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Simply Wall St.8h agoneutral

Applied Materials Broadcom Alliance Highlights Growing AI Packaging Ambitions

Applied Materials (NasdaqGS:AMAT) has entered a new advanced packaging technology partnership with Broadcom. Broadcom is joining Applied’s EPIC platform to work on advanced chip packaging for next-generation AI systems. The collaboration expands Applied’s network of industry and academic partners focused on AI hardware R&D. Applied Materials sits at the center of the semiconductor equipment and materials market, providing tools that chipmakers use to build and package devices. As AI...

MarketBeat8h agoneutral

Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event

Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan’s 54th annual Technology, Media and Communications C

Zacks9h agoneutral

Lam Research vs. Applied Materials: Which AI Chip Stock Has the Edge?

AMAT's AIx software, diversified tools and cheaper valuation give it an edge over LRCX as AI chip spending accelerates.

AMAT LRCX

Reuters9h agoneutral

Lam Research opens Austria lab to advance chip packaging, cut costs

Lam Research has opened a research lab in Salzburg, Austria, to advance a chip packaging technology ‌that promises to increase chip density and cut costs, ‌as the company looks to capitalize on surging AI demand for processors. The U.S. chipmaking tools supplier said on Wednesday that the Salzburg facility will focus on panel-level packaging, which replaces the semiconductor industry's traditional circular silicon wafers with square panels. Square panels can eliminate the dead space, allowing chipmakers to produce more chips ⁠per surface at a lower cost per unit — a crucial advantage as AI drives chip shortages.

AMAT ASML KLAC LRCX

24/7 Wall St.12h agoneutral

XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like the same trade: cheap, passive, mega-cap heavy. But XLK has quietly outrun FTEC 22.06% year to date versus 19.58%, and that gap traces ... XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

AAPL AMAT IBM LRCX MSFT NVDA ORCL XLK

Proactive15h agoneutral

FTSE 100 Live: London stocks deadlocked as UK inflation softens, M&S and Trent gain

FTSE 100 up 12 points at 10,343 UK inflation eases to 2.8% in April M&S, British Land, Experian, Severn Trent report results 12.59pm: Grocery analyst not a fan of Treasury food plan On the stories that the Treasury is asking major UK supermarkets to limit prices on some basic...

AMAT ASML AXP CEG CRM HD IBM LRCX+3

Barchart1d agoneutral

Stocks Settle Lower on Rising Bond Yields

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

AAL ADI AMAT AMD ARM ASML AU AVGO+25

StockStory1d agoneutral

AMAT Q1 Deep Dive: AI Demand Drives Growth in Semiconductor Equipment and Services

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 11.4% year on year to $7.91 billion. On top of that, next quarter’s revenue guidance ($8.95 billion at the midpoint) was surprisingly good and 9.2% above what analysts were expecting. Its non-GAAP profit of $2.86 per share was 6.6% above analysts’ consensus estimates.

AMAT

TheStreet1d agoneutral

Morgan Stanley resets Applied Materials stock price forecast

Applied Materials has become one of Wall Street’s clearest ways to play the AI infrastructure buildout without buying the chip designers that dominate the headlines. The company sells the equipment needed to manufacture advanced semiconductors, and Morgan Stanley now sees a much stronger 2026 setup ...

AMAT MS

Zacks1d agoneutral

Surging Earnings Estimates Signal Upside for Applied Materials (AMAT) Stock

Applied Materials (AMAT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

AMAT

Barchart1d agoneutral

Rising Bond Yields Weigh on Stocks

The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...

AAL ADBE ADI ADSK AMAT AU AVGO B+26

Barchart1d agoneutral

Stocks Pressured by Tech Weakness and Rising Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.45%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...

AAL ADBE ADI ADSK AMAT AU CCL CRM+20

Zacks1d agoneutral

Unlocking Applied Materials (AMAT) International Revenues: Trends, Surprises, and Prospects

Review Applied Materials' (AMAT) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

AMAT

Zacks1d agoneutral

Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know

Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

AMAT

Proactive1d agoneutral

Nasdaq to lead further losses after Trump says he called off Iran strikes

Wall Street futures were heading deeper into the red ahead of Tuesday's opening bell, as investors remained unconvinced about reports on the latest US-Iran diplomacy efforts. Futures tracking the Nasdaq 100 pointed to an 0.8% drop, while S&P 500 futures were down 0.4% and those for the...

AMAT AMD AMZN AVGO DG LRCX MRNA QCOM+6

Barchart2d agoneutral

Stocks Settle Mixed as Iran War Remains Unresolved

The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...

AMAT ASML AVGO BSX COIN CRWD DIA FTNT+20

Investing.com2d agoneutral

Semicap stocks: Morgan Stanley raises WFE outlook and shifts ratings

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.

AMAT LRCX MS

Zacks2d agoneutral

ASML Expands Globally, Joins Tata for India Semiconductor Hub

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 ASML KLAC

Zacks2d agoneutral

Applied Materials' Margin Reaches Historic High: Is it Sustainable?

AMAT hits its highest gross margin in 25 years as AI chip demand, premium products and services fuel profitability growth.

AMAT ASML LRCX

Barchart2d agoneutral

Stocks Pressured by a Rebound in Crude Prices and Bond Yields

The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...

AMAT ASML COIN CRWD DIA FTNT GLXY HIMS+17

The Fly2d agoneutral

Zscaler upgraded, CoreWeave downgraded: Wall Street's top analyst calls

AMAT ARM CRCL CRM CRWV DECK LRCX NBIS+4

Proactive2d agoneutral

Dow Jones seen remaining in red, oil eases on reports of Iran sanctions lifted

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...

AAPL AMAT AVGO CAT CRM CVX META MSFT+7

24/7 Wall St.2d agoneutral

Here Are Monday’s Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More

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,

AMAT ARM CRCL CRM CRWV DECK FFIV LRCX+4

Barchart2d agoneutral

Stocks Set to Open Lower as Oil Rises Amid Iran Impasse, Nvidia Earnings and Fed Minutes Awaited

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.

AAL ADI AMAT ARM COIN DE INTU KEYS+6

Simply Wall St.3d agobullish

Applied Materials, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Applied Materials, Inc. ( NASDAQ:AMAT ) investors will be delighted, with the company turning in some strong numbers...

AMAT

StockStory4d agoneutral

Applied Materials Earnings: What To Look For From AMAT

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting earnings this Thursday after market hours. Here’s what you need to know.

AMAT

StockStory4d agobearish

MACOM, Marvell Technology, Applied Materials, KLA Corporation, and Lam Research Shares Are Falling, 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.

AMAT KLAC LRCX MRVL

Motley Fool5d agoneutral

Applied Materials AMAT Q2 2026 Earnings Transcript

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

Motley Fool5d agoneutral

Stock Market Today, May 15: High Yields and Inflation Fears Weigh on Stocks at Midday

On May 15, 2026, rising Treasury yields, elevated crude, and fresh inflation jitters knocked U.S. stocks off their record highs at midday.

AMAT AMZN NVDA ^DJI ^GSPC ^IXIC

Zacks5d agobullish

Applied Materials Q2 Earnings Beat Estimates, Revenues Increase Y/Y

AMAT posts record Q2 results as AI-driven chip demand lifts revenue, margins and customer forecasts for 2027 growth.

AMAT CLS