AMSL, AMAT, KLAC, LRCX: Chipmaking Equipment Stocks Rise On Intel’s CapEx Bump - Asianet Newsable

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Intel raised its 2026 capital expenditures forecast to $20 billion from $18 billion. “We're also aggressively locking in tool purchase orders from our vendors, accelerating our clean room build-outs and actively securing supply of substrates and memory,” Intel CFO said. However, the retail sentiment for AMSL, AMAT, KLAC, LRCX remained ‘bearish’ on Thursday. Shares of major chip-equipment makers rose after Intel Corp.

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