Core Insights - Applied Materials, Inc. is a leading player in the semiconductor industry, providing essential manufacturing equipment and services for chip production [1] - Morgan Stanley has raised the price target for AMAT from $252 to $273, indicating strong confidence in the company's future performance [2][6] - The stock is currently trading at $254.75, with a recent increase of $2.50, marking a 0.99% rise and reaching a yearly high of $255.79 [4][6] Investment Activity - Boston Family Office LLC increased its investment in AMAT by 20%, now holding 8,516 shares valued at approximately $1.56 million [2] - Geode Capital Management LLC raised its stake by 2%, owning over 21 million shares valued at approximately $3.84 billion [3] - Norges Bank acquired a new stake in AMAT valued at around $1.6 billion, reflecting strong institutional interest [3] Market Position - Applied Materials has a market capitalization of approximately $202.94 billion, indicating a strong market position [5][6] - The trading volume for AMAT is 6,195,179 shares, highlighting a high level of investor interest [5][6]

Fremont, California-based Lam Research Corporation (LRCX) is a leading supplier of semiconductor manufacturing equipment and services. Valued at a market cap of $194.9 billion, the company’s solutions play a crucial role in enabling advanced logic, memory, and 3D semiconductor architectures across nodes used in data centers, AI, mobile devices, and automotive electronics. Companies valued at $10 billion or more are typically classified as “large-cap stocks,” and LRCX fits the label perfectly, with its mar ...