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Investing.com -- Morgan Stanley raised its outlook for the semiconductor capital equipment cycle, lifting wafer fab equipment (WFE) forecasts and reshuffling ratings across key industry names as it flagged stronger NAND momentum and a longer cycle than previously expected.
ASML teams up with Tata Electronics to help ramp a $11B Dholera 300mm fab, boosting its India footprint and future DUV-to-EUV sales.
AMAT hits its highest gross margin in 25 years as AI chip demand, premium products and services fuel profitability growth.
US stocks have been predicted to start Monday trading in the red, as they ended last week, with investors continuing to worry about rising bond yields, stubborn inflation and the economic fallout from higher oil prices. Dow Jones futures were down around 262 points or 0.4%, while S&P 500...
Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with ... Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow,
June S&P 500 E-Mini futures (ESM26) are down -0.41%, and June Nasdaq 100 E-Mini futures (NQM26) are down -0.30% this morning, pointing to a lower open on Wall Street as oil prices continue to rise amid the stalemate between the U.S. and Iran.
Applied Materials, Inc. ( NASDAQ:AMAT ) investors will be delighted, with the company turning in some strong numbers...
Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting earnings this Thursday after market hours. Here’s what you need to know.
A number of stocks fell in the afternoon session after hot April CPI sent Treasury yields higher, eliminating 2026 rate-cut hopes, a direct headwind for high-multiple growth stocks.
Gary Dickerson: Thank you, Mike. In our second fiscal quarter, Applied Materials delivered record revenue and earnings, along with our highest gross margin in more than 25 years. With rising demand and increasing long-term visibility from customers, we see an exceptionally strong foundation for sustained multiyear revenue and profit growth.
AMAT posts record Q2 results as AI-driven chip demand lifts revenue, margins and customer forecasts for 2027 growth.
Eight Wall Street firms hiked their price targets on Applied Materials (NASDAQ:AMAT) in a single coordinated wave on May 15, following the chip equipment giant’s record Q2 FY2026 results. New targets cluster between $500 and $550, with every firm keeping a bullish stance. For long-term investors, the unanimous price target raise signal validates the AI ... Eight Firms Just Piled Into Applied Materials: Wall Street Hikes Price Targets After Record Quarter
Applied Materials (AMAT) appears well-positioned given its leading position in DRAM and advanced log
Applied Materials (AMAT) is expected to outperform the wafer fab equipment industry by more than 10
The chip equipment maker now expects its semiconductor equipment business to grow more than 30% in calendar 2026
Dow futures fell as oil prices and Treasury yields jumped. AI chip plays Applied Materials, Nvidia and Cerebras retreated. The Trump-Xi summit is over.
CSCO, AVGO, ADI and AMAT stand out as the S&P 500 tops 7,500 on AI optimism and a tech-led market rebound.
FEATURE Stock futures were falling Friday amid concerns over soaring Treasury yields and a lack of progress on trade policy following the summit between President Donald Trump and China’s Xi Jinping.
The benchmark US stock measures were tracking in the red before the open Friday as traders evaluate
Applied Materials (AMAT) is expected to outperform the wafer fabrication equipment market by double-
Futures fell as Treasury yields and oil prices jumped on President Trump comments after Nvidia ran and the Cerebras IPO soared. The Trump-Xi summit is over.
Applied Materials (NASDAQ:AMAT) reported record fiscal second-quarter revenue on Thursday and issued third-quarter guidance ahead of Wall Street expectations, supported by continued heavy investment in artificial intelligence infrastructure and data centers that is driving demand for semiconductor manufacturing equipment. AI Infrastructure Spending Continues to Boost DemandThe Santa Clara-based chip equipment maker said it expects current-quarter revenue of approximately $8.
Applied Materials, Inc. (NASDAQ:AMAT) shares fell in premarket trading Friday after the chip equipment maker issued strong third-quarter guidance despite reporting better-than-expected second-quarter results driven by AI-related semiconductor demand. Applied Materials shares have gained more than 150% over the past year and were trading near their 52-week high of $448.45 ahead of the earnings release, reflecting elevated investor expectations. Following the announcement of second-quarter results
↘️ Intel (INTC), Nvidia (NVDA), Advanced Micro Devices (AMD): Chip stocks retreated premarket, following a ferocious rally in their shares. Intel, whose shares are up more than 200% this year through Thursday, is among the hardest hit, falling more than 4%.
Applied Materials’ outlook suggests a windfall from AI chipmaking equipment could be coming sooner than expected.
Applied Materials Inc (AMAT) reports robust financial performance with record revenue and earnings, driven by strong demand and strategic capacity expansions.
