News

Weak SiC demand is pressuring ASYS' SFS business, but foundry expansion and recurring revenues support its recovery plan.

The AI trade is mounting a comeback as investors shrug off fears about a slew of cheap Chinese large-language models.

Marvell, Micron, Intel, and other chip stocks rally as investors breathe some life back into the AI trade.

↗️ Novartis (CH:NOVN): Shares in the Swiss pharmaceutical company climbed after it returned to sales growth in the second quarter, driven by some of its top-selling drugs. ↘️ Swatch (CH:UHR): The watchmaker’s shares fell despite better first-half sales, as profit dropped compared to the same period last year.

Applied Materials is among semiconductor stocks benefiting from AI-driven chip demand, as advanced packaging and memory fuel industry growth.

Applied Materials (AMAT) closed at $524.09 in the latest trading session, marking a -1.05% move from the prior day.

The Zacks Electronics - Semiconductors industry players like AMAT, LRCX and FORM gain from the growing proliferation of AI that is driving sustained demand for advanced semiconductors.

Semiconductor stocks edged higher on Monday following a recent sell-off.

Semiconductor stocks were poised to jump on Monday.

Based on the average brokerage recommendation (ABR), Applied Materials (AMAT) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Applied Materials has joined CuspAI's newly launched AI Materials Foundry as a founding member. The initiative focuses on accelerating materials discovery for the semiconductor industry through AI driven research. This move connects Applied Materials to a global network working on materials bottlenecks across chip manufacturing. Applied Materials (NasdaqGS:AMAT) is taking a fresh step in materials research through its role in CuspAI's AI Materials Foundry, at a time when the stock trades...

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

The Standard & Poor's 500 index fell 1.6% this week, led by technology stocks, amid concerns about w

The Philadelphia semiconductor index, known as SOX, fell into bear market territory on Friday but chip stocks later rebounded.

A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal cracks in the narrative that sent some semis up triple digits this year.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...

Chip stocks trimmed losses on Friday as investors bought the dip despite AI jitters.

Chip stocks sold off on Friday as AI jitters resurfaced.

Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

US equity futures were edging lower pre-bell Friday as concerns over artificial intelligence spendin

The semiconductor ETF iShares SMH is down nearly 7% for the week as investors question AI spending sustainability

FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.

U.S. stock futures fell as a selloff in companies linked to the artificial-intelligence buildout continued to reverberate across the globe.

19% That's how much the PHLX Semiconductor Index has tumbled from its June high. The index's biggest components include AI heavyweights including Nvidia, Micron Technology, Broadcom and Applied Materials, all of which have come under pressure in recent weeks.

July 17 (Reuters) - U.S. stock index futures slid on Friday as a selloff in chip stocks deepened, forcing investors to reassess the staying power of this year's AI-fueled rally, while a weak forecast

ASML's strong Q2 growth, expanding margins and AI-driven demand support its outlook, but a premium valuation and muted estimates cloud its appeal.

After a very strong 5 year run, Applied Materials now sits in a valuation grey area where the share price strength contrasts with a relatively low overall value score and an earnings multiple picture that looks closer to about right than clearly cheap. Applied Materials has returned about 3.4x over 5 years, which means new buyers are being asked to pay up compared with where the stock traded earlier in the AI build out. Long term AI related equipment demand and recent multi year partnerships...

AI capex is pulling forward lithography demand faster than Wall Street expected, and ASML just raised guidance again, putting a price level few analysts have publicly named within striking distance.

Applied Materials (NASDAQ: AMAT) and KLA (NASDAQ: KLAC) both closed strong quarters tied to AI infrastructure buildout. Applied posted Q2 FY2026 revenue of $7.91 billion on May 14, 2026. KLA reported Q3 FY2026 revenue of $3.415 billion on April 29, 2026. Both beat consensus. Their playbooks look nothing alike. AI Fab Tools Lift One. Inspection ... Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy

Applied Materials shares jumped after management signaled AI-driven semiconductor spending could remain elevated for years, reinforcing the company's multiyear growth outlook.