AMAT
NASDAQ · Semiconductors
Applied Materials Inc
$444.57
+27.17 (+6.51%)
AMAT News30 articles
AI Chip Export Dispute Splits Industry as Anthropic Quits Lobby Group
Anthropic's exit from a tech lobby over chip export controls signals a split in the AI industry, affecting Nvidia and ASML.
KLA's $24B Selloff: Market Demands Proof Beyond Strong Guidance
KLA's market cap fell $24.2B in two sessions despite a $4B revenue forecast, as investors demand stronger evidence of AI-driven growth.
Microsoft Shares Plunge $112B as Software Selloff Challenges AI Spending
Microsoft shares dropped 3.04%, erasing $111.8 billion in market value, as a software selloff tests the sustainability of AI capital spending.
Tech Funds Bleed $4.6B While Energy ETF Soars 7.7% Amid Market Rotation
Investors are rotating away from tech into value and energy, with XLE up 7.7% and tech funds seeing $4.62B outflows. Growth funds still attracted $8.78B.
Intel's $23B Share Sale Bolsters Cash Reserves
Intel completed a $23 billion share offering, boosting its share count by 4.8%. The stock closed at $102.50, 7.9% above the offer price, despite a 2% dip on Friday.
Broadcom's 5.9% Plunge Drives Weekly Drop; AI Valuation Concerns Mount
Broadcom shares tumbled 5.9% on Friday, representing 71% of the week's loss, as AI chip valuations came under pressure. Trading volume more than doubled.
Applied Materials Shares Slide 5% on Flat Margins Despite Strong Guidance
Applied Materials (AMAT) dropped 5.2% despite strong Q4 revenue guidance, as unchanged gross margins raised questions about its 32x earnings valuation.
Applied Materials Shares Slip 5% Despite Strong Q3 Beat
Applied Materials beat Q3 estimates but shares fell 4.9% on growth concerns. Nasdaq futures edged higher as AI enthusiasm persists.
Applied Materials Q4 Revenue Forecast Beats Estimates, Stock Falls
Applied Materials issued a Q4 revenue outlook that beat Wall Street estimates, yet shares fell nearly 3% after hours as investors weighed whether AI-driven growth is already priced in.
Chip Stocks Rally Broadly Ahead of Inflation Data and Applied Materials Earnings
The PHLX Semiconductor Index surged 3% on Wednesday, with broad participation. Markets now turn to PPI data and Applied Materials' earnings to gauge the AI-led recovery.
Energy Rally Offsets Chip Slump as Wall Street Holds Near Highs
U.S. stocks were mixed on Monday as a surge in energy shares, driven by rising oil prices, offset a decline in chipmakers. The S&P 500 edged higher, while the Dow and Nasdaq slipped, with benchmarks trading near record highs.
S&P 500 Steadies Near Record as Oil Rally Highlights Funding Gap
U.S. stocks held near record highs Monday as oil jumped on Hormuz concerns, but a funding divide emerged between cash-rich firms and those issuing new equity.
CoreWeave Stock Surges 26% as Earnings Test Looms
CoreWeave (NASDAQ:CRWV) shares jump 26% this week as investors await Q2 earnings. The company faces margin pressure and high leverage, with options pricing a 13% move.
Intel Foundry External Revenue at 5.1% as Stock Surges 12.7%
Intel shares climbed 12.7% this week as investors bet on foundry turnaround, but external customers still contribute only 5.1% of segment revenue.
Applied Materials Rallies 6.2% as Investors Eye Cash Flow in Upcoming Earnings
Applied Materials (AMAT) climbs 6.2% ahead of earnings, but free cash flow lags. Investors watch for cash conversion improvements as a key growth signal.
Wall Street Notches Best Week Since April as Soft Jobs Data Bolsters Rate Optimism
U.S. stocks rallied to a record high on Friday, capping the S&P 500's best week since April. Soft jobs data eased rate fears, while strong earnings buoyed markets.
Intel Stock Soars 12.7% as New Sales Chief Takes Charge
Intel shares surged 12.7% last week, driven by a strong Tuesday rally and a new sales chief appointment, but trading volume fell sharply.
Nvidia Adds $562B in Value as AI Demand Outlook Reshapes Valuation
Nvidia's market value jumped $562 billion last week, fueled by AI demand signals, but earnings forecasts stayed flat, signaling a valuation re-rating.
SK hynix's $38B Fab Bet Raises Payout Pressure
SK hynix's massive fab investment won't add supply until 2028-2029, shifting focus to shareholder returns. Shares fell 17.2% last week.
S&P 500 Hits Record High as Soft Jobs Data Cools Rate Hike Bets
The S&P 500 surged to a record close after July payrolls fell short, reducing September rate hike odds to 44%. Investors now await CPI data and key earnings.
Nvidia's Market Value Soars $562B on SpaceX AI Deal
Nvidia's market cap jumped $562 billion after SpaceX picked it as its sole AI provider. Shares rose 11.6% to $223.96, with Q2 earnings due Aug 26.
Intel Stock Surges 12.7% on Q2 Beat, But Thin Trading Raises Concerns
Intel shares climbed 12.7% this week, driven by a strong Q2 earnings beat, but light trading volume has analysts questioning the rally's staying power.
Dow Logs Best Week Since April as Tech, Small Caps Outperform
The Dow posted its best week since April with a 2.96% gain, but Friday's advance was understated by price-weighted drag from Caterpillar and Visa.
S&P 500 Hits Record as Soft Jobs Data Dampens Rate Hike Bets
The S&P 500 set a new record close after a weaker-than-expected jobs report lowered September rate hike odds to 44%. Nasdaq outperformed, with CPI data due Wednesday.
Nasdaq Surges as Weak Payrolls Dim Rate Hike Odds
Nasdaq surged 1.33% after July payrolls unexpectedly fell, cutting September rate hike odds to 20%. Tech stocks led gains as yields dropped.
Dow Crosses 54,000 Milestone as Caterpillar and Goldman Lead Charge
The Dow Jones Industrial Average surpassed 54,000 for the first time, driven by strong gains in Caterpillar and Goldman Sachs, which together accounted for nearly 60% of the index's advance.
Lam Research Soars on AI-Driven Margin Forecast
Lam Research (LRCX) shares jumped 20.9% as AI-driven demand boosted guidance, with a 44.9% incremental adjusted operating margin forecast.
KLA Stock Tumbles 8.7% Premarket on Cash Flow Concerns Despite Record Revenue
KLA shares fell 8.7% premarket despite record revenue and upbeat guidance, as a 23.2% drop in free cash flow raised concerns about cash conversion.
KLA Stock Dips as Cash Flow Concerns Eclipse AI-Driven Revenue Growth
KLA (KLAC) shares slid 8.98% in after-hours trading as robust AI-driven revenue growth failed to offset a 23.2% drop in free cash flow, stoking investor caution.
Chip ETF SMH Outperforms Rivals Amid Sector Selloff, but Still Lags SOXX by 19% YTD
SMH dropped 3.5% Tuesday, less than SOXX's 4.8% decline, thanks to its concentrated Nvidia position. Year-to-date, SMH is up 52.2% vs. SOXX's 71.5%.