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Chip stocks retreat after a record market run.
A stronger outlook and expanding semiconductor margins were insufficient to satisfy expectations surrounding artificial-intelligence equipment demand.
(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first pa
While several analysts praised the results and long-term outlook, others said expectations had been higher, citing gross-margin commentary, near-term guidance, and the pace of systems growth.
Non-GAAP gross margin reached 50.4% with fourth-quarter revenue guided above $10 billion
Applied Materials clears earnings estimates and boosts outlook, but investors punish AMAT stock
Applied Materials (NASDAQ:AMAT) shares fell 5. 4% in pre-market trading after the semiconductor equipment maker’s record fiscal third-quarter 2026 results failed to impress investors following the stock’s substantial year-to-date rally.
Applied Materials (AMAT) shares fell in after-hours trading Thursday after the semiconductor-equipme
The S&P 500 hit a new high amid lower oil prices. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.
Applied Materials reports better-than-expected earnings for its fiscal third quarter, but investors aren’t impressed.
Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q2 CY2026, 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 $3.50 per share was 3.1% above analysts’ consensus estimates.
‘The Big Short’ investor is cutting overall exposure and shifting his portfolio as a recent market rally pushes his short book into the red.
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.
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.
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?
A single Chinese headline erased weeks of gains from one of the semiconductor world's most irreplaceable companies, but Wall Street's most bullish analysts are treating the dip as a gift. Here is why the bear case just got harder to make.
While the S&P 500 just hit a record high and the AI trade roars back to life, one famous short seller is keeping his bearish bets intact and warning that the market's own mechanics could turn a celebration into a collapse.
LRCX's 16% monthly fall contrasts with record revenues, strong AI equipment demand and rising earnings, strengthening the case for buying the stock.
Susquehanna analyst Mehdi Hosseini believes the company’s growth is constrained even as KLA issues an upbeat forecast.