▸ Semiconductor equipment volatility creates directional macro bet on capex recovery; signals cyclical trough forming.
🕒 Aug 04, 05:34Source · Google Newsimportance 62
Capital expenditure · SEC filings
$335M latest FY
Latest period $287M (2026Q3) · 67 reported periods 2009–2026
Primary Disclosures
Official disclosureKLA CORP files 8-K: results of operationsLATEST COVERAGE
▸ First-hand regulatory disclosure: likely earnings-related filing; watch for chip equipment demand signals, AI capex pull-through, or strategic partnerships.
Official disclosure🕒 Jul 29, 06:08Source · SEC EDGAR · KLACimportance 65
▸ Chip equipment capex leader signals sustained pull-through from AI accelerator demand; guidance uplift validates multi-year semiconductor buildout cycle.
🕒 Jul 29, 04:09Source · Google Newsimportance 80
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 Jul 28, 22:00Source · SEC EDGAR · KLAC
▸ Applied Materials (lithography, deposition) and KLA (metrology) both essential to memory and logic capacity; duopoly margins hold on fab capex lock-in.
🕒 Jul 20, 00:37Source · Google Newsimportance 60
▸ Semiconductor equipment vendor (wafer inspection) validates continued capex cycle; positive bias from rating agency reinforces durability of AI fab buildout.
🕒 Jul 02, 06:53Source · Google Newsimportance 63
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 Jun 12, 22:00Source · SEC EDGAR · KLAC
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 May 07, 22:00Source · SEC EDGAR · KLAC
▸ Quarterly report — latest revenue, margins and guidance.
Official disclosure🕒 Apr 30, 22:00Source · SEC EDGAR · KLAC
▸ Material-event filing — major agreements, financing, M&A and personnel land here first.
Official disclosure🕒 Apr 29, 22:00Source · SEC EDGAR · KLAC