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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.

Chip equipment stocks are breaking away from the broader semiconductor pack on Friday, and the pattern of who is buying what reveals something specific about where money is flowing and why the tools layer keeps trading on its own terms.

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.

Stock Market Today: The Dow Jones index falls Friday as oil prices continue to drop. Apple, AMD, Micron and Sandisk are key movers.

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

Nvidia has just raised the stakes for artificial intelligence hardware, with CEO Jensen Huang talking about selling twice as many chips next year and management targeting about $673b in revenue by fiscal 2028. That kind of ambition can reset expectations across everything tied to AI chip manufacturing. This article walks through 3 stocks exposed to that same wave, helping you judge where the potential reward still justifies the rising bar. The three stocks covered next are just a starting...

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.

Stocks climbed Thursday as the 10-year Treasury yield fell below 5% and oil prices eased, partially reversing Wednesday's Fed-driven losses

(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...

Applied Materials trades at a forward P/E of 35 versus Marvell's 56, but one company's exposure to AI infrastructure spending carries distinctly different risks.

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 shares fell 22.4% in a month as recovering bookings and demand collide with weaker margins, backlog pressure and heavy China exposure.

Axcelis growth is returning as memory, power and aftermarket demand improve, but premium valuation and incomplete margin recovery keep execution in focus.

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

The bank sees memory, AI servers, and chip equipment supporting another leg of semiconductor growth.

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.

Applied Materials trades at a steep valuation premium, while Qualcomm's cheaper multiple masks exposure to customer concentration and geopolitical risk.