Applied Materials (AMAT)

In a move that has sent shockwaves through global equity markets and solidified the narrative of an era-defining "AI supercycle," Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially raised its 2026 capital expenditure guidance to an unprecedented range of $52 billion to $56 billion. This massive upward revision, representing a

A number of stocks fell in the afternoon session after the semiconductor sector tumbled as a 'buy the rumor, sell the news' event unfolded around AI-chip leader Nvidia, despite its strong earnings report. 

The global landscape of artificial intelligence reached a critical inflection point this February as the "memory bottleneck" continues to dictate the pace of innovation. Leading the charge, South Korean semiconductor giant SK Hynix (KRX: 000660) has formalized a massive $15.1 billion (20 trillion won) commitment to its M15X fab

Applied Materials has notably outperformed the S&P 500 over the past year, and analysts are highly optimistic about the stock’s prospects.

AMAT's Quality score hits 90.89 after a Q1 earnings beat. 49.1% margins and AI growth landed Applied Materials in the top 10% of stocks.

Numerous companies shared crucial information about AI and semiconductor trends.

These two companies are poised to win big from the huge jump in artificial intelligence (AI) infrastructure spending this year.

Big spending from hyperscalers will eventually end up in this company's bottom line.

March S&P 500 E-Mini futures (ESH26) are down -0.32%, and March Nasdaq 100 E-Mini futures (NQH26) are down -0.36% this morning, pointing to a lower open on Wall Street as worries about a potential conflict between the U.S. and Iran dampened sentiment...

Applied Materials closed the fourth quarter with better-than-expected results, as the market responded positively to strength in its AI, foundry-logic, and memory segments. Management attributed these results to ongoing customer investment in advanced node transitions and 3D scaling, as well as operational execution in supply chain and cost controls. CEO Gary Dickerson highlighted that “customers continue to accelerate node migrations and new 3D scaling approaches,” expanding opportunities for Applied Materials’ materials engineering portfolio. Investments in research and development and capacity expansion also supported the quarter’s outcomes.

Japan’s trade landscape shifted dramatically in early 2026 as the Ministry of Finance reported a staggering 16.8% year-on-year surge in exports for January. This growth, the fastest in over three years, was driven by an insatiable global appetite for semiconductor-related technology and a massive rebound in shipments to

These companies can pleasantly surprise investors in 2026.

The semiconductor equipment maker crushed expectations and delivered guidance that has Wall Street buzzing about a multi-year growth cycle.

A key trading signal flashed for Applied Materials shares at a price of $348.36, after which AMAT rose nearly 4%.

NEW YORK — Financial markets are recalibrating their expectations for the remainder of 2026 following a pivotal inflation report that suggests the Federal Reserve’s long battle against price pressures may finally be entering its final act. Data released by the Bureau of Labor Statistics on February 13, and further analyzed

On February 17, 2026, the semiconductor industry received a resounding confirmation of the "AI Giga-cycle" as Applied Materials, Inc. (Nasdaq: AMAT) saw its shares surge over 8% in early trading. The rally followed a dominant Q1 2026 earnings report that exceeded Wall Street’s most optimistic forecasts. As the world’s largest provider of semiconductor manufacturing equipment, [...]