KLA ($KLAC) podcast mentions
Per Ticker.id: 3 KLA ($KLAC) mentions across 2 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-19.
In the case of Western Digital, down 50%. Now, we like Micron for the travel trust. Why? We gluttons for punishment. Now, we bought it after spending some time at their Boise headquarters. We're situationally aware that the stock's not acting as well as we would like, but the business is great. We saw the same dynamic with the previously red-hot fiber optics companies. Lumentum Coherent down 25%. Corning dropped more than 15%. How about the broader semiconductor industry? After a vicious beatdown last week, the Philadelphia Semiconductor Index, or the SOX for short, finally broke its 8-session losing streak today. And the VanEck Semiconductor ETF broke a 9-day losing streak. Regular viewers know that these losing streaks can get real ugly for the semis. But man, this group was just hammered, hammered mercilessly. Separately, when you look at the main semiconductor capital equipment makers, they don't paint a pretty picture either. These are really great companies— supply materials, KLA, Lam Research, ASML. They were down anywhere from 8% to 19% last week. ASML, by the way, reported a really strong quarter. I thought it might turn things around. That was wrong.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/19/26 · 2026-10-19