Semiconductor News & Analysis Feed
458 articles
2026-06-30
247wallst.com
2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
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2026-06-30
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Applied Materials stock surges 10%: here's why
Applied Materials stock surges 10%: here's why
2 min read
AMAT
−1.70%
Applied Materials (AMAT) shares drew investor attention on Monday, rising more than 10% after KeyBanc Capital Markets issued early commentary ahead of the company’s upcoming third-quarter earnings.
The move came as markets reassessed expectations around the semicon
2026-06-30
www.investors.com
2026-06-30
Investor's Business Daily
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2026-06-29
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2026-06-29
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2026-06-29
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2026-06-29
Investing.com
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2026-06-29
news.google.com
2026-06-29
marketscreener.com
2026-06-29
simplywall.st
2026-06-29
simplywall.st
United States/Semiconductors/NasdaqGS:INTC
Applied Materials Stock In Focus After Samsung And SK Hynix Spending Plans
June 29, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
Samsung Electronics and SK Hynix just laid out plans to spend up to $1.3t over the next decade on semiconductor fabs, AI data centers, advanced packaging, batteries, and displays, and the immediate share price reaction was r
2026-06-29
www.digitaltoday.co.kr
2026-06-29
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Industry
Applied Materials expands packaging equipment lineup to boost HBM, chiplet yields
AI Summary
Applied Materials unveiled six new semiconductor manufacturing tools spanning advanced packaging and DRAM processes, the company said on Sunday. It said AI computing faces a “memory wall” as bandwidth and capacity lag growing model sizes and data throughput, driving demand for high-bandwidth memo
2026-06-29
cryptobriefing.com
2026-06-29
Crypto Briefing
BofA raises price target on Applied Materials to $720 amid bullish semiconductor outlook
Bank of America sees a $2.7 trillion semiconductor market by 2030, driven by AI and memory chip demand
2026-06-29
www.insidermonkey.com
2026-06-29
Insider Monkey
NEWS
BofA is Bullish on Applied Materials, Inc. (AMAT)
Published on June 28, 2026 at 2:45 pm by FATIMA GULZAR in News
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Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 23, BofA bumped up its price objective on Applied Materials, Inc. (NASDAQ:AMAT) to $720 from $540. The firm maintained a “Buy” rating on the stock.
Th
2026-06-29
finance.yahoo.com
2026-06-29
Yahoo Finance
BofA is Bullish on Applied Materials, Inc. (AMAT)
Fatima Gulzar
June 28, 2026 2 min read
AMAT
-1.70%
BAC
+1.99%
EL.PA
+0.23%
Explore stocks on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the 10 Best Semiconductor Stocks to Buy According to Billionaires.
On June 23, BofA bumped up its price objective on Applied Materials, Inc. (NASDAQ:AMAT) to $720 from $540. The f
2026-06-28
www.tikr.com
2026-06-28
TIKR.com
Key Stats for Applied Materials Stock
Current Price: $626.84
Target Price (Mid): ~$760
Street Target: ~$550
Potential Total Return: ~21%
Annualized IRR: ~4.5% / year
Earnings Reaction: -0.89% (May 14, 2026)
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free) >>>
What Happened?
Applied Materials (AMAT) just did something its shareholder
2026-06-28
www.insidermonkey.com
2026-06-28
Insider Monkey
NEWS
Applied Materials (AMAT) – Among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks
Published on June 28, 2026 at 12:10 am by VARDAH GILL in News
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Applied Materials, Inc. (NASDAQ:AMAT) is included among Billionaire Steven Cohen’s Top 11 Dividend Stock Picks.
On June 26, Wells Fargo raised its price recommendation on Applied Materials, Inc. (NASDAQ:AMAT) to $740 from $715. It reiter
2026-06-28
simplywall.st
2026-06-28
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Is Applied Materials (AMAT) Fully Valued On Its New AI Chipmaking Systems?
June 28, 2026
Simply Wall St
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Applied Materials (AMAT) stock is back in focus after the company launched a suite of advanced chipmaking systems to support 3D architectures and high-bandwidth memory for next-generation AI applications.
See our latest analysis for Ap
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Applied Materials (AMAT) Introduces Suite of New Chipmaking Systems
Noor Ul Ain Rehman
June 27, 2026 2 min read
AMAT
-1.70%
EL.PA
+0.23%
Trade AMAT on Coinbase
Trading disclosure
Applied Materials, Inc. (NASDAQ:AMAT) is one of the safe stocks for beginners to buy in 2026. Applied Materials, Inc. (NASDAQ:AMAT) announced on June 25 the introduction of a suite of new chipmaking systems to build the
2026-06-28
finance.yahoo.com
2026-06-28
Yahoo Finance
Bank of America Just Gave Applied Materials Stock a New Street-High Price Target
Aanchal Sugandh
June 27, 2026 5 min read
BAC
+1.99%
AMAT
-1.70%
Explore stocks on Coinbase
Trading disclosure
Applied Materials Inc_ campus sign-by Sundry Photography via iStock
Applied Materials (AMAT) has found itself in Wall Street's sweet spot after Bank of America Corporation turned even more bullish on the semi
2026-06-27
www.msn.com
2026-06-27
MSN
Applied Materials (AMAT) held a master class event this week, and much of the focus was on the company's positioning in dynamic random access memory and advanced packaging, Wall Street analysts said.
“In our view, these insights reflect broader tech trends reshaping the entire semi supply chain,” Susquehanna analyst Mehdi Hosseini wrote in a note to clients. “The rising complexity of next-gen DRA
2026-06-26
seekingalpha.com
2026-06-26
Seeking Alpha
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