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Axcelis shares fell 22.4% in a month as recovering bookings and demand collide with weaker margins, backlog pressure and heavy China exposure.
A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,
The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...
Anthropic's CEO called for slowing AI model progress over the weekend, and by Monday morning the shockwave had traveled straight to the fab equipment order books that Wall Street spent 2026 treating as untouchable.
Applied Materials (NASDAQ:AMAT) shares fell 5. 8% in pre-market trading on Monday to $430 as US semiconductor stocks declined following calls from technology executives for a slower pace of advanced artificial intelligence development.
The company's own forecast leaves room to miss the milestone. I don't expect that to happen.
Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should do next.
The ongoing investment in AI infrastructure is creating a favorable demand environment for Applied Materials, whose equipment and engineering solutions are critical to semiconductor manufacturing.
Chip equipment stocks are selling off hard even as Treasury yields drop and the broader market climbs, and the disconnect points to something more troubling than a rates problem lurking beneath the AI infrastructure trade.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
Shares made a downmove as some investors remain wary of high expectations.
(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa
Chip stocks retreat after a record market run.
A stronger outlook and expanding semiconductor margins were insufficient to satisfy expectations surrounding artificial-intelligence equipment demand.
(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa
While several analysts praised the results and long-term outlook, others said expectations had been higher, citing gross-margin commentary, near-term guidance, and the pace of systems growth.
Non-GAAP gross margin reached 50.4% with fourth-quarter revenue guided above $10 billion
Applied Materials clears earnings estimates and boosts outlook, but investors punish AMAT stock
Applied Materials (NASDAQ:AMAT) shares fell 5. 4% in pre-market trading after the semiconductor equipment maker’s record fiscal third-quarter 2026 results failed to impress investors following the stock’s substantial year-to-date rally.
Applied Materials (AMAT) shares fell in after-hours trading Thursday after the semiconductor-equipme
The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
Applied Materials reports better-than-expected earnings for its fiscal third quarter, but investors aren’t impressed.
Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q2 CY2026, with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter’s revenue guidance ($10.25 billion at the midpoint) was surprisingly good and 6.1% above what analysts were expecting. Its non-GAAP profit of $3.50 per share was 3.1% above analysts’ consensus estimates.
‘The Big Short’ investor is cutting overall exposure and shifting his portfolio as a recent market rally pushes his short book into the red.
Applied Materials forecast fourth-quarter revenue above Wall Street expectations on Thursday, betting that unabated demand for advanced AI chips will continue to fuel robust spending on its semiconductor manufacturing equipment. The company forecast quarterly revenue of around $10.25 billion, plus or minus $500 million, compared with analysts' average estimate of $9.54 billion, according to data compiled by LSEG.
Michael Burry is still short, still warning of a shock on the scale of 1987, and doing so while the Dow sits near all-time highs and the VIX barely stirs. His reasoning traces back to a single, rarely seen S&P 500 signal he says has only appeared three times since 1999.