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(Bloomberg) -- Shares of companies that supply semiconductor equipment are soaring this week as increased investments from leading chipmakers in South Korea bolster investors’ optimism.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingSupreme Court Backs Birthright Citizenship in Blow to TrumpYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of

Lam Research stock and several peers hit record highs as chipmakers invest in new gear amid the AI megatrend.

The chip-equipment maker is posting record results at the heart of the AI buildout, but its premium price and history of sharp downturns frame a difficult decision for investors.

ASML Holding (NASDAQ: ASML) and Applied Materials (NASDAQ: AMAT) both posted strong results into the AI capex wave. ASML’s Q1 FY2026 showed lithography dominance translating into pricing power, while Applied Materials’ Q2 FY2026 revealed a sharp cyclical recovery in deposition and etch. The contrast: one sells a monopoly tool, the other sells into a contested ... ASML vs. Applied Materials: Why One Is the Smarter Buy Right Now

U.S. stocks ended sharply higher, with the Dow closing at a new all-time high, as tech stocks rebounded and tensions between the United States and Iran eased over the weekend, helping the broader market rally.

The tech resurgence was running out of steam ahead of the open Tuesday but there were still plenty of AI and chip stocks on the move.

Applied Materials (NASDAQ:AMAT) is one of the 14 AI Stocks Making Moves on Wall Street: Nvidia, Micron, and More. On June 29, Cantor Fitzgerald analyst C.J. Muse raised the price target on Applied Materials (NASDAQ: AMAT) to $850.00 (from $650), maintaining an Overweight rating. Despite the PT raise and rating affirmation, the firm sees more […]

↘️ Strategy (MSTR): Shares of Michael Saylor’s bitcoin-hoarding company fell more than 3% ahead of the bell, on pace to erase some of their 13% jump yesterday. The Monday move came after Strategy abandoned its "never sell bitcoin" mantra in a bid to shore up confidence in the company.

Applied Materials (NASDAQ:AMAT) stock is ripping again. Shares are up 11% today to $697.61 in Monday trading, marking a fresh high, after KeyBanc Capital Markets issued a bullish early note ahead of the company’s Q3 FY2026 earnings report. The pop extends an already historic run. Applied Materials stock is up 55.61% over the past month, ... Applied Materials Just Ripped 55% in a Month. Is It Time to Sell?

Applied Materials stock surged to a record high after getting two price-target hikes. AMAT stock has been on a tear this year.

KeyBanc is optimistic about the likelihood of positive outcomes, but also noted that any actual or perceived disappointment in results could trigger downside volatility.

Apple's price hikes have spooked the market, and with Microsoft doing the same, it could be the first sign of a broader tech problem starting to bite.

Ichor Holdings, Ltd. (NASDAQ:ICHR) is one of the High Growth Semiconductor Stocks to Buy Now. Ichor Holdings, Ltd. (NASDAQ:ICHR) has gained more than 22.8% over the past month and is now trading near an all-time high. Wall Street is bullish on the stock, with 86% of the 7 analysts covering the stock maintaining a Buy […]

Applied Materials (NasdaqGS:AMAT) was removed from several Russell Value indexes and added to the Russell Top 50 Index. The move reflects recent product developments in AI oriented semiconductor manufacturing and a shift in how the company is categorized by index providers. These index changes can affect which funds hold the stock, how capital tracks it, and the level of market attention it receives. Applied Materials is a key supplier of equipment used to produce advanced chips, including...

Asian markets were mixed on Monday as selling of artificial intelligence-related shares pulled benchmarks in Japan and South Korea lower, though gains for other stocks helped offset those losses. U.S. futures advanced and oil prices gained, though they remained close to the levels they were at before the Iran war began in late February. Tensions between the U.S. and Iran escalated over the weekend as Iran launched fresh drone and missile attacks on Bahrain and Kuwait in response to new U.S. airstrikes, adding to uncertainties clouding the global economic outlook.

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires. On June 23, BofA bumped up its price objective on Applied Materials, Inc. (NASDAQ:AMAT) to $720 from $540. The firm maintained a “Buy” rating on the stock. The firm updated its semiconductor industry models and price objectives to […]

Micron, AMD, Intel, Broadcom, and Nvidia are the new pop stars of the stock market.

Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks. On June 26, Wells Fargo raised its price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $740 from $715. It reiterated an Overweight rating on the shares. The firm said the company’s Memory & AP Master Class reinforced its positive view […]

Applied Materials, Inc. (NASDAQ:AMAT) is one of the safe stocks for beginners to buy in 2026. Applied Materials, Inc. (NASDAQ:AMAT) announced on June 25 the introduction of a suite of new chipmaking systems to build the advanced 3D chip architectures that power next-generation AI. Dr. Prabu Raja, President of the Semiconductor Products Group at Applied […]

Applied Materials is riding optimism about growing AI spending, as stronger semiconductor forecasts and Wall Street enthusiasm keep momentum intact.

SpaceX IPO buzz faded as AI volatility, hotter inflation, and a shortened trading week shifted investor focus toward earnings season

Bankers Investment Trust PLC (LSE:BNKR) outperforms the FTSE World Index with a 6.5% share price total return, despite market challenges and leadership transition.

The company's story is now a single, powerful bet on AI, but the silence on its once-core technology milestones reveals how much the business has concentrated its risk.

These three stocks give investors three distinct ways to participate in one of the largest technology investment cycles of the decade.

ASML's EUV dominance and High-NA leadership position it to benefit as AI drives demand for advanced chips and boosts internal productivity.

Marvell (MRVL) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Applied Materials' cash flow falls after strategic capacity and supply chain investments as AI-driven chip demand supports growth through 2027 and beyond.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.38%. September E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini Nasdaq futures...

Analysts maintained their bull case for the company following its 2026 DRAM and Advanced Packaging Master Class event.

The semiconductor sector declined on Friday as high memory and storage costs weighed on stocks.