Applied Materials (AMAT) jumped about 54% in June — its best month since 1975 — as AI-driven demand lifted earnings estimates and analysts raised price targets.

Top Wall Street analysts upgraded and downgraded several top companies, including Applied Materials, Robinhood, Liquidia, Airbnb, Praxis, Alnylam, and Uniqure.

Applied Materials stock surged to a record high after getting two price-target hikes. AMAT stock has been on a tear this year.