Semiconductor News & Analysis Feed
458 articles
2026-06-24
stockstory.org
2026-06-24
StockStory
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2026-06-24
www.theglobeandmail.com
2026-06-24
The Globe and Mail
A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.
The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, Infineon, ASM Inte
2026-06-23
www.investing.com
2026-06-23
Investing.com
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2026-06-23
www.trefis.com
2026-06-23
Trefis
Everyone Is Watching Applied Materials Stock's AI Boom. The Real Story Is in the Supply Chain.
The company is forecasting massive growth, but management has gone quiet on the one operational issue that's still deciding how fast they can actually run.
With its stock hitting all-time highs and soaring over 273.1% in the past year, Applied Materials (AMAT) seems to be the perfect story for the AI e
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
2026-06-22
roadtovr.com
2026-06-22
Road to VR
Meta Ray-Ban Display | Courtesy Meta, EssilorLuxottica
EssilorLuxottica Partners with Applied Materials to Scale AR & Smart Glasses Optics
SCOTT HAYDEN
June 22, 2026
1
EssilorLuxottica and Applied Materials have signed a long-term joint development agreement, which the companies say will accelerate the commercialization of next-gen optical systems for AR and AI-powered smart glasses.
EssilorLuxo
2026-06-22
digitimes.com
2026-06-22
Amid growing localization efforts across China's supply chain, FineMat Applied Materials has seen its metal mask business continue to shrink and is accelerating its transition into AI cooling, semiconductors, and drones. The company's liquid-cooling cold plates for AI applications have already been sampled by end customers and are expected to begin shipping in the second half of 2026. Once volume
2026-06-21
www.marketbeat.com
2026-06-21
MarketBeat
Applied Materials Stock Looks Pricey—Can AI Demand Justify the Rally?
Written by Sam Quirke | Reviewed by Shannon Harms
June 21, 2026
KEY POINTS
Applied Materials has hit its highest valuation on record, as measured by its price-to-sales ratio, surpassing the peak it reached during the dot-com bubble.
The stock is up more than 130% year to date and over 50% in the past month alone, driven by surgi
2026-06-21
simplywall.st
2026-06-21
simplywall.st
United States/Semiconductors/NasdaqGS:AMAT
Don't Ignore The Insider Selling In Applied Materials
June 21, 2026
Simply Wall St
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We wouldn't blame Applied Materials, Inc. (NASDAQ:AMAT) shareholders if they were a little worried about the fact that Gary Dickerson, the President recently netted about US$49m selling shares at an average price of US$593. However, it's crucial to note tha
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.trefis.com
2026-06-19
Trefis
Where Applied Materials Stock Is Most Exposed
June 18th, 2026 by Trefis Team
-59.91%
Downside
617
Market
247
Trefis
AMAT
Applied Materials
The company’s AI-fueled growth story is compelling, but a single number buried in its earnings report reveals a significant geopolitical vulnerability.
Applied Materials (AMAT) stock has been on an extraordinary run, more than tripling over the past year and
2026-06-19
finance.yahoo.com
2026-06-19
Yahoo Finance
Allegro MicroSystems, Lam Research, and Applied Materials Shares Are Soaring, What You Need To Know
Petr Huřťák
Thu, June 18, 2026 at 11:53 AM PDT 3 min read
INTC
+3.16%
AAPL
+0.92%
MU
+3.92%
CL=F
-3.26%
ALGM
+2.37%
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Trading disclosure
What Happened?
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and manufact
2026-06-19
stockstory.org
2026-06-19
StockStory
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2026-06-19
www.tradingview.com
2026-06-19
TradingView
News
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Stock Story
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Allegro MicroSystems, Lam Research, and Applied Materials Shares Are Soaring, What You Need To Know
Allegro MicroSystems, Lam Research, and Applied Materials Shares Are Soaring, What You Need To Know
2 min read
ALGM
+3.03%
LRCX
+1.89%
AMAT
+1.82%
What Happened?
A number of stocks jumped in the afternoon session after President Trump announced Apple had agreed to design and m
2026-06-18
www.trefis.com
2026-06-18
Trefis
The company's AI-fueled growth story is compelling, but a single number buried in its earnings report reveals a significant geopolitical vulnerability.
Applied Materials (AMAT) stock has been on an extraordinary run, more than tripling over the past year and sitting at its 52-week high. The narrative is powerful: the company is a key supplier for the AI infrastructure buildout, delivering record
2026-06-18
news.google.com
2026-06-18
Pulse 2.0