KLA

KLAC

Market cap $273B

The video will answer whether I think the stock is an undervalued buying opportunity.

The smartest technology analyst you've probably never heard of just published a presentation that reframes the entire AI investment thesis — and if you're still thinking about this as a software story, you're already behind.

Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) is up 75% year to date as the AI data center buildout has triggered shortages across every node, every fab, and every piece of capital equipment that touches a wafer.

KLA (KLAC) reported earnings 30 days ago. What's next for the stock?

KLAC sees rising AI-driven fab demand boosting process control and advanced packaging growth into 2027.

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Applied Materials CEO Gary Dickerson said the semiconductor industry is experiencing its strongest period ever. He said artificial intelligence is driving unprecedented computing demand and long-term growth.

ASML has the edge over KLAC in terms of EUV leadership, a strong backlog, AI-chip tailwinds and a cheaper valuation.

The information surprised many stock market investors.

AMAT gains an edge in the AI chip equipment race as broader tech exposure and stronger growth forecasts set it apart.