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Shares are mostly lower in Asia following another sell-off of artificial-intelligence stocks that dragged the U.S. market sharply lower. U.S. futures advanced and oil prices gained more than $1 a barrel.
Investing.com -- As the semiconductor sector navigates a massive market rally, Wall Street is increasingly looking to separate the core secular winners from short-term cyclical plays. In a fresh assessment of the industry, Citigroup analyst Atif Malik reiterated that a recent pullback in the broader semiconductor group is entirely healthy. To capitalize on this temporary pause, Malik maintained Broadcom Inc (NASDAQ:AVGO), Texas Instruments Incorporated (NASDAQ:TXN), and Applied Materials Inc (NA
Investors question pricing power, tool adoption, and capacity growth despite ASML's central role in advanced chipmaking.
The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) appear to be substitutes on a fund screener. Both promise pure-play chip exposure, both charge roughly the same fee, and both ride the same AI cycle. The reason the choice still matters is that their indexes draw different lines around what counts as a ... SMH vs. SOXX: Which Semiconductor ETF Is the Smarter Chip Bet?
Semiconductor equipment stocks marched higher amid continued strong demand for new chip gear amid the AI boom.
Investing.com -- Barclays lifted its wafer fabrication equipment estimates and raised price targets on Applied Materials, KLA Corporation, and Lam Research in a note on Monday.
Applied Materials said that the Tampines Campus in Singapore, already operating at volume production, is designed to serve chipmakers that are expanding production to meet AI-driven demand.
In recent days, Applied Materials reported record quarterly revenue and its highest gross margin in more than two decades, raised its semiconductor equipment growth outlook to above 30% for 2026, and continued expanding in Singapore with a new Tampines Campus and plans to increase its Southeast Asia workforce by about 1,000 employees. The company also reinforced its capital returns with a US$0.53 quarterly dividend and nine consecutive years of dividend increases, while deepening its role in...
Shares of the blue-chip companies surged to fresh highs amid analyst optimism, dividend announcement, and positive company outlook.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.93%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.89%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. June E-mini S&P futures (ESM26 ) are up +0.76%, and June E-mini Nasdaq futures...
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best AI Stocks to Buy in June. On June 3, Nikkei Asia reported that Applied Materials is targeting a 25% expansion of its Southeast Asia workforce this year, noting the region’s increasingly vital role in its manufacturing and research and development operations. The company is seeking […]
Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.
Wall Street looked set to see chipmakers continue their rebound on Tuesday, with investors continuing to pick through the wreckage of last week's tech sell-off ahead of key US inflation data. Futures pointed higher across the board, with contracts on the Nasdaq 100 up 0.9%, S&P 500...
As the S&P 500 logs a 24th record close, CSCO, ADI, AMAT and DDOG stand out with strong 2026 potential amid AI-driven momentum.
↗️Marvell Technology (MRVL): Shares of the chip maker jumped around 4% premarket after surging nearly 10% on Monday. The advances came after S&P Dow Jones Indices said it would include the company in the S&P 500 index later this month.
Ultra Clean (UCTT) offers exposure to one of the most important themes in technology today: the infrastructure components required to build the next generation of AI chips.
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.
The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by the cash that hyperscalers are physically wiring into AI data centers. If you own SOXX today, you are betting that the AI capex ... Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.58%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
Industrial AI startup targets semiconductor growth as customer backlog stretches six months
The S&P 500 Index ($SPX ) (SPY ) today is up +1.01%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.46%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.39%. June E-mini S&P futures (ESM26 ) are up +1.00%, and June E-mini Nasdaq futures...
Applied Materials surges 166.8% in a year as AI-driven demand boosts logic, DRAM and packaging markets, raising questions about its valuation and outlook.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.59%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...
Here is how Applied Materials (AMAT) and A10 Networks (ATEN) have performed compared to their sector so far this year.
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Is AMAT a good stock to buy? We came across a bullish thesis on Applied Materials, Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on AMAT. Applied Materials, Inc.’s share was trading at $448.25 as of May 27th. AMAT’s trailing and forward P/E were 42.17 and 38.17 respectively according to Yahoo Finance. […]
A number of stocks fell in the afternoon session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -2.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.35%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -4.77%. June E-mini S&P futures (ESM26 ) fell -2.97%, and June E-mini Nasdaq futures...
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