Chip Equipment Stocks Rally as SK Hynix Signals Memory Shortage Into 2030: Lam Research Jumps 5%, Applied Materials Climbs 4%, KLA Gains 3%

Chip equipment stocks are leading a third straight day of gains across semiconductors as SK Hynix‘s (NASDAQ:SKHY) view that the memory shortage lasts into 2030 points to years of fab building.

24/7 Wall Street • Oct 28, 2026

Is Applied Materials (AMAT) a Buy as Wall Street Analysts Look Optimistic?

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Zacks Investment Research • Oct 28, 2026

Applied Materials: Top Quality And Undervalued AI Leader

Applied Materials has an impeccable track record of growth and profitability, along with a history of buybacks. This financial performance is supported by strong business moats due to scale advantages and switching costs. AI is a massive tailwind for AMAT.

Seeking Alpha • Oct 28, 2026

Shares in BE Semiconductor jump over 9% after Applied Materials raises stake to 20%

Applied says it currently has no intention to raise Besi stake beyond about 20%. Share purchase is subject to US antitrust ​review.

Reuters • Oct 27, 2026

Parnassus Value Equity Fund Q3 2026 Portfolio Review

Parnassus Value Equity Fund (Investor Shares) returned -1.38% (net of fees) for the quarter, underperforming the Russell 1000 Value Index's 2.61%. Top contributors include Thermo Fisher, CME Group, NICE, Willis Towers Watson and Verizon. Bottom contributors include Cummins, Applied Materials, Brookfield Renewable, Home Depot and AstraZeneca.

Seeking Alpha • Oct 27, 2026

Applied Materials to raise BESI stake to about 20%

Applied Materials said on Monday it plans to raise ​its stake in Dutch company ‌BE Semiconductor Industries to about 20% from 9%, deepening a partnership focused ​on advanced chip-packaging technologies ​used in AI applications.

Reuters • Oct 26, 2026

Applied Materials to Increase its Strategic Investment in BE Semiconductor Industries

Applied enters into agreement to increase its investment to approximately 20 percent of outstanding shares, reinforcing the companies' long-term strategic partnership in advanced packaging Applied enters into agreement to increase its investment to approximately 20 percent of outstanding shares, reinforcing the companies' long-term strategic partnership in advanced packaging

GlobeNewsWire • Oct 26, 2026

Applied Materials (AMAT) Surpasses Market Returns: Some Facts Worth Knowing

In the closing of the recent trading day, Applied Materials (AMAT) stood at $387.59, denoting a +2.74% move from the preceding trading day.

Zacks Investment Research • Oct 26, 2026

Applied Materials' Meltdown Is A Gift As Durable Capex Meets Cooling AI Sentiments

Leading-edge logic, memory, and advanced packaging exposure underscore AMAT's tailwinds as an AI infrastructure partner to numerous leading foundries. Accelerating chip demand, expanding fab projects, and robust service monetization underpin their doubled capacity and top/bottom-line outperformance by 2028. The meltdown has triggered AMAT's cheaper P/E of 29.38x and 3Y PEG of 0.81x, with it triggering the rich >80% upside potential to my LTPT of $696.

Seeking Alpha • Oct 26, 2026

AI Stocks Surge, Then Plunge: Which of 4 Sectors Is Worth Buying?

Micron has gained 324.5% over the past year, while Seagate and Western Digital have risen more than 170%, but all three have experienced substantial corrections from their highs.

24/7 Wall Street • Oct 26, 2026