ATLAS News · Technology

Chip stocks in focus as AMD beats estimates and KLA, Applied rebound

· 6 sources

AMD topped revenue and earnings estimates, Nvidia's Huang outlined Vera Rubin revenue, and KLA and Applied Materials rose after a selloff, outlets report.

What happened

Chip-sector news flow was busy on Friday. Benzinga reports that Advanced Micro Devices shares rose 5.28% in premarket trading after the company's revenue and earnings came in above estimates.

StreetInsider reports that KLA Corporation and Applied Materials both moved higher as buyers returned after Thursday's selloff. Yahoo Finance reports that Jensen Huang said Nvidia's next-generation Vera Rubin chips will generate $40 billion in revenue per gigawatt, compared with $25 billion for Grace Blackwell.

Semafor reports in an exclusive that a former Intel CEO says chipmakers have grown complacent. The Motley Fool also published a piece asking whether Micron could be the next company to announce a stock split.

Context

Semiconductor companies are closely linked to demand for computing hardware, so results and commentary from one firm often draw attention across the whole sector.

Why it matters

The mix of earnings, product outlook and equipment-maker moves shows how closely investors are watching the chip industry.

Stocks in this story

Price changes are shown for the trading day of the story and are a coincidence in time, not proof that the news caused them. Figures are ATLAS data from our database.

IntelINTC

+7.29%

Technology · NASDAQ

Latest price during the session
$56.06+7.29% vs. previous close ($52.25)
Fair value (ATLAS)
$54.15Fair range: $48.74 to $59.57The price ($56.06) is 3.5% above that figure: close to its fair value.
Chance of a rise in 1 month
43%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $42.79 and $65.45; 9 in 10, between $29.36 and $95.41.
See the full ATLAS analysis of Intel →

Technology · NASDAQ

Latest price during the session
$334.51+4.78% vs. previous close ($319.25)
Fair value (ATLAS)
$315.91Fair range: $221.42 to $446.22The price ($334.51) is 5.9% above that figure: close to its fair value.
Chance of a rise in 1 month
46%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $289.21 and $373.77; 9 in 10, between $230.40 and $469.19.
See the full ATLAS analysis of Applied Materials →

KLAKLAC

+6.58%

Technology · NASDAQ

Latest price during the session
$138.34+6.58% vs. previous close ($129.80)
Fair value (ATLAS)
$117.70Fair range: $90.45 to $151.62The price ($138.34) is 17.5% above that figure.
Chance of a rise in 1 month
46%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $119.94 and $154.38; 9 in 10, between $95.89 and $193.09.
See the full ATLAS analysis of KLA →

Technology · NASDAQ

Latest price during the session
$697.61+6.28% vs. previous close ($656.39)
Chance of a rise in 1 month
45%Probability of closing higher than today within 21 sessions.Normal range: half of the scenarios end between $581.65 and $791.80; 9 in 10, between $442.51 and $1,040.77.
See the full ATLAS analysis of Micron Technology →

Closing prices, fair value and probabilities: ATLAS own data. How we calculate fair value.

Sources

ATLAS writes its own summaries from the reporting of these outlets. Each link opens the original publisher.

  1. AMD Shares Jump 5.28% Premarket After Revenue and Earnings Beat Estimates - Advanced Micro Devices (NASDA · Benzinga · November 6, 2026
  2. Jensen Huang Says Nvidia's Next-Gen Vera Rubin Chips Will Generate $40 Billion in Revenue per Gigawatt, Up From $25 Billion for Grace Blackwell. What That Means for Nvidia's Growth Runway? · Yahoo Finance · November 6, 2026
  3. Stock-Split Watch: Is Micron (MU) Next? · The Motley Fool · November 6, 2026
  4. KLA Corporation stock jumps as buyers return after selloff · StreetInsider · November 6, 2026
  5. Applied Materials rallies after Thursday's selloff · StreetInsider · November 6, 2026
  6. Exclusive / Chipmakers have grown complacent, former Intel CEO says · Semafor · November 6, 2026

Related

Latest market news · Markets today on ATLAS · Intel · Applied Materials · KLA

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