Applied Materials jumps about 15% on July 30 on Lam Research's record quarter, with no company news

Applied Materials rose about 15% on Thursday, July 30, 2026, without any announcement of its own. Investors re-rated chip equipment stocks after Lam Research reported record June-quarter revenue, operating margin and earnings on July 29 and guided September-quarter revenue to about $8.1 billion. AMAT closed the day at $501.77.

• Move: about +15% on July 30, 2026
• Close: $501.77
• Lam Research June quarter: record revenue, operating margin and EPS
• Lam guided September-quarter revenue to about $8.1 billion