Savita Subramanian, Bank of America Securities’ head of US equity and quantitative strategy, took to CNBC this week with a simple message. Corporate earnings are “gangbusters”, and the trade you actually want…
ASML Holding (NASDAQ: ASML | ASML Price Prediction) and Applied Materials (NASDAQ: AMAT) both posted strong results into the AI capex wave. ASML’s Q1 FY2026 showed lithography dominance translating into pricing power,…
Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) stock is ripping again. Shares are up 11% today to $697.61 in Monday trading, marking a fresh high, after KeyBanc Capital Markets issued a bullish…
David Moadel Live Updates Tech Headwinds10:27am ETJPMorgan is flagging a potential headwind for tech stocks, warning that retail investors are pulling back on leverage in options and margin accounts after reaching extreme levels. The…
At $567.25, Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) looks extended for fresh capital, with the setup improving meaningfully on any retest of structural support near $460. After a brutal June flush,…
Alex Sirois I keep hitting the buy button on Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) because the company sells the picks and shovels for every leading-edge AI chip the world is racing to…
Alex Sirois The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by…
The Roundhill Memory ETF (CBOE:DRAM) is the first U.S.-listed pure-play memory-chip ETF, and it landed in the middle of one of the most violent upcycles the industry has ever seen. DRAM launched…
Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price…
Tucked inside SpaceX’s pre-IPO S-1 filing are two project names most investors have never heard. Macrohard is an agentic AI software platform, and Terafab is a vertically integrated chip fabrication initiative. Tesla…
Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now. But the smarter seat is upstream,…
If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like…
Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out…
Eight Wall Street firms hiked their price targets on Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) in a single coordinated wave on May 15, following the chip equipment giant’s record Q2 FY2026…
David Moadel Live Updates Applied Materials Q2 Earnings Coverage Wrap-Up4:52pm ETThat wraps up our initial coverage of Applied Materials’ Q2 results. Thank you for stopping by! Check out management’s earnings call tonight for more…
Thomas Richmond 
