Applied Materials Advances AI Wearables With SENZ Platform

Shares of semiconductor and chip companies are trading higher. The broader industry may be rallying alongside memory and storage-related peers.

SanDisk Jumps 10%, Lululemon Crashes 17%: Stock Market Today

A blowout August jobs report pushed traders to price a coin-flip chance of a Federal Reserve rate hike this month, dragging the S&P 500 and Dow lower by midday Friday.

PANW Q4 Earnings Beat Estimates on Platformization Strength

Palo Alto Networks (PANW) reported Q4 fiscal 2026 revenues of $3.41B, up 34% YoY, beating consensus estimates. The company achieved record platformization with 220 net new platform additions (up 44%) and net new NGS ARR of $970M (up 98%). For fiscal 2027, PANW guides revenues of $14.10-$14.20B (23-24% growth) and NGS ARR of $11.075-$11.175B. Strong momentum across Network & AI Security, Cortex, and Idira platforms drove results.

Jim Cramer Says This Tech Stock Is Up 40% For The Year: It Is A ‘Great’ Company

Jim Cramer praises KLA Corp but warns of high P/E ratio. UBS maintains Neutral rating. Cramer recommends buying Applied Materials.

Investors Put $182.6 Billion Into ETFs in August — but Pulled Money Out of Chip Funds

A closer look at where ETF money went in August reveals a surprising shift beneath the market’s biggest investment trends.

ETFs to Buy as Broadcom Slides Despite Better-Than-Expected Q3 Earnings

Broadcom reported strong Q3 fiscal 2026 results with 86% revenue growth and 96% EPS growth, driven by AI semiconductor revenues surging 221% to $16.7 billion. However, the stock slid nearly 1% due to Q4 guidance coming in slightly below analyst expectations at $34.8 billion versus $35.03 billion. The article recommends semiconductor ETFs with significant Broadcom exposure as a diversified alternative to single-stock investing, mitigating concentration and geopolitical risks.