Vegas casino pulls plug on prediction market conference amid Nevada crackdown

The Nevada Gaming Commission sued the company over its sports event contracts, and the platform was briefly barred from operating in the state earlier this year, according to Barron's.

New York Post • 14 hours ago

Forget Micron. Every Dollar of AI Memory Spending Has to Pass Through These 2 Stocks First

Micron (NASDAQ:MU | MU Price Prediction) is the memory stock dominating every AI headline this quarter, with traders glued to high-bandwidth memory pricing and the next supply-cycle data point.

24/7 Wall Street • 21 hours ago

KLA Corporation: Quietly Dominating The 2nm Hyperscaler Race

KLA Corporation is positioned for sustained growth, driven by leading-edge foundry investments and dominance in semiconductor process control. KLAC commands a 58% global market share in process control, benefiting from surging 2nm node and AI infrastructure demand by hyperscalers. KLAC targets $26 billion in revenue by 2030 (13-17% CAGR), with gross margin expansion to 63.5% and forward EPS growth outpacing peers.

Seeking Alpha • May 15, 2026

Will Solid Dragonfly G5 & Atlas G6 Traction Fuel More Upside for ONTO?

Onto Innovation's Dragonfly G5 and Atlas G6 are gaining AI chip traction, with HBM deals and advanced-node growth fueling momentum in 2026.

Zacks Investment Research • 21 hours ago

Is KLA Becoming the Biggest Beneficiary of AI Semiconductor Spending?

KLAC is riding the AI chip boom as soaring demand for advanced packaging and process-control tools boosts growth and backlog visibility.

Zacks Investment Research • May 14, 2026

Wall Street Says Sell in May. A 10-Year Pattern on This Semiconductor Stock Says the Opposite.

Every spring, Wall Street recycles its favorite piece of advice: “Sell in May and go away.” It's tidy, it rhymes, and for a lot of traders, it's gospel.

Benzinga • May 13, 2026

Sizzling semiconductor trade at risk of cooling - and stalling US stocks rally

A stunning run-up in shares of semiconductor companies has helped drive the U.S. stock rally, but the eye-popping gains are sparking concerns about an overheated market and prompting some investors to prepare ​for a pullback.

Reuters • May 13, 2026

Forget the Split: KLA's 17th Straight Dividend Raise Is the Real Story for Income Investors

Headlines this month have focused on the flashy KLA (NASDAQ: KLAC | KLAC Price Prediction) 10-for-1 stock split, but income investors should look past the cosmetic share count change.

24/7 Wall Street • May 12, 2026

Wall Street Bulls Look Optimistic About KLA (KLAC): Should You Buy?

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Zacks Investment Research • May 8, 2026

Can KLA's Advanced Packaging Strength Support $1B Revenue Target?

KLA Corporation KLAC is seeing strong momentum in the advanced packaging business, supported by rising artificial intelligence (AI) infrastructure investments and growing semiconductor complexity. Management now expects advanced packaging revenues from the semiconductor process control portfolio to increase to nearly $1 billion in 2026 from around $635 million in 2025, reflecting stronger-than-expected customer demand.

Zacks Investment Research • May 8, 2026