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Shares of chipmakers surged late on Wednesday, adding over $400 billion in market ‌value after strong forecasts from Micron Technology and Qualcomm ‌breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged ​12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm ‌said it expects $15 billion ⁠in sales from its data center business by 2029 as it moves beyond its core smartphone ⁠chip business and shifts its focus to AI.

The company is forecasting massive growth, but management has gone quiet on the one operational issue that's still determining how fast they can actually run.

Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 All-Time High Stocks with Legs to Rally Further. On June 22, 2026, Wells Fargo raised its price target on Applied Materials, Inc. (NASDAQ:AMAT) to $715 from $520 and maintained an Overweight rating. Wells Fargo expects continued positive semiconductor capital equipment results in Q2. On June 17, […]

This business makes the complicated and expensive hardware needed to produce the latest AI chips. Is Wall Street overpaying or underpaying? Citi thinks it's the latter.

See these top names across quantum computing, artificial intelligence and clothing that insiders are buying and selling.

Applied Materials rides AI-led chip demand with stronger growth forecasts and lower valuation, while KLA trails with premium pricing after a sharp rally.

Here is how Applied Materials (AMAT) and A10 Networks (ATEN) have performed compared to their sector so far this year.

Wells Fargo analysts believe AMAT has more room to run amid the ever-increasing demand for semiconductor equipment and AI infrastructure buildouts.

Applied Materials (AMAT) closed at $585.88 in the latest trading session, marking a -8.48% move from the prior day.

Most of the day’s biggest losers were still up tremendously for 2026.

Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and Producer Selectra Mo Etch, aimed at next generation AI semiconductor manufacturing. The systems target scaling challenges in advanced logic and memory devices that support future AI infrastructure. The announcement shifts recent attention from Applied Materials' work in smart eyewear and AR partnerships to its core semiconductor equipment portfolio. Applied Materials, NasdaqGS:AMAT, is putting the focus...

A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.

Wall Street Shaken as AI Spending Fears Trigger Broad Market Selloff

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $1.2 trillion - among the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory that is used alongside AI accelerators in data centers. Hyperscalers, including Microsoft (MSFT), Alphabet (GOOG), and Meta (META), are projected to spend roughly $700 billion on AI infrastructure this year,

Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Investing.com -- Artificial intelligence is set to compress into five years what took the chip industry half a century to achieve, according to Bank of America analysts, who identified five key forces they believe will drive the next $1 trillion in semiconductor sales.

With a forward P/E of 37.54, Applied Materials, Inc. (NASDAQ:AMAT) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers. On June 17, Citi analyst Atif Malik raised the firm’s price target on Applied Materials, Inc. (NASDAQ:AMAT) to $710 from $550 and maintained a Buy rating. Citi increased its valuation targets across the semiconductor […]

Applied Materials, Inc. (NASDAQ:AMAT) is one of the best AI memory stocks to buy in 2026. Reuters reported on June 16 the signing of a long-term deal between EssilorLuxottica and Applied Materials, Inc. (NASDAQ:AMAT) for the development of augmented reality display technology and AI ​glasses. The companies reported that they would scale up the commercialisation […]

The stocks featured in this article are seeing some big returns. Over the past month, they’ve outpaced the market due to some combination of positive news, upbeat results, or supportive macro developments. As such, investors are taking notice and bidding up shares.

Applied Materials has crossed its dot-com peak on valuation, but with AI-driven demand and analyst targets still climbing, this rally could still have legs.

Applied Materials is trading at a higher valuation than its late-1990s dot-com era peak as investors price in its central role in AI chip manufacturing.

Applied Materials' AGS unit is turning its installed base into a recurring growth engine with AI-enabled services and expanding margins.

(Bloomberg) -- Dutch chip-equipment giant ASML Holding NV is contending with its biggest challenge yet under the Trump administration: In a series of recent meetings, Commerce Secretary Howard Lutnick outlined concerns to ASML’s senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump Meeting

The company's AI-fueled growth story is compelling, but a single number buried in its earnings report reveals a significant geopolitical vulnerability.

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +2.48%. September E-mini S&P futures (ESU26 ) rose +1.15%, and September E-mini Nasdaq futures...

A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and manufacture chips with Intel in the United States, a foundry validation the market had been waiting on for over a year.

Teradyne offers more AI-driven upside than AMAT, backed by stronger AI exposure, faster earnings growth and expanding test and packaging opportunities.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.99%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.61%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.16%. September E-mini S&P futures (ESU26 ) are up +0.99%, and September E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.73%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.62%. June E-mini S&P futures (ESM26 ) are up +0.80%, and June E-mini Nasdaq futures...

US stocks are set to rebound on Thursday after Wall Street suffered a sharp sell-off following the first meeting of a new Federal Reserve regime, with investors taking comfort from signs of a de-escalation in the Middle East. Futures on the Nasdaq 100 have risen 1.3%, while the S&P 500...