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Applied Materials is benefiting from AI-driven semiconductor demand, with advanced packaging, DRAM and HBM fueling growth as fab investments accelerate globally.

A semiconductor industry veteran who survived decades of brutal boom-and-bust cycles is calling an end to that era forever, but buried inside his optimism sits a warning about memory capacity that quietly cuts against the very stocks his words are lifting.

Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should do next.

Applied Materials' AI exposure, broad portfolio and capacity expansion fuel growth, but its premium valuation raises the stakes.

Applied Materials has returned shareholder value through its stock repurchase program. Here’s how much the company has bought back in shares over the years.

A number of stocks fell in the afternoon session after surging crude oil prices and a jump in benchmark Treasury yields stoked renewed concerns over inflation and prolonged corporate borrowing costs. Oil prices surged after the U.S. military said it was striking Iranian targets, pressuring bonds as a global rout raised borrowing costs, the Wall Street Journal said. The 10-year Treasury yield climbed to about 4.79%, its highest in roughly 20 months, according to CNBC. That pairing raises the cost

ASML stock has dropped since reports emerged an unnamed Chinese company was mass producing lithography machines. That's a buying opportunity, according to UBS.

Every time the hyperscalers write a check to build out AI, one mid-cap chip company's name keeps appearing on the invoice, and the pattern behind that is exactly why this stock stays in the buy column.

As Applied Materials has outperformed relative to the Dow over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

ASML's EUV dominance, rising AI chip demand and High-NA systems position it to capitalize on the semiconductor investment cycle.

Corning and Applied Materials both fuel the AI infrastructure boom, but from opposite ends of the chip supply chain. Here's the stronger buy.

Applied Materials, Progressive, and PulteGroup stand out as growth-at-a-reasonable-price stocks for the second half of 2026, each balancing valuation and growth differently.

The options market prices a range just over a year out for the stock running from far below today's price to far above it, and that width is the risk an investor already owns.

The S&P 500 Index ($SPX ) (SPY ) is up by +0.17% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -0.18%. E-mini S&P futures (ESU26 ) are up +0.10%, and September E-mini...

Applied Materials recently reported third-quarter 2026 results showing sales of US$9,115 million and net income of US$2,538 million, alongside guidance for fourth-quarter revenue of US$10,250 million and ongoing share repurchases under its 2023 authorization. Management highlighted record demand visibility supported by AI-related semiconductor investments, more than ten new fab projects in the quarter, and a US$5 billion commitment to its EPIC Center to accelerate co-innovation and...

Applied Materials (NasdaqGS: AMAT) has appointed Akash Palkhiwala, CFO and COO of Qualcomm, to its Board of Directors and Audit Committee. Palkhiwala brings senior finance and operations experience from a major semiconductor company to Applied Materials' board. The board appointment reflects a focus on semiconductor industry expertise during a period of sector disruption and growth. For readers looking to explore more companies tied to the build out of chip capacity and related compute...

On August 13, Applied Materials (NASDAQ:AMAT) reported the biggest quarter-over-quarter revenue jump in its history, and the numbers back up the headline. Revenue climbed to $9.12 billion, up 25% year over year, while non-GAAP earnings per share jumped 41% to $3.50. Behind those figures sits a company that says its main constraint right now isn’t […]

Applied Materials (NASDAQ:AMAT) President and CEO Gary Dickerson said artificial intelligence is creating what he views as the semiconductor industry’s most consequential growth inflection, driving demand for new computing architectures, memory technologies and advanced packaging. Speaking at The S

Synopsys beats Q3 estimates as EDA and Ansys fuel strong growth, while higher margins and an upgraded fiscal 2026 outlook add momentum.

CrowdStrike beats Q2 estimates as record net new ARR, Falcon Flex adoption and AI-security demand drive growth and a higher fiscal 2027 outlook.

NVDA's Q2 results top expectations as Blackwell Ultra fuels record Data Center growth, while Vera Rubin is set to gain prominence in Q3.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Nasdaq 100 and S&P 500 futures jumped Thursday as AI-tied shares surged following a blowout earnings report from chipmaking giant Nvidia.

The rapid buildout of AI infrastructure has been driving a strong demand cycle for semiconductor manufacturing equipment. Applied Materials, Inc. (NASDAQ:AMAT) benefits from such a trend, thanks to chipmakers increasing spending on advanced DRAM, HBM, leading-edge logic, as well as advanced packaging. This trend is evidenced by the company’s latest results, which highlight real financial […]

KLAC's advanced packaging growth is accelerating as AI, HPC and hybrid bonding drive demand, but Onto and Applied Materials are intensifying competition.

China just unveiled domestic immersion DUV lithography systems, and semiconductor equipment stocks sold off hard, but the companies actually in the crosshairs may not be the ones investors are panicking about.

Applied Materials' AGS business achieves record revenues and expanding margins, with growth fueled by subscription services, parts demand and rising fab utilization.

The average of price targets set by Wall Street analysts indicates a potential upside of 34.7% in Applied Materials (AMAT). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

SMTC's Q2 fiscal 2027 earnings and revenues beat estimates as data center demand, LoRa growth and stronger margins fuel year-over-year gains.

Billionaire investors are scooping up tech stocks, whether they're on sale or riding the AI wave.