outgrowing the broader market.

Custom silicon adds another layer to the growth story. As hyperscalers and other large technology companies develop more specialized chips for AI workloads, the number of high-value design starts is increasing. More designs, tighter performance requirements and higher production complexity all support demand for KLA’s core tools.

KLA Returns Higher Than the Industry

KLA’s return on invested capital (ROIC) has outperformed the industry average in the trailing 12 months. The ROIC of KLA was 32.77% compared with the industry average of 6.58%.Zacks Investment Research

Image Source: Zacks Investment Research

The company’s impressive ROIC is a testament to its strong position in semiconductor process control, disciplined execution and efficient use of capital. KLA’s differentiated inspection and metrology portfolio, rising process-control intensity, expanding advanced packaging opportunity and growing services base have supported superior returns, while its high-margin operating model, strong free-cash-flow conversion and consistent shareholder returns have reinforced long-term value creation.

KLA’s trailing 12-month return on equity is 91.89%, ahead of the industry average of 12.32%. Return on equity, a profitability measure, reflects how effectively a company is utilizing its shareholders’ funds in its operations to generate income.Zacks Investment Research

Image Source: Zacks Investment Research

KLAC’s Stock Valuation

KLAC is trading at a premium on a forward 12-month price-to-earnings (P/E) ratio basis. Its forward 12-month P/E ratio stands at 43.59X, higher than the industry. Other industry players, such as Teradyne and MKS, have P/E ratios of 45.75 and 24.02, respectively.

KLAC’s P/E Ratio (Forward 12-Month) vs. IndustryZacks Investment Research

Image Source: Zacks Investment Research

Our Thoughts on KLA Stock

KLAC’s sharp rally and premium valuation may prompt some investors to consider waiting for a better entry point. However, the company’s strong execution, expanding role in AI-driven semiconductor manufacturing, rising advanced packaging opportunity and durable services business support a constructive long-term outlook.

Its superior ROIC and ROE underscore the strength of its business model, while expectations for more than 20% growth in semiconductor process-control systems in 2026 and a 13-17% revenue CAGR through 2030 reinforce confidence in sustained growth.

With customer visibility improving and revenue growth supported by multiple structural drivers, we believe this Zacks Rank #2 (Buy) stock is an ideal candidate for investors seeking exposure to the AI-led semiconductor equipment cycle. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

KLA Corporation (KLAC) : Free Stock Analysis Report

MKS Inc. (MKSI) : Free Stock Analysis Report

Teradyne, Inc. (TER) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

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Einige Aktien fielen in der Nachmittags-Sitzung zurück, nachdem das Mittagshelikopter-Incident über dem Straße von Hormus den stabilen Makro-Hintergrund entfernte, den der Halbleiter-Sektor benötigte, um seine Erholung fortzusetzen. Der US-Zentral-Kommando bestätigte, dass ein amerikanischer Apache-Hubschrauber nahe der Küste Omans abgestürzt war und Präsident Trump sagte, die USA "müssen reagieren" auf das, was er als iranische Attacke über der Straße von Hormus beschrieb. Chips sind sehr empfindlich gegenüber Inflation und Zinssituationen und jede Entwicklung, die Ölpreise wieder erhöht, hält den 10-Jahres-Zins bei 4,53% und komprimiert die hohen Multiplikatoren des Sektors. Der 10-Jahres-Zins war bereits bei 4,53%, und die Wahrscheinlichkeit einer Zinserhöhung zum Ende des Jahres überschritt bereits vor diesem Schlagzeilen 50%. Die zugrunde liegenden Bedenken aus der Vorwochen-Rout, einschließlich Broadcoms vorsichtiger AI-Leitfaden, einem Speicherchip-Überangebot und dem Mai-Jobs-Bericht, der die Zinsen erhöhte, waren noch nicht gelöst. Das Helikopter-Incident erneuerte geopolitische Unsicherheit gerade als der Bounce sich konsolidierte, zog den Sektor zurück, bevor das CPI-Lesemaß am Ende der Woche gelesen wurde. Der Aktienmarkt überreagiert auf Nachrichten und große Kursabschläge können gute Gelegenheiten sein, hochwertige Aktien zu kaufen. Unter anderem wurden die folgenden Aktien betroffen: Analog-Halbleiterfirma Skyworks Solutions (NASDAQ: SWKS) fiel um 3,3%. Ist jetzt der richtige Zeitpunkt, um Skyworks Solutions zu kaufen? Ziehen Sie unser vollständiges Analysebericht hier herunter, es ist kostenlos. Memory-Halbleiterfirma Western Digital (NASDAQ: WDC) fiel um 1,7%. Ist jetzt der richtige Zeitpunkt, um Western Digital zu kaufen? Ziehen Sie unser vollständiges Analysebericht hier herunter, es ist kostenlos. Halbleiterspezialist Teradyne (NASDAQ: TER) fiel um 3%. Ist jetzt der richtige Zeitpunkt, um Teradyne zu kaufen? Ziehen Sie unser vollständiges Analysebericht hier herunter, es ist kostenlos.

