Headquartered in Santa Clara, CA Fiscal year ends October NASDAQ: AMAT appliedmaterials.com
Applied Materials, Inc. (NASDAQ: AMAT) provides materials engineering solutions used in the manufacture of virtually every new semiconductor chip and advanced display. The company operates through three reportable segments: Semiconductor Systems, which designs, manufactures, and sells equipment for wafer fabrication across deposition, etch, chemical mechanical planarization, metrology, and inspection; Applied Global Services, which provides integrated solutions to optimize equipment and fab performance including spares, upgrades, services, and 200mm equipment; and a Display and Other segment. Applied's technology enables advances in AI computing, advanced packaging (including high bandwidth memory), leading-edge foundry-logic nodes, and next-generation display systems. The company's EPIC Center serves as a collaborative R&D hub with chipmakers, universities, and innovation partners to accelerate commercialization of breakthrough semiconductor technologies. Applied is also expanding into augmented reality and smart eyewear through its SENZ platform and a joint development agreement with EssilorLuxottica. Updated
Everyone post their bags, quickly.
Retail's dip list is almost entirely the AI semi complex, yet the thread's top-voted replies are sitting on their hands until the midterms. When 216 comments can't agree whether a selloff is a sale or a top, position sizing is what decides the outcome.
Cipher Digital's 13.1% drop was the deepest cut in a 385-name priority list at the close. Refiners and Oracle took the other side.
Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
A 4.7% PepsiCo yield loses to the 10-year, so any bounce off Thursday's earnings report is just a trade. Cramer stays long AI compute while telling snack and beer holders the consumer shift is structural.
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%.
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.
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.
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.
A brutal sector-wide selloff crushed Lam Research even as its fundamentals held firm, and now one respected Wall Street firm has staked out a price target that would make today's buyers very…
Applied Materials just suffered one of its steepest drops in years, yet analysts keep raising their earnings estimates and some price targets sit nearly double the current share price. Here is what…
Semiconductor stocks just logged their longest losing streak in nearly two decades, and the cause this time has nothing to do with a credit crisis. What is actually driving the selloff puts…
Not every fat dividend survives long enough to matter, and the gap between a yield that compounds your wealth and one that quietly drains it comes down to a handful of signals…
Applied Materials just posted its fifth consecutive earnings beat while the stock cratered 22% in three months, and at least one Wall Street firm thinks that disconnect points to one of the…
ASML is the only company on earth that builds the machines chipmakers need for advanced semiconductors, and it just told customers it cannot keep up with their orders. What that supply crunch…
Semiconductor equipment stocks are giving back ground after a strong year powered by artificial intelligence (AI) spending. Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is at $461.91, down 7% in afternoon…
A company that builds the machines behind every AI chip quietly turned patient investors into big winners, but the path there included years of frustration, export penalties, and a stock that barely…
Worldwide wafer fabrication equipment spending is projected to increase 23.1% to $143.9 billion in 2026, following a record $116.9 billion in 2025 Applied Materials’ global equipment market share declined from 20.0% in…
Dr. Robert Castellano 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…
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…
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…
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,…
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…
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…
Applied Materials, Inc. (NASDAQ: AMAT) provides materials engineering solutions used in the manufacture of virtually every new semiconductor chip and advanced display.
24/7 Wall St.'s 12-month price target for AMAT is $521.65, rated Buy. The Wall Street consensus target is $627.83. AMAT price prediction →
