Morgan Stanley Delivers a Stark Warning on Applied Materials Stock Morgan Stanley lowered its valuation multiple for the chip equipment maker even as it raised its 2027 revenue and earnings forecasts. Barchart · Sep 30
Why It’s Time to Load Up on Applied Materials Stock Applied Materials is well positioned to deliver solid growth. Improving margins and long-term customer commitments strengthen its growth outlook. Barchart · Sep 29
Nvidia and AMD Get the Headlines. The Real AI Winners Might Be Applied Materials and Lam Research. Applied Materials and Lam Research build the tools behind every AI chip. See how their strategies differ and which stock best fits investors. Barchart · Sep 23
Goldman Sachs raises target on a stock that has already surged over 140% this year. Do you own it? Sansera Engineering shares rallied after Goldman Sachs raised its target price to Rs 4,990 from Rs 4,500 while retaining its Buy rating. The revised target implies 16.1% upside, with the stock already up over 140% in 2026. Goldman sees investments by Applied Materials and Lam Research in India supporting local… The Economic Times · Sep 22
India attracts $12 billion for chipmaking as global firms join the push: What it means for the sector India is witnessing a surge in investment commitments under its ambitious semiconductor policy, with both global and domestic players pledging billions. Major firms such as Applied Materials and Lam Research are gearing up for noteworthy investments, while Micron Technology is set to initiate local testing and assembly of millions of… The Economic Times · Sep 21
Chip majors make beeline for Semicon to build wider ecosystem with Indian talent The government has announced the Semicon 2.0 scheme with an incentive of around Rs 1.27 lakh crore or USD 13.5 billion to build the semiconductor ecosystem. Union Minister Ashwini Vaishnaw said investment proposals worth USD 12 billion are likely to come under the new scheme for chip production. The Economic Times · Sep 19
Rs 15,000 cr investment inflow into Karnataka to create over 2,000 jobs: Minister M B Patil Karnataka Minister M B Patil announced an investment potential of over Rs 15,000 crore, with Lam Research investing Rs 9,298 crore and Applied Materials Rs 3,600 crore. These investments are expected to strengthen Karnataka's semiconductor supply chain capabilities. Land has been allotted for Lam Research's silicon-component manufacturing facility, while Applied… The Economic Times · Sep 19
Is Applied Materials Stock Outperforming the Dow? As Applied Materials has outperformed relative to the Dow over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects. Barchart · Aug 31
Corning vs. Applied Materials: One Stock Beat the Other by 75 Percentage Points. The Better AI Infrastructure Play Is Clear. Corning and Applied Materials both fuel the AI infrastructure boom, but from opposite ends of the chip supply chain. Here's the stronger buy. Barchart · Aug 31
These 3 GARP Stocks Show Why Growth and Value Do Not Have to Clash Applied Materials, Progressive, and PulteGroup stand out as growth-at-a-reasonable-price stocks for the second half of 2026, each balancing valuation and growth differently. MarketBeat · Aug 29
Applied Materials Drops 34%. Here’s Why You Should Buy the Dip in AMAT Stock. The ongoing investment in AI infrastructure is creating a favorable demand environment for Applied Materials, whose equipment and engineering solutions are critical to semiconductor manufacturing. Barchart · Aug 24
Paul Tudor Jones Just Liquidated His Entire Stake in Applied Materials Stock. I Don’t Think He’s 100% Bearish on AI Though… Yet Paul Tudor Jones has a growing put position and a now-liquidated common stock position in Applied Materials. Is he bearish on AI? Barchart · Aug 20
Applied Material Falls Despite Posting Above-Average Q3 Results. Why, and What to Do With AMAT Stock Now. Shares made a downmove as some investors remain wary of high expectations. Barchart · Aug 17
Applied Materials Beat Everything but Wall Street’s Expectations for Margins Applied Materials beat Q3 estimates and raised guidance, but shares fell 6% as sequential growth slowed and gross margin guidance stalled at 50.4% for Q4. MarketBeat · Aug 15
Barchart · Aug 14 Stocks Close Lower on Worries About US Economy The S&P 500 Index ($SPX ) (SPY ) on Friday fell by -0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) fell by -0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) fell by -0.13%. E-mini S&P futures (ESU26 ) fell -0.27%, and September E-mini Nasdaq futures (NQU26...
The Economic Times · Aug 14 US stock: S&P 500 ends lower as investors weigh data, Middle East tensions The S&P 500's streak came to an end, falling from its peak as weaker retail sales suggested caution among consumers. Despite a strong outlook, Applied Materials saw its shares slump, dragging down AI-related stocks. In contrast, rising oil prices helped lift the energy index. Reddit experienced a surge following news…
Barchart · Aug 14 Applied Materials Stock Is Down on Earnings. Here’s What Barchart Options Data Says Could Come Next for AMAT. Applied Materials shares sink on a Q2 revenue miss, but derivatives market believes AMAT stock will recover in the weeks ahead.
Barchart · Aug 14 Stocks Pressured by Worries About US Economy The S&P 500 Index ($SPX ) (SPY ) is down -0.05%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.15%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.06%. September E-mini S&P futures (ESU26 ) are down -0.11%, and September E-mini Nasdaq futures (NQU26...
Barchart · Aug 14 Stocks See Support as Weak US Economic Reports Curb Fed Rate-Hike Expectations The S&P 500 Index ($SPX ) (SPY ) is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.08%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.15%. September E-mini S&P futures (ESU26 ) are up +0.01%, and September E-mini Nasdaq futures (NQU26...
Barchart · Aug 13 Stocks Rise Before the Open as Oil Prices Ease, U.S. PPI Data on Deck September S&P 500 E-Mini futures (ESU26) are up +0.19%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.10% this morning, buoyed by a drop in oil prices, while investors await crucial U.S. producer inflation data for further clues on the Federal Reserve’s policy path.
Barchart · Aug 12 Ahead of Applied Materials Earnings, Here's What Barchart Data Says Comes Next for AMAT Stock Options pricing suggests Applied Materials shares will sink after Q2 earnings on Aug. 13. Here’s why the derivatives market recommends caution on AMAT stock.
Fortune · Aug 11 AI’s biggest buildout is here. These stocks offer a way to invest in the data center boom For those seeking a pick-and-shovel approach to the AI wave, here’s a guide to utilities, grid hardware, cooling firms, and refinery stocks.
Barchart · Aug 10 Option Volatility And Earnings Report For Aug 10-14 This week is much more sedate on the earnings front after a busy few weeks, which could be a good or a bad thing depending on your approach. This week we have Cisco Systems, RocketLab, CoreWeave and Applied Materials as the main companies reporting.
Barchart · Aug 6 Dear Applied Materials Stock Fans, Mark Your Calendars for August 13 Applied Materials heads into its Aug. 13 earnings report with soaring expectations as AI-driven demand for memory, logic, and advanced packaging fuels growth.
The Economic Times · Aug 5 Samsung, SK Hynix test Chinese chip tools as hedge against US risks The memory chipmakers began testing AMEC etching equipment about two years ago, when uncertainty was mounting over whether Washington would continue allowing them to import U.S. chipmaking tools into China, two of the sources said.