http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 21 Jul 2026 06:00:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List+Pro/These+names+are+attractive+amid+semiconductor+sector+volatility%2C+Bernstein+says/26791342.html <p>Investing.com - Semiconductor stocks have had a volatile run of late. </p><p>Weighed down by worries over the trajectory of massive spending on artificial intelligence infrastructure, shares of major chipmakers have retreated from what has been a solid 2026 in recent days. On Friday, the Philadelphia Semiconductor Index</p><p>The Philadelphia SE Semiconductor Index closed more than 20% below its June 22 high, meaning the tracker of the segment has entered bear market territory. </p><p>"[B]ulls and bears alike [are] fighting the momentum unwind and the question of what is priced in while simultaneously trying to answer the longer term view of the http://www.streetinsider.com/Hot+List+Pro/These+names+are+attractive+amid+semiconductor+sector+volatility%2C+Bernstein+says/26791342.html Tue, 21 Jul 2026 06:00:00 -0400 AMAT KLAC LRCX SNDK http://www.streetinsider.com/Hot+List+Pro/These+names+are+attractive+amid+semiconductor+sector+volatility%2C+Bernstein+says/26791342.html <p>Investing.com - Semiconductor stocks have had a volatile run of late. </p><p>Weighed down by worries over the trajectory of massive spending on artificial intelligence infrastructure, shares of major chipmakers have retreated from what has been a solid 2026 in recent days. On Friday, the Philadelphia Semiconductor Index</p><p>The Philadelphia SE Semiconductor Index closed more than 20% below its June 22 high, meaning the tracker of the segment has entered bear market territory. </p><p>"[B]ulls and bears alike [are] fighting the momentum unwind and the question of what is priced in while simultaneously trying to answer the longer term view of the http://www.streetinsider.com/Hot+List+Pro/These+names+are+attractive+amid+semiconductor+sector+volatility%2C+Bernstein+says/26791342.html Tue, 21 Jul 2026 06:00:00 -0400 AMAT KLAC LRCX SNDK http://www.streetinsider.com/Hot+List+Pro/These+names+are+attractive+amid+semiconductor+sector+volatility%2C+Bernstein+says/26791342.html <p>Investing.com - Semiconductor stocks have had a volatile run of late. </p><p>Weighed down by worries over the trajectory of massive spending on artificial intelligence infrastructure, shares of major chipmakers have retreated from what has been a solid 2026 in recent days. On Friday, the Philadelphia Semiconductor Index</p><p>The Philadelphia SE Semiconductor Index closed more than 20% below its June 22 high, meaning the tracker of the segment has entered bear market territory. </p><p>"[B]ulls and bears alike [are] fighting the momentum unwind and the question of what is priced in while simultaneously trying to answer the longer term view of the http://www.streetinsider.com/Hot+List+Pro/These+names+are+attractive+amid+semiconductor+sector+volatility%2C+Bernstein+says/26791342.html Tue, 21 Jul 2026 06:00:00 -0400 AMAT KLAC LRCX SNDK http://www.streetinsider.com/Hot+List+Pro/These+names+are+attractive+amid+semiconductor+sector+volatility%2C+Bernstein+says/26791342.html <p>Investing.com - Semiconductor stocks have had a volatile run of late. </p><p>Weighed down by worries over the trajectory of massive spending on artificial intelligence infrastructure, shares of major chipmakers have retreated from what has been a solid 2026 in recent days. On Friday, the Philadelphia Semiconductor Index</p><p>The Philadelphia SE Semiconductor Index closed more than 20% below its June 22 high, meaning the tracker of the segment has entered bear market territory. </p><p>"[B]ulls and bears alike [are] fighting the momentum unwind and the question of what is priced in while simultaneously trying to answer the longer term view of the http://www.streetinsider.com/Hot+List+Pro/These+names+are+attractive+amid+semiconductor+sector+volatility%2C+Bernstein+says/26791342.html Tue, 21 Jul 2026 06:00:00 -0400 AMAT KLAC LRCX SNDK http://www.streetinsider.com/Analyst+PT+Change/Applied+Materials+%28AMAT%29+PT+Raised+to+%24705+at+UBS/26771613.html UBS analyst Harlan Sur raised the price target on Applied Materials (NASDAQ: AMAT) to $705.00 (from $570.00) while maintaining a Buy rating. http://www.streetinsider.com/Analyst+PT+Change/Applied+Materials+%28AMAT%29+PT+Raised+to+%24705+at+UBS/26771613.html Wed, 15 Jul 2026 08:53:48 -0400 AMAT http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Press+Releases/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html <p>AUSTIN, Texas, July 15, 2026 (GLOBE NEWSWIRE) -- <a href="https://www.globenewswire.com/Tracker?data=iO4UTTr-fB8rUfVONJiGH5rLpD0KdQrsAeeHbMSshz-RhnlpadPoZnqeXbwiemO2ZKjZbk_Fa6PNbLKvJoIwXS30xAVLspvaaU0ovXyRt_G4oHhRefuP0M6GDo8f9piX" rel="nofollow" target="_blank"><u>AINewsWire Editorial Coverage</u></a>: When people talk about the AI buildout, they tend to reach for the same shorthand: chips. But the more instructive story is unfolding one level down, in the precision automation, robotics and semiconductor production equipment required to fabricate and