QuantAbundanciaAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

21,889 signal articles · 536 in last 24h · 106,032 total before filter · latest 43m ago
536last 24h
2485last 7d
490● bullish (7d)
254● bearish (7d)
200publishers
AllMacro169Earnings1546M&A141Regulatory15Product8Analyst21
✕ clear all filtersticker: AMATSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Applied Materials Deepens AI Chip Packaging Push As Valuation Stretches
Simply Wall St.62d agoneutral
Applied Materials Deepens AI Chip Packaging Push As Valuation Stretches

Applied Materials (NasdaqGS:AMAT) has completed its acquisition of ASMPT NEXX, expanding its reach in advanced semiconductor packaging for AI and high-bandwidth chips. The company is also deepening its collaboration with SCREEN Semiconductor at the EPIC Center, aiming to tighten its role in next generation chip manufacturing flows. These moves mark a shift toward broader participation across advanced packaging and AI focused chip supply chains, beyond prior discussions centered on analyst...

Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026
24/7 Wall St.62d agoneutral
Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026

The Roundhill Memory ETF (CBOE:DRAM) is the first U.S.-listed pure-play memory-chip ETF, and it landed in the middle of one of the most violent upcycles the industry has ever seen. DRAM launched on April 2, 2026 with a 0.65% expense ratio, just as Micron Technology (NASDAQ:MU) was approaching a trillion-dollar market cap. Micron is up ... Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026

Applied Materials (AMAT) Continues Its Bull Run as Analyst Sees More Upside
Insider Monkey62d agoneutral
Applied Materials (AMAT) Continues Its Bull Run as Analyst Sees More Upside

Goldman Sachs owns around 0.31% of Applied Materials, Inc. (NASDAQ:AMAT) out of its portfolio, with a total portfolio value of around $2.68 billion. AMAT ranks among the top Goldman Sachs tech stocks to buy now. Applied Materials seems to be proactive amid the robust AI demand. The company expects its semiconductor equipment business to soar […]

Mizuho Raises its Price Target on Lam Research (LRCX)
Insider Monkey63d agoneutral
Mizuho Raises its Price Target on Lam Research (LRCX)

Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Most Promising Stocks to Buy Right Now. On May 27, 2026, Mizuho raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $380 from $330 and maintained an Outperform rating on the shares. Mizuho raised its wafer fab equipment spending estimate for 2026 to $153B […]

How The Applied Materials (AMAT) Narrative Is Evolving Without New Analyst Price Target Changes
Simply Wall St.63d agoneutral
How The Applied Materials (AMAT) Narrative Is Evolving Without New Analyst Price Target Changes

Applied Materials heads into this latest update with its existing price targets unchanged, giving you a rare clean read on how the story stands without any fresh revisions. With no new analyst commentary in play, the focus is squarely on how current expectations line up with your own view of the stock. In the sections ahead, you will see how to track these kinds of quiet shifts in the narrative so you can stay aligned with what the market is watching. Stay updated as the Fair Value for...

Stocks Retreat as US-Iran Peace Hopes in Doubt
Barchart64d agoneutral
Stocks Retreat as US-Iran Peace Hopes in Doubt

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...

Applied Materials: The AI Stock That Wins No Matter Which Chip Wins
Trefis65d agobullish
Applied Materials: The AI Stock That Wins No Matter Which Chip Wins

When investors think about AI winners, the usual names come to mind: Nvidia (NVDA), TSMC, or memory makers like Micron (MU). Semiconductor equipment giant Applied Materials (AMAT) rarely gets the same attention, despite supplying the tools needed to manufacture nearly every critical component of an AI chip.

Applied Materials (AMAT) Can’t Keep Up With Demand, Says Jim Cramer
Insider Monkey65d agoneutral
Applied Materials (AMAT) Can’t Keep Up With Demand, Says Jim Cramer

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Applied Materials, Inc. (NASDAQ:AMAT) is one of the stocks discussed by Jim Cramer. Semiconductor manufacturing equipment provider Applied Materials, Inc. (NASDAQ:AMAT) is one of the most crucial stocks in the AI era due to its position at the upstream of the […]

Why Broadcom (AVGO) Is Up 11.1% After New AI Data Center And Edge Network Platforms
Simply Wall St.66d agoneutral
Why Broadcom (AVGO) Is Up 11.1% After New AI Data Center And Edge Network Platforms

In late May 2026, Broadcom and partners including Samsung, FuriosaAI, Applied Materials, LSEG, and telecom operators announced new Wi‑Fi 8, 50G PON, FWA, and AI accelerator platforms that tie Broadcom’s chips deeper into both AI data centers and next‑generation broadband networks. These moves highlight how Broadcom is trying to link its fast‑growing AI semiconductor franchise with “edge AI” in homes and enterprises, potentially widening the company’s role across the full path from cloud to...

Jim Cramer Says He’s Betting “Applied Materials Will Just Keep Winning”
Insider Monkey66d agoneutral
Jim Cramer Says He’s Betting “Applied Materials Will Just Keep Winning”

Applied Materials, Inc. (NASDAQ:AMAT) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer was bullish on the stock during the episode, as he stated: We have had an unstoppable bull market in the semiconductor capital equipment […]

Applied Materials (AMAT) – Among the 10 Best Long-Term Dividend Stocks to Invest In According to Billionaires
Insider Monkey67d agoneutral
Applied Materials (AMAT) – Among the 10 Best Long-Term Dividend Stocks to Invest In According to Billionaires

Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Long-Term Dividend Stocks to Invest In According to Billionaires. Mizuho analyst Vijay Rakesh raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $540 from $500 on May 27. He reiterated an Outperform rating on the shares. The firm also increased its wafer fab […]

Top 5 Stocks That Will Ride the Data Center Chip Equipment Supercycle
24/7 Wall St.68d agoneutral
Top 5 Stocks That Will Ride the Data Center Chip Equipment Supercycle

Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT) is up 75% year to date as the AI data center buildout has triggered shortages across every node, every fab, and every piece of capital equipment ... Top 5 Stocks That Will Ride the Data Center Chip Equipment Supercycle

Applied Materials Stock Just Hit New Record Highs. Don’t Count the Rally Out Just Yet.
Barchart69d agobullish
Applied Materials Stock Just Hit New Record Highs. Don’t Count the Rally Out Just Yet.

Applied Materials (AMAT) demonstrates exceptional growth, profitability, and price momentum, recently reaching an all-time high of $462.40. AMAT maintains a 100% “Buy” technical opinion. Shares are up nearly 180% over the past year. Despite valuation concerns, short interest remains low at 2%, and consensus sentiment is predominantly bullish. Today’s Featured...