APPLIED MATERIALS Aktie

 

Broadcom's revenue has more than doubled in two years while Applied Materials posted modest gains....

Applied Materials has posted three consecutive quarterly gains and now generates $9.1 billion in revenue, while Intel's operating margin sits at half that of its competitor....

Chip equipment stocks are pulling ahead of the broader semiconductor group in Friday morning trading, with buying concentrated in the tools layer rather than across chip designers and foundries. Lam Research (NASDAQ:LRCX) is leading that move, and the peer response tells the story of a group trading on its own clock rather than following the […]...

Steve Eisman highlighted a subscriber email arguing the safest way to play the AI buildout is owning upstream suppliers rather than betting on any one chip designer. The key insight: “In this knife fight you want to be the one selling the knives.” The picks: ASML (NASDAQ:ASML), KLA (NASDAQ:KLAC), Lam Research (NASDAQ:LRCX), Applied Materials (NASDAQ:AMAT), […]...

Applied Materials, Philip Morris and Valero Energy headline Zacks' latest research, with AI demand, smoke-free growth and refining strength in focus....

The multinationals that filled Semicon India 2026 committed to almost every layer of the semiconductor value chain except the one India most wants: nobody announced a new fab. Applied Materials, Lam Research, Micron, ASML, and Infineon instead put money and headcount behind equipment manufacturing, silicon components, assembly and test, research parks, and design centers. That is the supporting industry that the government's Semicon 2.0 framework explicitly targets, and the part of the chain that can be built without waiting for a customer's wafer starts....

Applied Materials, Philip Morris and Valero Energy stand out as featured reports, backed by strong demand, pricing and operational strengths....

Applied Materials trades at a forward P/E of 35 versus Marvell's 56, but one company's exposure to AI infrastructure spending carries distinctly different risks....

SANTA CLARA (dpa-AFX) - Applied Materials Inc. (AMAT), a semiconductor equipment maker, on Thursday announced a $5 billion investment in India over the next decade to boost its research and develo......

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Foreign commitments timed around SEMICON India are moving deeper into the supply chain. In the three days before the 2026 edition opened on September 17, Lam Research, Applied Materials, and Fujifilm announced India plans worth a combined INR144 billion (US$1.50 billion), covering silicon components, chip equipment, and process chemicals rather than chip production itself....

US-based semiconductor equipment maker Applied Materials will invest INR36 billion (US$375 million)) in the Indian state of Karnataka over the next 10 years, Karnataka Industries Minister M B Patil said on September 15, 2026. The project, to be located in the Bengaluru Signature Business Park (BSBP) area, is expected to create around 1,000 jobs, according to Moneycontrol and PTI....

Applied Materials and Lam Research benefit from AI-driven semiconductor demand, but broader portfolio makes AMAT a safer choice....

AMAT's AGS revenues hit a record $1.78 billion as demand for fab services rises, with growth expected to remain strong through 2026 and beyond....

Applied Materials trades at a steep valuation premium, while Qualcomm's cheaper multiple masks exposure to customer concentration and geopolitical risk....

Lam Research and Applied Materials both posted blowout quarters riding the same AI capex wave, but only one of them moves in genuine lockstep with ASML as EUV adoption accelerates into the next node generation....

Die Teradyne-Aktie brach am Montag um rund 13 Prozent ein. Auslöser war kein unternehmensspezifisches Negativereignis, sondern ein breiter, sektorweiter Ausverkauf bei Halbleiter- und Chipausrüsteraktien, von dem auch Lam Research, Applied Materials und KLA betroffen waren....

Chip equipment stocks are the center of Monday morning's selling. Applied Materials (NASDAQ:AMAT) stock is down 6% to $429.71, Lam Research (NASDAQ:LRCX) stock is falling 6% to $279.18, and ASML Holding (NASDAQ:ASML) stock is sliding 5% to $1,606.66. ASML is a Dutch lithography equipment maker, and the figures here are for its U.S.-listed shares. The […]...