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AMAT gains an edge in the AI chip equipment race as broader tech exposure and stronger growth forecasts set it apart.

Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 6.6% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

A number of stocks jumped in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 5.7% in the afternoon session after Micron's blowout day signaled that AI-driven chip demand is structurally undersupplied which is bullish news for the equipment makers and foundries that build the capacity.

In May 2026, Applied Materials, Inc. reported second‑quarter 2026 sales of US$7.91 billion and net income of US$2.81 billion, raised guidance for third‑quarter 2026 revenue to about US$8.95 billion plus or minus US$500 million, and continued share repurchases under its existing buyback program. Applied Materials also expanded its EPIC equipment and process innovation platform, bringing in partners such as Broadcom and SCREEN Semiconductor Solutions to co‑develop advanced chip packaging and...

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed up +0.61%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.76%. June E-mini S&P futures (ESM26 ) rose +0.61%, and June E-mini Nasdaq futures...

A well-known momentum ETF is up 21% this year. But the smart investor knows every party eventually ends. Now isn’t the time to buy.

The long-term money still hates software.

Applied Materials, Inc. (NASDAQ:AMAT) is among the Best Performing Stocks. On May 14, Reuters reported that Applied Materials, Inc. (NASDAQ:AMAT) outlook for Q3 revenue and profit is above projections because of strong artificial intelligence and data center demand. The company sees revenue coming in at about $8.95 billion plus or minus $500 million, beating LSEG expectations […]

With a 5-year dividend growth rate of 16.24%, Applied Materials, Inc. (NASDAQ:AMAT) is included among the 10 Best Dividend Growth Stocks to Buy and Hold for 3 Years. On May 19, Argus Research analyst Jim Kelleher raised the firm’s price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $500 from $420. It reiterated a Buy rating […]

Broadcom Inc., Applied Materials Inc., GlobalFoundries Inc., Meta Platforms Inc., and Synopsys, Inc. announced on Thursday that they have partnered with the UCLA Samueli School of Engineering to launch a $125 million Semiconductor Hub aimed at accelerating research and workforce...

Broadcom joining Applied Materials’ EPIC platform adds another layer to the AI infrastructure story, as advanced packaging becomes more critical for custom accelerators, networking chips, and next-generation compute systems.

The artificial intelligence buildout has already sent semiconductor demand sharply higher, and Wall Street is now looking deeper into the supply chain for the next group of companies that could benefit from the spending cycle. Morgan Stanley is making a notable shift inside semiconductor capital ...

Lam Research Corporation (NASDAQ:LRCX) is one of the best oversold growth stocks to invest in now. Morgan Stanley upgraded Lam Research Corporation (NASDAQ:LRCX) to Overweight from Equal Weight on May 18, adjusting the price target on the stock to $331 from $293. The firm told investors in a research note that the magnitude of Morgan […]

Applied Materials (NasdaqGS:AMAT) is joining Meta, Broadcom, GlobalFoundries, and Synopsys to fund a new US$125 million semiconductor research hub at UCLA. The hub is focused on next generation chip and AI technologies and is intended to support a more resilient U.S. semiconductor supply chain. This multi company partnership positions Applied Materials at the center of collaborative research across equipment, design, foundry, and end user segments. For you as an investor, this move...

The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...

ASML Holdings says first chips made with High-NA EUV tools are coming soon as $400M machines move from R&D validation into early production.

KLAC's service business generated $775M in March-quarter revenues as AI demand and longer tool lifecycles fuel durable growth.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.73%. June E-mini S&P futures (ESM26 ) are up +0.47%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.50%, and June E-mini Nasdaq futures...

Applied Materials delivered results ahead of Wall Street expectations in Q1, as management highlighted a surge in demand driven by the rapid expansion of artificial intelligence (AI) computing infrastructure. CEO Gary Dickerson noted that the company’s leadership in leading-edge foundry logic, DRAM, and advanced packaging was pivotal, stating, “The momentum in our business is being driven by global AI adoption and our differentiated technology portfolio.” Strong execution across manufacturing an

AMAT, SHEL and KLAC are benefiting from AI, LNG and advanced packaging trends as strong execution drives growth and shareholder returns.

Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here. The fund lost 7.14% in the quarter, tied to a 6.75% fall in March due to the War in Iran. This compares to the S&P 500’s -4.33% return for […]

Investing in certain stocks can pay off in the long run, especially if you hold on for a decade or more.

Broadcom, Meta, UCLA and other partners are launching a US$125 million AI semiconductor research and talent hub over five years. The company is also working with Applied Materials on next generation AI chip packaging technologies. Both efforts focus on energy efficient, high performance AI computing and closer ties between industry and academia. For investors watching NasdaqGS:AVGO at a share price of about US$414.57, these moves sit alongside a very strong multi year share price run, with...

Five-year partnership aims to support next-generation semiconductor research.

Broadcom and Meta Trigger $125 Million AI Chip Race

Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 4.9% in the afternoon session after the company announced a collaboration with Broadcom to accelerate the development of advanced chip packaging technologies for next-generation AI systems.