Actualités

AMAT, MA, ABBV, VATE and BOF headline new research reports highlighting AI, payments, healthcare and microcap growth opportunities.

8.39am: Airlines and pubs in good mood Shares in easyJet have flown almost 10% higher to 610p but are still well below the 690p potential offer price. Sector peer Jet2 is up 3.8% too, while long-haul peer IAG has risen 2.1%. The FTSE 100 and FTSE 250 are both on the front foot, up...

The investor who called the housing crash just published his bets against three of the market's favorite stocks.

Lam Research Corporation (NASDAQ:LRCX) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer mentioned the stock during the episode and said: Oh, how about the semiconductor capital equipment makers? Oh, did I ever know them well. I’ve been adamant that these companies […]

Applied Materials, Inc. (NASDAQ:AMAT) is one of the Best AI and Technology Stocks to Buy Now. On June 26, B. Riley lifted its price objective on the company’s stock to $790 from $550 and maintained a “Buy” rating on the shares. As per the analyst, the company’s DRAM and Advanced Packaging Master Class demonstrate a […]

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the semiconductor manufacturing stocks, including Applied Materials (NASDAQ:AMAT) and its peers.

Applied Materials' stock has surged to fresh all-time highs after record earnings and a new Street-high $900 price target, highlighting growing confidence in the AI semiconductor equipment cycle.

Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 ... Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks

Vltava Fund, a value-focused investment management company, published its investor letter for the second quarter of 2026. A copy of the letter can be downloaded here. The letter explores the growing role of AI and how certain facets of human intelligence may become less valuable economically, while other skills become more important. The author emphasizes […]

Applied Materials (NasdaqGS:AMAT) announced a major expansion of its product suite focused on next generation AI chip architectures. The new offering includes DRAM epitaxy tools and advanced 3D packaging systems for CMP, deposition, and eBeam metrology. The tools are aimed at high yield chip stacking, advanced DRAM, and high bandwidth memory used in AI data center and accelerator chips. Applied Materials sits at the center of the semiconductor equipment supply chain, supplying tools that...

According to the average brokerage recommendation (ABR), one should invest in Applied Materials (AMAT). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Susquehanna just gave a Street-high price target of $900 to Applied Materials stock.

Michael Burry warned of an AI bubble on June 30. Days later, memory and storage stocks, and Tesla are sliding on fresh valuation fears.

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

Applied Materials is riding AI-driven chip demand, but can record margins, new products and China-related risks shape its next phase of growth?

Savita Subramanian, Bank of America Securities’ head of US equity and quantitative strategy, took to CNBC this week with a simple message. Corporate earnings are “gangbusters”, and the trade you actually want is the one no one is memeing about. Her pitch is that cyclicals are cheap, capex is accelerating, and the boring stuff has ... BofA’s Top Strategist Says Ditch the Index and Buy These ‘Boring’ Stocks Instead

The AI trade isn’t just about Nvidia anymore. That could be the true warning sign underlying Michael Burry’s current move on the markets. The investor behind "The Big Short" has revealed new bearish positions against Tesla (TSLA), Nvidia (NVDA), Caterpillar (CAT), Applied Materials (AMAT), and the ...

(Bloomberg) -- Semiconductor stocks are starting the third quarter with their worst two-day selloff in nearly a month. Most Read from BloombergExxon to Change Name for First Time in Decades After RedomicileMeta Is Planning a Cloud Business to Sell AI Computing PowerGermany Rejects Trump’s Demands for NATO Loyalty to WashingtonRussia Indicates Ukraine Fired Long-Range Ballistic MissileKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsThe Philadelphia Stock Exchange Semiconduc

Watch stock market leaders in your portfolio to help navigate periods of volatility. They're the best gauge of market health.

Applied Materials works with the largest companies that are fueling AI expansion.

ROK, AMAT, and BBCP made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on July 2, 2026.

U.S. stocks ended lower on Wednesday to start the second half, as tech stocks pulled back, weighing on the S&P 500 and the Nasdaq.

Michael Burry shorted Caterpillar after its AI-linked rally pushed shares to an all-time high.

June didn't pan out as a great month of the year for most S&P 500 investors. But some stocks absolutely rocked.

Investing.com -- The Wednesday selloff in U.S. chip shares extended into Thursday’s premarket trading as lofty valuations and heavy AI spending by tech companies weigh on investor sentiment.

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) fell 11.2% in the afternoon session after the company was caught in a broader sell-off among semiconductor stocks as investors took profits following a record-breaking first half for the sector.

In the latest trading session, Applied Materials (AMAT) closed at $650.91, marking a -9.97% move from the previous day.

Michael Burry, famous for his prescient bets against the housing bubble, unveiled bearish positions on Tesla Caterpillar semiconductor manufacturer Applied Materials and an ETF tracking chip makers. Burry said that plans by two of South Korea’s largest tech companies to build a chip hub set off fresh alarm bells about whether the massive sums of money being poured into AI can ever pay off. The PHLX Semiconductor Index, which is tracked by the ETF that Burry is betting against, fell 6.3%.

(Bloomberg) -- Caterpillar Inc. stock slid from a record high Wednesday after Michael Burry, made famous in The Big Short for his bets against the US housing market ahead of the 2008 crisis, said he shorted the industrial heavyweight for the first time. Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerSpaceX IPO Left Mirae With No Shares on MisunderstandingTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsDemocratic Socialist Ousts 15-Term House Incumb

The price target increase by Susquehanna on Teradyne shows the firm's stronger expectations for semiconductor equipment spending and AI-driven demand for advanced chip testing.