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Applied Materials (NQ:AMAT)

358.00 +8.53 (+2.44%)

Streaming Delayed Price Updated: 3:17 PM EDT, Mar 19, 2026 Add to My Watchlist

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Silicon Bridge: The Landmark US-Taiwan Accord That Redefines Global AI Power

January 19, 2026

The global semiconductor landscape underwent a seismic shift last week with the official announcement of the U.S.-Taiwan Semiconductor Trade and Investment Agreement on January 15, 2026. Signed by the...

Via TokenRing AI

The Glass Revolution: How Intel and Samsung Are Shattering the Silicon Packaging Ceiling for AI Superchips

January 19, 2026

As of January 19, 2026, the semiconductor industry has officially entered what many are calling the "Glass Age." Driven by the insatiable appetite for compute power required by generative AI, the...

Via TokenRing AI

Topics Artificial Intelligence Economy

China’s “Sovereign” Silicon: Breakthrough in Domestic High-Energy Ion Implantation

January 19, 2026

In a milestone that signals a definitive shift in the global semiconductor balance of power, the China Institute of Atomic Energy (CIAE) announced on January 12, 2026, the successful beam extraction...

Via TokenRing AI

Topics Artificial Intelligence Economy

Ignore the China Drama and Buy Applied Materials Stock

January 19, 2026

One analyst has a clear message for Applied Materials stock with a rating upgrade.

Via Barchart.com

Topics Artificial Intelligence

The End of the Silicon Age: How GaN and SiC are Electrifying the 2026 Green Energy Revolution

January 19, 2026

The global transition to sustainable energy has reached a pivotal tipping point this week as the foundational hardware of the electric vehicle (EV) industry undergoes its most significant...

Via TokenRing AI

Topics Artificial Intelligence Economy Electric Vehicles

The Memory Supercycle: Micron’s Stock Surge Signals a New Era for AI Infrastructure

January 16, 2026

As of January 16, 2026, the global technology sector is witnessing a historic pivot, led by a massive valuation surge in the memory chip market. Micron Technology (NASDAQ: MU) has seen its stock price...

Via MarketMinute

Topics Artificial Intelligence Economy Supply Chain

The AI Valuation Reckoning: Palantir’s 11% Slump Signals a 'Software Winter' in Early 2026

January 16, 2026

The high-flying momentum of the artificial intelligence sector met a cold reality in the opening weeks of 2026 as Palantir Technologies Inc. (NYSE: PLTR) saw its stock price tumble by more than 11%....

Via MarketMinute

Topics Artificial Intelligence Earnings

Gatekeeper of the AI Supercycle: ASML’s 2026 Outlook Anchors Global Semiconductor Sentiment

January 16, 2026

As the global financial markets navigate the opening weeks of 2026, the spotlight has once again intensified on Veldhoven, Netherlands. ASML Holding N.V. (NASDAQ: ASML), the world’s sole provider of...

Via MarketMinute

Topics Artificial Intelligence Economy

The $56 Billion Draft: Follow TSMC’s CapEx Stream ↗

January 16, 2026

Via MarketBeat

Wells Fargo Can’t Get Enough of These 2 Semiconductor Stocks

January 16, 2026

Wells Fargo is kicking off 2026 with two massive price target increases that are ahead of the consensus and point to further growth in the semiconductor industry.

Via Barchart.com

Topics Artificial Intelligence

Applied Materials Stock Just Hit a New All-Time High. Should You Buy AMAT Here?

January 16, 2026

Applied Materials stock extends gains as TSMC raises capex guidance for the full year. KeyBanc explains why AMAT shares will push higher from here in 2026.

Via Barchart.com

Topics Artificial Intelligence Supply Chain

Silicon Sovereignty: China’s Strategic Blockade on Nvidia’s H200 Rattles Global Markets

January 16, 2026

As of January 16, 2026, the global semiconductor landscape has been thrust into a state of high-stakes volatility following reports that the Chinese government has effectively blocked the importation...

Via MarketMinute

Topics Artificial Intelligence Economy Initial Public Offering

The 'Silicon Pact': U.S. and Taiwan Finalize $500 Billion Trade Deal to Reshape Global Chip Manufacturing

January 16, 2026

In a move that marks a definitive shift in the global technological balance of power, the United States and Taiwan officially signed a landmark expansion of the U.S.-Taiwan Initiative on 21st-Century...

