KLAC vs. Advanced Energy: Which AI Stock is a Buy Right Now?

Key Takeaways Advanced Energy benefits from AI demand, new products and plans to add $2.5B capacity by 2026. KLA sees growth from advanced packaging, leading-edge logic and the WFE market rising to the mid-$130B range. KLA faces headwinds from weak product mix, rising DRAM costs, tariffs and supply constraints.KLA (KLAC) and Advanced Energy Industries (AEIS) play key roles in the AI value chain. Both companies are benefiting from higher spending on developing AI infrastructure. Per CNBC, hyperscalers like A ...