Chip Stocks Drop Amid Tech Selloff
Investors were selling off tech stocks with exposure to artificial intelligence. Continue Reading
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Applied Materials (AMAT) Is Up 11.4% After New AI Chip Memory and Packaging Partnerships Announced
In late September and early October 2026, Applied Materials announced expanded collaborations at its new US$5.00 billion EPIC Center, bringing in KIOXIA to advance next-generation memory and extending its longstanding partnership with BE S…
Why Applied Materials (AMAT) Stock Is Up Today
Why Applied Materials (AMAT) Stock Is Up Today What Happened? Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 2.5% in the afternoon session after the company expanded its partnership with BE Semiconduc…
Applied Materials and Besi Expand Strategic Partnership to Advance Next-Generation Packaging for AI Scaling
Applied Materials, Inc. Besi joins Applied's EPIC Center as an Innovation Partner, extending a collaboration that began in 2020 with the companies' joint Hybrid Bonding Center of Excellence in Singapore Expanded collaboration targets next-…
European chip stocks rise as Anthropic spending outlook lifts AI demand hopes
Investing.com -- European semiconductor shares rose on Tuesday, led by X-Fab Silicon Foundries, on reports that AI startup Anthropic's IPO prospectus pointed to a sharp increase in spending on cloud, computing and infrastructure. Still gue…
European equities edge up as yield spike and rising crude saps sentiment
Investing.com - European stock bourses traded marginally higher on Monday as investors digested a sharp spike in global bond yields and rising crude oil prices, leaving benchmark equity indices struggling to establish a direction. Still gu…
European AI-linked stocks rally After Anthropic’s $11.6 bln computing deal
Investing.com -- Shares in European companies linked to the buildout in artificial intelligence rallied on Friday after Anthropic signed a computing deal worth at least $11.6 billion, offering a fresh tailwind for AI-linked companies as th…
BE Semiconductor Industries (ENXTAM:BESI) Following AI Order Strength Is This Bull Case Already Priced In
BE Semiconductor Industries (ENXTAM:BESI) has drawn fresh attention after reporting that AI-linked orders accounted for about 60% of its system demand in early 2026, lifting the stock 3.6% on strong trading volume. For context, BE Semicond…
BE Semiconductor Industries (ENXTAM:BESI) Stock Looks Pricey Even With Strong Cash Flow Hopes
BE Semiconductor Industries has delivered a powerful long term share price run, and the question now is whether the current €191.90 level is still supported by the cash the business can generate over time. Over the past 5 years the stock h…
Are Computer and Technology Stocks Lagging BE Semiconductor Industries (BESIY) This Year?
Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Has BE Semiconductor Industries NV (BESIY) been one of those stocks this year? A quick glance at the compan…
BE Semiconductor Industries (BESIY) Surges 3.6%: Is This an Indication of Further Gains?
BE Semiconductor Industries NV BESIY shares ended the last trading session 3.6% higher at $215.2. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's…
Chip Stocks Open Week With Early Gains
Shares of semiconductor companies started the new week in green territory, building on gains from Friday. Investors have rewarded stocks exposed to artificial intelligence in recent days. In Asia, South Korea's SK Hynix closed 0. Continue…
Chip Stocks Mixed After Monday Rout
Shares of European semiconductor companies were mixed after a Monday selloff that was triggered by calls for a slowdown in the development of advanced artificial-intelligence models over safety concerns. Continue Reading
European Chip Stocks Follow Asia Lower Amid AI Worries
European chip stocks opened sharply lower, tracking declines in Asia, after the leaders of some of the biggest AI companies said they needed to slow development of the technology. Shares in Dutch supplier of chip-making equipment ASML Hold…
Is BE Semiconductor Industries (BESIY) Stock Outpacing Its Computer and Technology Peers This Year?
For those looking to find strong Computer and Technology stocks, it is prudent to search for companies in the group that are outperforming their peers. Is BE Semiconductor Industries NV (BESIY) one of those stocks right now? A quick glance…
Chip Stocks Driven Higher by Nvidia Results and Guidance
Shares of semiconductor companies edged higher after Nvidia reported a blowout quarter and issued strong revenue guidance for fiscal 2028. Finance chief Colette Kress said the group expects 70% revenue growth in fiscal 2028, significantly…
Chip Stocks Mixed Ahead of Nvidia Earnings
Shares of semiconductor companies were mixed as investors await Nvidia's second-quarter results after the U.S. market close to gauge appetite for artificial-intelligence chips. Dutch semiconductor-equipment maker ASML Holding and smaller r…
This Semiconductor Stock Could Be a Major AI Winner, Needham Says
This article first appeared on GuruFocus. Needham has chosen BE Semiconductor Industries (BESI) at the top of its semiconductor equipment list for 2026, citing growing demand for advanced chip packaging as the artificial intelligence hardw…
Is BE Semiconductor Industries (BESIY) Outperforming Other Computer and Technology Stocks This Year?
