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The earnings outlook improved, but the multiple just fell

Applied Materials raises its FY26 systems growth view as AI demand strengthens, with customer forecasts stretching into FY27 and, in some cases, FY30.

On this episode of Stock Movers: Drone companies including AeroVironment Inc. (AVAV), Aevex Corp. (AVEX), and Unusual Machines Inc. (UMAC) rose on news that the Trump administration plans to apply a 100% tariff on imports of unmanned aircraft systems and their components. Applied Matierals (AMAT) fell despite an earnings forecast that topped estimates. Investors had a muted reaction to earnings even though the stock has more than doubled this year. Gemini Space Station (GEMI) fell as the crypto platform's earnings report faced crypto market headwinds and a wider-than-expected adjusted Ebitda loss. Reddit (RDDT) climbed on the news that the stock is set to be included in the S&P 500 index.

Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) shares fell about 4% on Friday even after the chipmaking equipment supplier beat Wall Street estimates on both revenue and profit for its fiscal third quarter and issued fourth-quarter guidance above expectations. The Santa Clara,...

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.

Applied Materials just posted record revenue and its fifth straight earnings beat, yet the stock fell anyway. Three metrics from the next few quarters will separate a temporary pullback from something more telling about the AI capex cycle.

The benchmark US stock measures were mostly pointing higher before the open Friday as investors awai

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting results this Thursday after the bell. Here’s what to expect.

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.

Aug 14 (Reuters) - U.S. stock index futures were subdued on Friday, a day after the S&P 500 closed at a record high, as rising crude prices after the latest developments in the Middle East kept

Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shi

Applied Materials forecast fails to dazzle, White House to crack down on tariff evasion, the shipping world is in chaos, and more news to start your day.

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.

Applied Materials shares fell about 5% in premarket trading on Friday, as the ‌chip equipment maker's upbeat outlook failed to ‌soothe investors worried about the threat from intensifying competition. The muted reaction ​illustrates the high bar chip stocks have to clear and suggests that investors have little tolerance for any hint that a company may be falling behind peers. After a ‌sharp rally that ⁠has more than doubled Applied's shares this year, investors want clearer signals that the ⁠company's growth is outpacing rivals in the wafer-fab-equipment market.

Applied Materials Inc (AMAT) posts record Q3 results with revenue up 25% year over year, driven by strong AI infrastructure demand and raised guidance for Q4.

Applied Materials (NASDAQ:AMAT) reported record fiscal third-quarter 2026 results, with revenue, operating profit and non-GAAP earnings per share reaching new highs as demand for AI-related semiconductor manufacturing equipment continued to strengthen. President and CEO Gary Dickerson said the comp

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 posted record third-quarter results and delivered a stronger-than-expected fourth-quarter forecast.

Artificial-intelligence adoption continued to drive demand for the company’s semiconductor solutions.

Applied Materials reports better-than-expected earnings for its fiscal third quarter, but investors aren’t impressed.

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.

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.

(Updates with latest market prices and developments.) US benchmark equity indexes were mostly hig

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

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

Investors are watching for another inflation reading after Wednesday's release of the Consumer Price Index showed inflation easing in July.

Investors are watching for another inflation reading after Wednesday's release of the Consumer Price Index showed inflation easing in July.

Investors are watching for another inflation reading after Wednesday's release of the Consumer Price Index showed inflation easing in July.