Notícias

Gary Dickerson: Thank you, Mike. In our second fiscal quarter, Applied Materials delivered record revenue and earnings, along with our highest gross margin in more than 25 years. With rising demand and increasing long-term visibility from customers, we see an exceptionally strong foundation for sustained multiyear revenue and profit growth.

On May 15, 2026, rising Treasury yields, elevated crude, and fresh inflation jitters knocked U.S. stocks off their record highs at midday.

AMAT posts record Q2 results as AI-driven chip demand lifts revenue, margins and customer forecasts for 2027 growth.

All three major US stock indexes were down while US Treasury yields were up in late-morning trading

Eight Wall Street firms hiked their price targets on Applied Materials (NASDAQ:AMAT) in a single coordinated wave on May 15, following the chip equipment giant’s record Q2 FY2026 results. New targets cluster between $500 and $550, with every firm keeping a bullish stance. For long-term investors, the unanimous price target raise signal validates the AI ... Eight Firms Just Piled Into Applied Materials: Wall Street Hikes Price Targets After Record Quarter

Applied Materials (AMAT) appears well-positioned given its leading position in DRAM and advanced log

Applied Materials (AMAT) is expected to outperform the wafer fab equipment industry by more than 10

The chip equipment maker now expects its semiconductor equipment business to grow more than 30% in calendar 2026

Dow futures fell as oil prices and Treasury yields jumped. AI chip plays Applied Materials, Nvidia and Cerebras retreated. The Trump-Xi summit is over.

US equity futures were falling pre-bell Friday as traders noted that the summit between President Do

CSCO, AVGO, ADI and AMAT stand out as the S&P 500 tops 7,500 on AI optimism and a tech-led market rebound.

FEATURE Stock futures were falling Friday amid concerns over soaring Treasury yields and a lack of progress on trade policy following the summit between President Donald Trump and China’s Xi Jinping.

The benchmark US stock measures were tracking in the red before the open Friday as traders evaluate

Applied Materials (AMAT) is expected to outperform the wafer fabrication equipment market by double-

Futures fell as Treasury yields and oil prices jumped on President Trump comments after Nvidia ran and the Cerebras IPO soared. The Trump-Xi summit is over.

Applied Materials (NASDAQ:AMAT) reported record fiscal second-quarter revenue on Thursday and issued third-quarter guidance ahead of Wall Street expectations, supported by continued heavy investment in artificial intelligence infrastructure and data centers that is driving demand for semiconductor manufacturing equipment. AI Infrastructure Spending Continues to Boost DemandThe Santa Clara-based chip equipment maker said it expects current-quarter revenue of approximately $8.

Applied Materials, Inc. (NASDAQ:AMAT) shares fell in premarket trading Friday after the chip equipment maker issued strong third-quarter guidance despite reporting better-than-expected second-quarter results driven by AI-related semiconductor demand. Applied Materials shares have gained more than 150% over the past year and were trading near their 52-week high of $448.45 ahead of the earnings release, reflecting elevated investor expectations. Following the announcement of second-quarter results

↘️ Intel (INTC), Nvidia (NVDA), Advanced Micro Devices (AMD): Chip stocks retreated premarket, following a ferocious rally in their shares. Intel, whose shares are up more than 200% this year through Thursday, is among the hardest hit, falling more than 4%.

Applied Materials’ outlook suggests a windfall from AI chipmaking equipment could be coming sooner than expected.

Applied Materials Inc (AMAT) reports robust financial performance with record revenue and earnings, driven by strong demand and strategic capacity expansions.

Applied Materials (AMAT) has given investors a fresh data point to assess after reporting record quarterly results that beat Wall Street expectations, lifting its outlook for the semiconductor equipment business and widening its role in AI focused chip manufacturing. See our latest analysis for Applied Materials. Those record earnings and new AI focused partnerships have come alongside sharp share price momentum, with a 24.13% 3 month share price return, a 63.86% year to date share price...

Inflation worries are preying on investors as they weigh the outcomes of the Trump-Xi summit in China.

US stock futures were little changed after an upbeat day on Wall Street, as investors looked ahead to the final leg of President Trump's meeting with Chinese President Xi Jinping.

US stock futures were little changed after an upbeat day on Wall Street, as investors looked ahead to the final leg of President Trump's meeting with Chinese President Xi Jinping.

Applied Materials (NASDAQ:AMAT) reported record fiscal second-quarter revenue and earnings, with executives saying accelerating demand for artificial intelligence infrastructure is reshaping semiconductor equipment spending toward areas where the company holds leading positions. President and CEO G

Applied Materials expects stronger sales for its semiconductor equipment business this year than it previously forecast as demand for artificial intelligence computing continues to surge.

Applied Materials (AMAT) delivered earnings and revenue surprises of +6.54% and +2.82%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?