Investors interested in Computer and Technology stocks should always be looking to find the best-performing companies in the group. Has BE Semiconductor Industries NV (BESIY) been one of those stocks this year? By taking a look at the stoc…
Besi (ENXTAM:BESI) Stock Looks Above Fair Value On Cash Flow And Earnings
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. BE Semiconductor Industries has rewarded long term holders with a 227.2% total return over the past 5 years, yet current checks poi…
Zacks.com featured highlights Celestica, Zurn Elkay, Lam, BE Semiconductor and Johnson Controls
For Immediate Release Chicago, IL – August 5, 2026 – Stocks in this week's article Celestica CLS, Zurn Elkay Water Solutions Corp. ZWS, Lam Research LRCX, BE Semiconductor Industries BESIY and Johnson Controls International JCI. Buy These…
BE Semiconductor Stock Rises 5% on Berenberg Upgrade
This article first appeared on GuruFocus. BE Semiconductor Industries, the Dutch maker of chip assembly and advanced packaging equipment, rose 5.11% in Amsterdam after Berenberg upgraded the stock to Buy from Neutral. The price target stay…
Buy These 5 Top-Ranked Efficient Stocks With Strong Growth Potential
A company's efficiency level shows how well it turns its resources, such as labor, capital and assets, into profits and business output. It is one of the most important measures of a company's financial strength and profit-generating abili…
BE Semiconductor Industries NV (BESIY) Q2 2026 Earnings Call Highlights: Record Growth and ...
This article first appeared on GuruFocus. Revenue: 249.9 million, increased by 68.7% year-over-year and 35.2% quarter-over-quarter. Orders: 292.9 million, up 128.8% year-over-year and 8.6% quarter-over-quarter. Net Income: 89 million, incr…
BE Semiconductor Reports Strong Q2 Growth as AI Demand Drives Record Orders
Semiconductor ©Raimond Spekking BE Semiconductor delivered sharp increases in revenue, earnings and orders during the second quarter, supported by continued investment in AI infrastructure and advanced semiconductor packaging. Key Investor…
European semiconductor stocks diverge as investors weigh AI demand, growth expectations
By Nathan Vifflin and Ozan Ergenay July 23 (Reuters) - European semiconductor stocks moved sharply on Thursday after earnings updates, with Soitec surging on strong photonics demand linked to artificial intelligence applications, while ST…
BE Semiconductor reports Q2 results
* BE Semiconductor press release [https://seekingalpha.com/pr/20592529-be-semiconductor-industries-n-v-announces-q2minus-26-and-h1minus-26-results] (BESIY [https://seekingalpha.com/symbol/BESIY]): Q2 revenue of € 249.9 million grew € 65.0…
BE Semiconductor Industries N.V. Announces Q2-26 and H1-26 Results
BE Semiconductor Industries N.V. Q2-26 Revenue and Net Income of € 249.9 Million and € 89.0 Million, Respectively, Up 68.7% and 177.3%, Respectively, vs. Q2-25. Orders of € 292.9 million Up 128.8% vs. Q2-25 H1-26 Revenue and Net Income of…
Besi orders more than double as AI and hybrid bonding tech drive demand
July 23 (Reuters) - BE Semiconductor Industries (Besi) on Thursday reported quarterly orders significantly above last year's level, fuelled by strong demand for AI, hybrid bonding, photonics and data centres. Investors are betting on ris…
Here are the major earnings before the open Thursday
Major earnings expected before the bell on Thursday include: * Lockheed Martin Corporation (LMT [https://seekingalpha.com/symbol/LMT]) * RTX Corporation (RTX [https://seekingalpha.com/symbol/RTX]) * Nokia Oyj (NOK [https://seekingalpha.com…
How BE Semiconductor Industries (BESIY) Is Turning Hybrid Bonding Demand Into a Bigger AI Packaging Growth Target
BE Semiconductor Industries N.V. (OTC:BESIY) is one of the fastest-growing high-bandwidth memory stocks to buy. The company strengthened its HBM-adjacent case on June 18, 2026, when it raised its long-term revenue target to €1.7 billion to…
BESI raises long-term revenue, margin targets as demand increases
By Nathan Vifflin June 18 (Reuters) - Dutch semiconductor equipment maker BE Semiconductor Industries (BESI) on Thursday raised its long-term revenue and operating margin targets, citing improved order momentum and stronger demand for da…
Ultra Clean (UCTT) Surges 6.5%: Is This an Indication of Further Gains?
Ultra Clean Holdings UCTT shares rallied 6.5% in the last trading session to close at $90.21. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock…
European Stocks Tracking Lower in Friday Trading; Lack of US-China Trade Deal Hits Tech Shares
The European stock markets were tracking lower in Friday trading as investors parse the results - or PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium n…
Assessing BE Semiconductor Industries (ENXTAM:BESI) Valuation After A Powerful Share Price Rally
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. BE Semiconductor Industries (ENXTAM:BESI) has drawn investor attention after a strong run in recent…
BE Semiconductor Industries NV (BESIY) Q1 2026 Earnings Call Highlights: Record Growth in ...
This article first appeared on GuruFocus. Revenue: EUR184.9 million, increased 28.3% versus Q1 2025. Orders: EUR269.7 million, more than doubled versus Q1 2025. Net Income: Increased 20.6% versus Q4 2025 and 63.8% versus Q1 2025. Net Margi…