Latest AMAT news

3 Top Chip Equipment Stocks to Buy as AI Demand Fuels BofA Optimism

Zacks Investment Research · Wed, 23 Sep 2026 11:50:58 -0400

Applied Materials, Lam Research and KLA stand to benefit as BofA lifts chip equipment spending forecasts amid surging AI, memory and packaging demand.

Wall Street Bulls Look Optimistic About Applied Materials (AMAT): Should You Buy?

Zacks Investment Research · Wed, 23 Sep 2026 10:30:49 -0400

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

New ETF Bets on the Machinery Behind AI Chipmaking

ETF Trends · Tue, 22 Sep 2026 14:53:24 -0400

REX Advisers will launch the REX AI Chipmaking ETF (CHIP) on Nasdaq Wednesday, according to the fund's prospectus. The fund invests in the equipment makers that build the physical machinery behind artificial intelligence (AI) chips, rather than the companies that design them.

Applied Materials: Opportunity Is Brewing Again (Rating Upgrade)

Seeking Alpha · Tue, 22 Sep 2026 12:14:55 -0400

Applied Materials is upgraded to a buy as valuation has corrected while fundamentals have strengthened, creating an attractive risk/reward setup. AI-driven demand is accelerating Applied Materials' growth, with Q3 revenue up 25% YoY and robust Q4 guidance implying 51% YoY growth. Margins continue to expand, with Q3 gross margin up 150 bps and operating margin expected to rise 640 bps YoY in Q4, reflecting strong cost/expense control.

Here is What to Know Beyond Why Applied Materials, Inc. (AMAT) is a Trending Stock

Zacks Investment Research · Tue, 22 Sep 2026 10:01:07 -0400

Applied Materials (AMAT) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Columbia Global Technology Growth Fund Q2 2026 Portfolio Recap

Seeking Alpha · Tue, 22 Sep 2026 03:45:00 -0400

Institutional class of the fund returned 39.25% during the quarter, outperforming the S&P Global 1200 Information Technology Index benchmark, which returned 37.76%. Semiconductors and semiconductor equipment were the primary drivers of relative outperformance during the quarter. Communications and electronic equipment represented modest sources of relative underperformance.

U.S.-China Talks Seem Successful: ETF Areas in Focus

Zacks Investment Research · Mon, 21 Sep 2026 10:30:56 -0400

U.S.-China trade talks could ease tariff pressures, putting semiconductor, technology, retail and auto ETFs in focus as investors assess the potential impact on China-exposed companies.

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