package those chips at scale. U.S. power utilities are already <a href="https://www.globenewswire.com/Tracker?data=KBnRZdI5mfV2JzJVJO84-Clnipv0vl8RNcQDOvE9q_Sh0IzvE7zSSSeT49lZWCzMYB5rg9LLBBm5Lpy3KVBl3A==" rel="nofollow" target="_blank">racing</a> to secure grid hardware for AI data centers, and analysts <a href="https://www.globenewswire.com/Tracker?data=ntmtDy-xochHp-xiTV7tSLKGR-Wjnmk88ZvR4e0nP0SHMWJpwxj5CUTR2nKfEC3ZI8ngddi4Ct0NRAwuUbDiTQ==" rel="nofollow" target="_blank">forecast</a> global chip sales reaching $975 billion this year. <strong>Nightfood Holdings Inc. (OTCQB: NGTF)</strong> (<a href="https://www.globenewswire.com/Tracker?data=HeVYxd8NjZyEoIlAgjTVG7tMTY9NA3chcD-PgMkBaQt5WyPmmsLxRd_RnAyCPm_Ytp3pE9cdDtYGCXWdQN1qRujRdBdAsqUgngkxGNaS3u0EoqidpaDM_gUPGW6c72PV" rel="nofollow" target="_blank">profile</a>), operating as <a href="https://www.globenewswire.com/Tracker?data=hYQrxNr_83Ie5mfpPW0m2KO7FhkdXdOF9Rnw2MFogNTqg2RGvBCRSnFZCWcxY_uAinFhfSrOuzigiNmwE6JwFDg99Xk0tFqL2C_FVpABJPg=" rel="nofollow" http://www.streetinsider.com/Globe+Newswire/The+Hidden+Layer+of+the+AI+Boom%3A+Robotics%2C+Packaging+Equipment+Companies+Are+Thriving/26771400.html Wed, 15 Jul 2026 08:30:00 -0400 AMAT AMAT LRCX LRCX SPXC SPXC TSM TSM http://www.streetinsider.com/Hot+List/This+is+the+best+Semi+Cap+Equipment+stock+to+buy+into+Q2+results%3A+Wolfe/26761530.html <p>Wolfe Research raised its wafer fabrication equipment forecast and identified its top pick heading into second-quarter semiconductor capital equipment earnings, while flagging limited near-term catalysts despite a strong longer-term outlook.</p><p>In a note to clients, analyst Chris Caso raised his calendar year 2027 WFE estimate to $185 billion and set a base case of $225 billion for 2028, representing 22% year-on-year growth. </p><p>Caso said much of the 2027 upside is driven by what he described as "rabbit out of hat" capacity, with customers finding creative solutions to physical cleanroom space constraints that he believes create a $200 billion ceiling for 2027 http://www.streetinsider.com/Hot+List/This+is+the+best+Semi+Cap+Equipment+stock+to+buy+into+Q2+results%3A+Wolfe/26761530.html Mon, 13 Jul 2026 12:00:00 -0400 AMAT ASML http://www.streetinsider.com/Hot+List/This+is+the+best+Semi+Cap+Equipment+stock+to+buy+into+Q2+results%3A+Wolfe/26761530.html <p>Wolfe Research raised its wafer fabrication equipment forecast and identified its top pick heading into second-quarter semiconductor capital equipment earnings, while flagging limited near-term catalysts despite a strong longer-term outlook.</p><p>In a note to clients, analyst Chris Caso raised his calendar year 2027 WFE estimate to $185 billion and set a base case of $225 billion for 2028, representing 22% year-on-year growth. </p><p>Caso said much of the 2027 upside is driven by what he described as "rabbit out of hat" capacity, with customers finding creative solutions to physical cleanroom space constraints that he believes create a $200 billion ceiling for 2027 http://www.streetinsider.com/Hot+List/This+is+the+best+Semi+Cap+Equipment+stock+to+buy+into+Q2+results%3A+Wolfe/26761530.html Mon, 13 Jul 2026 12:00:00 -0400 AMAT ASML http://www.streetinsider.com/Hot+List+Pro/This+is+the+best+Semi+Cap+Equipment+stock+to+buy+into+Q2+results%3A+Wolfe/26761530.html <p>Wolfe Research raised its wafer fabrication equipment forecast and identified its top pick heading into second-quarter semiconductor capital equipment earnings, while flagging limited near-term catalysts despite a strong longer-term outlook.</p><p>In a note to clients, analyst Chris Caso raised his calendar year 2027 WFE estimate to $185 billion and set a base case of $225 billion for 2028, representing 22% year-on-year growth. </p><p>Caso said much of the 2027 upside is driven by what he described as "rabbit out of hat" capacity, with customers finding creative solutions to physical cleanroom space constraints that he believes create a $200 billion ceiling for 2027 http://www.streetinsider.com/Hot+List+Pro/This+is+the+best+Semi+Cap+Equipment+stock+to+buy+into+Q2+results%3A+Wolfe/26761530.html Mon, 13 Jul 2026 12:00:00 -0400 AMAT ASML http://www.streetinsider.com/Hot+List+Pro/This+is+the+best+Semi+Cap+Equipment+stock+to+buy+into+Q2+results%3A+Wolfe/26761530.html <p>Wolfe Research raised its wafer fabrication equipment forecast and identified its top pick heading into second-quarter semiconductor capital equipment earnings, while flagging limited near-term catalysts despite a strong longer-term outlook.</p><p>In a note to clients, analyst Chris Caso raised his calendar year 2027 WFE estimate to $185 billion and set a base case of $225 billion for 2028, representing 22% year-on-year growth. </p><p>Caso said much of the 2027 upside is driven by what he described as "rabbit out of hat" capacity, with customers finding creative solutions to physical cleanroom space constraints that he believes create a $200 billion ceiling for 2027 http://www.streetinsider.com/Hot+List+Pro/This+is+the+best+Semi+Cap+Equipment+stock+to+buy+into+Q2+results%3A+Wolfe/26761530.html Mon, 13 Jul 2026 12:00:00 -0400 AMAT ASML