Barclays believes that KLA is emerging as a clear winner among semiconductor equipment stocks. The bank upgraded the wafer fab equipment maker to overweight from equal weight and hiked its price target to $1,200 from $750. That forecast implies that shares could rise 8%. KLA stock has surged 76% in 2025. Barclays analyst Tom O’Malley highlighted KLA as his top pick as artificial intelligence compute investments help boost the category. Headwinds from the Chinese market also appear to be more minimized for KLA versus its peers, he added. KLAC YTD mountain KLAC YTD chart “At this point, we think eyes…
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A worker at Ford’s Kentucky Truck Plant on April 30, 2025.Michael Wayland | CNBCDETROIT — “A lot of cost and a lot of chaos.” That’s how Ford Motor CEO Jim Farley described the state of the automotive industry earlier this year amid geopolitical tensions, tariffs, inflation and other disruptions.All those factors created massive uncertainty for the U.S. automotive industry that led to relatively bearish outlooks for the sector in 2025. Some of those concerns have come to fruition, but the industry has proven to be far more resilient than many had expected.”Six months into the onset of tariffs, we’ve been…
An inside view of Newark Airport as travelers are facing eight straight days of massive delays, United Airlines canceling routes and staffing shortages in Newark, New Jersey, United States, on May 06, 2025. Mostafa Bassim | Anadolu | Getty ImagesAirline websites, including Delta Air Lines and United Airlines, weren’t working fully in Monday’s disruption of Amazon Web Services, a backbone of many sites.At 5:27 a.m. ET, Amazon said: “We are seeing significant signs of recovery. Most requests should now be succeeding. We continue to work through a backlog of queued requests. We will continue to provide additional information.”The company confirmed…
Amazon Web Services Inc. signage at the Nvidia GPU Technology Conference in San Jose, California, on March 20, 2025.David Paul Morris | Bloomberg | Getty ImagesAmazon Web Services, a leader in the cloud infrastructure market, reported a major outage on Monday, taking down numerous big-name websites.AWS cited an “operational issue” affecting “multiple services” and said it was “working on multiple parallel paths to accelerate recovery,” in an update at 2:01 a.m. PDT.Shortly afterward, AWS said it was seeing “significant signs of recovery.” “Most requests should now be succeeding. We continue to work through a backlog of queued requests. We will…
new video loaded: How Jared Kushner Re-emerged at the Center of the Israel-Hamas Peace DealJared Kushner, the president’s son-in-law, had a single goal: Get to a yes first, and hash out the details later. Tyler Pager, a White House correspondent for The New York Times, describes Mr. Kushner’s role in cease-fire negotiations between Israel and Hamas.By Tyler Pager, Christina Shaman, Laura Salaberry, Melanie Bencosme and Zach WoodOctober 20, 2025 Source link
U.S. President Donald Trump welcomes Ukraine’s President Volodymyr Zelenskyy at the White House in Washington, D.C., U.S., October 17, 2025. Jonathan Ernst | ReutersU.S. President Donald Trump has signaled a shift in support toward Russia’s Vladimir Putin as he looks for a quick end to the war in Ukraine, likely striking fear into Ukrainian officials.Trump held a tense meeting with Ukrainian President Volodymyr Zelenskyy at the White House on Friday, with the potential supply of U.S. long-range cruise missiles, Tomahawks, on the agenda.Zelenskyy walked away from the meeting not only empty-handed, but apparently upbraided by Trump, who said Ukraine accept…
A woman view skin care products at L’Oreal booth during the 7th China International Import Expo (CIIE) at the National Exhibition and Convention Center (Shanghai) on November 5, 2024 in Shanghai, China.China News Service | China News Service | Getty ImagesGucci owner Kering said on Sunday it has agreed to sell its beauty business to L’Oreal for 4 billion euros ($4.66 billion), in a major shift in strategy by new CEO Luca de Meo as he moves to tackle the luxury group’s high debt and refocus on its core fashion business.Under the deal, French beauty giant L’Oreal will acquire Kering’s fragrance line…
The City of London financial district at sunrise.Alexander Spatari | Moment | Getty ImagesLONDON — European stocks are expected to start the new trading week on a positive note after a volatile few days in which investors weighed concerns over bad loans on Wall Street.The U.K.’s FTSE index is expected to open 0.32% higher on Monday, Germany’s DAX is seen up 0.67%, France’s CAC 40 is expected to rise 0.62% and Italy’s FTSE MIB is seen 0.65% higher, according to data from IG.Regional markets closed in the red on Friday, with the pan-European Stoxx 600 down 0.95%, as concerns over the…
U.S. President Donald Trump’s renewed threat to impose a 100% tariff on all movies produced outside of the country could upend the global industry — and deliver a heavy blow to Britain’s already fragile sector.The White House leader first announced duties on movies produced outside the U.S. in May this year. He than reiterated the issue in September, writing in a post on social media that other countries have “stolen” the movie-making business from the U.S.The U.K.’s film industry has already faced multiple challenges in recent years from Box Office sales struggling to recover their pre-pandemic levels to rising competition…
Sanae Takaichi, Japan’s economic security minister, speaks during a news conference in Tokyo, Japan, on Monday, Sept. 9, 2024. Toru Hanai | Bloomberg | Getty ImagesHardline conservative Sanae Takaichi is almost certain to become Japan’s first female prime minister on Tuesday, after the right-wing opposition Japan Innovation Party, known as Ishin, said it was ready to back her premiership.”I told Takaichi that we should move forward together,” Ishin’s co-leader and Osaka governor Hirofumi Yoshimura told reporters in the western Japanese city on Monday. He will meet with Takaichi at 6 p.m. (0900 GMT) to conclude the alliance, he added.Yoshimura and Ishin’s other boss, Fumitake Fujita, will join party lawmakers…
