Shares of semiconductor equipment giants rallied big on Thursday, with Applied Materials (AMAT 4.54%), Lam Research (LRCX 4.03%), and KLA Corporation (KLAC 4.33%) jumping 4.5%, 4%, and 4.3%.These three stocks collectively account for much of the large oligopoly in semiconductor equipment, and each stock has had excellent long-term returns as a result. However, the near-term picture hasn't been as good, with each down between 20% and 32% from their summer highs.But could that pullback be ending as of today? ...