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Is Applied Materials (AMAT) Quietly Rewiring Its AI Moat With New DRAM And Packaging Tools?
Simply Wall St.41d agoneutral
Is Applied Materials (AMAT) Quietly Rewiring Its AI Moat With New DRAM And Packaging Tools?

In recent days, Applied Materials introduced a new epitaxy system for DRAM, plus CMP, deposition and eBeam tools aimed at advanced 3D packaging and high-bandwidth memory to support next-generation AI chips. This push ties front-end transistor engineering and back-end packaging control more tightly together, potentially deepening Applied’s role across the full AI semiconductor manufacturing flow. We’ll now examine how Applied’s expanded DRAM epitaxy and advanced packaging toolkit could...

Applied Materials (AMAT) Launches New Chipmaking Systems, Soars to All-Time High
Insider Monkey41d agobullish
Applied Materials (AMAT) Launches New Chipmaking Systems, Soars to All-Time High

Applied Materials Inc. (NASDAQ:AMAT) is one of the 9 Stocks Winning by Double Digits. Applied Materials climbed to a new all-time high on Thursday, as investors cheered its launch of a lineup of chipmaking equipment aimed to support the development of artificial intelligence. In intra-day trading, the stock jumped to its highest price of $669.22 […]

Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
Reuters43d agobullish
Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally

Shares of chipmakers surged late on Wednesday, adding over $400 billion in market ‌value after strong forecasts from Micron Technology and Qualcomm ‌breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged ​12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm ‌said it expects $15 billion ⁠in sales from its data center business by 2029 as it moves beyond its core smartphone ⁠chip business and shifts its focus to AI.

Is Applied Materials (AMAT) the Best All-Time High Stock with Legs to Rally Further?
Insider Monkey43d agobullish
Is Applied Materials (AMAT) the Best All-Time High Stock with Legs to Rally Further?

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 22, 2026, Wells Fargo raised its price target on Applied Materials, Inc. (NASDAQ:AMAT) to $715 from $520 and maintained an Overweight rating. Wells Fargo expects continued positive semiconductor capital equipment results in Q2. On June 17, […]

Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips
Simply Wall St.44d agoneutral
Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips

Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and Producer Selectra Mo Etch, aimed at next generation AI semiconductor manufacturing. The systems target scaling challenges in advanced logic and memory devices that support future AI infrastructure. The announcement shifts recent attention from Applied Materials' work in smart eyewear and AR partnerships to its core semiconductor equipment portfolio. Applied Materials, NasdaqGS:AMAT, is putting the focus...

Micron Earnings Have Never Looked Better. Start Worrying.
Trefis44d agoneutral
Micron Earnings Have Never Looked Better. Start Worrying.

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,

A Growing Supply Gap Has Analysts Eyeing Applied Materials (AMAT)
Insider Monkey45d agoneutral
A Growing Supply Gap Has Analysts Eyeing Applied Materials (AMAT)

With a forward P/E of 37.54, Applied Materials, Inc. (NASDAQ:AMAT) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers. On June 17, Citi analyst Atif Malik raised the firm’s price target on Applied Materials, Inc. (NASDAQ:AMAT) to $710 from $550 and maintained a Buy rating. Citi increased its valuation targets across the semiconductor […]

Applied Materials (AMAT) and EssilorLuxottica Sign Long-Term Deal, Reuters Reports
Insider Monkey45d agoneutral
Applied Materials (AMAT) and EssilorLuxottica Sign Long-Term Deal, Reuters Reports

Applied Materials, Inc. (NASDAQ:AMAT) is one of the best AI memory stocks to buy in 2026. Reuters reported on June 16 the signing of a long-term deal between EssilorLuxottica and Applied Materials, Inc. (NASDAQ:AMAT) for the development of augmented reality display technology and AI ​glasses. The companies reported that they would scale up the commercialisation […]