KLA Corporation

• KLAC Stock Price 24h change: +1.48%. From 1544.96 USD to 1567.82 USD. This record high was driven by a wave of analyst upgrades from Wells Fargo and Morgan Stanley, following strong Q4 earnings and massive 2026 capex guidance from its major customer, TSMC.• Key technical indicators show a "Strong Buy" signal: the 14-day RSI is at 70.02, suggesting strong bullish momentum approaching overbought territory, while the stock trades well above its 50-day ($1459) and 200-day ($1332) moving averages. The MACD remains positive at 37.28, confirming a robust uptrend, though the price is currently testing the upper boundary of its historical trading channel.• Wells Fargo upgraded KLAC to "Overweight" with a $1,600 price target on Jan 15, citing KLA's critical role in the 2nm chip transition which requires higher inspection intensity.• TD Cowen and Cantor Fitzgerald significantly raised their price targets to $1,800 on Jan 18, reflecting growing conviction in KLA's exposure to AI-driven hardware complexity and advanced packaging.• KLA Corporation recently opened a new R&D and Innovation Hub in Chennai to accelerate its AI and software development capabilities for semiconductor process control.• TSMC announced a record $56 billion capital expenditure plan for 2026 and expects 30% revenue growth, signaling massive downstream demand for wafer fabrication equipment.• The U.S. government finalized a 25% tariff on high-end AI chips (like Nvidia H200) under Section 232 on Jan 14, sparking concerns over global supply chain friction and potential retaliation from trade partners.

• KLAC Stock Price 24h change: +1.48%. From 1,544.96 USD to 1,567.82 USD. The stock hit an all-time closing high, driven by bullish analyst upgrades and strong demand for AI-related semiconductor equipment.
• From a technical perspective, KLAC is in a "strong bullish" cycle, trading well above its 50-day ($1,426.84) and 200-day ($1,296.20) moving averages. However, with a 14-day RSI of 76.15, the stock is currently in overbought territory, suggesting potential short-term consolidation despite the powerful upward momentum.
• TD Cowen upgraded KLAC to "Buy" with a price target of $1,800, citing accelerating foundry-led demand for wafer fabrication equipment (WFE) through 2026-2027.
• Wells Fargo raised KLAC's price target to $1,600, highlighting momentum in 2nm logic and high-performance computing (HPC) inspection as critical growth drivers.
• KLA announced it will report its next quarterly earnings on January 22, 2026, with analysts expecting strong guidance fueled by advanced packaging and AI infrastructure spending.
• TSMC reported record profits and significantly increased its 2026 capital expenditure guidance to $56 billion, sparking a broad rally across semiconductor equipment providers.
• The U.S. government announced "phase one" 25% national security tariffs on high-end semiconductors not manufactured domestically, aiming to boost local manufacturing while adding supply chain complexity.