Gainers
Losers
Bloom Energy closed up 11.21% at $292.34, the only double-digit gain in a 383-name priority list. The other end was just as loud: AMC and DraftKings both gave up more than 7%.
Latest Activity
Gainers
Losers
Bloom Energy opened 7.79% higher, the widest move in a 383-stock board where nothing else on either side cleared 6%. Energy names sit on the losing end, with iQIYI the weakest at -4.81% and still under a dollar.
- AMATApplied Materials, Inc. - Common Stock (AMAT)Buy$1K – $15K
- MSFTMicrosoft Corporation - Common Stock (MSFT)Buy$250K – $500K
- MSFTMicrosoft Corporation - Common Stock (MSFT)Buy$500K – $1M
- MSFTMicrosoft Corporation - Common Stock (MSFT)Sell$250K – $500K
- MSFTMicrosoft Corporation - Common Stock (MSFT)Sell$500K – $1M
- CommonBuy$1K – $15K
- QSRRestaurant Brands International Inc. Common Shares (QSR)Buy$1K – $15K
Disclosed 39 days after the earliest trade
Four paired Microsoft option legs on a single day, each reported in ranges as large as $1 million, dwarf everything else in this filing and point to a structured position rather than a casual buy. The small AMAT and Restaurant Brands purchases are rounding errors next to it. Disclosure came 39 days after the trades, so the setup has already had a month to work.
MSFTMicrosoft
$6.8B$0.91 per share
- 2AMATApplied Materials$0.53/sh$421M
- 3MARMarriott International$0.73/sh$190M
- 4SBACSBA Communications$1.25/sh$133M
- 5LKQLKQ$0.30/sh$75.9M
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.
PodcastMad Money w/ Jim Cramer
Mad Money w/ Jim Cramer 8/14/26
- Tim Cook, from Harrodsburg, Kentucky: Apple is putting $600 billion to work over four years across 79 US factories
- Cook credits the Corning glass partnership dating to the first iPhone in 2007 for reviving the town
- Cramer pushes back that the $2.5 billion Corning commitment is a drop in the bucket
- Cook argues the reshoring creates a domino effect pulling foreign suppliers onshore
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.
Q3 2026
EPS
$3.50
est $3.39+3.1%
Revenue
$9.12B
est $9.00B+1.2%
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.
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Reports Fri Aug 7Before open6:00 AM ETConfirmed
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.
AMAT Coverage
12:59pm ET
Investing
Lam Research Climbs 5% as Chip Equipment Names Outrun the Sector; Applied Materials Rises 4%, KLA Corp. Gains 3%
Chip equipment stocks are pulling ahead of the broader semiconductor group in Friday morning trading, with buying concentrated in the tools layer rather than across chip designers and foundries. Lam Research (NASDAQ:LRCX…
10:38am ET
Investing
Eisman Says Buy Micron And SK Hynix. “In This Knife Fight You Want To Be The One Selling The Knives”
Steve Eisman highlighted a subscriber email arguing the safest way to play the AI buildout is owning upstream suppliers rather than betting on any one chip designer. The key insight: “In this…
7:00am ET
Investing
Lam Research Vs. Applied Materials: Who Actually Helps ASML Share Prices Rise Higher?
Lam Research and Applied Materials both posted blowout quarters riding the same AI capex wave, but only one of them moves in genuine lockstep with ASML as EUV adoption accelerates into the…
10:52am ET
Investing
Chip Equipment Stocks Slide as AI Pacing Call Reaches Fab Spending: Applied Materials and Lam Research Fall 6%, ASML Sinks 5%
Chip equipment stocks are the center of Monday morning’s selling. Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is down 6% to $429.71, Lam Research (NASDAQ:LRCX) stock is falling 6% to $279.18,…
7:50am ET
Investing
ASML Fell For a Month Straight: A Prominent Wall Street Ratings Agency Says It Will Return 70% From Today
ASML's monopoly on the machines that build every advanced chip in the world just endured a month of relentless selling, and one prominent Wall Street analyst thinks the market has handed investors…
12:10pm ET
Investing
Applied Materials CEO Says the AI Boom Is Nowhere Near Over. His Order Book Is the Proof
Applied Materials CEO Gary Dickerson showed up to a Goldman conference with customer order books stretching years into the future, and the peers corroborating his story make the bullish case harder to…
11:15am ET
Investing
SEMI’s CEO Has Watched Four Decades of Chip Cycles. He Says This One Only Goes Up.
A semiconductor industry veteran who survived decades of brutal boom-and-bust cycles is calling an end to that era forever, but buried inside his optimism sits a warning about memory capacity that quietly…
3:20pm ET
Investing
Applied Materials Just Dropped 14% in a Month. Sell Now, or Buy More?
Applied Materials just posted record revenue and raised its guidance, yet the stock keeps falling while its closest peers barely flinched. Understanding why that gap exists changes everything about what you should…
9:49am ET
Investing
I Keep Buying Marvell Technology Because Its Type Historically Wins
Every time the hyperscalers write a check to build out AI, one mid-cap chip company's name keeps appearing on the invoice, and the pattern behind that is exactly why this stock stays…
12:42pm ET
Investing
Applied Materials’ China Problem Is Getting Worse
China just unveiled domestic immersion DUV lithography systems, and semiconductor equipment stocks sold off hard, but the companies actually in the crosshairs may not be the ones investors are panicking about.
4:38pm ET
Investing
This Company Just Paid Out $6.8 Billion. Its AI Bill Was 4x That
Microsoft just handed shareholders nearly $7 billion in a single day, yet its AI spending bill dwarfs that figure by a staggering margin. Whether Redmond can keep the dividend growing while burning…
5:10pm ET
Investing
The Biggest Risk Facing the First Trust Nasdaq Semiconductor ETF (FTXL) Right Now
FTXL has handed holders a stunning run, but the modified-equal-weight label that made the fund feel safe may be hiding a concentration problem that turns one bad earnings call into a portfolio…
9:14am ET
Investing
Time to Accumulate Applied Materials Before Foundry Ramps Hit?
Dr. Michael Burry is betting against Applied Materials while foundry ramps promise to flood equipment suppliers with fresh CapEx. Whether that bearish pressure or the coming demand surge wins out depends on…
Joey Frenette 1:14pm ET
Investing
Applied Materials Falls 4%, Lam Research and Teradyne Sink 5%: What’s Prompting the Selloff in Chip Equipment Stocks?
Chip equipment stocks are selling off hard even as Treasury yields drop and the broader market climbs, and the disconnect points to something more troubling than a rates problem lurking beneath the…
3:22pm ET
Investing
Applied Materials Rockets 98% in 2026: How Does AMAT Compare to Lam Research and KLA as AI Capex Powers Chip Gear Stocks?
Chip equipment stocks have surged far ahead of the broader tech market in 2026, but a single week of doubts about AI spending just wiped billions in gains across the group. Here…