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) Thu, 23 Jul 2026 09:48:00 -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/SEC+Filings/Form++SCHEDULE+13GA++CAMTEK+LTD+++++++++++++++++++++++++++++Filed+by%3A+Migdal+Insurance+%26amp%3B+Financial+Holdings+Ltd./26805910.html si-local-file:///var/storage/secattach/20260723/26805910.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++CAMTEK+LTD+++++++++++++++++++++++++++++Filed+by%3A+Migdal+Insurance+%26amp%3B+Financial+Holdings+Ltd./26805910.html Thu, 23 Jul 2026 09:48:00 -0400 CAMT O.00653001 http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++CAMTEK+LTD+++++++++++++++++++++++++++++Filed+by%3A+Migdal+Insurance+%26amp%3B+Financial+Holdings+Ltd./26805910.html si-local-file:///var/storage/secattach/20260723/26805910.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++CAMTEK+LTD+++++++++++++++++++++++++++++Filed+by%3A+Migdal+Insurance+%26amp%3B+Financial+Holdings+Ltd./26805910.html Thu, 23 Jul 2026 09:48:00 -0400 CAMT O.00653001 http://www.streetinsider.com/Press+Releases/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html <div class="xn-content"> <p><span class="legendSpanClass"><location value="LU/il..migemk" idsrc="xmltag.org" >MIGDAL HA'EMEK, Israel</location></span>, <span class="legendSpanClass"><chron>July 20, 2026</chron></span> /PRNewswire/ -- <b><span value="NASDAQ-NMS:CAMT" idsrc="xmltag.org" >Camtek Ltd.</span> </b>(Nasdaq: CAMT) (TASE: CAMT) announced that it will be releasing its second quarter 2026 results on <chron>Monday, August 10, 2026</chron>.</p> <div id="prni_dvprnejpg3474left" dir="ltr" style="width: 100%; text-align: left;"><img id="prnejpg3474left" title="Camtek Logo" src="http://mma.prnewswire.com/media/1534463/5913101/Camtek_logo.jpg" alt="Camtek Logo" align="middle" data-name="url$http%3A%2F%2Fmma.prnewswire.com%2Fmedia%2F1534463%2F5913101%2FCamtek_logo.jpg" /></div><p>The Company will host a video conference call later that same day via Zoom, starting at 9:00 am ET. Rafi Amit, Chief Executive Officer, Moshe Eisenberg, Chief Financial Officer and Ramy Langer, Chief Operating Officer will host the call and will be available to answer questions after presenting the results and http://www.streetinsider.com/Press+Releases/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html Mon, 20 Jul 2026 10:00:00 -0400 CAMT CAMT CAMT.OQ O.00653001 http://www.streetinsider.com/Press+Releases/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html <div class="xn-content"> <p><span class="legendSpanClass"><location value="LU/il..migemk" idsrc="xmltag.org" >MIGDAL HA'EMEK, Israel</location></span>, <span class="legendSpanClass"><chron>July 20, 2026</chron></span> /PRNewswire/ -- <b><span value="NASDAQ-NMS:CAMT" idsrc="xmltag.org" >Camtek Ltd.</span> </b>(Nasdaq: CAMT) (TASE: CAMT) announced that it will be releasing its second quarter 2026 results on <chron>Monday, August 10, 2026</chron>.</p> <div id="prni_dvprnejpg3474left" dir="ltr" style="width: 100%; text-align: left;"><img id="prnejpg3474left" title="Camtek Logo" src="http://mma.prnewswire.com/media/1534463/5913101/Camtek_logo.jpg" alt="Camtek Logo" align="middle" data-name="url$http%3A%2F%2Fmma.prnewswire.com%2Fmedia%2F1534463%2F5913101%2FCamtek_logo.jpg" /></div><p>The Company will host a video conference call later that same day via Zoom, starting at 9:00 am ET. Rafi Amit, Chief Executive Officer, Moshe Eisenberg, Chief Financial Officer and Ramy Langer, Chief Operating Officer will host the call and will be available to answer questions after presenting the results and http://www.streetinsider.com/Press+Releases/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html Mon, 20 Jul 2026 10:00:00 -0400 CAMT CAMT CAMT.OQ O.00653001 http://www.streetinsider.com/Press+Releases/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html <div class="xn-content"> <p><span class="legendSpanClass"><location value="LU/il..migemk" idsrc="xmltag.org" >MIGDAL HA'EMEK, Israel</location></span>, <span class="legendSpanClass"><chron>July 20, 2026</chron></span> /PRNewswire/ -- <b><span value="NASDAQ-NMS:CAMT" idsrc="xmltag.org" >Camtek Ltd.