Applied Materials Broadens Advanced Packaging Portfolio with Acquisition of NEXX

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Buy these 2 names as Semi Cap chip stocks still have room for upside: Goldman

May 4, 2026 10:00 AM EDT

Goldman Sachs said semiconductor capital-equipment stocks still have further room to run, even after a sharp year-to-date rally that has driven its coverage universe up 68%, compared with a 43% gain for the SOXX.

In a note to clients, analyst James Schneider acknowledged that investors are increasingly worried about valuations, but the firms modeling shows continued upside, particularly for... More