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Billionaire activist Dan Loeb ‘s Third Point LLC raised a stake in ASML Holding (NASDAQ: ASML ) in the second quarter. The investor more than doubled its stake in the semiconductor company, increasing it from 12,000 in the first quarter of 2026 to 30,000 as of June 30. Meanwhile, Third Point exited its entire stake in
Applied Materials Inc (NASDAQ: AMAT ) shares are trading higher by more than 11% on Monday as analysts lift targets and chip-related tech names are broadly catching a bid, with the Nasdaq-100 up 2.4%. Here’s what investors need to know. Applied Materials shares are testing new highs. Why are AMAT shares at highs? What
Wells Fargo analyst Joe Quatrochi maintains Applied Materials with an Overweight rating and raises the price target to $740
Wells Fargo maintains overweight rating on Applied Materials and raises price target to $715