Notícias

AMAT's AI-driven semiconductor equipment launches strengthen its advanced packaging position amid rising HBM demand and a memory production ramp-up.

Dr. Michael Burry is betting against Applied Materials while foundry ramps promise to flood equipment suppliers with fresh CapEx. Whether that bearish pressure or the coming demand surge wins out depends on where exactly the semiconductor cycle stands right now.

NVIDIA, Applied Materials and ConocoPhillips are included in this Analyst Blog.

Applied Materials’ second quarter saw revenue and non-GAAP profitability exceed Wall Street expectations, but the market responded negatively despite the company’s strong headline growth. Management attributed the outperformance to robust demand for semiconductor manufacturing equipment, especially in leading-edge logic and DRAM for artificial intelligence (AI) infrastructure. CEO Gary Dickerson highlighted, “Customers have found new ways to address clean room space constraints and significantly

Applied Materials, Inc. (NASDAQ:AMAT) just reported a record quarter and guided its next one well above Wall Street projections. Even so, the stock went down. Record Performance and Guidance The company published fiscal third-quarter results after the market closed on August 13, with revenue of $9.12 billion, up 25% year-over-year and higher than analyst expectations […]

NVIDIA, Applied Materials and ConocoPhillips headline today's research, with AI demand, semiconductor spending and energy assets in focus.

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.

ASE Technology's LEAP growth, improving margins and lower valuation give it an edge over Applied Materials amid strong AI chip demand.

AMAT, CHYM and ITRI made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 19, 2026.

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...

Chip equipment stocks have surged far ahead of the broader tech market in 2026, but a single week of doubts about AI spending just wiped billions in gains across the group. Here is what the gap between Applied Materials, Lam Research, and KLA signals about where the trade goes next.

Applied Materials' AI-driven growth, strong semiconductor demand and broad portfolio support its bullish outlook despite a premium valuation.

Tech stocks took a leg lower amid concerns about rising borrowing costs.

Examine the evolution of Applied Materials' (AMAT) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

LRCX's DRAM push gains momentum as AI-driven HBM demand, advanced memory nodes and growing tool adoption expand its growth opportunities.

A number of stocks jumped in the afternoon session after Bloomberg reported that Anthropic told prospective investors its second-quarter revenue jumped more than 14-fold.

S&P 500 stock Sandisk extended a powerful rebound, moving above key levels. Coherent and Teradyne are among Monday's top performers as well.

Get paid a real income now on your KLA shares, income you keep no matter what, in exchange for agreeing to sell at a higher price if the stock gets there.

Semiconductor and energy stocks rallied on Monday—and not much else. The Dow Jones Industrial Average fell 272 points, or 0.5%. The S&P 500 dropped 0.5%. The Nasdaq Composite fell 0.3%. Meanwhile, the yield on the 30-year Treasury rose to 5.

Aristotle Capital Management, LLC, an investment management company, released its “Core Equity Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. The fund returned 14.69% in the second quarter of 2026, slightly trailing the 15.20% gain of the S&P 500 Index as market performance remained highly concentrated in artificial intelligence (AI)-related […]

Shares made a downmove as some investors remain wary of high expectations.

ASML's AI-fueled EUV growth and strong outlook remain compelling, but a premium valuation, debt and rising competition argue for patience.

Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital. The select few that can do all three for many years are often the ones that make you life-changing money.

Wall Street closed lower on Friday, dragged down by health and tech stocks.

Wall Street's most dominant process control chipmaker just dropped nearly 10% in a month despite a five-quarter beat streak, and one high-conviction analyst sees a gap forming that the rest of the Street has not yet priced in.

The S&P 500 enters a pivotal week for earnings and economic data within touching distance of a record close, after finishing Friday, August 14, just 13 points below its all-time closing high of 7,798. 99.

The equipment maker just posted records on nearly every line and guided even higher. The stock is priced as if it won't last.

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.

Applied Materials beat Q3 estimates and raised guidance, but shares fell 6% as sequential growth slowed and gross margin guidance stalled at 50.4% for Q4.

Applied Materials' record Q3 results demonstrated that the company is translating the AI infrastructure boom into higher revenue, profits, and cash flow.