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Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that’s key to the AI boom.
Analysts surveyed by The Wall Street Journal were expecting a 0.2% gain. The reading follows a slight slowdown in CPI reported Wednesday and added to expectations that the Federal Reserve can hold off on raising rates for now. The market-implied likelihood of a hike at its September meeting is now around 35%, down from 55% a week ago according to CME FedWatch.
The U.S. stock market rose to a record following the latest sign that inflation is getting less bad. The Dow Jones Industrial Average added 0.1%, and the Nasdaq composite gained 0.8%. The Nasdaq composite rose 214.54 points, or 0.8%, to 26,803.03.
<p>At a gathering of 50 investment wonks, AI presented a paradox.</p>
Lam Research said on Thursday it intends to invest more than $3 billion in the next five years to expand its global research and development lab network, as it seeks to increase experiment capacity and speed up product development. The U.S. chip equipment maker said the multi-site expansion is expected to increase its experiment capacity by over 50%. • Lam Research is making the investment with the intention of staying ahead of customers' needs as the pace of innovation requires chips with new architectures, different materials and complex features engineered with nanoscale precision, CEO Tim Archer said.
In one of his last public appearances as CEO, Tim Cook offered Secretary of Commerce Howard Lutnick a tour of a facility meant to highlight its investments in U.S. supply chains.
The appointment signals a move toward performance and metrics frameworks. OpenAI must improve reliance on the tracking tools it offers advertisers before more will increase their ad budgets with OpenAI.
Generating $86,400 a year in dividends sounds like a number reserved for the ultra-wealthy, but the capital required swings dramatically depending on one variable most investors overlook before they build a single position.
Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) reported Q2 CY2026 results beating Wall Street’s revenue expectations, with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter’s revenue guidance ($10.25 billion at the midpoint) was surprisingly good and 6.1% above what analysts were expecting. Its non-GAAP profit of $4.02 per share was 18.4% above analysts’ consensus estimates.
SCHD and VIG both promise dividend income but take opposite approaches to delivering it, and with the 10-year Treasury pressing near 4.7%, the gap between their strategies has never mattered more for income investors heading into 2026.
‘The Big Short’ investor is cutting overall exposure and shifting his portfolio as a recent market rally pushes his short book into the red.
Wrapping up Q2 earnings, we look at the numbers and key takeaways for the health insurance providers stocks, including Oscar Health (NYSE:OSCR) and its peers.
Ackman dumped Alphabet and doubled down on three megacap tech winners. Here's what has to go right for the outperformance to continue.
One of the biggest S&P 500 funds on the planet holds hundreds of billions in retirement savings, yet most of the people who own it have never seen its ticker and cannot buy a single share on their own.
Meta is teaming up with NABTU to tap a massive skilled labor pipeline as the tech giant ramps up construction and maintenance of AI infrastructure in the U.S.
Wayfair stock has rebounded over the past few years, yet investors now face a split verdict on value, with an intrinsic value estimate from a Discounted Cash Flow (DCF) model pointing to a large discount while market based multiples suggest the shares are not cheap. Wayfair shareholders have seen the stock decline 63.3% over the past 5 years, which keeps long term returns under pressure even after the more recent recovery. The recent lift in higher end brands and store expansion can support...
Costco Wholesale (NasdaqGS:COST) is rolling out Out Of The Woods LLC's XL Tote Trio reusable bag set in select West Coast warehouses, with online availability expected soon. The XL Tote Trio features environmentally focused materials and design, reflecting Costco's wider push into sustainable consumer lifestyle products. This launch adds a new category of eco-friendly, reusable totes to Costco's in-warehouse assortment, separate from recent supplement and snack product launches. Investors...
RTX stock has almost tripled over the past five years, yet current valuation checks suggest it now sits closer to fair value than to a clear bargain, with the Discounted Cash Flow (DCF) intrinsic value estimate broadly in line with the market price. RTX has delivered a 190.9% total return over five years, which puts extra focus on whether the current share price still offers an attractive risk reward profile. Recent contracts in engines, missile defense and avionics modernization can support...
Freeport-McMoRan stock has delivered a strong 118.9% total return over the past five years, yet the current valuation checks and market multiples suggest the shares are not an obvious bargain at today's levels. Over the last 5 years Freeport-McMoRan has returned 118.9%, which puts extra focus on whether the recent share price reflects a full valuation for the business. Expectations around copper focused growth can support the current price, while any disappointment in project delivery or...
Inflation, earnings and chip stocks were top of mind for investors on Thursday.
Price target commentary for Merck has shifted toward a US$140 to US$155 range, anchored by a modest uplift in fair value from US$132.78 to US$136.85. Analysts link these higher targets to research that highlights Merck’s pipeline progress, recent business development moves and continued focus on late stage therapeutics. As you read on, you will see how to track these moving pieces and what they could mean for the evolving Merck story in the coming years. Stay updated as the Fair Value for...
A Berkshire filing reveals a very active quarter for buying stocks, including Alphabet. Microsoft might have been another big purchase.
Eric Criscuolo, Market Strategist at the NYSE, reviews a quiet week on Wall Street marked by tight trading ranges, cooling inflation, and a major new AI financing development. The S&P 500 consolidated near all-time highs before breaking through 7,800 for the first time on Thursday, lifted in part by Nvidia's partnership with major Wall Street firms to launch a $500 billion compute financing platform. In-line CPI and a cooler-than-expected PPI pushed yields lower across the curve, with the long end finally joining the downtrend. Looking ahead, markets will turn their attention to FOMC meeting minutes, August Flash PMIs, and earnings from consumer and housing bellwethers including Walmart, Home Depot, and Deere.
Applied Materials forecast fourth-quarter revenue above Wall Street expectations on Thursday, betting that unabated demand for advanced AI chips will continue to fuel robust spending on its semiconductor manufacturing equipment. The company forecast quarterly revenue of around $10.25 billion, plus or minus $500 million, compared with analysts' average estimate of $9.54 billion, according to data compiled by LSEG.
Rocket Lab announced a dollar-for-dollar $1.94 billion at-the-market (ATM) equity distribution plan on Thursday. But is it worth buying RKLB shares today?
The S&P 500 cruised through the latest round of earnings reports and inflation data to close at a record high on Thursday. The Nasdaq Composite was up 0.8%. Artificial intelligence stocks were once again at the vanguard, but a broad collection of S&P 500 stocks closed higher.
US equity indexes ended higher Thursday after a weak producer price inflation report and a drop in c
Millions of dollars are available to eligible Chantix buyers, but consumers have until September 14 to submit a claim.
Oliver Kharraz, Zocdoc Founder & CEO discusses teaming up with Google (GOOG) to integrate real-time healthcare appointment booking directly into the Gemini app, reducing patient wait times from 31 days to 72 hours.
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