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ASX surges 82% in six months as strong AI packaging demand, rising LEAP sales and expanding margins support its growth outlook.

In the latest trading session, Applied Materials (AMAT) closed at $518.21, marking a +2.08% move from the previous day.

Applied Materials (AMAT) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

The AI equipment demand that repriced Lam Research stock was named, sized and already visible in the reported numbers before the run began.

MSFT beats Q4 estimates as cloud and AI demand lift revenues, earnings and Azure growth, while expanding AI infrastructure and raising investment plans.

Lam Research tops Q4 FY26 estimates as NAND revenues more than double sequentially and support sales hit a third straight record.

The tech sector was leading today’s stock market bounce back, and chip stocks were a standout group. Tech was the top performing sector in the S&P 500 by a large margin. The State Street Technology Select Sector SPDR ETF was up 4.9%, while the next best performing sectors saw less than 1% in gains.

Tenable beats Q2 earnings and revenue estimates as record Tenable One adoption, AI momentum and customer expansion fuel growth and lift its outlook.

FTNT tops Q2 earnings and revenue estimates as strong AI infrastructure, SASE and OT security demand lift results and prompt higher 2026 guidance.

NXPI posts Q2 earnings and revenue beats as automotive, industrial and AI data center demand lift growth, with strong Q3 guidance adding momentum.

Commvault tops Q1'27 earnings and revenue estimates as SaaS demand, subscription growth and stronger profitability drive results.

LOGI's Q1'27 profit surges on tariff refunds, premium-device demand and stronger mix, while a supplier shutdown clouds the near-term outlook.

Manhattan Associates tops Q2 estimates as cloud revenues jump 26%, boosting sales, profitability and 2026 guidance amid strong growth in performance obligations.

The chip-packaging firm trades above the market on earnings even as its largest segment slips and an AI ramp tries to carry the rest.

F5 tops third-quarter estimates as strong systems demand, hybrid multicloud adoption and application security growth drive higher guidance.

APLD's fiscal Q4 revenues jump 407% on HPC growth and tenant fit-out services, even as a wider loss misses estimates. See what fueled the quarter.

AMKR tops Q2 earnings and revenue estimates as record Computing and Automotive results fuel growth across its advanced packaging portfolio.

Michael Burry has placed a targeted short against Applied Materials, but Wall Street analysts keep piling on upgrades as memory chip demand surges. Find out whether the Big Short legend has spotted a crack in the cycle or left a critical blind spot exposed.

Semiconductor capital equipment stocks took a brutal U-turn on Monday. Heading into the opening bell, the sector was riding a pre-market high. The optimism was fueled by easing geopolitical tensions in Iran and a blockbuster Wall Street Journal report revealing that Nvidia is in talks to guarantee a massive $250 billion in financing for an OpenAI data center project. But that AI-driven euphoria evaporated instantly. ASML erased early gains of over 2%—and dragged U.S. peers Applied Materials (AMA

Lam Research's Q4 results are expected to reflect the benefits of strong demand for AI chips and rising DRAM spending.

Applied Materials (AMAT) moved into focus after its stock jumped 7.7% following Taiwan Semiconductor Manufacturing's planned chip price increases and a US$100b Arizona expansion, which underscored long-term equipment demand linked to AI infrastructure. See our latest analysis for Applied Materials. That jump sits against a strong run for Applied Materials, with the share price up 37.14% over the past 90 days and 106.02% year to date, contributing to a 1-year total shareholder return of...

TXN beats Q2 estimates as earnings jump 52% and revenues rise 23%, fueled by industrial, data center and automotive demand.

AI-driven semiconductor demand continues to fuel the sector's rally, making MU, INTC, NVDA, AMAT and TXN stocks to watch for growth this year.

Ichor's earnings outlook is surging with semiconductor demand, but lofty valuation and execution risks temper the stock's appeal after a strong run.

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.

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

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 (NasdaqGS:AMAT) has entered a new 10 year partnership with Taiwan Semiconductor Manufacturing Company focused on advanced AI chip packaging. The agreement is tied to AI driven infrastructure investment and shifting industry cash flows toward chip equipment suppliers. The deal underscores long term demand visibility for Applied Materials’ tools within TSMC’s AI related production plans. Applied Materials sits at the center of the semiconductor equipment industry, supplying...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.60%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.97%. September E-mini S&P futures (ESU26 ) are up +0.28%, and September E-mini Nasdaq futures...

MU, AMAT and CSCO are expanding AI products, partnerships and infrastructure to capitalize on strong demand in 2H 2026.