</span> </b>(Nasdaq: CAMT) (TASE: CAMT) announced that it will be releasing its second quarter 2026 results on <chron>Monday, August 10, 2026</chron>.</p> <div id="prni_dvprnejpg3474left" dir="ltr" style="width: 100%; text-align: left;"><img id="prnejpg3474left" title="Camtek Logo" src="http://mma.prnewswire.com/media/1534463/5913101/Camtek_logo.jpg" alt="Camtek Logo" align="middle" data-name="url$http%3A%2F%2Fmma.prnewswire.com%2Fmedia%2F1534463%2F5913101%2FCamtek_logo.jpg" /></div><p>The Company will host a video conference call later that same day via Zoom, starting at 9:00 am ET. Rafi Amit, Chief Executive Officer, Moshe Eisenberg, Chief Financial Officer and Ramy Langer, Chief Operating Officer will host the call and will be available to answer questions after presenting the results and http://www.streetinsider.com/Press+Releases/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html Mon, 20 Jul 2026 10:00:00 -0400 CAMT CAMT CAMT.OQ O.00653001 http://www.streetinsider.com/Press+Releases/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html <div class="xn-content"> <p><span class="legendSpanClass"><location value="LU/il..migemk" idsrc="xmltag.org" >MIGDAL HA'EMEK, Israel</location></span>, <span class="legendSpanClass"><chron>July 20, 2026</chron></span> /PRNewswire/ -- <b><span value="NASDAQ-NMS:CAMT" idsrc="xmltag.org" >Camtek Ltd.</span> </b>(Nasdaq: CAMT) (TASE: CAMT) announced that it will be releasing its second quarter 2026 results on <chron>Monday, August 10, 2026</chron>.</p> <div id="prni_dvprnejpg3474left" dir="ltr" style="width: 100%; text-align: left;"><img id="prnejpg3474left" title="Camtek Logo" src="http://mma.prnewswire.com/media/1534463/5913101/Camtek_logo.jpg" alt="Camtek Logo" align="middle" data-name="url$http%3A%2F%2Fmma.prnewswire.com%2Fmedia%2F1534463%2F5913101%2FCamtek_logo.jpg" /></div><p>The Company will host a video conference call later that same day via Zoom, starting at 9:00 am ET. Rafi Amit, Chief Executive Officer, Moshe Eisenberg, Chief Financial Officer and Ramy Langer, Chief Operating Officer will host the call and will be available to answer questions after presenting the results and http://www.streetinsider.com/Press+Releases/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html Mon, 20 Jul 2026 10:00:00 -0400 CAMT CAMT CAMT.OQ O.00653001 http://www.streetinsider.com/Press+Releases/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html <div class="xn-content"> <p><span class="legendSpanClass"><location value="LU/il..migemk" idsrc="xmltag.org" >MIGDAL HA'EMEK, Israel</location></span>, <span class="legendSpanClass"><chron>July 20, 2026</chron></span> /PRNewswire/ -- <b><span value="NASDAQ-NMS:CAMT" idsrc="xmltag.org" >Camtek Ltd.</span> </b>(Nasdaq: CAMT) (TASE: CAMT) announced that it will be releasing its second quarter 2026 results on <chron>Monday, August 10, 2026</chron>.</p> <div id="prni_dvprnejpg3474left" dir="ltr" style="width: 100%; text-align: left;"><img id="prnejpg3474left" title="Camtek Logo" src="http://mma.prnewswire.com/media/1534463/5913101/Camtek_logo.jpg" alt="Camtek Logo" align="middle" data-name="url$http%3A%2F%2Fmma.prnewswire.com%2Fmedia%2F1534463%2F5913101%2FCamtek_logo.jpg" /></div><p>The Company will host a video conference call later that same day via Zoom, starting at 9:00 am ET. Rafi Amit, Chief Executive Officer, Moshe Eisenberg, Chief Financial Officer and Ramy Langer, Chief Operating Officer will host the call and will be available to answer questions after presenting the results and http://www.streetinsider.com/Press+Releases/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html Mon, 20 Jul 2026 10:00:00 -0400 CAMT CAMT CAMT.OQ O.00653001 http://www.streetinsider.com/PRNewswire/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html <div class="xn-content"> <p><span class="legendSpanClass"><location value="LU/il..migemk" idsrc="xmltag.org" >MIGDAL HA'EMEK, Israel</location></span>, <span class="legendSpanClass"><chron>July 20, 2026</chron></span> /PRNewswire/ -- <b><span value="NASDAQ-NMS:CAMT" idsrc="xmltag.org" >Camtek Ltd.</span> </b>(Nasdaq: CAMT) (TASE: CAMT) announced that it will be releasing its second quarter 2026 results on <chron>Monday, August 10, 2026</chron>.