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, 14 Jul 2026 09:19:18 -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/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 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 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/Analyst+PT+Change/Camtek+%28CAMT%29+PT+Raised+to+%24167+at+Morgan+Stanley/26732904.html Morgan Stanley analyst Shane Brett raised the price target on Camtek (NASDAQ: CAMT) to $167.00 (from $163.00) while maintaining a Equalweight rating. http://www.streetinsider.com/Analyst+PT+Change/Camtek+%28CAMT%29+PT+Raised+to+%24167+at+Morgan+Stanley/26732904.html Mon, 06 Jul 2026 08:00:05 -0400 CAMT http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++CAMTEK+LTD++++++++++++++++For%3A+Jun+24/26683101.html si-local-file:///var/storage/secattach/20260624/26683101.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++CAMTEK+LTD++++++++++++++++For%3A+Jun+24/26683101.html Wed, 24 Jun 2026 09:03:00 -0400 CAMT O.00653001 http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++CAMTEK+LTD++++++++++++++++For%3A+Jun+24/26683101.html si-local-file:///var/storage/secattach/20260624/26683101.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++CAMTEK+LTD++++++++++++++++For%3A+Jun+24/26683101.html Wed, 24 Jun 2026 09:03:00 -0400 CAMT O.00653001 http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++CAMTEK+LTD++++++++++++++++For%3A+Jun+24/26682243.html si-local-file:///var/storage/secattach/20260624/26682243.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++CAMTEK+LTD++++++++++++++++For%3A+Jun+24/26682243.html Wed, 24 Jun 2026 07:45:00 -0400 CAMT O.00653001 http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++CAMTEK+LTD++++++++++++++++For%3A+Jun+24/26682243.html si-local-file:///var/storage/secattach/20260624/26682243.html http://www.streetinsider.com/SEC+Filings/Form++6-K++++++++CAMTEK+LTD++++++++++++++++For%3A+Jun+24/26682243.html Wed, 24 Jun 2026 07:45:00 -0400 CAMT O.00653001 http://www.streetinsider.com/SEC+Filings/Form++S-8++++++++CAMTEK+LTD+++++++++++++++++++++++++++/26659731.html si-local-file:///var/storage/secattach/20260617/26659731.html http://www.streetinsider.com/SEC+Filings/Form++S-8++++++++CAMTEK+LTD+++++++++++++++++++++++++++/26659731.html Wed, 17 Jun 2026 16:02:00 -0400 CAMT O.00653001 http://www.streetinsider.com/SEC+Filings/Form++S-8++++++++CAMTEK+LTD+++++++++++++++++++++++++++/26659731.html si-local-file:///var/storage/secattach/20260617/26659731.html http://www.streetinsider.com/SEC+Filings/Form++S-8++++++++CAMTEK+LTD+++++++++++++++++++++++++++/26659731.html Wed, 17 Jun 2026 16:02:00 -0400 CAMT O.00653001 http://www.streetinsider.com/Analyst+Comments/Northland%3A+%27Clearwater+Forest+Demonstrates+INTC+is+Catching+Up+with+TSMC+and+AMD%27/26608215.html <p>Northland: 'Clearwater Forest Demonstrates INTC is Catching Up with TSMC and AMD'.</p><p>The analyst comments "Clearwater Forest Server CPU demonstrates that Intel is catching up with TSMC on process technology and with AMD in the server CPU market. Intel is investing heavily in packaging capacity, and it has attracted foundry customers. This investment likely benefits VECO and CAMT. Heterogeneous integration benefits AIP. INTC expects to generate billions in annual packaging foundry revenue. We maintain our MP due to valuation."</p> http://www.streetinsider.com/Analyst+Comments/Northland%3A+%27Clearwater+Forest+Demonstrates+INTC+is+Catching+Up+with+TSMC+and+AMD%27/26608215.html Fri, 05 Jun 2026 06:47:38 -0400 AIP AMD CAMT INTC VECO