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ASML, Applied Materials, Lam Research, and KLA shares rally on AI data center bond boom and capex cycle validation.

Chipmaking equipment vendors' stock strength reflects sustained semiconductor fab investment; validates decade-long AI silicon cycle.
Trade pressSlicast · June 24, 2026 · US · Source: Google News
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ASML, Applied Materials, Lam Research, and KLA shares rally on AI data center bond boom and capex cycle validation.

Chipmaking equipment vendors' stock strength reflects sustained semiconductor fab investment; validates decade-long AI silicon cycle.

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ASML, Applied Materials, Lam Research, and KLA… · Slicast