Stock Data
$3.89 (0.78%)
Asset Type
Common Stock
Exchange
NASDAQ
Currency
USD
Country
USA
Sector
TECHNOLOGY
Industry
SEMICONDUCTOR EQUIPMENT & MATERIALS
Applied Materials Inc is a leading provider of manufacturing equipment, services, and software for the semiconductor and display industries. With a focus on innovation, it offers solutions across three main segments: Semiconductor Systems, Applied Global Services, and Display and Adjacent Markets. Its products are essential for making semiconductor chips, liquid crystal displays, and organic light-emitting diodes used in a wide range of consumer electronics. Headquartered in Santa Clara, California, Applied Materials serves customers globally, emphasizing the enhancement of equipment performance and productivity.
Microsoft is sending shareholders about $6.76 billion, 91 cents a share, with the money arriving September 10. Applied Materials, Marriott, SBA Communications and LKQ are paying too, but nothing else today comes close.
Apple's capital now decides which US manufacturers get scale: Cook has put $600 billion behind the reshoring pledge, with Corning the first proof point. Cramer's challenge is whether that is anywhere near enough for holders of the supplier names.
Management sees $10.25 billion in Q4 revenue, a step up from a record quarter that grew 24.8% year over year and cleared both consensus lines. Semiconductor Systems margin expanded to 38.0% from 33.2% as DRAM, leading-edge logic and advanced packaging orders accelerated, and China's revenue share eased to 28% from 35%. Calendar 2026 systems expectations were raised again.
ACM Research reports at 6:00 AM ET, and the $5.1 billion cleaning-tool maker is the cleanest public read on whether Chinese fabs are still buying through export controls. Gross margin and the full-year outlook matter more than the quarter itself, with read-throughs to Lam Research and Applied Materials.
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