AMAT
NASDAQ · Semiconductors
Applied Materials Inc
$531.89
-2.35 (-0.44%)
AMAT News30 articles
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%.
Dow Rises Amidst Broad Market Split, Chip Stocks Slump
The Dow surged over 1% on Tuesday, boosted by earnings from Coca-Cola and Sherwin-Williams, but a steep decline in chip stocks underscored a fractured market.
AI Investment Jitters Outweigh Oil Drop, Nasdaq-100 Futures Slide
Nasdaq-100 futures fell 1.04% in premarket trade as skepticism over AI spending overshadowed a boost from lower oil prices. Nvidia slipped 5% on OpenAI funding reports.
ASML Shares Slide 6% on China DUV Machine Production Report
ASML shares dropped 6% after a report that China is producing immersion DUV machines, challenging the company's lithography market position.
TSMC Revenue Mix Raises Alarm Over AI Spending Growth Deceleration
The PHLX Semiconductor Index fell into bear territory as TSMC's AI-driven revenue concentration highlights the risk of slowing spending growth.
Chip Rout Widens Growth-Value Gap, Dragging Down US Futures
US stock futures fell Friday as a semiconductor selloff deepened, widening the $10.18 billion gap between growth and value funds. Nasdaq futures dropped 1.9%, while Dow futures declined 0.65%.
ASML Shares Edge Up as Q4 Revenue Guidance Points to €14.4B
ASML shares edged up 0.3% as the company raised its 2026 sales guidance to €43-45 billion, implying Q4 revenue of €14.4 billion, beating analyst expectations.
Global Markets Slide as Oil Surges on Iran Strait Closure Threat
Global stock markets declined sharply Monday after Iran's closure of the Strait of Hormuz sent oil prices soaring 3.8%, stoking geopolitical tensions and fueling rate hike fears.
ASML's Upcoming Earnings Could Trigger a Market Swing Larger Than Its Annual Revenue
ASML's upcoming earnings report could trigger a 7% stock swing, representing a market cap change of about €42 billion, surpassing its annual revenue guidance.
KLA Stock Lags Peers as TSMC Earnings, CPI Data Loom
KLA shares lagged behind rivals Applied Materials and Lam Research, with attention turning to TSMC's quarterly results and key U.S. inflation data.
Semis Rebound; Micron's $250B US Bet Fuels AI Rally Despite Oil Jitters
Micron's massive US investment plan boosted AI-chip stocks, with the Nasdaq climbing 1.3%. Oil prices fell, easing inflation fears, but geopolitical risks remain.
Dow Jones Gains Modestly as Chip Rally Lifts Nasdaq; Analysts Warn of Risks
The Dow Jones edged up 0.27% on Thursday, recovering only 24% of Wednesday's drop, as a semiconductor rally led by Micron Technology lifted the Nasdaq 1.30%.
Memory and Chip Stocks Lead Market Rally Beyond Nvidia
Memory and chip stocks led a broad market rally, with Micron's huge U.S. investment boosting AI supply chain names. Risks from inflation and Fed policy persist.
Nasdaq Gains on Chip Equipment Surge as AI Focus Shifts to Suppliers
Nasdaq leads midday gains on chip-equipment and memory stocks, while NVIDIA and Microsoft decline. Micron's US investment plan shifts AI focus to suppliers.
Dow Jones Gains Led by Cisco and Goldman Sachs on Thursday
The Dow Jones Industrial Average edged higher midday Thursday, driven by strong gains in Cisco Systems (CSCO) and Goldman Sachs Group (GS).
Chip ETF Rally Reverses: Memory and Equipment Stocks Lead Selloff
Invesco Semiconductors ETF, the top chip ETF in 2026, fell 7.8% as memory and equipment stocks dragged, while VanEck Semiconductor ETF with high Nvidia weight dropped only 5.0%.
Axcelis Technologies Plunges 18%, Loses Over $1 Billion in Market Value
Axcelis Technologies (ACLS) dropped 18.4%, losing over $1 billion in market value, as the Philadelphia semiconductor index fell 6.7%.
Dow Futures Edge Higher After Blue-Chip Index Breaches 52,000
Dow futures rose 67 points early Tuesday after the index closed above 52,000 for the first time. Nasdaq futures were subdued following Monday's tech rally.
Applied Materials Market Cap Surges $54 Billion in Single-Day Rally
Applied Materials shares jumped 10.82% to a record $694.64, adding $53.8 billion to market cap. The rally reduces the buyback's per-share impact as the stock gains 170% year-to-date.
Applied Materials Surges 11.7% as Analyst Targets Climb Above Street Average
Applied Materials (AMAT) soared 11.7% to $699.97, far outpacing semiconductor ETFs, as analysts raised targets and the company launched new AI chip tools. The stock now trades above its average analyst target.
Dow Jones Drops Below 52,000 After Late Selloff, Tech Weakness Offsets Industrial Gains
The Dow slipped below 52,000 after hitting a 52-week high, with a 735-point swing from peak to close. Caterpillar's surge masked Apple's drop.
AI Trade Splits: Micron Surges, Apple Slumps as Chip Costs Bite
Micron soared 15.7% on $22B in customer pledges, but Apple fell 6.1% as rising memory costs pressure device makers, highlighting a split in the AI trade.
Applied Materials Surges $50 Billion on AI Memory Boom
Applied Materials surged 10.7% to $652.07, adding $50.4 billion in value, after unveiling new DRAM and advanced packaging systems and forecasting strong AI memory demand.
Pelosi Family Maintains Large AI and Tech Holdings Despite Recent Sales
House filings show Pelosi family retains major positions in top tech stocks despite recent large sales, as semiconductor gains boost Nasdaq.
ASML Denies EUV Machine Reached China Amid US Export Control Concerns
ASML shares fell up to 2.7% after reports that US officials suspect an EUV machine may be in China. ASML denies the claim, but political risks could impact up to 20% of 2026 revenue.
ASML Shares Dip on China Export Restrictions, AI Rally Pauses
ASML shares slipped 0.6% in Amsterdam after the company denied shipping EUV chipmaking tools to China, interrupting an AI-led rally. China's share of sales is expected to fall from 33% to 20% in 2026.