$KLAC

KLA announces 10-for-1 stock split and boosts quarterly dividend 21% to $2.30/share, signaling management confidence in sustained cash generation and shareholder returns.

Ten mega-cap companies with $18.59T combined market cap report earnings this week. SanDisk leads volatility at 16.57% on AI-driven NAND demand; Mag Seven stocks show muted 2.7% average moves.

Semiconductor companies show strongest Q1 2026 earnings optimism with 54% positive guidance; sector up 84% over 52 weeks.

Chinese lithography equipment maker Circuit Fabology files for Hong Kong IPO after posting 47.6% revenue growth, but faces persistent cash flow challenges.

ASML could become Europe's first trillion-dollar company as AI chip demand surges, but elevated valuations create execution risks.

Applied Materials shares surged 117% as chipmakers boost capex spending on manufacturing equipment, with management guiding 20% revenue growth for 2026.

Applied Materials beat expectations with 20%+ growth guidance for semiconductor equipment in 2026, driven by AI demand. Stock surged 12%.