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…
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…
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…
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…
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.
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…
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…
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 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…
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…
Wall Street's most dominant process control chipmaker just dropped nearly 10% in a month despite a five-quarter beat streak, and one high-conviction analyst sees a gap forming that the rest of the…
Michael Burry is doubling down on bets against Micron and the QQQ even as those positions bleed, convinced a larger market collapse is coming. With Wall Street overwhelmingly on the other side,…
Applied Materials just dropped 6% premarket despite posting record revenue and guiding for 51% growth, and the reason comes down to a two-week rally that left almost no room for anything short…
Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more…
Alex Sirois Applied Materials reports earnings tonight after a stunning year-to-date run, but margin pressure, a China revenue question mark, and a near-record-low free cash flow quarter have traders unusually split on what comes…
Thomas Richmond 
