AMAT News and Press, Applied Materials Inc.

2024-07-16 12:43:05 ET Summary Monthly article series presents industry metrics in information technology. The most overvalued subsectors are computers/hardware and semiconductors. SPDR® NYSE Technology ETF is an alternative to RSPT for investors willing to avoid excessiv...

2024-07-16 10:35:13 ET "We continue to believe that AI-leveraged names are still the most attractive to own heading into earnings," said Cantor Fitzgerald analysts, led by C.J. Muse, in a Tuesday note. "Additionally, we expect storage names to trade higher on continued discipline across bot...

2024-07-15 11:39:32 ET "Pre-event, our bias was that companies should feel more encouraged by the investment outlook for advanced foundry/logic," said Stifel analysts Brian Chin and Denis Pyatchanin, in an investor note. "Based on our discussions, this bias was largely reflected in tone, an...

2024-07-15 08:34:44 ET More on semiconductor industry KLA Corporation: Is Positioned For A Cyclical Upswing Driven By AI Teradyne: Valuation Unattractive Despite Expected Recovery KLA Corporation (KLAC) NASDAQ Investor Conference Call (Transcript) ASML, Appli...

2024-07-13 09:22:52 ET Summary MKS Instruments is a major supplier to semiconductor equipment companies Lam Research and Applied Materials, with one-third of revenues from them. Investing in smaller supply chain companies offers growth potential but carries risks of stock price fl...

2024-07-12 09:49:51 ET Summary ASML Holding N.V.'s Q1 2024 results were disappointing, but it overtook Applied Materials as the top WFE Semiconductor Equipment supplier in 2023. ASML expects a Q2 2024 net sales increase of 12.3% from Q1, with a gross margin of 50-51%. ASML's s...

2024-07-12 06:08:56 ET Summary Portfolio update after major life events and time constraints. Reduced portfolio to 26 companies due to conviction and portfolio maintenance. A primary focus on owning quality dividend-paying companies in attractive sectors. It has been qui...

2024-07-10 17:51:52 ET Summary Davis Select U.S. Equity ETF is an actively managed ETF with a portfolio of only 26 companies and a 0.61% expense ratio. The DUSA ETF is overweight in its top holdings and in financials. DUSA has underperformed the S&P 500 and some passively ...

2024-07-10 12:14:34 ET More on semiconductors and AI Nvidia: Upside Potential Is Greater Than You May Think Nvidia: Too Reliant On Too Few Customers AMD: Yet Another Buying Opportunity (Rating Upgrade) AMD announces deal to acquire Silo AI for $665M M...

Shares of Applied Materials, Inc. (NASDAQ: AMAT) traded at a new 52-week high today and are currently trading at $252.07. So far today, approximately 1.15M shares have been exchanged, as compared to an average 30-day volume of 4.65M shares. Applied Materials, Inc. provides manufacturing equip...