Semi equipment & materials

9 covered stocks · 6 with direct model links · 9 with model news links

• AMATApplied Materials362.05 -4.96%
  8 direct183 2nd-order
  ▼Why Intel Stock Collapsed 23.4% Last Month
• LRCXLam Research223.88 -4.24%
  8 direct136 2nd-order
  ▲Micron: Priced For A Peak That Keeps Moving Higher
• ASMLASML1478.27 -1.26%
  5 direct146 2nd-order
  ▲ASML vs. Nvidia: Who Really Captures the AI Chip Boom?
• KLACKLA150.56 -4.28%
  2 direct71 2nd-order
  ▼Why Intel Stock Collapsed 23.4% Last Month
• ENTGEntegris146.45 -4.41%
  1 direct4 2nd-order
  ▼Can Micron Survive a 40% Drop in Memory Prices?
• AMKRAmkor35.54 -4.26%
  1 direct6 2nd-order
  ▲Apple Squeezed These Chip Suppliers for Years. AI Is Helping Them Get Even.
• TERTeradyne248.62 -5.74%
  5 2nd-order
  ▲See inside Amazon's robot warehouse
• CDNSCadence322.89 -3.13%
  3 2nd-order
  ▲AI Trade in Full Focus: AAPL & PLTR Earnings Ahead, MRVL Buying LITE, SPCX Eyes Boost Mobile
• SNPSSynopsys452.98 -2.10%
  8 2nd-order
  ▲Microsoft says AI agents are like insider threats as ‘frontier models can't be trusted'

Quotes are delayed. News links are model classifications, not verified article mentions; older records without a link type are grouped as direct. Ranking uses time-decayed model scores and preset analysis windows, not observed price effects or expected returns. A window ending does not establish that the market impact has ended.

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