---
title: "U.S. stock market midday update: SolarEdge up 18.94%, driven by the Middle East situation and new demand, but analyst ratings raise concerns"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286596134.md"
description: "SolarEdge Tech rose 18.94%; Applied Materials fell 0.61%, with a transaction volume of USD 3.163 billion; ASML fell 4.23%, with a transaction volume of USD 1.658 billion; Lam Research fell 4.68%, with a transaction volume of USD 1.537 billion; KLA fell 3.58%, with a market value of USD 238.4 billion"
datetime: "2026-05-15T17:03:03.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286596134.md)
  - [en](https://longbridge.com/en/news/286596134.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286596134.md)
---

# U.S. stock market midday update: SolarEdge up 18.94%, driven by the Middle East situation and new demand, but analyst ratings raise concerns

**U.S. Stock Market Midday Update**

SolarEdge rose 18.94%. Based on recent key news:

1.  On May 14, analyst ratings were downgraded, and SolarEdge was rated as underweight, leading to a lack of market confidence. Analysts believe that five other stocks have more investment value, impacting SolarEdge's stock price.
    
2.  On May 15, strong demand for new energy storage solutions and the Nexis platform in European and U.S. markets drove SolarEdge's growth. The strategic focus is on high-impact areas, with financial conditions nearing breakeven, increasing market optimism.
    
3.  On May 13, tensions in the Middle East led to a surge in energy prices, causing a spike in solar demand in Asia. The installation of solar photovoltaic panels in the Philippines increased by 70%, and customer inquiries surged sixfold, driving up SolarEdge's stock price. Rising energy prices are boosting solar demand.
    

**Stocks with High Trading Volume in the Industry**

Applied Materials fell 0.61%. Based on recent key news:

1.  On May 15, Applied Materials announced its Q2 fiscal year 2026 earnings report, with revenue of $7.91 billion, a year-on-year increase of 11%, exceeding market expectations. The company expects its semiconductor equipment business to grow by over 30% in 2026, with the stock price rising 4% in after-hours trading. Source: Financial Associated Press
    
2.  On May 15, Morgan Stanley pointed out that Applied Materials will outperform the wafer fabrication equipment market by over 10 percentage points, benefiting from the AI infrastructure investment boom. Source: Morgan Stanley
    
3.  On May 15, Citigroup raised the target price for Applied Materials to $520, maintaining a "buy" rating based on optimistic expectations for wafer fabrication equipment demand. Source: Citigroup AI demand drives growth in the semiconductor equipment market.
    

ASML fell 4.23%. Based on recent key news:

1.  On May 13, TSMC disclosed trends in capital expenditure and capacity expansion, which is favorable for equipment suppliers like ASML. TSMC's expansion of wafer fabs requires a large number of EUV lithography machines, driving demand for equipment and creating an order catalyst effect. Source: Zhitong Finance
    
2.  On May 13, Samsung released its 2027 demand ahead of schedule, confirming the urgency of capacity expansion. Multiple wafer fabs are expanding simultaneously, leading to higher equipment demand, which the market has not fully priced in. Source: Wall Street Insights
    
3.  On May 15, the meeting between Trump and Xi Jinping may affect ASML's market in China. If export control changes, it could drive ASML's stock price upward. Source: Jinshi Data Structural expansion of semiconductor equipment demand, risks need to be vigilant.
    

Lam Research fell 4.68%. Based on recent key news:

1.  On May 14, during Trump's visit to China, market expectations for a potential chip-for-rare-earths agreement between the U.S. and China drew attention. Jefferies analysts pointed out that China is more focused on acquiring U.S. wafer fabrication equipment rather than AI chip procurement, which may lead to unmet market expectations and affect sentiment in the semiconductor industry
    
2.  On May 13, the semiconductor industry was affected by inflation and the conflict in the Middle East, leading to an overall decline. The overseas business expansion plan of Corning did not offset market concerns about geopolitical risks, resulting in pressure on its stock price.
    
3.  On May 14, analyst ratings indicated that Lam Research was not listed as a top investment choice. Although Lam Research has performed well in the long term, the current market is more focused on other semiconductor stocks, affecting investor confidence. Demand for semiconductors is strong, and geopolitical risks are escalating.
    

**Stocks ranked at the top of the industry market capitalization**

Corning fell 3.58%. Based on recent news,

1.  On May 14, during President Trump's visit to China, the market anticipated that the U.S. and China might reach a chip-for-rare-earths agreement, but analysts at Jefferies were skeptical, believing that China is more focused on acquiring U.S. wafer manufacturing equipment. This uncertainty led to market sentiment fluctuations, impacting Corning's stock price.
    
2.  On May 14, Corning announced a 10-for-1 stock split scheduled for June 12 and raised its quarterly dividend by 21% to $2.30 per share. Although this news aims to enhance stock liquidity, there are concerns about the stock price performance post-split in the short term, leading to a decline in stock price.
    
3.  On May 13, Corning's President and CEO Richard P. Wallace sold 4,512 shares of the company at a transaction price of $1,794 per share. Executive stock sales are typically interpreted by the market as a lack of confidence in the company's future performance, further exacerbating the decline in stock price. Demand for AI infrastructure is strong, and the outlook for the semiconductor industry is optimistic

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