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Broadcom's revenue has more than doubled in two years while Applied Materials posted modest gains.

Applied Materials has posted three consecutive quarterly gains and now generates $9.1 billion in revenue, while Intel's operating margin sits at half that of its competitor.

The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge.

KLA Corporation's AI-driven process-control demand is rising with 2nm, EUV, HBM and advanced packaging investments as rivals intensify competition.

Steve Eisman thinks the real winners of the AI arms race are not the chip designers everyone is fighting over but the suppliers equipping both sides of the battle. Five stocks have already lapped Nvidia in 2026, and Eisman ranks them by who survives if the whole AI ecosystem cracks.

ASML's Installed Base Management sales surge 31.8%, fueled by upgrades and a growing EUV fleet, but sustaining growth hinges on customer demand.

Applied Materials, Philip Morris and Valero Energy headline Zacks' latest research, with AI demand, smoke-free growth and refining strength in focus.

Applied Materials, Philip Morris and Valero Energy stand out as featured reports, backed by strong demand, pricing and operational strengths.

The decade-long commitment creates a supply-chain option before India proves large-scale semiconductor fabrication.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Applied Materials (NasdaqGS:AMAT) plans to invest US$5b to build a semiconductor research park in India on a 140 acre site. The project is intended to expand the firm’s research and development presence and deepen India’s role in the semiconductor supply chain. Management is positioning the India research park as part of a wider push to integrate the country into Applied Materials’ global operations. This US$5b semiconductor research park in India deserves to be weighed alongside the rest of...

Oil prices retreating and Treasury yields easing are helping lift U.S. stock futures after Wednesday's Fed-driven losses

Applied Materials (NASDAQ:AMAT) plans to invest $5 billion in India over the next 10 years as the country seeks to expand its semiconductor industry beyond chip manufacturing into research, equipment development and supply chain operations. The US semiconductor equipment manufacturer will establish a 140-acre research park in India to strengthen its research and development capabilities and introduce new technologies, according to Prabu Raja, president of the company’s Semiconductor Products Gro

Prime Minister Narendra Modi pitched India as a new global hub for semiconductor production on Thursday, urging technology firms to invest in what he called a "reliable" location.Amidst these challenges, the semiconductor industry also needs new and reliable locations," Modi said.

By Munsif Vengattil NEW DELHI, Sept 17 (Reuters) - Applied Materials will invest $5 billion in India over the next decade to expand its presence in the country, the US semiconductor equipment maker

A rare moment of agreement among AI’s biggest names has caught Burry’s attention, and his interpretation of what is happening is striking.

Applied Materials (AMAT) has fallen about 21% from its August high, and the question is whether to buy it. Its own history says dips this size have usually been worth buying, and its valuation argues the other way. The history is specific, so start there.

Applied Materials and Lam Research benefit from AI-driven semiconductor demand, but broader portfolio makes AMAT a safer choice.

Axcelis plans a $35M South Korea ion implantation facility to expand Asian capacity as memory, power and mature-node activity improves.

Applied Materials (AMAT) stock fell 7.1% in its latest session, to about $424. It sits 41% below the high it set within the past year, after a twelve-month run in which it returned 151% against 17% for the S&P 500. It did not fall on a bad quarter, and that is what makes the next leg hard to size.

AMAT's AGS revenues hit a record $1.78 billion as demand for fab services rises, with growth expected to remain strong through 2026 and beyond.

Lam Research and Applied Materials both posted blowout quarters riding the same AI capex wave, but only one of them moves in genuine lockstep with ASML as EUV adoption accelerates into the next node generation.

ASML's monopoly on the machines that build every advanced chip in the world just endured a month of relentless selling, and one prominent Wall Street analyst thinks the market has handed investors a rare opening at a price that grossly undervalues what comes next.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Applied Materials (NASDAQ:AMAT) and its peers.

Applied Materials (AMAT) has added 6.1% over the last five trading days, while the S&P 500 gained 0.1%, and a run like that pulls money in. The five-day move is not the question here. What matters is what this stock does to your money every time the market moves, because it travels much further than the index in both directions.

Applied Materials CEO Gary Dickerson showed up to a Goldman conference with customer order books stretching years into the future, and the peers corroborating his story make the bullish case harder to dismiss than the skeptics expected.

LRCX returns $5.12B to shareholders in fiscal 2026 as stronger earnings, buybacks and a 27% dividend hike boost capital returns.

Applied Materials (NASDAQ:AMAT) CEO Gary Dickerson said demand tied to artificial intelligence and data-center computing is strengthening the company’s near-term and long-term outlook, with the semiconductor equipment maker now approaching 40% revenue growth for 2026 based on its recent communicatio

A number of stocks jumped in the afternoon session after Qualcomm announced a multi-generational product collaboration with Amazon Web Services to develop custom AI data center infrastructure, while ASML, TSMC, and Intel achieved key milestones in next-generation chip manufacturing. According to a Qualcomm press release, the chipmaker announced a multi-generational product collaboration with Amazon Web Services (AWS) to develop custom AI data center infrastructure. The strategic partnership focu

Impax Asset Management, based in London and specializing in sustainable investing, released its Q2 2026 investor letter for the “Impax US Sustainable Economy Fund”. The letter can be downloaded here. The US Sustainable Economy portfolio outperformed the Russell 1000 in Q2 2026, with Institutional Class at 17.96%, Investor Class at 17.95%, and Class A at […]