Semiconductor News & Analysis Feed
171 articles
2026-06-26
ts2.tech
2026-06-26
TechStock²
25 JUNE 2026
ARTIFICIAL INTELLIGENCE·NASDAQ:AMAT·STOCK MARKET·TECHNOLOGY
2 MINS READ
APPLIED MATERIALS (NASDAQ:AMAT) GAINS $50 BILLION AS AI MEMORY TRADE PUSHES PAST STREET FORECASTS
BY IWONA MAJKOWSKA
NEW YORK, June 25, 2026, 14:07 EDT
Applied Materials shares jumped 10.7% to $652.07 at 1:52 p.m. EDT, pushing its market value up by around $50.4 billion.
The stock was 18.7% over the average an
2026-06-26
www.quiverquant.com
2026-06-26
Quiver Quantitative
New AI Systems Launched: Social media lit up as Applied Materials unveiled advanced chipmaking equipment designed to boost DRAM and packaging for AI applications. Investors highlighted the company's focus on overcoming the memory wall in high-performance computing. The announcement drove immediate gains in the stock.
Market Rally Ignites: Discussion turned sharply positive amid a broader semicond
2026-06-25
finance.yahoo.com
2026-06-25
Yahoo Finance
Is Applied Materials (AMAT) the Best All-Time High Stock with Legs to Rally Further?
Jeff Lewis
Wed, June 24, 2026 at 1:14 PM PDT 1 min read
AMAT
+0.53%
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Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 All-Time High Stocks with Legs to Rally Further.
On June 22, 2026, Wells Fargo raised its price target on Applied Materials, Inc. (NASDAQ:AMAT) to $
2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA CorporationKLAC and Applied Materials, Inc.AMAT are leveraging sharply different strengths to capture the next phase of wafer fab equipment growth. While both are benefiting from rising
2026-06-24
www.tradingview.com
2026-06-24
TradingView
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KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now?
5 min read
KLAC
−2.76%
AMAT
−1.62%
Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA Corp
2026-06-24
digitimes.com
2026-06-24
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private placement to expand chip equipment capacity, strengthen wafer reclamation services, and accelerate high-end semiconductor tool R&D.
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Applied Materials (AMAT) Unveils Two New Chipmaking Systems For Next Generation AI Chips
Bailey Pemberton
Tue, June 23, 2026 at 1:11 PM PDT 2 min read
AMAT
-8.48%
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Applied Materials introduced two new chipmaking systems, Centris Spectral SiN ALD and
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
A Growing Supply Gap Has Analysts Eyeing Applied Materials (AMAT)
Sajjl Nooranne
Mon, June 22, 2026 at 6:11 AM PDT 2 min read
AMAT
-7.77%
EL.PA
-0.21%
Trade AMAT on Coinbase
Trading disclosure
With a forward P/E of 37.54, Applied Materials, Inc. (NASDAQ:AMAT) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers.
On June 17, Citi analyst Atif Malik raised the firm's
2026-06-22
www.insidermonkey.com
2026-06-22
Insider Monkey
NEWS
Applied Materials (AMAT) and EssilorLuxottica Sign Long-Term Deal, Reuters Reports
Published on June 22, 2026 at 8:09 am by NOOR UL AIN REHMAN in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the best AI memory stocks to buy in 2026. Reuters reported on June 16 the signing of a long-term deal between EssilorLuxottica and Applied Materials, Inc. (NASDAQ:AMAT) for the development
2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
Applied Materials (AMAT) and EssilorLuxottica Sign Long-Term Deal, Reuters Reports
Noor Ul Ain Rehman
Mon, June 22, 2026 at 5:09 AM PDT 1 min read
AMAT
-8.19%
EL.PA
+0.62%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the best AI memory stocks to buy in 2026. Reuters reported on June 16 the signing of a long-term deal between EssilorLuxottica and Applie
2026-06-21
tomshardware.com
2026-06-21
Mark Tyson
GMKtec's dramatically redesigned EVO-X3 'Strix Halo' Mini PC gets Lisa Su’s signature of approval.
2026-06-21
www.barchart.com
2026-06-21
Barchart.com
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) is forcing investors to revisit a familiar question from tech history. The company now trades at a valuation above its late 1990s peak, when internet enthusiasm drove many technology stocks to unsustainable levels before the “Dot Com” bubble finally burst.
This time, though, the setup is more grounded in
2026-06-20
www.tradingkey.com
2026-06-20
TradingKey
Applied Materials Inc (AMAT) opened up by 4.08%. The Technology Equipment sector is up by 5.07%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Marvell Technology Inc (MRVL) up 7.27%; Micron Technology Inc (MU) up 8.70%; NVIDIA Corp (NVDA) up 2.95%.
The upward movement in Applied Materials shares was primarily propelled by sector-wide momentum and a series of hig
2026-06-20
simplywall.st
2026-06-20
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Applied Materials (AMAT) Stock Could Be 21% Overvalued After AI Product Launches
June 20, 2026
Simply Wall St
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Applied Materials (AMAT) is back in focus after unveiling its SENZ platform for AI-powered smart glasses, launching two new AI chipmaking systems, and deepening its partnership with EssilorLuxottica around augmented reality optics
2026-06-19
www.theglobeandmail.com
2026-06-19
The Globe and Mail
Teradyne TER and Applied MaterialsAMAT are major players in the semiconductor market. While Teradyne focuses on semiconductor test equipment and automation solutions, Applied Materials specializes in semiconductor manufacturing equipment used to fabricate advanced chips.
So, TER or AMAT — Which of these Semiconductor stocks has the greater upside potential? Let’s find out.
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
TER vs. AMAT: Which AI Semiconductor Stock Is the Better Buy?
Nilanshi Mukherjee
Thu, June 18, 2026 at 10:24 AM PDT 5 min read
AMAT
+1.15%
TER
+1.78%
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Trading disclosure
Teradyne TER and Applied Materials AMAT are major players in the semiconductor market. While Teradyne focuses on semiconductor test equipment and automation solutions, Applied Materials specializes in se
2026-06-19
www.tradingview.com
2026-06-19
TradingView
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Zacks
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TER vs. AMAT: Which AI Semiconductor Stock Is the Better Buy?
TER vs. AMAT: Which AI Semiconductor Stock Is the Better Buy?
4 min read
TER
+1.71%
AMAT
+1.44%
Teradyne TER and Applied Materials AMAT are major players in the semiconductor market. While Teradyne focuses on semiconductor test equipment and automation solutions, Applied Materials specializes in semiconductor manufacturi
2026-06-19
www.zacks.com
2026-06-19
Zacks Investment Research
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2026-06-18
news.google.com
2026-06-18
simplywall.st
2026-06-18
finance.yahoo.com
2026-06-18
Yahoo Finance
Applied Materials (AMAT) Launches SENZ With Qualcomm And EssilorLuxottica For AI Eyewear
Bailey Pemberton
Thu, June 18, 2026 at 1:18 AM PDT 4 min read
AMAT
+4.08%
QCOM
+6.17%
EL.PA
-2.28%
GFS
+6.44%
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Applied Mat