Via MarketMinute

Topics Artificial Intelligence Economy Supply Chain

TSMC Shatters Records: AI Demand Drives Record Earnings and $56B Investment Plan

January 16, 2026

In a definitive signal that the artificial intelligence revolution is only gaining momentum, Taiwan Semiconductor Manufacturing Company (NYSE: TSM) reported record-breaking fourth-quarter 2025...

Via MarketMinute

Topics Artificial Intelligence Economy

S&P 500 and Nasdaq Rebound as Chip Stocks Lead Tech Revival

January 16, 2026

Wall Street’s major indices staged a decisive comeback on Friday, January 16, 2026, as investors aggressively bought the dip in semiconductor stocks following a brief mid-week wobble. The tech-heavy...

Via MarketMinute

Topics Artificial Intelligence Economy Government

Top S&P500 movers in Friday's pre-market session ↗

January 16, 2026

Via Chartmill

Here's What to Expect From Applied Materials' Next Earnings Report

January 16, 2026

Applied Materials is set to report its first-quarter results soon, and analysts expect a single-digit earnings decrease.

Via Barchart.com

Topics ETFs

Nasdaq Futures Climb on AI Optimism

January 16, 2026

March Nasdaq 100 E-Mini futures (NQH26) are trending up +0.59% this morning, signaling that a tech rally fueled by strong earnings from Taiwan Semiconductor Manufacturing Co., which revived optimism...

Via Barchart.com

Topics Artificial Intelligence Economy

Chips and Checks: AI and Banks Lead Wall Street's Charge ↗

January 16, 2026

Via Chartmill

Topics Artificial Intelligence

The Great Broadening: Why the S&P 500 Rally Is No Longer Just a Tech Story

January 15, 2026

As we enter the first weeks of 2026, the narrative of a stock market dominated by a handful of tech giants has finally given way to a more balanced and resilient economic landscape. For the first time...

Via MarketMinute

Topics Artificial Intelligence Economy Stocks

Exploring the top movers within the S&P500 index during today's session. ↗

January 15, 2026

Via Chartmill

China Enforces 50% Domestic Equipment Mandate to Shield Semiconductor Industry from US Restrictions

January 15, 2026

In a decisive move to solidify its technological sovereignty, Beijing has officially enforced a mandate requiring domestic chipmakers to source at least 50% of their manufacturing equipment from local...

Via TokenRing AI

Topics Artificial Intelligence Economy Supply Chain

Applied Materials (AMAT) Stock Trades Up, Here Is Why

January 15, 2026

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 8.2% in the afternoon session after Taiwan Semiconductor Manufacturing Co. (TSMC), a major customer, announced a...

Via StockStory

Topics Government Supply Chain

What's going on in today's session: S&P500 movers ↗

January 15, 2026

Via Chartmill

ASML Hits $500B Market Cap as TSMC Earnings Spark Global Semiconductor Rally

January 15, 2026

The global semiconductor landscape reached a historic fever pitch on January 15, 2026, as ASML Holding N.V. (Euronext: ASML / NASDAQ: ASML) officially crossed the $500 billion market capitalization...

Via MarketMinute

Topics Artificial Intelligence Earnings Economy

TSMC Shatters Records with Blowout Q4 Profits as Arizona Expansion Becomes the New Frontline of Global Silicon

January 15, 2026

The silicon landscape shifted decisively today as Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) reported a monumental fourth-quarter earnings beat, fueled by an insatiable global appetite for...

Via MarketMinute

Topics Artificial Intelligence Earnings Economy

Thursday's session: gap up and gap down stock in the S&P500 index ↗

January 15, 2026

Via Chartmill

A Glimpse Into The Expert Outlook On Applied Materials Through 23 Analysts ↗

January 15, 2026

Via Benzinga

The Global Supply Chain Split: China’s 50% Domestic Mandate and the Rise of the Silicon Curtain

January 15, 2026

As of January 15, 2026, the era of a single, unified global semiconductor market has officially come to an end. Following a quiet but firm December 2025 directive from Beijing, Chinese chipmakers are...

Via TokenRing AI

Topics Artificial Intelligence Economy Intellectual Property

Discover the top S&P500 movers in Thursday's pre-market session. ↗

January 15, 2026

Via Chartmill

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