</p> <div id="prni_dvprnejpg3474left" dir="ltr" style="width: 100%; text-align: left;"><img id="prnejpg3474left" title="Camtek Logo" src="http://mma.prnewswire.com/media/1534463/5913101/Camtek_logo.jpg" alt="Camtek Logo" align="middle" data-name="url$http%3A%2F%2Fmma.prnewswire.com%2Fmedia%2F1534463%2F5913101%2FCamtek_logo.jpg" /></div><p>The Company will host a video conference call later that same day via Zoom, starting at 9:00 am ET. Rafi Amit, Chief Executive Officer, Moshe Eisenberg, Chief Financial Officer and Ramy Langer, Chief Operating Officer will host the call and will be available to answer questions after presenting the results and http://www.streetinsider.com/PRNewswire/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html Mon, 20 Jul 2026 10:00:00 -0400 CAMT CAMT CAMT.OQ O.00653001 http://www.streetinsider.com/PRNewswire/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html <div class="xn-content"> <p><span class="legendSpanClass"><location value="LU/il..migemk" idsrc="xmltag.org" >MIGDAL HA'EMEK, Israel</location></span>, <span class="legendSpanClass"><chron>July 20, 2026</chron></span> /PRNewswire/ -- <b><span value="NASDAQ-NMS:CAMT" idsrc="xmltag.org" >Camtek Ltd.</span> </b>(Nasdaq: CAMT) (TASE: CAMT) announced that it will be releasing its second quarter 2026 results on <chron>Monday, August 10, 2026</chron>.</p> <div id="prni_dvprnejpg3474left" dir="ltr" style="width: 100%; text-align: left;"><img id="prnejpg3474left" title="Camtek Logo" src="http://mma.prnewswire.com/media/1534463/5913101/Camtek_logo.jpg" alt="Camtek Logo" align="middle" data-name="url$http%3A%2F%2Fmma.prnewswire.com%2Fmedia%2F1534463%2F5913101%2FCamtek_logo.jpg" /></div><p>The Company will host a video conference call later that same day via Zoom, starting at 9:00 am ET. Rafi Amit, Chief Executive Officer, Moshe Eisenberg, Chief Financial Officer and Ramy Langer, Chief Operating Officer will host the call and will be available to answer questions after presenting the results and http://www.streetinsider.com/PRNewswire/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html Mon, 20 Jul 2026 10:00:00 -0400 CAMT CAMT CAMT.OQ O.00653001 http://www.streetinsider.com/PRNewswire/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html <div class="xn-content"> <p><span class="legendSpanClass"><location value="LU/il..migemk" idsrc="xmltag.org" >MIGDAL HA'EMEK, Israel</location></span>, <span class="legendSpanClass"><chron>July 20, 2026</chron></span> /PRNewswire/ -- <b><span value="NASDAQ-NMS:CAMT" idsrc="xmltag.org" >Camtek Ltd.</span> </b>(Nasdaq: CAMT) (TASE: CAMT) announced that it will be releasing its second quarter 2026 results on <chron>Monday, August 10, 2026</chron>.</p> <div id="prni_dvprnejpg3474left" dir="ltr" style="width: 100%; text-align: left;"><img id="prnejpg3474left" title="Camtek Logo" src="http://mma.prnewswire.com/media/1534463/5913101/Camtek_logo.jpg" alt="Camtek Logo" align="middle" data-name="url$http%3A%2F%2Fmma.prnewswire.com%2Fmedia%2F1534463%2F5913101%2FCamtek_logo.jpg" /></div><p>The Company will host a video conference call later that same day via Zoom, starting at 9:00 am ET. Rafi Amit, Chief Executive Officer, Moshe Eisenberg, Chief Financial Officer and Ramy Langer, Chief Operating Officer will host the call and will be available to answer questions after presenting the results and http://www.streetinsider.com/PRNewswire/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html Mon, 20 Jul 2026 10:00:00 -0400 CAMT CAMT CAMT.OQ O.00653001 http://www.streetinsider.com/PRNewswire/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html <div class="xn-content"> <p><span class="legendSpanClass"><location value="LU/il..migemk" idsrc="xmltag.org" >MIGDAL HA'EMEK, Israel</location></span>, <span class="legendSpanClass"><chron>July 20, 2026</chron></span> /PRNewswire/ -- <b><span value="NASDAQ-NMS:CAMT" idsrc="xmltag.org" >Camtek Ltd.</span> </b>(Nasdaq: CAMT) (TASE: CAMT) announced that it will be releasing its second quarter 2026 results on <chron>Monday, August 10, 2026</chron>.