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Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q4 CY2025, but sales fell by 2.1% year on year to $7.01 billion. On top of that, next...

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AI: The Great Disruptor or the Great Divider? ↗

February 13, 2026

Via Chartmill

AMAT Q4 Deep Dive: AI Demand and Advanced Packaging Lead Guidance Upside

February 13, 2026

Applied Materials Inc (NASDAQ:AMAT) Surges on Strong Earnings Beat and Robust AI-Driven Outlook ↗

Topics Artificial Intelligence Economy

February 12, 2026

Via Chartmill

Topics Earnings

Coinbase, Apple, Applied Materials, Arista Networks And Rivian: Why These 5 Stocks Are On Investors' Radars Today (UPDATED) ↗

February 12, 2026

Major U.S. indexes closed lower on Thursday, with the Dow Jones Industrial Average dropping 1.34% to 49,451.98.

Via Benzinga

Topics Stocks

Applied Materials AMAT Q1 2026 Earnings Transcript ↗

February 12, 2026

Applied Materials AMAT Q1 2026 Earnings Transcript

Via The Motley Fool

Topics Artificial Intelligence Economy Supply Chain

AMAT Shares Surge After-Hours On Blowout Earnings — CEO Says Global Semiconductor Industry Revenues To Hit $1T In 2026 ↗

February 12, 2026

Applied Materials forecast revenues for Q2 at about $7.65 billion, beating analyst expectations of $7.02 billion on average, as per Fiscal.ai data.

The Giga-Cycle Arrives: Global Chip Equipment Spending Set to Smash Records at $135 Billion in 2026

Topics Artificial Intelligence Supply Chain

February 12, 2026

As of February 12, 2026, the semiconductor industry has officially entered what analysts are calling the "Giga-cycle," with global Wafer Fab Equipment (WFE) spending projected to hit an unprecedented...

In a decisive move that has sent ripples through the semiconductor sector, Micron Technology (NASDAQ: MU) shares rocketed nearly 10% on Wednesday, closing at a record $410.34. The surge was fueled by...

Topics Artificial Intelligence Earnings Economy

Micron Technology (MU) Jumps 9% on HBM4 Volume Production and Sold-Out 2026 Outlook

February 12, 2026

Applied Materials Inc (NASDAQ:AMAT) reports first-quarter financial results for fiscal 2026 after the market close on Thursday.

Topics Artificial Intelligence Economy Supply Chain

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

February 12, 2026

Via Chartmill

Applied Materials Beats Q1 Estimates, Issues Strong Guidance, Shares Surge ↗

February 12, 2026

Via Benzinga

Applied Materials Trounces Expectations With Big Quarterly Beat ↗

February 12, 2026

Applied Materials handily beat Wall Street's targets for its fiscal Q1 and guided well above views for the current period. AMAT stock jumped.

Via Investor's Business Daily

Applied Materials’s (NASDAQ:AMAT) Q4 Sales Top Estimates, Stock Soars

February 12, 2026

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) beat Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 2.1% year on year to $7.01 billion. On top of that, next...

Topics Artificial Intelligence

Applied Materials Announces First Quarter 2026 Results

February 12, 2026

Amkor Technology Shatters Expectations: AI-Driven Advanced Packaging Boom Triggers Massive 2026 Investment Surge

February 12, 2026

TEMPE, AZ — February 12, 2026 — Amkor Technology (NASDAQ:AMKR) has sent shockwaves through the semiconductor industry this week, reporting a fourth-quarter earnings blowout that far exceeded even the...

The Silicon Nexus: Applied Materials and Samsung Forge Next-Generation Chip Breakthroughs at the New EPIC Center

Topics Artificial Intelligence Earnings Economy

How to Read Applied Materials Earnings: What Signals Move the Stock? ↗

February 12, 2026

Via MarketBeat

February 12, 2026

In a landmark move for the global semiconductor industry, Applied Materials (NASDAQ: AMAT) and Samsung Electronics (KRX: 005930) officially inaugurated their joint research residency at the newly...

Applied Materials, Inc. (NASDAQ: AMAT) resolves export probe and focuses on next-gen chip tech and industry collaboration for AI demand.

Topics Artificial Intelligence

Applied Materials Ends US Probe With $252 Million Settlement ↗

February 12, 2026

Via Benzinga

Topics Artificial Intelligence

Nasdaq, S&P 500 Futures Rise, Markets Await Jobless Claims: Why NVDA, META, NKTR, NVCR, AMAT, ASTS Are On Traders' Radar Today ↗

February 12, 2026

Applied Materials Stock Rises Ahead Of Q1 Earnings After $252M Export Probe Settlement ↗

Topics Stocks

February 12, 2026

Several Wall Street firms have raised price targets on Applied Materials ahead of earnings, with targets implying upsides in the range of 7% to 25% from the stock’s last close.

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Applied Materials Reaches Resolution with the U.S. Department of Commerce

February 11, 2026

Applied Materials Announces Samsung Electronics Will Join the New, Multibillion-Dollar EPIC Center in Silicon Valley

February 11, 2026

Interested in Artificial Intelligence (AI) Stocks in 2026? Consider Buying This Top-Performing AI ETF. ↗

February 11, 2026

This top-performing ETF's largest five stock holdings are Nvidia, Taiwan Semiconductor Manufacturing (TSM), Broadcom, Micron, and ASML Holding.

Via The Motley Fool

Topics Artificial Intelligence ETFs

Applied Materials (AMAT) To Report Earnings Tomorrow: Here Is What To Expect

February 10, 2026

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting earnings this Thursday after market close. Here’s what to look for.

Applied Materials Unveils Transistor and Wiring Innovations for Faster AI Chips

February 10, 2026

Applied Materials’ first quarter will benefit from robust AI-driven demand. However, the recent rally has driven its valuation higher.

Applied Materials Q1 Earnings Preview: Can AMAT Stock Maintain Momentum?

February 10, 2026

Via Barchart.com

Topics Artificial Intelligence Supply Chain

Why VanEck Semiconductor ETF -- the Best AI ETF, in My View -- Gained 12% in January ↗

February 09, 2026

This top-performing exchange-traded fund (ETF) doesn't have "AI" in its name, but it remains the best AI ETF for long-term investors.

Via The Motley Fool

Topics Artificial Intelligence ETFs

The Architecture of AI: A Deep Dive into Lam Research (LRCX) and the Advanced Packaging Revolution

February 09, 2026

Date: February 9, 2026 Introduction As the global economy grapples with the transformative shifts of the mid-2020s, the "AI gold rush" has moved beyond the chip designers and into the ultra-precise...

Via Finterra

Topics Artificial Intelligence Economy World Trade

3 Semiconductor Stocks with Open Questions

February 08, 2026

Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has...