Applied Materials (AMAT)

Applied Materials earned a 24.7% net margin and generated nearly $5.7 billion in free cash flow in fiscal 2025, and Intel recorded a small net loss and negative free cash flow in 2025 as it works on a manufacturing turnaround.

Intel swung to near breakeven while Marvell posted a 32.6% net margin, but valuation tells a different story about which has more room to run.

Intel's revenue jumped 18% in its latest quarter while Marvell posted eight straight quarters of growth — but the gap between them tells a different story.

Applied Materials (NASDAQ:AMAT) outlined an expanded growth strategy tied to artificial intelligence demand at its SEMICON West technology breakfast, saying it expects to gain more than two percentage points of wafer-fab-equipment market share by 2030 while increasing profitability and service reven

Applied Materials gave uncertain 2030 guidance that may have underwhelmed bullish investors.

One makes the chips, the other designs them. But their valuations and risk profiles diverge sharply.

Intel's turnaround is burning cash while NVIDIA's margins hit 55.6%, leaving investors to weigh recovery risk against dominance.

SK Hynix trades at a fraction of Applied Materials' valuation while posting a 44% net margin, but volatility in the memory market poses a different risk.

ASML is thinking years ahead of the AI industry, ensuring it remains an industry leader well into the 2030s.

Applied Materials has nearly closed a once-wide revenue gap, posting consecutive quarterly gains while Qualcomm's latest results show a marked slowdown.

The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like ...

Applied Materials posted accelerating revenue in early 2026, while Marvell maintained steady growth — a divergence that could reshape their competitive positioning.

Applied Materials held steady for most of two years before accelerating, while Nvidia's revenue nearly tripled over the same span.

Nvidia generated $96.6 billion in free cash flow last fiscal year on a 55.6% net margin, more than double Applied Materials' 24.7%.

The tech sector can continue outperforming the S&P 500 over the long term.

AMD grew far faster than Applied Materials in 2025, but its stock carries a richer valuation and potential dilution from warrants issued to two large AI customers.

ASML offers unmatched demand visibility, while Applied Materials brings broader AI-driven growth at a lower valuation.

Broadcom has locked-in AI revenue commitments from the world's largest tech companies, while Applied Materials offers broad chip equipment exposure across the semiconductor manufacturing build-out.