Applied Materials

Yahoo Finance • 15 days ago

Nvidia bucks trend as chip stocks mostly lower to end year

[Processor chip on circuit board with copy space for design] Alexander Sikov Semiconductor stocks were mostly lower to end the 2025 trading year, as investors looked to lock in profits heading into 2026. Nvidia (NVDA [https://seekingalph... Full story

Yahoo Finance • 15 days ago

Bristol Gate US Equity Strategy Exited Its Stake in Marsh & McLennan (MMC)

Bristol Gate Capital Partners, an investment management company, published its Q3 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here. The strategy underperformed the benchmark, the S&P 500® Total... Full story

Yahoo Finance • 16 days ago

AMAT Quantitative Stock Analysis - Warren Buffett

Below is Validea's guru fundamental report for APPLIED MATERIALS, INC. (AMAT). Of the 22 guru strategies we follow, AMAT rates highest using our Patient Investor model based on the published strategy of Warren Buffett. This strategy seeks... Full story

Yahoo Finance • 16 days ago

China requiring chipmakers to use at least 50% local equipment: report

[Computer chip mockup on blue circuit board with electronic components, microprocessor, technology background, close-up, high-tech integrated circuits, digital, futuristic, ai hardware] Pavel Muravev China is requiring chipmakers to use a... Full story

Yahoo Finance • 17 days ago

The Zacks Analyst Blog Highlights Micron, Applied Materials, Salesforce and Cisco Systems

For Immediate Release Chicago, IL – December 29, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financia... Full story

Yahoo Finance • 20 days ago

ACM Research is the top performing semiconductor materials stock YTD

[Abstract financial graph with up trend line candlestick chart in stock market on blue colour background] champc/iStock via Getty Images Information technology index was the second-best-performing sector in 2025, as it rose +25% YTD, whil... Full story

Yahoo Finance • 22 days ago

Micron surge is bullish for these other stocks, says Bank of America

I started investing in the 1990s and joined Wall Street on the sell side in 1997. One of the first things my mentor taught me was that "semiconductors are cyclical." Like most good advice, I ignored it. And paid a stiff tuition learning f... Full story

Yahoo Finance • 24 days ago

Morgan Stanley drops tech stocks to buy list for 2026

Wall Street is becoming increasingly selective about where it expects the next stock market gains to come from. As we look ahead to 2026, Morgan Stanley makes it clear that AI chips remain the most critical part of the tech space, but wit... Full story

Yahoo Finance • 24 days ago

Applied Materials (AMAT) Target Raised, but Mizuho Flags China and Intel Risks

Applied Materials, Inc. (NASDAQ:AMAT) is included among the 13 Top Tech Stocks Paying Consistent Dividends.Applied Materials (AMAT) Target Raised, but Mizuho Flags China and Intel Risks Photo by Dan Dennis on Unsplash On December 17, Miz... Full story

Yahoo Finance • 25 days ago

Jim Cramer Says Applied Materials Is a “Great Long-Term Performer”

Applied Materials, Inc. (NASDAQ:AMAT) is one of the stocks Jim Cramer was bullish on due to share buyback activity. During the episode, Cramer said it is one of his “old favorites.” He said: “That’s why I went through that list of 51 comp... Full story

Yahoo Finance • 25 days ago

Where is Taiwan Semiconductor Manufacturing (TSM) Headed According to Analysts?

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the most widely held stocks by hedge funds in 2025. Reuters reported on December 17 that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the two... Full story

Yahoo Finance • 27 days ago

Stocks Rally as Strength in Tech Boosts Market Sentiment

The S&P 500 Index ($SPX) (SPY) on Friday closed up by +0.88%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up by +0.38%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up by +1.31%.  March E-mini S&P futures (ESH26) rose +0.87%, and... Full story

Yahoo Finance • 27 days ago

Stocks Supported by Strength in Cloud Stocks and Chip Makers

The S&P 500 Index ($SPX) (SPY) today is up by +0.63%, the Dow Jones Industrials Index ($DOWI) (DIA) is up by +0.52%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up by +1.08%.  March E-mini S&P futures (ESH26) are up +0.61%, and March E-mini... Full story

Yahoo Finance • 28 days ago

Stocks Settle Higher on Upbeat Tech Outlook and Cooling Inflation

The S&P 500 Index ($SPX) (SPY) on Thursday closed up by +0.79%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up by +0.14%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up by +1.51%.  December E-mini S&P futures (ESZ25) rose +0.74%... Full story

Yahoo Finance • 28 days ago

Stocks Rally as Chip Makers Soar and US Price Pressures Ease

The S&P 500 Index ($SPX) (SPY) today is up by +1.28%, the Dow Jones Industrials Index ($DOWI) (DIA) is up by +0.82%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up by +1.91%.  December E-mini S&P futures (ESZ25) are up +1.27%, and December E... Full story

Yahoo Finance • 28 days ago

KLA Corporation (KLAC) Stock Is Up, What You Need To Know

What Happened? Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 4.6% in the afternoon session after the company was named a top pick for 2026 by Jefferies amid a broader rally in the chip sector.... Full story

Yahoo Finance • 28 days ago

The Chip Equipment Maker That Quietly Turned $1,000 Into $11,280 in a Decade

Pool / Getty Images Quick Read Applied Materials generated a 1,028% return over 10 years versus 220% for the S&P 500. Fiscal 2025 revenue hit a record $28.37B but Q4 missed estimates and declined 3% year over year. The stock trades at 30... Full story

Yahoo Finance • 28 days ago

Top Semiconductor Stocks for 2026 -- Wall Street's 10 Picks To Watch

This article first appeared on GuruFocus. Morgan Stanley named Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO) and Astera Labs (NASDAQ:ALAB) as its top semiconductor picks for 2026, pointing to strong AI-driven demand in data center chips, a... Full story

Yahoo Finance • 28 days ago

Applied Materials: Engineering the AI Backbone

This article first appeared on GuruFocus. The Structural Case for a Mispriced Leader The core investment case for Applied Materials (NASDAQ:AMAT) is simple and compelling: The stock trades at a material discount to specialized peers, inc... Full story

Yahoo Finance • 29 days ago

Stocks Settle Sharply Lower as Tech Stocks Routed

The S&P 500 Index ($SPX) (SPY) on Wednesday closed down by -1.16%, the Dow Jones Industrials Index ($DOWI) (DIA) closed down by -0.47%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down by -1.93%.  December E-mini S&P futures (ESZ25) fell... Full story