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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.

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 […]

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.59%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.25%. September E-mini S&P futures (ESU26 ) rose +1.20%, and September E-mini Nasdaq futures...

KLA's AI-driven demand, process-control leadership and advanced packaging exposure may help it outgrow the WFE market through 2027.

The Nasdaq 100 (^NDX) is known for housing some of the most innovative and fastest-growing companies in the market. But not every stock in the index is a winner - some are struggling with slowing growth, increasing competition, or unsustainable valuations.

KLA Corporation (NASDAQ:KLAC) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 23, BofA analyst Vivek Arya raised his price target on KLA Corporation (NASDAQ:KLAC) to $317 from $210, maintaining a Buy rating. The move was part of a broader upgrade of the semiconductor equipment sector, which the […]

In the closing of the recent trading day, KLA (KLAC) stood at $248.64, denoting a -3.93% move from the preceding trading day.

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.

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

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...

The chip equipment maker is firing on all cylinders, but a slowdown in its single largest market presents a risk that investors shouldn't ignore.

TER's AI-driven robotics revenues are climbing fast, with strong growth, new partnerships, and a key e-commerce customer set to scale in 2026.

AI chip rally powers gains as inflation data looms.

In May 2026, KLA Corporation executed a ten-for-one forward stock split of its common shares, effective June 11, 2026, and amended its charter to raise authorized common stock from 500 million to 5 billion shares. This move materially boosts trading liquidity and accessibility while aligning KLA’s capital structure with its long-term ambitions in AI-driven semiconductor process control and advanced packaging. Now we’ll examine how the stock split and AI-related demand signals might influence...

KLA Corporation (NASDAQ:KLAC) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 22, 2026, Wells Fargo raised its price target on KLA Corporation (NASDAQ:KLAC) to $305 from $210 previously and maintained an Overweight rating on the shares. Wells Fargo expects continued positive semi-cap results in Q2. On June 17, […]

Applied Materials rides AI-led chip demand with stronger growth forecasts and lower valuation, while KLA trails with premium pricing after a sharp rally.

In the closing of the recent trading day, KLA (KLAC) stood at $244.49, denoting a -9.17% move from the preceding trading day.

Most of the day’s biggest losers were still up tremendously for 2026.

A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.

A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.54%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.50%. September E-mini S&P futures (ESU26 ) are up +0.20%, and September E-mini Nasdaq futures...

Onto Innovation and KLA are riding AI-driven chip demand, but their growth paths, valuations and advanced packaging exposure differ.

KLAC's record fiscal Q3 revenues, rising advanced packaging outlook and AI-driven process control demand position it as a key semiconductor winner.

With a forward P/E of 50.84, KLA Corporation (NASDAQ:KLAC) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers. On June 9, UBS raised its price target on KLA Corporation (NASDAQ:KLAC) to $2,180 from $1,770 while maintaining a Neutral rating on the shares. The substantial increase in the target price reflects improving confidence in the semiconductor […]

KLA Corporation (NASDAQ:KLAC) is one of the best AI memory stocks to buy in 2026. The stock has gained 113.61% YTD and is gaining attention due to its strength. It has received several rating updates in recent days, with Barclays raising the price target on the stock to $2,250 from $1,700 on June 11 and maintaining […]

Nearfield Instruments, a Netherlands-based firm whose machines help measure the features on ‌advanced semiconductors, said on Monday it raised $380 million in ‌new funding, bringing its valuation to $1.6 billion. Nearfield makes devices called atomic force microscopes, ​which can take direct measurements of features of chips that are only a few atoms tall by dragging a probe across their surface, similar to how a needle moves across a vinyl record. Those ‌measurements are taken periodically ⁠during the hundreds of steps to make a chip to ensure that the manufacturing process is on ⁠track, a field called semiconductor metrology, which is dominated by KLA Corp.

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.