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Stock impact report

Wells Fargo Can't Get Enough of These 2 Semiconductor Stocks [Yahoo! Finance]

KLA Corporation (KLAC) 
Last kla corporation earnings: 2/4 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: ir.kla-tencor.com/investor-relations
Company Research Source: Yahoo! Finance
On Thursday, the firm upgraded KLA Corp (KLAC) and Lam Research (LRCX) from "Overweight" to “Equal Weight.” The market quickly reacted and bumped up both stocks. Wells Fargo's top pick is still Applied Materials (AMAT), and it also moved higher alongside these two stocks. Wells Fargo acknowledged semi-cap equipment names have become a “consensus long” and have already outperformed year-to-date, but the firm still expects demand data points to point to tighter logic and memory supply/demand dynamics that support further wafer fab equipment (WFE) acceleration into 2027. That setup is also consistent with other Street outlooks. Intel Stock Just Got a New Street-High Price Target. Should You Buy INTC Here? Legendary Investor Michael Burry Is Betting Against Oracle Stock. What You Need to Know About the Bear Case for ORCL. After an 82% Rally, Can Apple and Walmart Agreements Push Google Stock Higher? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you Show less Read more
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