5. KLA-Tencor ( KLAC) makes equipment for the semiconductor and related nanoelectronics industries. The products are used in a number of other industries including the high brightness light emitting diode (HBLED), data storage and photovoltaic industries, as well as general materials research. The company will announce second-quarter results July 29. Net income for the fourth quarter is forecast at $232.2 million on sales of $872.8 million, compared to net income of $113 million on $559.4 million sales, according to analysts polled by Bloomberg. Earnings per share are seen at $1.36, up from 66 cents. Of the 16 analysts covering the stock, 50% say it's a "buy" and 38% a "hold." Analysts polled by Bloomberg expect the stock to gain an average 23.7% to $50.23.