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Cerebras is getting crushed after earnings while nearly every other AI chip and infrastructure name surges to fresh highs. What one company's bad day reveals about where this trade is actually headed matters more than the headline loss.
SanDisk just dropped a multi-year financial model at its Investor Day, and the ripple hit equipment stocks hard and fast. Here is what the targets signal about memory capital spending through 2030 and which semiconductor names stand to gain the most.
Applied Materials (AMAT) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand.
The most profitable corner of the technology market pays income investors a pittance -- and each of these four companies has a different reason.
Our proven model predicts another earnings beat, and the company's track record supports the setup.
Applied Materials’ recent OCP APAC Summit presentations in Taipei and its newly announced research collaboration with UC Berkeley at the EPIC Center underscore the company’s focus on accelerating semiconductor materials and process innovation for AI computing in a manufacturing-relevant setting. By giving UC Berkeley researchers access to industry-scale tools inside what Applied Materials calls the largest-ever U.S. investment in advanced semiconductor equipment R&D, the EPIC Center is...
Applied Materials shares rise as AI boom fuels high-stakes earnings showdown
US equity futures were edging slightly higher pre-bell Thursday as traders awaited another key infla
Michael Burry is still short, still warning of a shock on the scale of 1987, and doing so while the Dow sits near all-time highs and the VIX barely stirs. His reasoning traces back to a single, rarely seen S&P 500 signal he says has only appeared three times since 1999.
U. S. stock futures moved modestly higher on Thursday as investors looked ahead to another important inflation reading while assessing a fresh round of technology earnings.
Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market.
↗️ Lenovo Group (HK:992): Shares rose 19% in Hong Kong after the company posted record-high revenue driven by AI infrastructure demand. ↘️ StubHub (STUB): Shares in the ticket seller tumbled over 13% premarket after the company failed to turn a profit in the second quarter due to climbing costs, despite surging revenue from the World Cup.
Today Economic data: Producer price index for July, Jobless claims, EIA natural-gas storage report Earnings: Applied Materials, Tapestry Federal Reserve speakers: Cleveland Fed President Beth Hammack, one of three Fed regional bank heads to dissent from last month’s rate decision.
Options pricing suggests Applied Materials shares will sink after Q2 earnings on Aug. 13. Here’s why the derivatives market recommends caution on AMAT stock.
The S&P 500 Index ($SPX ) (SPY ) is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.07%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.85%. September E-mini S&P futures (ESU26 ) are up +0.38%, and September E-mini Nasdaq futures (NQU26...
SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.
PodcastOne, Inc. (PODC) delivered earnings and revenue surprises of -400.00% and -9.61%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Today Inflation data: Consumer price index for July, 8:30 a.m. ET Other data: EIA petroleum status report, Treasury budget Bond auctions: 10-year Treasury note Earnings: Cisco Systems, Stubhub, Coherent, Air Canada Thursday Economic data: Producer price index for July, Jobless claims, EIA natural-gas storage report Earnings: Applied Materials, Tapestry Federal Reserve speakers: Cleveland Fed President Beth Hammack, one of three Fed regional bank heads to dissent from last month’s rate decision.
Semiconductors are the silicon backbone of the digital revolution. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 50.2% and beaten the S&P 500 by 39.1 percentage points.
Applied Materials is due to report earnings Thursday after markets close, with traders anticipating a big swing in the semiconductor equipment maker’s stock.
LRCX expands into PLP as larger AI chips drive demand, targeting a fast-growing advanced-packaging opportunity.
Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle "has legs."
Cramer’s Case for the Semiconductor Equipment “Troika” During the August 6 episode of CNBC’s Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research Corporation (NASDAQ:LRCX), KLA Corporation (NASDAQ:KLAC), and Applied Materials, Inc. (NASDAQ:AMAT) as […]
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