</p> <div id="prni_dvprnejpg3474left" dir="ltr" style="width: 100%; text-align: left;"><img id="prnejpg3474left" title="Camtek Logo" src="http://mma.prnewswire.com/media/1534463/5913101/Camtek_logo.jpg" alt="Camtek Logo" align="middle" data-name="url$http%3A%2F%2Fmma.prnewswire.com%2Fmedia%2F1534463%2F5913101%2FCamtek_logo.jpg" /></div><p>The Company will host a video conference call later that same day via Zoom, starting at 9:00 am ET. Rafi Amit, Chief Executive Officer, Moshe Eisenberg, Chief Financial Officer and Ramy Langer, Chief Operating Officer will host the call and will be available to answer questions after presenting the results and http://www.streetinsider.com/PRNewswire/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html Mon, 20 Jul 2026 10:00:00 -0400 CAMT CAMT CAMT.OQ O.00653001 http://www.streetinsider.com/PRNewswire/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html <div class="xn-content"> <p><span class="legendSpanClass"><location value="LU/il..migemk" idsrc="xmltag.org" >MIGDAL HA'EMEK, Israel</location></span>, <span class="legendSpanClass"><chron>July 20, 2026</chron></span> /PRNewswire/ -- <b><span value="NASDAQ-NMS:CAMT" idsrc="xmltag.org" >Camtek Ltd.</span> </b>(Nasdaq: CAMT) (TASE: CAMT) announced that it will be releasing its second quarter 2026 results on <chron>Monday, August 10, 2026</chron>.</p> <div id="prni_dvprnejpg3474left" dir="ltr" style="width: 100%; text-align: left;"><img id="prnejpg3474left" title="Camtek Logo" src="http://mma.prnewswire.com/media/1534463/5913101/Camtek_logo.jpg" alt="Camtek Logo" align="middle" data-name="url$http%3A%2F%2Fmma.prnewswire.com%2Fmedia%2F1534463%2F5913101%2FCamtek_logo.jpg" /></div><p>The Company will host a video conference call later that same day via Zoom, starting at 9:00 am ET. Rafi Amit, Chief Executive Officer, Moshe Eisenberg, Chief Financial Officer and Ramy Langer, Chief Operating Officer will host the call and will be available to answer questions after presenting the results and http://www.streetinsider.com/PRNewswire/CAMTEK+TO+REPORT+SECOND+QUARTER+2026+FINANCIAL+RESULTS+ON+MONDAY%2C+AUGUST+10%2C+2026/26788150.html Mon, 20 Jul 2026 10:00:00 -0400 CAMT CAMT CAMT.OQ O.00653001 http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald+Reiterates+Neutral+Rating+on+Camtek+%28CAMT%29+as+Competitive+Risks+Persist/26766043.html <p>Cantor Fitzgerald analyst Matthew Prisco reiterated a Neutral rating and $175.00 price target on Camtek (NASDAQ: CAMT).</p><p>The analyst commented, "The AP market has continued to strengthen over the last 3mos (which drives ~70% of CAMT’s revs), and CAMT has seen an unprecedented level of orders YTD, which should support momentum into the 2H and through CY27. So that’s all good news. But on the flip side, we believe that a lot of the order goodness has already been contemplated within prior commentary, and thus it’s hard to get overly excited when competitors are messaging AP growth of >50%. CAMT has http://www.streetinsider.com/Analyst+Comments/Cantor+Fitzgerald+Reiterates+Neutral+Rating+on+Camtek+%28CAMT%29+as+Competitive+Risks+Persist/26766043.html Tue, 14 Jul 2026 09:19:18 -0400 CAMT http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++CAMTEK+LTD+++++++++++++++++++++++++++++Filed+by%3A+WASATCH+ADVISORS+LP/26752494.html si-local-file:///var/storage/secattach/20260709/26752494.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++CAMTEK+LTD+++++++++++++++++++++++++++++Filed+by%3A+WASATCH+ADVISORS+LP/26752494.html Thu, 09 Jul 2026 13:26:00 -0400 CAMT O.00653001 http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++CAMTEK+LTD+++++++++++++++++++++++++++++Filed+by%3A+WASATCH+ADVISORS+LP/26752494.html si-local-file:///var/storage/secattach/20260709/26752494.html http://www.streetinsider.com/SEC+Filings/Form++SCHEDULE+13GA++CAMTEK+LTD+++++++++++++++++++++++++++++Filed+by%3A+WASATCH+ADVISORS+LP/26752494.html Thu, 09 Jul 2026 13:26:00 -0400 CAMT O.00653001 http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html <p>Morgan Stanley is telling investors to look past the large-cap chip-equipment names and into two smaller, less-followed stocks that it says the market hasn't fully priced for 2027, as expectations for a much bigger 2028 wafer fab equipment (WFE) cycle continue to build.