Applied Materials shares surged 20.4% over the past 30 days, climbing from $500.77 on June 3 to $603.03 on July 2, 2026. The rally was fueled by robust fiscal second-quarter earnings, an upbeat guidance raise, and accelerating AI-driven demand for semiconductor manufacturing equipment.
KLAC shares dropped -5.28% during regular trading on Thursday, extending the prior session's steep -11.77% decline. The move is part of a broad semiconductor sell-off as investors lock in profits following the VanEck Semiconductor ETF's +82% surge in the first half of 2026.
KLAC shares rose more than 11% over the past 30 days, driven by strong semiconductor sector momentum and AI-related demand. The company reported solid quarterly results earlier in the period, with robust orders in its core inspection and metrology businesses.
AMAT shares surged approximately +6.97% in premarket trading on June 25, 2026, rising from a prior close of $588.97 to roughly $630.00. The primary catalyst was Micron Technology's (MU) historic fiscal Q3 2026 earnings beat — revenue of $41.46 billion and adjusted EPS of $25.11, both far above estimates — which directly validates accelerating AI-driven capital expenditure that flows through to Applied Materials' equipment order book.
Applied Materials (AMAT) surged approximately 35.5% over the last 30 days, climbing from around $432 to above $585, driven by AI-fueled semiconductor equipment demand. The stock posted a quarterly gain exceeding 61%, reflecting sustained momentum from record DRAM performance, advanced logic spending, and high-bandwidth memory expansion.
Lam Research shares surged approximately 34% over the last 30 days, climbing from around $305 to an all-time high of $409.75 on June 22, 2026. The rally was fueled by booming wafer fabrication equipment (WFE) demand tied to AI-driven semiconductor expansion, a strong fiscal Q3 2026 earnings beat, and a wave of analyst price target upgrades.
ICHR surged approximately 52.7% over the last 30 days, climbing from $64.58 on May 19, 2026, to $98.61 on June 18, 2026, hitting a new 52-week high. Over the last quarter, the stock has more than doubled, reflecting a powerful rally across the semiconductor equipment sector fueled by AI-driven capital expenditure.
ACM Research (ACMR) surged approximately 35% over the last 30 days, climbing from around $73 to above $99 per share as of late June 2026. The rally was fueled by stronger-than-expected Q1 2026 earnings, with revenue rising 34% year-over-year and EPS nearly doubling consensus estimates.
Ultra Clean Holdings reported Q1 2026 revenue of $533.7 million, surpassing estimates, with non-GAAP EPS of $0.31. The company issued Q2 revenue guidance of $565–$605 million, signaling continued growth amid strong semiconductor demand.
Veeco Instruments Inc. stock rose approximately 21% over the past 30 days, driven primarily by strong order activity in silicon photonics and positive full-year guidance.
Camtek Ltd. (CAMT) stock declined approximately 19% over the past 30 days, reflecting broader market volatility in the semiconductor sector.
KLAC fell -10.19% to $241.73 during regular market hours from the prior close of $269.16. The decline reflects a sharp reversal in semiconductor equipment stocks after recent gains to all-time highs.
AMAT stock rose approximately 16% over the past 30 days, driven by robust demand for semiconductor manufacturing equipment amid the ongoing AI boom. Over the past quarter, the stock gained roughly 44%, reflecting sustained strength in the semiconductor sector and positive company-specific momentum.
KLA Corporation (KLAC) stock rose approximately 16% over the past 30 days, driven primarily by strong semiconductor demand tied to artificial intelligence (AI) chip production and positive analyst sentiment. Over the past quarter, the stock advanced about 52%, reflecting sustained momentum from robust earnings beats and industry-wide recovery in wafer fabrication equipment spending.
AXTI shares fell 12.66% on Tuesday, dropping from a previous close of $110.74 to $96.72 in post-market trading, extending a multi-session selloff. Insider selling is the primary catalyst — Director Jesse Chen disclosed multiple stock sales executed near recent highs, and CEO Morris Young previously liquidated over $22 million in shares, shaking investor confidence.
Lam Research Corporation (LRCX) stock rose approximately 36% over the past 30 days, fueled by robust demand for semiconductor equipment amid AI-driven growth. Over the past quarter, the stock advanced more than 70%, reflecting sustained industry tailwinds and positive earnings momentum.
KLA Corporation (KLAC) stock rose approximately 16% over the past 30 days, driven primarily by strong semiconductor demand tied to artificial intelligence (AI) chip production and positive analyst sentiment. Over the past quarter, the stock advanced about 52%, reflecting sustained momentum from robust earnings beats and industry-wide recovery in wafer fabrication equipment spending.
AMAT stock rose approximately 16% over the past 30 days, driven by robust demand for semiconductor manufacturing equipment amid the ongoing AI boom. Over the past quarter, the stock gained roughly 44%, reflecting sustained strength in the semiconductor sector and positive company-specific momentum.
AXTI stock declined approximately 21% over the past 30 days amid a broader pullback in AI-related semiconductor shares. Over the last quarter, the stock rose more than 130%, driven by strong demand for indium phosphide substrates tied to AI infrastructure.