Applied Materials beats Q3 estimates, raises Q4 outlook on AI chip demand
Investing.com — Applied Materials reported third-quarter earnings and revenue above Wall Street expectations on Thursday, helped by strong…
Semiconductor stocks keep falling as investors go risk-off, Chinese startup releases powerful new AI model
What happened: Semiconductor stocks retreated on Friday. Memory and storage highfliers Micron Technology (MU) and Sandisk (SNDK) stocks…
Analysts Think AI Demand Has No Ceiling And Raised AMD’s Price Target Again
Quick Read Ruben Roy raised AMD’s price target to $635 from $450, citing 57% YoY Data Center revenue…
Marvell Names Dan Durn CFO As AI Infrastructure Growth Meets Rich Valuation
Find your next quality investment with Simply Wall St’s easy and powerful screener, trusted by over 7 million…
These Artificial Intelligence (AI) Stocks Have Crushed Nvidia in 2026 With Gains of 67% and 121%. They Can Still Soar Higher
Artificial intelligence (AI) pioneer Nvidia is having an underwhelming 2026 so far despite delivering outstanding results quarter after…
Applied Materials makes unexpected AI move as demand explodes
Days before its fiscal second-quarter earnings report on May 14, Applied Materials (AMAT) unveiled a new co-innovation partnership…
Applied Materials forecasts upbeat results on AI demand, memory shortage
By Arsheeya Bajwa Feb 12 (Reuters) – Applied Materials forecast second-quarter revenue and profit above market estimates on…
Uncover 4 Undervalued Tech Giants Before They Skyrocket in 2026
The technology sector continues to dominate the U.S. stock market, driving exceptional stock performance in 2025. Tech companies…
Nvidia and AMD Brace for Surging AI Demand in 2026
This article first appeared on GuruFocus. A broad group of semiconductor companies remain optimistic about supply and demand…
Applied Materials sees weaker China spending in 2026 on tighter US curbs
(Reuters) -Applied Materials said on Thursday it expects spending on chipmaking equipment in China to fall in 2026…