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NASDAQ:KLAC 12 January 2026 - 18 January 2026

Applied Materials (AMAT) stock price ends higher as KeyBanc lifts target; traders size up week ahead

Applied Materials (AMAT) stock price ends higher as KeyBanc lifts target; traders size up week ahead

Applied Materials shares rose 2.5% to $327.01 Friday, outpacing the broader market after KeyBanc raised its price target to $380. The move followed TSMC’s higher 2026 capex forecast, which boosted chip-equipment stocks. U.S. markets are closed Monday for Martin Luther King Jr. Day. Applied reports earnings Feb. 12.
18 January 2026
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KLA stock price holds near fresh highs after TSMC capex jolt; analysts lift targets ahead of earnings

KLA stock price holds near fresh highs after TSMC capex jolt; analysts lift targets ahead of earnings

KLA Corp shares closed at $1,567.82 Friday, up 1.48% after a 7.70% jump Thursday, as chip-equipment stocks rallied on TSMC’s record profit and $52–56 billion capex plan. Morgan Stanley and Wells Fargo raised KLA’s rating and price targets sharply. The Philadelphia semiconductor index rose 1.2%. KLA reports fiscal Q2 results Jan. 29 after market close.
17 January 2026
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Applied Materials stock price holds near $327 after TSMC capex jolt — what to watch next

Applied Materials stock price holds near $327 after TSMC capex jolt — what to watch next

Applied Materials closed up 2.5% at $327.01 Friday, lifted by TSMC’s announcement of a $52–$56 billion 2026 spending plan. U.S. markets will be shut Monday for Martin Luther King Jr. Day. Applied’s earnings call is set for Feb. 12, with analysts expecting a 7.1% year-over-year profit drop. The company has warned U.S. export controls could cut 2026 revenue by $600 million.
17 January 2026
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KLA stock price holds near highs after Wells Fargo upgrade as TSMC capex lifts chip tools

KLA stock price holds near highs after Wells Fargo upgrade as TSMC capex lifts chip tools

KLA Corp shares rose 1.4% to $1,567.82 Friday, buoyed by a Wells Fargo upgrade and strong chip equipment sector gains. The move followed TSMC’s $52–56 billion 2026 capex forecast and a $250 billion U.S.-Taiwan chip trade deal. Investors are watching for signs of increased spending on advanced chips. KLA reports fiscal Q2 results after markets close Jan. 29.
17 January 2026
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Lam Research stock rises after hours as TSMC capex signal and analyst upgrades lift chip tools

Lam Research stock rises after hours as TSMC capex signal and analyst upgrades lift chip tools

Lam Research shares jumped 4.2% to $217.47 in after-hours trading Thursday, following broker upgrades and TSMC’s announcement of higher 2026 spending plans. Applied Materials, KLA, and U.S.-listed TSMC shares also posted strong gains. Wells Fargo, RBC Capital, Stifel, Morgan Stanley, and Barclays all raised price targets for Lam, citing robust demand in wafer-fab equipment and AI-related growth.
15 January 2026
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Dow, S&P 500 rebound as TSMC sparks chip rally and big-bank earnings lift Wall Street

Dow, S&P 500 rebound as TSMC sparks chip rally and big-bank earnings lift Wall Street

TSMC reported a 35% jump in quarterly profit and forecast 2026 revenue growth near 30%, lifting chip stocks and pushing the S&P 500 up 0.26%. Morgan Stanley and Goldman Sachs beat earnings estimates on strong investment banking and trading. Oil fell 4.6% to $59.19 after Trump’s comments eased supply fears. BlackRock’s assets under management hit a record $14 trillion.
15 January 2026
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Dow Jones futures edge higher after TSMC forecast, with banks back in focus

Dow Jones futures edge higher after TSMC forecast, with banks back in focus

Dow Jones futures rose 0.06% early Thursday after TSMC projected strong growth and signaled plans to expand U.S. manufacturing. The Dow closed down 0.09% Wednesday, pressured by falling bank shares amid concerns over a proposed cap on credit-card rates. Wells Fargo dropped 4.6% after missing profit targets. Oil prices slid more than 2% in early Asian trading.
15 January 2026
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KLA stock slips despite fresh Wall Street upgrades — here’s what’s driving KLAC now

KLA stock slips despite fresh Wall Street upgrades — here’s what’s driving KLAC now

KLA shares fell 1.7% to $1,417.18 in early afternoon trading Wednesday, tracking a broader decline in chip stocks. The drop came despite new analyst upgrades and price target hikes from Bernstein SocGen, TD Cowen, and Stifel. Peers Applied Materials and Lam Research also slipped. Investors are awaiting KLA’s Jan. 29 earnings and details on 2026 spending plans for advanced chip manufacturing.
14 January 2026
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Applied Materials stock drops despite Stifel’s $340 target hike — what AMAT investors watch next

Applied Materials stock drops despite Stifel’s $340 target hike — what AMAT investors watch next

Applied Materials shares fell 1.8% to $299.25 by midday Wednesday despite several analysts raising price targets, with Stifel lifting its target to $340. The stock retreated after hitting a record high Monday following a Susquehanna upgrade. Sector peers Lam Research, KLA, and ASML also declined, pulling the VanEck Semiconductor ETF down 1.6%. Investors are watching for Applied’s Feb. 12 earnings amid U.S. export risks.
14 January 2026
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KLA stock notches new 52-week high as chip-tool shares firm; Susquehanna lifts target

KLA stock notches new 52-week high as chip-tool shares firm; Susquehanna lifts target

KLA shares rose 2.0% to a record $1,428.17 Monday after Susquehanna raised its price target to $1,500, maintaining a Neutral rating. Trading volume was 854,084 shares, below average. Applied Materials gained 2.0% and Lam Research added nearly 1.0%, lifting the iShares Semiconductor ETF by about 0.5%. KLA reports fiscal Q2 results Jan. 29 after market close.
13 January 2026
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