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Wall Street looked set to see chipmakers continue their rebound on Tuesday, with investors continuing to pick through the wreckage of last week's tech sell-off ahead of key US inflation data. Futures pointed higher across the board, with contracts on the Nasdaq 100 up 0.9%, S&P 500...
As the S&P 500 logs a 24th record close, CSCO, ADI, AMAT and DDOG stand out with strong 2026 potential amid AI-driven momentum.
↗️Marvell Technology (MRVL): Shares of the chip maker jumped around 4% premarket after surging nearly 10% on Monday. The advances came after S&P Dow Jones Indices said it would include the company in the S&P 500 index later this month.
Ultra Clean (UCTT) offers exposure to one of the most important themes in technology today: the infrastructure components required to build the next generation of AI chips.
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.
The iShares Semiconductor ETF (NASDAQ:SOXX) has gone vertical. SOXX trades near $569, up 89% year to date and 174% over the past year, a run powered less by valuation re-rating than by the cash that hyperscalers are physically wiring into AI data centers. If you own SOXX today, you are betting that the AI capex ... Why SOXX’s Next 12 Months Hinge on Five Tech Giants’ Capex Decisions
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.30%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.16%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.58%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
Industrial AI startup targets semiconductor growth as customer backlog stretches six months
The S&P 500 Index ($SPX ) (SPY ) today is up +1.01%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.46%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.39%. June E-mini S&P futures (ESM26 ) are up +1.00%, and June E-mini Nasdaq futures...
Applied Materials surges 166.8% in a year as AI-driven demand boosts logic, DRAM and packaging markets, raising questions about its valuation and outlook.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.59%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...
Here is how Applied Materials (AMAT) and A10 Networks (ATEN) have performed compared to their sector so far this year.
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Is AMAT a good stock to buy? We came across a bullish thesis on Applied Materials, Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on AMAT. Applied Materials, Inc.’s share was trading at $448.25 as of May 27th. AMAT’s trailing and forward P/E were 42.17 and 38.17 respectively according to Yahoo Finance. […]
A number of stocks fell in the afternoon session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed down -2.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.35%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -4.77%. June E-mini S&P futures (ESM26 ) fell -2.97%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.90%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.85%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...
Applied Materials (NasdaqGS:AMAT) has completed its acquisition of ASMPT NEXX, expanding its reach in advanced semiconductor packaging for AI and high-bandwidth chips. The company is also deepening its collaboration with SCREEN Semiconductor at the EPIC Center, aiming to tighten its role in next generation chip manufacturing flows. These moves mark a shift toward broader participation across advanced packaging and AI focused chip supply chains, beyond prior discussions centered on analyst...
The Roundhill Memory ETF (CBOE:DRAM) is the first U.S.-listed pure-play memory-chip ETF, and it landed in the middle of one of the most violent upcycles the industry has ever seen. DRAM launched on April 2, 2026 with a 0.65% expense ratio, just as Micron Technology (NASDAQ:MU) was approaching a trillion-dollar market cap. Micron is up ... Memory Chip Prices Will Make or Break DRAM ETF Before Year-End 2026
Goldman Sachs owns around 0.31% of Applied Materials, Inc. (NASDAQ:AMAT) out of its portfolio, with a total portfolio value of around $2.68 billion. AMAT ranks among the top Goldman Sachs tech stocks to buy now. Applied Materials seems to be proactive amid the robust AI demand. The company expects its semiconductor equipment business to soar […]
Lam Research Corporation (NASDAQ:LRCX) is one of the 15 Most Promising Stocks to Buy Right Now. On May 27, 2026, Mizuho raised the firm’s price target on Lam Research Corporation (NASDAQ:LRCX) to $380 from $330 and maintained an Outperform rating on the shares. Mizuho raised its wafer fab equipment spending estimate for 2026 to $153B […]
The S&P 500 Index ($SPX ) (SPY ) today is down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.41%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.23%. June E-mini S&P futures (ESM26 ) are down -0.14%, and June E-mini Nasdaq futures...
Applied Materials heads into this latest update with its existing price targets unchanged, giving you a rare clean read on how the story stands without any fresh revisions. With no new analyst commentary in play, the focus is squarely on how current expectations line up with your own view of the stock. In the sections ahead, you will see how to track these kinds of quiet shifts in the narrative so you can stay aligned with what the market is watching. Stay updated as the Fair Value for...
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.29%. June E-mini S&P futures (ESM26 ) fell -0.78%, and June E-mini Nasdaq futures...
AXTI plans to quadruple indium phosphide capacity by 2027, using existing facilities and vertical integration to meet rising AI demand.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.40%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.74%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.08%. June E-mini S&P futures (ESM26 ) are down -0.48%, and June E-mini Nasdaq futures...
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