Applied Materials : AMAT

All Applied Materials Articles

704 Articles

David Beren | May 6, 2026 at 2:54 PM EDT

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

The semiconductor sector continues to absorb capital at a pace tied to the AI infrastructure buildout, and three exchange-traded funds…

Lee Jackson | May 5, 2026 at 7:52 AM EDT

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe’s, Roblox, Tractor Supply, Ulta Beauty, and More

Pre-Market Stock Futures: Futures are trading higher on Tuesday after new highs on Friday turned into a risk-off Monday, triggered…

Dr. Robert Castellano | May 4, 2026 at 3:52 PM EDT

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a…

Thomas Richmond | May 4, 2026 at 10:25 AM EDT

Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios.…

Dr. Robert Castellano | May 1, 2026 at 9:13 PM EDT

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market,…

Thomas Richmond | Apr 24, 2026 at 12:16 PM EDT

Philippe Laffont’s Coatue Is Betting Billions on These 3 AI Stocks. Here’s Why Smart Money Sees AI Dominance

Philippe Laffont built Coatue Management by spotting major technology shifts early and betting on them with size. His fund has…

Ian Cooper | Apr 23, 2026 at 3:06 PM EDT

‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity

Dylan Patel, founder and chief analyst at SemiAnalysis, laid out a blunt thesis on the Invest Like the Best podcast…

David Beren | Apr 15, 2026 at 4:56 PM EDT

3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion

Three semiconductor ETFs are competing for the same investor dollar in 2026, each built on a different philosophy for capturing…

Jeremy Phillips | Apr 1, 2026 at 8:39 PM EDT

DRAM prices surged 90-95%, memory suppliers booked two years out

I’ve been watching the memory semiconductor cycle for years now, and I can’t stop thinking about a comment from a…

David Moadel | Apr 1, 2026 at 11:10 AM EDT

Micron Soars 9%: 3 Reasons the Memory Supercycle Is Reasserting Itself After a Rough Week

Micron Technology (NASDAQ:MU | MU Price Prediction) shares are up 9% in Wednesday morning trading, climbing from an opening price…

Trey Thoelcke | Mar 27, 2026 at 9:50 AM EDT

Which Chip Equipment Stock Now Offers the Smartest Dip Buy?

Applied Materials (NASDAQ: AMAT | AMAT Price Prediction), ASML (NASDAQ: ASML), KLA (NASDAQ: KLAC), and Lam Research (NASDAQ: LRCX) have…

Michael Williams | Mar 26, 2026 at 6:30 AM EDT

How 4 Dividend Growth ETFs Beat Inflation While the Fed Keeps Cutting Rates

With the Federal Reserve having cut rates from 4.5% to 3.75% over the past six months, the calculus for income…

David Moadel | Mar 25, 2026 at 10:32 AM EDT

Micron Falls as Q2 Earnings and AI Compression Put Memory Stocks on Edge

Micron Technology (NASDAQ:MU | MU Price Prediction) shares retreated as much as 5% in early Wednesday trading, extending a brutal…

Michael Williams | Mar 25, 2026 at 7:57 AM EDT

3 Tech ETFs for 2026: FTEC, IGV, and XNTK Tell Very Different Stories

Three tech ETFs. Three very different portfolios. FTEC, IGV, and XNTK each carry the “technology” label, but what they actually…

Chris MacDonald | Mar 20, 2026 at 10:02 AM EDT

The Only 3 Growth ETFs I Would Buy and Hold Through Any Market

Growth investing has had a choppy start to 2026. The major growth benchmarks are down in the low single digits…

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Applied Materials : AMAT

All Applied Materials Articles

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe’s, Roblox, Tractor Supply, Ulta Beauty, and More

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

Philippe Laffont’s Coatue Is Betting Billions on These 3 AI Stocks. Here’s Why Smart Money Sees AI Dominance

‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity

3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion

DRAM prices surged 90-95%, memory suppliers booked two years out

Micron Soars 9%: 3 Reasons the Memory Supercycle Is Reasserting Itself After a Rough Week

Which Chip Equipment Stock Now Offers the Smartest Dip Buy?

How 4 Dividend Growth ETFs Beat Inflation While the Fed Keeps Cutting Rates

Micron Falls as Q2 Earnings and AI Compression Put Memory Stocks on Edge

3 Tech ETFs for 2026: FTEC, IGV, and XNTK Tell Very Different Stories

The Only 3 Growth ETFs I Would Buy and Hold Through Any Market

Mark Cuban Warns 6 Popular Investments Could Quietly Ruin Your Wealth

This Dividend Portfolio Pays More Than Social Security and a Part-Time Job Combined

You’re Watching AI Headlines Daily. Here’s How to Own the Whole Trend at Once

This Dividend Portfolio Pays More Than Social Security and a Part-Time Job Combined

The Florida Retirement Secret: Live Inland, Keep the Beach

Mark Cuban Warns 6 Popular Investments Could Quietly Ruin Your Wealth

This Dividend Portfolio Pays More Than Social Security and a Part-Time Job Combined

Applied Materials : AMAT

All Applied Materials Articles

Semiconductor Leaders SOXX, SMH, and FTXL Are Crushing It on AI Infrastructure Demand

Here Are Tuesday’s Top Wall Street Analyst Research Calls: Applied Materials, Devon Energy, GoDaddy, Home Depot, Lam Research, Lowe’s, Roblox, Tractor Supply, Ulta Beauty, and More

KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

Philippe Laffont’s Coatue Is Betting Billions on These 3 AI Stocks. Here’s Why Smart Money Sees AI Dominance

‘DRAM Will Double or Triple From Here’ as AI Demand Outpaces Supply Chain Capacity

3 Semiconductor ETFs to Buy Before the AI Chip Market Hits $500 Billion

DRAM prices surged 90-95%, memory suppliers booked two years out

Micron Soars 9%: 3 Reasons the Memory Supercycle Is Reasserting Itself After a Rough Week

Which Chip Equipment Stock Now Offers the Smartest Dip Buy?

How 4 Dividend Growth ETFs Beat Inflation While the Fed Keeps Cutting Rates

Micron Falls as Q2 Earnings and AI Compression Put Memory Stocks on Edge

3 Tech ETFs for 2026: FTEC, IGV, and XNTK Tell Very Different Stories

The Only 3 Growth ETFs I Would Buy and Hold Through Any Market

Mark Cuban Warns 6 Popular Investments Could Quietly Ruin Your Wealth

This Dividend Portfolio Pays More Than Social Security and a Part-Time Job Combined

You’re Watching AI Headlines Daily. Here’s How to Own the Whole Trend at Once

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This Dividend Portfolio Pays More Than Social Security and a Part-Time Job Combined

The Florida Retirement Secret: Live Inland, Keep the Beach