35 AI News You Should Not Miss

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26. KLA Corporation (NASDAQ:KLAC)

Number of Hedge Fund Holders: 55  

KLA Corporation (NASDAQ:KLAC) markets process control and yield management solutions for the semiconductor industry. Investment firm Cantor Fitzgerald recently penned a research note on the semiconductor space, noting that recent issues from Intel and Samsung were likely to negatively impact the semiconductor equipment market. Analysts at the advisory stressed that orders were bottoming and fundamentals would modestly recover for semi stocks in CY25 with even greater recovery into CY26. Per Cantor, regulatory risks remained, but cyclically the market was at the point where the group was a buy. Shares were likely range-bound into DOC/BIS announcement, but Cantor suspected the sell-off in early September marked a bottom for Semi Cap.

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