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A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.
All three major US stock indexes were down slightly in late-morning trading Friday, as the S&P 500 c

Amkor Technology's 18% slide highlights near-term pressure, but advanced packaging, AI demand and rising earnings estimates strengthen the buy case.

The semiconductor equipment maker posted $9.12 billion in third-quarter revenue and guided for up to $10.75 billion in the current quarter
Investing.com - U.S. stock futures were little changed on Friday, pointing to a muted open after the S&P 500 closed at a record high in the previous session, while investors weighed a fresh batch of corporate news and analyst actions.

U. S. stock futures traded close to unchanged on Friday as investors assessed softer inflation data, a fresh round of technology earnings and renewed volatility across semiconductor shares.
The company plans to double its quarterly equipment production capacity by 2028.

Applied Materials (AMAT) delivered earnings and revenue surprises of +3.55% and +1.31%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
Investing.com -- Applied Materials reported third-quarter earnings and revenue above Wall Street expectations on Thursday, helped by strong demand for semiconductor manufacturing equipment as artificial intelligence investment continues to drive chip production.

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.
Applied Materials shares rise as AI boom fuels high-stakes earnings showdown

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.

SMCI posts a 315% earnings jump and 93% revenue growth, fueled by AI demand, record orders and a strong fiscal 2027 outlook.
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 […]
GEN beats Q1 earnings and revenue estimates, posts double-digit bookings growth, and raises fiscal 2027 guidance as demand stays strong.
SABR's Q2 revenues rise 4% on Marketplace growth, while its loss widens, and stronger EBITDA and cash flow support a higher 2026 outlook.
TEAM tops Q4 earnings and revenue estimates as subscription, cloud and AI platform growth fuel enterprise momentum and support fiscal 2027 outlook.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.89%. September E-mini S&P futures (ESU26 ) are up +0.44%, and September E-mini Nasdaq futures...
AVT's fourth-quarter fiscal 2026 earnings surge as broad-based demand, record segment sales and margin gains fuel a strong beat.
Veeco Instruments tops Q2 earnings and revenue estimates as AI-driven demand, strong orders and customer engagement fuel growth despite margin pressure.

