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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...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.66%. June E-mini S&P futures (ESM26 ) are up +0.37%, and June E-mini Nasdaq futures...

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of […]

Applied Materials has notably outperformed the Nasdaq Composite over the past year, and analysts are highly optimistic about the stock’s prospects.

Applied Materials (AMAT) is back in focus after beating quarterly earnings and revenue expectations and lifting its outlook as AI and data center demand intersects with fresh partnerships around advanced chip packaging and wafer cleaning. See our latest analysis for Applied Materials. Those AI and data center partnerships with Broadcom and SCREEN sit against strong momentum in the stock, with a 30 day share price return of 17.99%, a 1 year total shareholder return of 184.03% and a 5 year...

High-bandwidth memory has become the choke point in the AI buildout, as NVIDIA’s Blackwell accelerators rely on stacked DRAM modules that only three companies can produce at scale, and the order books for those modules are reportedly stretching past 2027. Investors trying to express that thesis through a single ticker have three obvious vehicles: the ... The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain

Applied Materials (NASDAQ:AMAT) Chief Executive Officer Gary Dickerson said artificial intelligence is driving a multi-year expansion in semiconductor manufacturing demand, with the company positioned around the areas he described as the fastest-growing parts of wafer fab equipment spending. Speaki

The SOXX ETF offers a better exposure to artificial intelligence than a typical AI-themed ETF.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.62%. June E-mini S&P futures (ESM26 ) are up +0.33%, and June E-mini Nasdaq futures...

The artificial intelligence (AI) revolution has expanded to include many tech companies. But the industry's leaders are likely to drive growth over the next several years.

We recently compiled a list of the 10 Most Widely Held Stocks by Individuals in 2026. Applied Materials, Inc. (NASDAQ:AMAT) is one of the most widely held stocks by individuals on this list. TheFly reported on May 19 that Argus increased its price target on AMAT to $500 from $420 while reaffirming a Buy rating following the […]

Applied Materials Inc. (NASDAQ:AMAT) is one of the most buzzing AI semiconductor stocks to buy in 2026. On May 20, Applied Materials Inc. (NASDAQ:AMAT) announced it is teaming up with Broadcom to enhance the development of advanced chip packaging technologies for AI systems. Broadcom is to join the Applied Materials EPIC platform. In return, the […]

AMAT gains an edge in the AI chip equipment race as broader tech exposure and stronger growth forecasts set it apart.

Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 6.6% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 5.7% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

In May 2026, Applied Materials, Inc. reported second‑quarter 2026 sales of US$7.91 billion and net income of US$2.81 billion, raised guidance for third‑quarter 2026 revenue to about US$8.95 billion plus or minus US$500 million, and continued share repurchases under its existing buyback program. Applied Materials also expanded its EPIC equipment and process innovation platform, bringing in partners such as Broadcom and SCREEN Semiconductor Solutions to co‑develop advanced chip packaging and...

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.61%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.76%. June E-mini S&P futures (ESM26 ) rose +0.61%, and June E-mini Nasdaq futures...

A well-known momentum ETF is up 21% this year. But the smart investor knows every party eventually ends. Now isn’t the time to buy.

The long-term money still hates software.

Applied Materials, Inc. (NASDAQ:AMAT) is among the Best Performing Stocks. On May 14, Reuters reported that Applied Materials, Inc. (NASDAQ:AMAT) outlook for Q3 revenue and profit is above projections because of strong artificial intelligence and data center demand. The company sees revenue coming in at about $8.95 billion plus or minus $500 million, beating LSEG expectations […]

With a 5-year dividend growth rate of 16.24%, Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Dividend Growth Stocks to Buy and Hold for 3 Years. On May 19, Argus Research analyst Jim Kelleher raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $500 from $420. It reiterated a Buy rating […]

Broadcom Inc., Applied Materials Inc., GlobalFoundries Inc., Meta Platforms Inc., and Synopsys, Inc. announced on Thursday that they have partnered with the UCLA Samueli School of Engineering to launch a $125 million Semiconductor Hub aimed at accelerating research and workforce...

Broadcom joining Applied Materials’ EPIC platform adds another layer to the AI infrastructure story, as advanced packaging becomes more critical for custom accelerators, networking chips, and next-generation compute systems.

The artificial intelligence buildout has already sent semiconductor demand sharply higher, and Wall Street is now looking deeper into the supply chain for the next group of companies that could benefit from the spending cycle. Morgan Stanley is making a notable shift inside semiconductor capital ...

Lam Research Corporation (NASDAQ:LRCX) is one of the best oversold growth stocks to invest in now. Morgan Stanley upgraded Lam Research Corporation (NASDAQ:LRCX) to Overweight from Equal Weight on May 18, adjusting the price target on the stock to $331 from $293. The firm told investors in a research note that the magnitude of Morgan […]

Applied Materials (NasdaqGS:AMAT) is joining Meta, Broadcom, GlobalFoundries, and Synopsys to fund a new US$125 million semiconductor research hub at UCLA. The hub is focused on next generation chip and AI technologies and is intended to support a more resilient U.S. semiconductor supply chain. This multi company partnership positions Applied Materials at the center of collaborative research across equipment, design, foundry, and end user segments. For you as an investor, this move...

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...