Actualités

KLA (KLAC) is not like other semiconductor equipment companies, and that difference is becoming more important as AI drives a shift in how chips are manufactured. Specifically, KLAC primarily designs and sells “metrology and inspection” equipment. These are very different from the “processing” equipment from companies including Applied Materials (AMAT), Lam Research (LRCX), or Tokyo ... KLA Is Gaining Share as AI Chip Complexity Drives Up Yield Costs

AVGO and AMAT tend outperform in May over the last decade

LASR heads into Q1 2026 with revenues seen up 38% Y/Y on strong defense demand, but exit from cutting and welding may pressure margins and growth.

Semiconductor stocks ripped higher in April, with several names posting one-month gains that would outperform one-year returns for most portfolios. On CNBC’s Halftime Report episode “Can the Market Move Higher in May?” (5/1/26), the panel openly split on a single question: Do you keep buying after a move this large, or sell on the risk ... Chip Stocks Soared 70%+ in April. Have They Gone Too Far?

Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market, although the absolute level remains modest. Global leaders such as Applied Materials (AMAT), Lam Research (LRCX), KLA (KLAC), ASML (ASML), Tokyo Electron (TOELY), and Screen still dominate the market, particularly in leading-edge logic and memory. ... China’s Semiconductor Equipment Companies Gain Share Despite U.S. Sanctions

Why Applied Materials Is on Investors’ Radar Applied Materials (AMAT) has drawn attention after recent share price moves, with the stock showing a mix of short term pressure over the past week and stronger performance over the month and past 3 months. For investors watching semiconductor suppliers, this shift in momentum is a prompt to look more closely at how Applied Materials’ current valuation compares with its recent returns and business profile. See our latest analysis for Applied...

Applied Materials, Inc. (NASDAQ:AMAT) was among the stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat. Cramer mentioned the company during the episode and commented: Throw in the four horsemen of Wednesday, and you could get a terrific opportunity to go back to an […]

Varonis Systems posts Q1 earnings and revenue beat as SaaS growth accelerates, ARR surges and full-year outlook is raised.

Applied Materials (AMAT) stock surged 150% over the last twelve months, with its P/E multiple rocketing from 19.1x to 42.2x on a trailing basis. Yet full-year revenue grew a mere 2.1%. What's happening.

Zacks.com users have recently been watching Applied Materials (AMAT) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

The US Department of Commerce has ordered Applied Materials and other US chip equipment suppliers to halt certain tool shipments to Chinese chipmaker Hua Hong. The move targets Hua Hong, China's second largest contract chip manufacturer, and tightens existing export controls on semiconductor production tools. The new restrictions add fresh pressure to Applied Materials' international business, particularly its exposure to the Chinese semiconductor market. Applied Materials, traded as...

Applied Materials, Inc. (NASDAQ:AMAT) has posted YTD gains of 50.5% as of April 27, putting it among the 10 Large-Cap Stocks that are on Fire Right Now. On April 27, Erste Group upgraded Applied Materials, Inc. (NASDAQ:AMAT) to Buy from Hold. The analyst pointed to the ongoing buildout in AI. Investment is flowing into advanced […]

US equity indexes declined on Tuesday as a slide in semiconductors hit technology, while worsening M

US equity indexes closed lower on Tuesday as semiconductor shares fell and Middle East tensions lift

Qorvo downgraded, Ulta Beauty upgraded: Wall Street's top analyst calls