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LRCX's strong cash flow powers share repurchase activities. About $4.3B is left authorized for buybacks as AI-led demand lifts revenues and margins.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.60%. June E-mini S&P futures (ESM26 ) are down -0.50%, and June E-mini Nasdaq futures...

A number of stocks jumped in the afternoon session after Jensen Huang's (Nvidia's CEO) GTC Taipei keynote at Computex reframed how large and how long the AI chip cycle will run.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.45%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.48%. June E-mini S&P futures (ESM26 ) rose +0.14%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.24%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.29%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.33%. June E-mini S&P futures (ESM26 ) are down -0.18%, and June E-mini Nasdaq futures...

When investors think about AI winners, the usual names come to mind: Nvidia (NVDA), TSMC, or memory makers like Micron (MU). Semiconductor equipment giant Applied Materials (AMAT) rarely gets the same attention, despite supplying the tools needed to manufacture nearly every critical component of an AI chip.

NVTS touts new GaNFast 20kW and 10kW AI power boards plus GeneSiC grid demos as data centers shift to higher-voltage DC.

Navitas has soared 249% YTD, and its lofty valuation now demands clear follow-through as it scales high-power AI data-center revenue.

KLA Corporation has outperformed the broader Nasdaq Composite over the past year, and Wall Street analysts remain fairly upbeat about the stock’s future prospects.

We recently published Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks. Applied Materials, Inc. (NASDAQ:AMAT) is one of the stocks discussed by Jim Cramer. Semiconductor manufacturing equipment provider Applied Materials, Inc. (NASDAQ:AMAT) is one of the most crucial stocks in the AI era due to its position at the upstream of the […]

In late May 2026, Broadcom and partners including Samsung, FuriosaAI, Applied Materials, LSEG, and telecom operators announced new Wi‑Fi 8, 50G PON, FWA, and AI accelerator platforms that tie Broadcom’s chips deeper into both AI data centers and next‑generation broadband networks. These moves highlight how Broadcom is trying to link its fast‑growing AI semiconductor franchise with “edge AI” in homes and enterprises, potentially widening the company’s role across the full path from cloud to...

Applied Materials, Inc. (NASDAQ:AMAT) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer was bullish on the stock during the episode, as he stated: We have had an unstoppable bull market in the semiconductor capital equipment […]

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?

Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Long-Term Dividend Stocks to Invest In According to Billionaires. Mizuho analyst Vijay Rakesh raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $540 from $500 on May 27. He reiterated an Outperform rating on the shares. The firm also increased its wafer fab […]

Lumentum Holdings and Applied Materials are important players in the AI infrastructure space, which explains why their stock prices have been soaring this year.

Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT) is up 75% year to date as the AI data center buildout has triggered shortages across every node, every fab, and every piece of capital equipment ... Top 5 Stocks That Will Ride the Data Center Chip Equipment Supercycle

Applied Materials (AMAT) demonstrates exceptional growth, profitability, and price momentum, recently reaching an all-time high of $462.40. AMAT maintains a 100% “Buy” technical opinion. Shares are up nearly 180% over the past year. Despite valuation concerns, short interest remains low at 2%, and consensus sentiment is predominantly bullish. Today’s Featured...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.41%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.66%. June E-mini S&P futures (ESM26 ) are up +0.37%, and June E-mini Nasdaq futures...

Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax US Sustainable Economy Fund”. A copy of the letter is available to download here. The US Sustainable Economy portfolio underperformed the Russell 1000 benchmark in Q1 2026, primarily due to its lack of […]

Applied Materials has notably outperformed the Nasdaq Composite over the past year, and analysts are highly optimistic about the stock’s prospects.

Applied Materials (AMAT) is back in focus after beating quarterly earnings and revenue expectations and lifting its outlook as AI and data center demand intersects with fresh partnerships around advanced chip packaging and wafer cleaning. See our latest analysis for Applied Materials. Those AI and data center partnerships with Broadcom and SCREEN sit against strong momentum in the stock, with a 30 day share price return of 17.99%, a 1 year total shareholder return of 184.03% and a 5 year...

High-bandwidth memory has become the choke point in the AI buildout, as NVIDIA’s Blackwell accelerators rely on stacked DRAM modules that only three companies can produce at scale, and the order books for those modules are reportedly stretching past 2027. Investors trying to express that thesis through a single ticker have three obvious vehicles: the ... The AI Memory Shortage Is Just Getting Started and These 3 ETFs Own Every Layer of the Supply Chain

Applied Materials (NASDAQ:AMAT) Chief Executive Officer Gary Dickerson said artificial intelligence is driving a multi-year expansion in semiconductor manufacturing demand, with the company positioned around the areas he described as the fastest-growing parts of wafer fab equipment spending. Speaki

The SOXX ETF offers a better exposure to artificial intelligence than a typical AI-themed ETF.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.62%. June E-mini S&P futures (ESM26 ) are up +0.33%, and June E-mini Nasdaq futures...

The artificial intelligence (AI) revolution has expanded to include many tech companies. But the industry's leaders are likely to drive growth over the next several years.

We recently compiled a list of the 10 Most Widely Held Stocks by Individuals in 2026. Applied Materials, Inc. (NASDAQ:AMAT) is one of the most widely held stocks by individuals on this list. TheFly reported on May 19 that Argus increased its price target on AMAT to $500 from $420 while reaffirming a Buy rating following the […]

Applied Materials Inc. (NASDAQ:AMAT) is one of the most buzzing AI semiconductor stocks to buy in 2026. On May 20, Applied Materials Inc. (NASDAQ:AMAT) announced it is teaming up with Broadcom to enhance the development of advanced chip packaging technologies for AI systems. Broadcom is to join the Applied Materials EPIC platform. In return, the […]