Photronics (PLAB) reported record high revenue from advanced chips, driven by increasing demand in the U.S. This aligns with the growing complexity of AI chips, suggesting a robust future for the company within the semiconductor supply chain. The stock has risen over 25% in 2026, aided by positive EPS revisions following its latest quarterly release.
Vertiv (VRT) also showcased strong performance with a book-to-bill ratio of 2.9X and a 109% year-over-year increase in backlog, now at $15.0 billion. The company continues to benefit from robust market demand for AI infrastructure, reflected in its stock rising more than 60% in 2026. Both companies hold a favorable Zacks Rank, indicating a bullish outlook moving forward.
