Semiconductor News & Analysis Feed
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2026-07-06
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2026-07-06
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2026-07-06
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2026-07-06
Rising demand for AI servers and high-performance computing (HPC) continues to drive price increases across the upstream PCB materials supply chain.
2026-07-06
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2026-07-06
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2026-07-06
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2026-07-06
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2026-07-05
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2026-07-05
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2026-07-05
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2026-07-05
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2026-07-05
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2026-07-05
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Applied Materials announced a new equipment platform aimed at addressing the memory bandwidth and energy-efficiency bottleneck confronting AI computing, unveiling tools across DRAM, advanced packaging, and process control to help chipmakers boost yields and...
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2026-07-05
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2026-07-05
thelec.net
2026-07-05
digitimes.com
2026-07-05
Applied Materials announced a new equipment platform aimed at addressing the memory bandwidth and energy-efficiency bottleneck confronting AI computing, unveiling tools across DRAM, advanced packaging, and process control to help chipmakers boost yields and accelerate mass production. The company said the platform combines materials engineering with process integration to support high-bandwidth me
2026-07-04
www.insidermonkey.com
2026-07-04
Insider Monkey
NEWS
Jim Cramer Says Applied Materials “Is in a Long-Term Bull Market”
Published on July 4, 2026 at 9:15 am by SYEDA SEIRUT JAVED in News
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Applied Materials, Inc. (NASDAQ:AMAT) was among the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation. Cramer mentioned the stock during the episode and commented:
Now, we recently had Gary Dic
2026-07-04
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2026-07-04
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2026-07-04
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2026-07-04
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2026-07-04
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2026-07-04
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2026-07-04
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2026-07-04
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2026-07-04
finance.yahoo.com
2026-07-04
Yahoo Finance
Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Kayode Omotosho
Fri, July 3, 2026 at 3:50 PM PDT 4 min read
AMAT
+2.89%
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Q1 Earnings Outperformers: Applied Materials (NASDAQ:AMAT) And The Rest Of The Semiconductor Manufacturing Stocks
Wrapping up Q1 earnings, we look at the numbers and key t
2026-07-04
www.barchart.com
2026-07-04
Barchart.com
A concept image of space_ Image by Canities via Shutterstock_
AI infrastructure construction fever is turning semiconductor equipment companies into the market's most successful players, and few have benefited from that trend as much as Applied Materials (AMAT). AMAT stock hit new highs after the investment bank KeyBanc Capital Markets hiked its price target to $750, and then Sesquania followed u
2026-07-04
www.msn.com
2026-07-04
MSN
Record highs: Applied Materials stock surged after record earnings and bullish analyst targets, fueled by AI infrastructure spending.
Persistent shortages: Micron's CEO projects memory chip tightness beyond 2027, with HBM and DRAM supply unable to meet demand.
Market milestone: Global semiconductor revenues may near $1 trillion in 2026, driven largely by AI-related memory demand.
2026-07-03
www.aol.com
2026-07-03
AOL.com
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
DAVID MOADEL
Fri, July 3, 2026 at 10:18 PM GMT+8
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Photo by Astrid Stawiarz/Getty Images
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extension above its 200-day MA since 1984.
Burry's SOXX ETF short a
2026-07-03
247wallst.com
2026-07-03
24/7 Wall St.
Michael Burry, the Scion Asset Management founder popularized in The Big Short, disclosed a new short position against Micron Technology (NASDAQ:MU | MU Price Prediction) in a Substack post dated July 2. Burry stated that the puts “seemed expensive,” so he shorted the stock directly and would add puts if volatility eases. He identified his disclosed entry at $1,051.87 per share.
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2026-07-03
finance.yahoo.com
2026-07-03
Yahoo Finance
Michael Burry Shorts Micron, Adding to His NVIDIA and Applied Materials Short Bets Against Chip Stocks
David Moadel
Fri, July 3, 2026 at 7:18 AM PDT 4 min read
MU
+1.11%
NVDA
+3.65%
SOXX
+1.87%
AMAT
+2.89%
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Trading disclosure
Quick Read
Burry shorted Micron and NVIDIA, betting on a 30% chip correction as Micron's 242% YTD rally reaches its most extreme technical extensio