Notícias

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.

Navitas Semiconductor heads into second-quarter earnings on strong AI data center momentum, amid near-term revenue transition risks and a rich valuation.

AMAT, TXN, MCO, V and WMT use strong moats to fend off rivals and deliver consistent returns amid market shifts.

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.

Could the investing legend be netting hundreds of millions from a newsletter? If not, he’s still making a steady income.

I have covered each of the following four stocks separately over the past few weeks:Micron's historic earnings. Intel's painful turnaround. AMD's server CPU advantage heading into August 4. Applied Materials' wafer equipment supercycle. On July 21, Jim Cramer put them all in the same basket with a ...

Ichor's AI-led growth story gains traction as etch, deposition and proprietary content drive sequential revenue gains in 2026.

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

Ichor's AI-driven etch and deposition exposure is strengthening demand, while proprietary content and lower-cost production could lift margins.

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 7.7% in the morning session after peer Taiwan Semiconductor Manufacturing (TSM) announced plans to raise chipmaking prices by up to 10% starting in 2027, while wafer supplier IQE plc raised its guidance. These developments reaffirmed robust demand for AI and data-center chips alongside the ongoing need for incremental chip capacity. Industry forecasts projected that global chipmaking equipment sales could reach

The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.58%. September E-mini S&P futures (ESU26 ) are up +0.62%, and September E-mini Nasdaq futures...

Applied Materials' AGS business is fueling recurring revenues and margin gains as AI-driven service tools deepen customer ties. Can that momentum last?

Weak SiC demand is pressuring ASYS' SFS business, but foundry expansion and recurring revenues support its recovery plan.

The AI trade is mounting a comeback as investors shrug off fears about a slew of cheap Chinese large-language models.

Marvell, Micron, Intel, and other chip stocks rally as investors breathe some life back into the AI trade.

↗️ Novartis (CH:NOVN): Shares in the Swiss pharmaceutical company climbed after it returned to sales growth in the second quarter, driven by some of its top-selling drugs. ↘️ Swatch (CH:UHR): The watchmaker’s shares fell despite better first-half sales, as profit dropped compared to the same period last year.

Applied Materials is among semiconductor stocks benefiting from AI-driven chip demand, as advanced packaging and memory fuel industry growth.

Applied Materials (AMAT) closed at $524.09 in the latest trading session, marking a -1.05% move from the prior day.

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.

Semiconductor stocks edged higher on Monday following a recent sell-off.

Semiconductor stocks were poised to jump on Monday.

Based on the average brokerage recommendation (ABR), Applied Materials (AMAT) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Applied Materials has joined CuspAI's newly launched AI Materials Foundry as a founding member. The initiative focuses on accelerating materials discovery for the semiconductor industry through AI driven research. This move connects Applied Materials to a global network working on materials bottlenecks across chip manufacturing. Applied Materials (NasdaqGS:AMAT) is taking a fresh step in materials research through its role in CuspAI's AI Materials Foundry, at a time when the stock trades...

(Bloomberg) -- After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.Most Read from BloombergUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz

The Standard & Poor's 500 index fell 1.6% this week, led by technology stocks, amid concerns about w

The Philadelphia semiconductor index, known as SOX, fell into bear market territory on Friday but chip stocks later rebounded.

A wave of selling swept through semiconductor stocks Friday as investors began questioning whether the AI spending boom can justify chip valuations built on optimism alone. The forces driving this rotation reveal cracks in the narrative that sent some semis up triple digits this year.

The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...