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Übersicht über die Unternehmen, die gestern Aufmerksamkeit erregt haben:

Marvell Technology (NASDAQ:MRVL): Der Networking-Chips-Designer Marvell Technology (NASDAQ: MRVL) stieg um 10,3% am Montag an, nachdem S&P Dow Jones Indices bekannt gegeben hatte, dass der Chip-Hersteller in das S&P 500-Index aufgenommen wird. Siehe unseren vollständigen Artikel hier.

Gilt es jetzt, Marvell Technology zu kaufen? Zugriff auf unseren vollständigen Analysebericht hier, kostenlos.

Intel (NASDAQ:INTC): Der Computer-Prozessor-Hersteller Intel (NASDAQ:INTC) stieg um 12,1% am Montag an, nachdem The Information berichtet hatte, dass Google einen festen Auftrag für mehr als 3 Millionen seiner Tensor-Processing-Einheiten abgegeben hat, die von Intel in 2028 hergestellt werden sollen, während Nvidia frühzeitig mit Intels fortschrittlichstem 18A-Prozess für seine nächsten Generation Feynman-GPU-Architektur testet. Siehe unseren vollständigen Artikel hier.

Gilt es jetzt, Intel zu kaufen? Zugriff auf unseren vollständigen Analysebericht hier, kostenlos.

Teradyne (NASDAQ:TER): Der Halbleiter-Test-Unternehmen Teradyne (NASDAQ:TER) stieg um 5,7% am Montag an, nachdem das Unternehmen eine neue integrierte Testlösung für AI- und Datenbankgeräte bekannt gegeben hatte, die in Zusammenarbeit mit Tokyo Electron entwickelt wurde. Siehe unseren vollständigen Artikel hier.

Gilt es jetzt, Teradyne zu kaufen? Zugriff auf unseren vollständigen Analysebericht hier, kostenlos.

JFrog (NASDAQ:FROG): Die Software-Plattform JFrog (NASDAQ:FROG) stieg um 3% am Montag an, nachdem Bank of America seinen Preisziel von $85 auf $100 erhöht hatte und weiterhin ein Kaufempfehlung ausgestellt hat, die neueste Analystenaktion, die eine Neubewertung bestätigt, die mit dem Unternehmen begann, als es am 7. Mai seine Q1-Ergebnisse bekannt gab. Siehe unseren vollständigen Artikel hier.

Gilt es jetzt, JFrog zu kaufen? Zugriff auf unseren vollständigen Analysebericht hier, kostenlos.

Tesla (NASDAQ:TSLA): Der Pionier für Elektrofahrzeuge Tesla (NASDAQ:TSLA) stieg um 5,5% am Montag an, nachdem das Unternehmen seine unüberwachte Robotaxi-Dienst in Austin über den Wochenende gestartet hat, der konkreteste Schritt bisher hin zu dem autonomeren Einnahme-Szenario, das der Aktie zugeschrieben wird, während JPMorgan's Upgrade weiterhin institutionelle Unterstützung in einem breiteren Risiko-Session lieferte. Siehe unseren vollständigen Artikel hier.

Gilt es jetzt, Tesla zu kaufen? Zugriff auf unseren vollständigen Analysebericht hier, kostenlos.