the tape · 2026-09-29BE▲ +10.8%GLND▲ +5.8%AMAT▲ +5.2%MRVL▲ +4.5%ORCL▲ +3.9%ARM▲ +3.6%ASML▲ +3.6%META▲ +3.2%AVAV▼ -2.7%AAPL▼ -2.7%ASTS▼ -2.6%SPCX▲ +2.6%WTI▼ -2.5%NBIS▲ +2.4%VST▲ +2.0%HPQ▼ -1.9%HPE▼ -1.8%SMCI▼ -1.8%QCOM▼ -1.8%BA▲ +1.8%
Video · 2026-09-29
AMAT up 5.2% on Morgan Stanley price target raise
The catalyst: Morgan Stanley price target raise.
The chipmaking equipment boom has supercharged growth for both companies, and their prospects suggest further upside in their stock prices.
As reported: “Better Semiconductor Equipment Stock: Applied Materials vs. Lam Research” — Yahoo Finance, 2026-09-29.
What happened after
T+1 — pendingT+5 — pendingT+20 — pending
More: AMAT move history · track record · that day's brief · watch on YouTube
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