</p><p>The bank’s analysts including Shane Brett raised their WFE forecasts across the board: 2026 climbs to $155 billion from $149 billion, 2027 rises to $202 billion from $191 billion, and 2028 moves to $227 billion from $215 billion. </p><p>The 2026-27 revisions were driven largely by intra-quarter memory demand, while the 2028 increase reflects foundry and logic spending, they http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html Tue, 07 Jul 2026 09:00:00 -0400 AMAT ASML CAMT KLAC LRCX MKSI ONTO http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html <p>Morgan Stanley is telling investors to look past the large-cap chip-equipment names and into two smaller, less-followed stocks that it says the market hasn't fully priced for 2027, as expectations for a much bigger 2028 wafer fab equipment (WFE) cycle continue to build.</p><p>The bank’s analysts including Shane Brett raised their WFE forecasts across the board: 2026 climbs to $155 billion from $149 billion, 2027 rises to $202 billion from $191 billion, and 2028 moves to $227 billion from $215 billion. </p><p>The 2026-27 revisions were driven largely by intra-quarter memory demand, while the 2028 increase reflects foundry and logic spending, they http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html Tue, 07 Jul 2026 09:00:00 -0400 AMAT ASML CAMT KLAC LRCX MKSI ONTO http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html <p>Morgan Stanley is telling investors to look past the large-cap chip-equipment names and into two smaller, less-followed stocks that it says the market hasn't fully priced for 2027, as expectations for a much bigger 2028 wafer fab equipment (WFE) cycle continue to build.</p><p>The bank’s analysts including Shane Brett raised their WFE forecasts across the board: 2026 climbs to $155 billion from $149 billion, 2027 rises to $202 billion from $191 billion, and 2028 moves to $227 billion from $215 billion. </p><p>The 2026-27 revisions were driven largely by intra-quarter memory demand, while the 2028 increase reflects foundry and logic spending, they http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html Tue, 07 Jul 2026 09:00:00 -0400 AMAT ASML CAMT KLAC LRCX MKSI ONTO http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html <p>Morgan Stanley is telling investors to look past the large-cap chip-equipment names and into two smaller, less-followed stocks that it says the market hasn't fully priced for 2027, as expectations for a much bigger 2028 wafer fab equipment (WFE) cycle continue to build.</p><p>The bank’s analysts including Shane Brett raised their WFE forecasts across the board: 2026 climbs to $155 billion from $149 billion, 2027 rises to $202 billion from $191 billion, and 2028 moves to $227 billion from $215 billion. </p><p>The 2026-27 revisions were driven largely by intra-quarter memory demand, while the 2028 increase reflects foundry and logic spending, they http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html Tue, 07 Jul 2026 09:00:00 -0400 AMAT ASML CAMT KLAC LRCX MKSI ONTO http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html <p>Morgan Stanley is telling investors to look past the large-cap chip-equipment names and into two smaller, less-followed stocks that it says the market hasn't fully priced for 2027, as expectations for a much bigger 2028 wafer fab equipment (WFE) cycle continue to build.</p><p>The bank’s analysts including Shane Brett raised their WFE forecasts across the board: 2026 climbs to $155 billion from $149 billion, 2027 rises to $202 billion from $191 billion, and 2028 moves to $227 billion from $215 billion. </p><p>The 2026-27 revisions were driven largely by intra-quarter memory demand, while the 2028 increase reflects foundry and logic spending, they http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html Tue, 07 Jul 2026 09:00:00 -0400 AMAT ASML CAMT KLAC LRCX MKSI ONTO http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html <p>Morgan Stanley is telling investors to look past the large-cap chip-equipment names and into two smaller, less-followed stocks that it says the market hasn't fully priced for 2027, as expectations for a much bigger 2028 wafer fab equipment (WFE) cycle continue to build.