Applied Materials, Inc. $AMAT Stake Lifted by Eurizon SLJ Capital Ltd - MarketBeat

Applied Materials (AMAT) saw a significant institutional boost in Q2 2026, with Eurizon SLJ Capital Ltd increasing its stake by 2,975.9%, acquiring 26,872 additional shares and making AMAT its largest... Read original →

Applied Materials' institutional buying in Q2 reflects strong tailwinds from AI infrastructure and advanced packaging demand, directly boosting upstream suppliers like silicon wafers and photoresists while pushing downstream chipmakers toward higher-performance, low-power architectures. Despite a robust Q3 earnings beat, investor sentiment remains cautious due to insider selling and geopolitical risks, particularly in Taiwan, China. Competitors such as ASML and KLA may accelerate investments in AI training chip equipment to maintain market share. Over the next 12–24 months, semiconductor capex cycles are expected to remain elevated, but supply chain resilience will be tested amid U.S.-China tech decoupling trends. AMAT’s long-term growth hinges on sustained global demand for AI and memory chips.