$KLAC

Lorig Brian (EVP, KLA Global Services) sold 59,586 shares of KLA CORP (KLAC) at $208.13 ($12.40M total) on 2026-08-13 under a Rule 10b5-1 trading plan.

Applied Materials (AMAT) fell about 5.7% premarket after record fiscal Q3 results but guidance for Q4 revenue and margins missed elevated expectations. The company reported record Q3 revenue of $9.1B and non-GAAP EPS of $3.50, and guided Q4 revenue to $10.25B plus or minus $500M and EPS to $4.02 plus or minus $0.20. Lam Research (LRCX) and KLA (KLAC) were little changed premarket.

Higgins Bren D. (EVP & Chief Financial Officer) sold 31,500 shares of KLA CORP (KLAC) at $209.87 ($6.61M total) on 2026-08-12 under a Rule 10b5-1 trading plan.

Stocks ended lower ahead of Wednesday’s CPI. Oil fell briefly after Pakistan said the US and Iran are close to an arrangement to reopen the Strait of Hormuz, but Iran said it would keep it shut until conditions are met. Treasuries rose on CPI anticipation. Notable movers included DDOG, ADBE, ORCL, KKR, APO, and ONON after weak sales; AMTM cut guidance; RPD raised EPS outlook.

Markets were mostly higher as investors weighed President Trump’s harder stance toward Iran, reducing expectations for a near-term deal to reopen the Strait of Hormuz. Oil, Treasury yields, and European bonds moved accordingly. US movers included ASML, KLA, Rapid7 (raised EPS forecast), Jabil (UBS upgrade), and Riot Platforms (cloud deal).

US President Trump signaled he may allow economic pressure on Iran to build instead of adding military strikes, amid renewed Middle East risks including a missile attack on a UAE tanker and a Houthi claim on Saudi Arabia’s Jazan refinery. Markets are mixed, with rate-hike odds for the FOMC and ECB and bond yields moving lower. Several US stocks rose on earnings or upgrades, including CAH, RPD, and RIOT; others fell, including ONON and APP.

Khan Ahmad A. (President, Semi. Prod. & Cust.) sold 33,180 shares of KLA CORP (KLAC) at $198.95 ($6.60M total) on 2026-08-11 under a Rule 10b5-1 trading plan.

WALLACE RICHARD P (President and CEO) sold 87,568 shares of KLA CORP (KLAC) at $198.95 ($17.42M total) on 2026-08-11 under a Rule 10b5-1 trading plan.

Shares of Entegris, Penguin Solutions, Seagate, Applied Materials, and KLA rose after upbeat earnings and higher AI-related forecasts, according to the article. Super Micro Computer reported EPS 84% above estimates and a revenue outlook above expectations, while CoreWeave’s sales forecast also beat. The piece cites a 155% YoY jump in South Korea semiconductor exports and notes gains in Nvidia, AMD, and Intel.

Stocks were mixed in early US trading, with the Nasdaq Composite down about 0.4% and the S&P 500 near flat. Nvidia rose more than 1% on reports of work with six asset managers to mobilize over $500 billion for AI infrastructure. Hims & Hers Health shares reacted to earnings: revenue $753m (+38% YoY) but net loss $86.3m. Intel raised its stock offering to $20b; Riot Platforms gained on Q2 results and a 191 MW data center lease.