</p><p>The bank’s analysts including Shane Brett raised their WFE forecasts across the board: 2026 climbs to $155 billion from $149 billion, 2027 rises to $202 billion from $191 billion, and 2028 moves to $227 billion from $215 billion. </p><p>The 2026-27 revisions were driven largely by intra-quarter memory demand, while the 2028 increase reflects foundry and logic spending, they http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html Tue, 07 Jul 2026 09:00:00 -0400 AMAT ASML CAMT KLAC LRCX MKSI ONTO http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html <p>Morgan Stanley is telling investors to look past the large-cap chip-equipment names and into two smaller, less-followed stocks that it says the market hasn't fully priced for 2027, as expectations for a much bigger 2028 wafer fab equipment (WFE) cycle continue to build.</p><p>The bank’s analysts including Shane Brett raised their WFE forecasts across the board: 2026 climbs to $155 billion from $149 billion, 2027 rises to $202 billion from $191 billion, and 2028 moves to $227 billion from $215 billion. </p><p>The 2026-27 revisions were driven largely by intra-quarter memory demand, while the 2028 increase reflects foundry and logic spending, they http://www.streetinsider.com/Hot+List/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html Tue, 07 Jul 2026 09:00:00 -0400 AMAT ASML CAMT KLAC LRCX MKSI ONTO http://www.streetinsider.com/Hot+List+Pro/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html <p>Morgan Stanley is telling investors to look past the large-cap chip-equipment names and into two smaller, less-followed stocks that it says the market hasn't fully priced for 2027, as expectations for a much bigger 2028 wafer fab equipment (WFE) cycle continue to build.</p><p>The bank’s analysts including Shane Brett raised their WFE forecasts across the board: 2026 climbs to $155 billion from $149 billion, 2027 rises to $202 billion from $191 billion, and 2028 moves to $227 billion from $215 billion. </p><p>The 2026-27 revisions were driven largely by intra-quarter memory demand, while the 2028 increase reflects foundry and logic spending, they http://www.streetinsider.com/Hot+List+Pro/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html Tue, 07 Jul 2026 09:00:00 -0400 AMAT ASML CAMT KLAC LRCX MKSI ONTO http://www.streetinsider.com/Hot+List+Pro/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html <p>Morgan Stanley is telling investors to look past the large-cap chip-equipment names and into two smaller, less-followed stocks that it says the market hasn't fully priced for 2027, as expectations for a much bigger 2028 wafer fab equipment (WFE) cycle continue to build.</p><p>The bank’s analysts including Shane Brett raised their WFE forecasts across the board: 2026 climbs to $155 billion from $149 billion, 2027 rises to $202 billion from $191 billion, and 2028 moves to $227 billion from $215 billion. </p><p>The 2026-27 revisions were driven largely by intra-quarter memory demand, while the 2028 increase reflects foundry and logic spending, they http://www.streetinsider.com/Hot+List+Pro/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html Tue, 07 Jul 2026 09:00:00 -0400 AMAT ASML CAMT KLAC LRCX MKSI ONTO http://www.streetinsider.com/Hot+List+Pro/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html <p>Morgan Stanley is telling investors to look past the large-cap chip-equipment names and into two smaller, less-followed stocks that it says the market hasn't fully priced for 2027, as expectations for a much bigger 2028 wafer fab equipment (WFE) cycle continue to build.</p><p>The bank’s analysts including Shane Brett raised their WFE forecasts across the board: 2026 climbs to $155 billion from $149 billion, 2027 rises to $202 billion from $191 billion, and 2028 moves to $227 billion from $215 billion. </p><p>The 2026-27 revisions were driven largely by intra-quarter memory demand, while the 2028 increase reflects foundry and logic spending, they http://www.streetinsider.com/Hot+List+Pro/Buy+these+2+semi+capex+stocks+as+%2727+earnings+power+is+%22underappreciated%22%3A+MS/26739416.html Tue, 07 Jul 2026 09:00:00 -0400 AMAT ASML CAMT KLAC LRCX MKSI ONTO