Actualités

Michael Burry has taken a short position in NVDA.

Micron Technology Inc (NASDAQ:MU) shares rose 7% on Thursday after the company announced plans to invest up to $3 billion to strengthen the U.S. semiconductor supply chain and support future manufacturing capacity. The investment includes $500 million in strategic financing support for...

Meta’s decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.

By Ragini Mathur and Avinash P July 9 (Reuters) - Wall Street's main indexes advanced on Thursday, as rising chipmakers helped outweigh geopolitical anxiety over renewed attacks that could prolong the

Memory chips, optical technology, semiconductor equipment makers, oh my! The three themes within the AI trade have emerged as investors' favorites, sending related stocks skyrocketing this year. They're also leading today's session.

Applied Materials (AMAT) is back in focus after a rebound that followed a sharp pullback in semiconductor shares, as chipmakers offered clearer multi year equipment demand outlooks and AI driven spending expectations regained investor attention. See our latest analysis for Applied Materials. Even with recent volatility linked to profit taking and sector wide reassessments of AI driven valuations, Applied Materials has seen strong momentum, with a 30 day share price return of 15.92% and a 1...

CEO Points to Strong Multi-Year Demand for Semiconductor EquipmentApplied Materials (NASDAQ:AMAT) shares climbed 6% in pre-market trading on Thursday after Chief Executive Gary Dickerson said semiconductor manufacturers are providing equipment demand forecasts that extend several years into the future, with some visibility reaching as far as 2030. Speaking to Nikkei Asia, Dickerson said customers are increasingly sharing long-term capacity plans, giving equipment suppliers greater confidence to

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.3%, and the actively tra

As the world's largest supplier of semiconductor manufacturing equipment, Applied Materials stands as the most direct public-market beneficiary of any sustained expansion in chipmaker capital spending. The company carries a market capitalization of approximately $453 billion, and its prior session close of $570.50 already reflected a one-year gain of 188% from its 52-week low of $154.47.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Our Qualcomm (NASDAQ:QCOM) 24/7 Wall St. price target points to $258.16 over the next 12 months, implying 41.1% upside from the $182.97 close on July 7, 2026. Our recommendation is buy, with a model confidence level of 90%. After a sharp June pullback, Qualcomm’s data center pivot and automotive strength look under-priced. Metric Value Current ... Qualcomm’s Next Rally May Be Closer Than Investors Think

US stock futures pointed to another mixed Wall Street session on Thursday, as investors weighed fresh developments in the Middle East against signs that chip stocks could extend their recent rally. Dow Jones futures were down 0.1%, while S&P 500 futures rose 0.2% and Nasdaq 100 futures...

(Bloomberg) -- The dominant tech trade of 2026 — buy chip stocks and sell software — is showing signs of falling apart.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaSoftware stocks are coming to life afte

The AI trade mounts a comeback as investors get over the worst of their fears about a flare-up in tensions between the U.S. and Iran.

Investing.com -- U.S. chip stocks bounced back Thursday, recovering some of the ground lost earlier in the week, as a rally in Chinese semiconductor shares helped steady investor nerves following a selloff following Samsung Electronics’ latest results.

FTSE 100 Live pre-open Blue-chip stocks in London and mainland Europe are set to rebound on Thursday after reports that the US and Iran could agree a new ceasefire deal. FTSE 100 futures pointed to a gain of 36 points, a day after the index plunged almost 177 points to end...

The memory-chip complex has sold off hard from recent peaks. In light of this, investors are asking which of Micron Technology (NASDAQ:MU), SanDisk (NASDAQ:SNDK), or Applied Materials (NASDAQ:AMAT) they should actually own after the drawdown. According to Carson Group chief market strategist Ryan Detrick, from recent highs Micron stock is down 22%, Applied Materials stock ... Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 30, Susquehanna analyst Mehdi Hosseini bumped up his target on Applied Materials, Inc. (NASDAQ:AMAT) to $900 from $575. The analyst maintained a “Positive” rating on the shares. In an investor note, he noted channel […]

Michael Burry Sounds Alarm on Nvidia, Tesla With Fresh Bearish Bets

Applied Materials targets over 50% packaging revenue growth in 2026 as AI demand fuels HBM, 3D chiplet stacking and next-generation packaging.

US stocks are expected to extend losses on Wednesday after oil prices spiked following an exchange of strikes between the US and Iran that led to President Donald Trump declaring the ceasefire "over". Dow Jones futures were down 1.1%, with S&P 500 futures pointing to a 0.9% drop, while...

🔎 Levi Strauss (LEVI), Costco Wholesale (COST): The jeans maker is due to post second-quarter earnings this afternoon; Costco will report June sales. ↘️ Applied Materials (AMAT), Micron Technology (MU), Marvell Technology (MRVL), Intel (INTC), Advanced Micro Devices (AMD): The chip stocks fell in premarket trading, on course to extend a slide sparked by guidance from Samsung Electronics (KR:005930) yesterday that failed to meet lofty expectations.

“You get what you pay for” often applies to expensive stocks with best-in-class business models and execution. While their quality can sometimes justify the premium, they typically experience elevated volatility during market downturns when expectations change.

FTSE 100 falls 173 points to 10,493 Oil prices hit 2-week high after US, Iran strikes Vistry warns on profits again Jet2 results in line, outlook impresses 4.05pm: Miners, banks and airlines lead the way down Heading towards the close, the Footsie is back close to its lowest...

Applied Materials (AMAT) closed the most recent trading day at $554.5, moving 6.46% from the previous trading session.

(Updates with market moves at the end of the day.) The Dow Jones Industrial Average retreated fro

Sharp declines for high-flying memory and chipmakers including Intel, Marvell Technology and Applied Materials led a 1.2% decline in the Nasdaq Composite index and a 0.5% drop in the S&P 500. An update on second-quarter results from the South Korean giant had the company projecting record operating profits. Investors feared this reaction was a sign of how future reports for other chipmakers and AI-related tech companies might be received.

US equity indexes closed lower on Tuesday as semiconductor stocks pulled technology stocks lower and

A number of stocks fell in the morning session after Samsung Electronics' record quarterly profit triggered a textbook "sell-the-news" reaction, compounded by a Reuters report that China's DeepSeek is developing its own AI inference chip.

Applied Materials (NasdaqGS:AMAT) has introduced its SENZ integrated ambient visual platform for AI-powered smart glasses. The company is working with GlobalFoundries, Qualcomm Technologies, and EssilorLuxottica to help move intelligent optical systems toward broader commercialization. The platform combines waveguide optics, light engines, vision correction, and electronic dimming into a single integrated system. Applied Materials enters this new product launch with its stock at $592.79 and...