Today's Research Daily features new research reports on 16 major stocks, including Applied Materials, Inc. (AMAT), GE Aerospace (GE) and AstraZeneca PLC (AZN), as well as two micro-cap stocks, Team, Inc. (TISI) and Applied Energetics, Inc. (AERG).
Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Lam Research is highlighting its advanced packaging business as a key growth driver, with the company projecting revenues from this segment to rise more than 50% in 2026. The push is linked to demand for AI chips, high bandwidth memory and chiplet architectures, areas that require more complex packaging solutions. Competition is intensifying, with rivals such as Applied Materials and KLA Corporation also targeting advanced packaging opportunities. Lam Research, traded as NasdaqGS:LRCX, is...
Applied Materials Inc (NASDAQ:AMAT) is one of billionaire Ken Fisher’s top high growth stock picks. Applied Materials shares have gained more than 85% since the beginning of 2026 and have surged more than 187% over the past year. On June 10, Applied Materials Inc (NASDAQ:AMAT) officially opened its new manufacturing facility in Singapore. This $500 […]
ASML's 36% three-month surge highlights AI-driven chip demand and EUV leadership, but premium valuation and mixed estimates suggest caution.
EssilorLuxottica, the world's largest eyewear maker, has signed a long-term deal with U.S. chipmaking equipment company Applied Materials to develop augmented reality display technology and AI glasses, the companies said on Tuesday. (Reporting by Gianluca Lo Nostro; Editing by Emelia Sithole-Matarise)
At $388.92, Lam Research (LRCX) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy of the letter is available to download here. In Q1 2026, the Fund’s institutional Class shares fell –6.05%, outperforming the S&P Global 1200 Information Technology Index, which declined –6.57%. Positive performance was mainly due […]
LRCX's advanced packaging business gains traction as AI chip demand drives greater need for etch and deposition equipment.
While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.
Advanced Micro Devices, TeraWulf and Applied Materials surged to annual highs on Monday due to a series of announcements and growing Wall Street optimism.
Before the stock took flight, its top-line growth looked sleepy, but its profitability was already telling a powerful story about the coming AI boom.
As Teradyne has exceeded the technology sector over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.
The S&P 500 Index ($SPX ) (SPY ) today is up +1.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.79%. June E-mini S&P futures (ESM26 ) are up +1.72%, and June E-mini Nasdaq futures...
At $567.25, Applied Materials (NASDAQ:AMAT) looks extended for fresh capital, with the setup improving meaningfully on any retest of structural support near $460. After a brutal June flush, the stock surged 25.22% in a single week. Chasing that vertical move means paying up for a setup that worked best a week ago. Applied is the ... Buy, Hold, or Sell: Applied Materials Surged Right Back Toward $500 Following a Brutal June Flush. Here’s Where I’d Buy
I keep hitting the buy button on Applied Materials (NASDAQ:AMAT) because the company sells the picks and shovels for every leading-edge AI chip the world is racing to build, and the order book is finally catching up to the rhetoric. I bought again last week and will buy again this month. Here is exactly why ... Wall Street Is Missing a Massive $500 Million AI Inflection: Here Is the 1 Unstoppable Tech Giant I’m Loading Up on Over and Over
Applied Materials has launched a new $500 million Tampines Campus in Singapore, expanding global manufacturing and R&D capacity. The facility more than doubles the company’s advanced cleanroom space to support rising AI driven semiconductor equipment demand. The campus incorporates advanced automation, AR/VR training tools, autonomous robots, and zero water waste systems. Applied Materials, ticker NasdaqGS:AMAT, enters this expansion phase with its stock trading at $567.25. The share price...
KLA Corporation (NASDAQ:KLAC) was among the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors. Cramer discussed the stock during the episode, as he commented: Then we go back to the semiconductor space. Here it is, KLA. That’s the second one, too risky. KLA and AMAT, on the way […]
Applied Materials, Inc. (NASDAQ:AMAT) was among the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors. Cramer started the list with the stock, as he stated: I want to study what people still want in this miserable environment, so when things get better, we know what they’re going to […]
Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Larry Robbins’ 10 Dividend Stock Picks. On June 11, Barclays raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $590 from $500. It reiterated an Overweight rating on the shares. Analyst Tom O’Malley increased his estimates for wafer fab equipment spending, saying the capital expenditure […]
Applied Materials, Inc. (NASDAQ:AMAT) is one of the Top 10 Strong Buy Stocks to Invest In. On June 10, 2026, Cantor Fitzgerald raised the firm’s price target on Applied Materials, Inc. (NASDAQ:AMAT) to $650 from $575 and maintained an Overweight rating on the shares. Cantor said the semiconductor equipment industry is in the “early innings […]
A number of stocks jumped in the afternoon session after President Trump canceled planned military strikes on Iran and signaled a peace deal could be signed over the weekend.
Applied Materials stock snapshot Applied Materials (AMAT) has drawn fresh attention after recent trading, with the stock last closing at US$552.64. For investors, the focus now is on how this price lines up with fundamentals, recent returns and valuation signals. See our latest analysis for Applied Materials. The latest move to US$552.64 follows a strong run, with a 1-day share price return of 11.19% and a 30-day share price return of 28.16%. The 1-year total shareholder return of 218.11% and...
Does Applied Materials (AMAT) have what it takes to be a top stock pick for momentum investors? Let's find out.
Applied Materials, Inc. (NASDAQ:AMAT) rose more than 17% in May 2026, driven by record-breaking FQ2 2026 earnings and growing AI-driven demand. The stock was held by 138 hedge funds in Q1 2026, and 32 out of 40 analysts covering the stock maintain a Buy rating. Applied Materials, Inc. (NASDAQ:AMAT) is also among our Good Stocks […]
Marvell names Dan Durn CFO and reiterates second-quarter outlook.
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.
Citi highlighted Broadcom (AVGO), Texas Instruments (TXN), and Applied Materials (AMAT) as attractive buys following the recent semiconductor sector selloff triggered by Broadcom’s Q2 results.
Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 147% has outpaced the S&P 500’s 6.4% return.
Marvell Technology hires Adobe’s finance chief, Geico and Dentsply Sirona name new CFOs and the Los Angeles Lakers promote an insider to the top finance spot.