Is Applied Materials Stock Outperforming the Nasdaq? Applied Materials has notably outperformed the Nasdaq Composite over the past year, and analysts are highly optimistic about the stock’s prospects. Barchart · May 29
Applied Materials Bets AI Boom Will Drive Logic, DRAM and Packaging Growth Applied Materials (NASDAQ:AMAT) Chief Executive Officer Gary Dickerson said artificial intelligence is driving a multi-year expansion in semiconductor manufacturing demand, with the company positioned around the areas he described as the fastest-growing parts of wafer fab equipment spending. Speaki MarketBeat · May 28
Upgrade grid to realise AI dream: Applied Materials executive Applied Materials urges India to modernise its power grid to fuel its AI ambitions, highlighting the need for reliable, clean energy. The company suggests incentives for clean power adoption and planning AI infrastructure as a connected national system, emphasising the critical role of grid modernisation for technological advancement. The Economic Times · May 25
Broadcom’s AI Packaging Bet Gets Bigger. Wall Street Is Betting on More Upside for AVGO Stock. Broadcom joining Applied Materials’ EPIC platform adds another layer to the AI infrastructure story, as advanced packaging becomes more critical for custom accelerators, networking chips, and next-generation compute systems. Barchart · May 23
Behind the Numbers: Why Applied Materials’ Historic Q2 Results Justify New All-Time Highs Applied Materials beat analyst estimates in its latest quarterly results following a historic bull run. Barchart · May 20
Applied Materials Highlights AI-Driven Chip Demand, 30% Systems Growth at JPMorgan Event Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan’s 54th annual Technology, Media and Communications C MarketBeat · May 20
Applied Materials Q2 Earnings Call Highlights 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 MarketBeat · May 14
Why Applied Materials (AMAT) Stock Is a Buy Heading Into Its Earnings AMAT has considerable momentum and a relatively low valuation. Barchart · May 14
Dear Applied Materials Stock Fans, Mark Your Calendars for May 14 The upcoming Q2 earnings release for Applied Materials could make or break the ongoing rally that has the stock up 150% over the past year. Barchart · May 13
The DRAM Shake-Up: Samsung Stumbles, Micron Chases $1000 Ongoing labor disruptions at competitor Samsung Electronics could create a significant pricing power advantage for U.S.-based memory maker Micron Technology. MarketBeat · May 12
US stops exports of tools to China’s number two chip maker — Hua Hong and Huali Microelectronics reportedly on the cusp of starting a 7-nm fab in Shanghai Applied Materials, KLA, and Lam Research received letters from the U.S. Department of Commerce preventing them from shipping some of Hua Hong's orders for the latest chipmaking tools. These are reportedly being planned for use on the Chinese company's planned 7-nm fab in Shanghai. Tom’s Hardware · Apr 29
As OpenAI Drags Down Chip Stocks, Is Applied Materials Stock a Buy, Sell, or Hold? Applied Materials shares are tanking on reports OpenAI missed revenue and user growth targets. But there are reasons to buy the dip in AMAT stock today. Barchart · Apr 28
Applied Materials Just Joined the Tesla Terafab Project. Does That Make AMAT Stock a Buy? AMAT stock is riding the AI chip boom, and the Terafab project could mean upside if it actually turns into orders. Barchart · Apr 22
As Lam Research Joins the Tesla Terafab, Should You Buy, Sell, or Hold LRCX Stock? The Terafab project is tapping Lam Research and others to support chip production. Barchart · Apr 21
Barchart · Apr 8 Applied Materials Just Launched a New Chipmaking System. Should You Buy AMAT Stock Here? Applied Materials shares rally after the company launches two new depositions systems. Here’s why Wall Street continues to recommend owning AMAT stock in 2026.
MarketBeat · Apr 1 Memory Wipe: The Great TurboQuant Miscalculation A recent market selloff in Micron, Western Digital, and Applied Materials may represent a significant buying opportunity based on strong AI demand.
MarketBeat · Mar 23 Income Boosters: 3 Stocks Raising Their Dividends by 15% to 33% Three names in semiconductors, precious metals, and defense just announced big dividend increases. Here's what income investors need to know.
Barchart · Mar 17 As Applied Materials Raises Its Dividend 15%, Should You Buy AMAT Stock? Applied Materials' 15% dividend hike to $0.53 per share, backed by a forward payout ratio of under 19% and an 18% annualized growth rate over the past decade, signals a company confident enough in its AI memory and logic tool cycle to keep rewarding shareholders.
Barchart · Mar 11 Applied Materials and Micron Are Partnering on Memory. Is AMAT or MU Stock a Better Buy Here? Applied Materials and Micron have partnered to create next-gen memory chips for AI.
MarketBeat · Feb 23 The Supply Chain Quietly Powering the AI Boom—And 4 Ways to Play It Get a clear map of the nanotech stack behind AI chips—lithography, fabrication tools, and ultra-pure materials—and why these suppliers matter for long-term investors.
TechRadar · Feb 23 Major Japanese semiconductor supplier hit by ransomware attack Advantest confirms being hit by ransomware, but says investigation is currently ongoing.
Barchart · Feb 18 It’s ‘Time to Shine’ for Applied Materials Stock, According to Analysts. Should You Buy AMAT Here? The semiconductor equipment maker crushed expectations and delivered guidance that has Wall Street buzzing about a multi-year growth cycle.
MarketBeat · Feb 17 3 Under-the-Radar Earnings Surprises Could Signal a New Trend Earnings season is coming to a close, and these three stocks produced upside surprises in Q4 that sent their stocks soaring. Can they maintain their momentum?
Barchart · Feb 13 Stocks Recover as Chipmakers Rebound The S&P 500 Index ($SPX ) (SPY ) today is up +0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.23%. March E-mini S&P futures (ESH26 ) are up +0.16%, and March E-mini Nasdaq futures...
Tom’s Hardware · Feb 12 Applied Materials to pay $252 million penalty for selling chipmaking tools to banned Chinese firm — settles over alleged 56 tool exports to chipmaker SMIC following Entity List designation Applied Materials must pay a $252 million civil penalty to settle allegations that it illegally exported semiconductor manufacturing equipment to SMIC subsidiaries.