Applied Materials has been one of the semiconductor industry’s quietest success stories. While investors obsessed over chipmakers, this equipment supplier positioned itself at the center of every major technology shift in manufacturing.…
William Temple UBS is bullish on Applied Materials (NASDAQ: AMAT). Just this morning, the firm upgraded AMAT to a buy rating with a price target of $285. They pointed to a far more bullish…
Pre-Market Stock Futures: The futures are lower on Tuesday after traders kicked off the holiday-shortened trading week with a massive Monday rally, with all major indices finishing the day higher. A combination…
Live Updates Swiss Chocolate and Swiss Watches Just Got 24% Cheaper1:41pm ETIn tariffs news — and it’s been a minute since we last had some interesting tariffs news from the tariff-obsessed Trump…
Pre-Market Stock Futures: The futures are trading lower to close out the week after a dreadful day on Wall Street on Thursday, during which all the major indices were hammered. Once again,…
There’s more to the AI boom than just some of the more obvious plays, like the big names in the Magnificent Seven that seem to say “AI” dozens of times in any…
Almost every other growth stock you look at today is rated a “Strong Buy” by Wall Street. However, looking at their valuations, you often realize that it’s a stretch to imagine the…
Live Updates Friday Wrap-up4:08pm ETThe Vanguard S&P 500 ETF closed at 591.52 Friday, down 0.2% for the day but up 1% for the week. GE Aerospace Flies Lower11:31am ETBernstein just raised its…
Live Updates Stock Will Be Very Down Tomorrow 5:24pm ETWell, nothing was said on the Applied Materials call to change around steep after hours losses. The company is down 14% as of…
Joel South Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm’s top-notch research department continues to provide institutional and high-net-worth clients with the best ideas across…
Live Updates More Reactions 4:25pm ETAfter digesting AMATs earnings here are my first thoughts. 1. AI-related orders: Management reiterated AI computing as the “dominant driver of semiconductor innovation,” but didn’t quantify direct…
Joel South If you’re looking to protect your portfolio from incessant volatility, jump into dividend stocks. For one, dividend stocks can help smooth out the ride when markets drop. Two, companies that consistently pay…
In the tumult that followed President Trump imposing sweeping tariffs on U.S. trading partners, investors threw the baby out with the bath water in the stock market. The Dow Jones Industrial Average…
While much of the hoopla surrounding Artificial Intelligence (AI) is focused on GPU companies like Nvidia and AMD, Semiconductors are the backbone of the digital architecture that creates cyberspace environments which allow…
Live Updates Stocks on the Move Today1:02pm ETEric BleekerWhat stocks are seeing the biggest moves today? Stocks directly tied to the AI energy trade are red-hot today. GE Vernova (NYSE: GEV), which makes turbines…
