Applied Materials, Inc. (AMAT) News
Track canonical SquawkNews coverage tagged to AMAT, Applied Materials, Inc.. This hub brings together deduplicated headlines about united states, markets catalysts, earnings, analyst actions, and wider market events so traders can review how a developing story changed over time. It contains 93 indexed stories across 44 publication days and is ordered by the same first-publication timeline used by LiveCast.
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Applied Materials to invest $5 billion in India
Applied Materials plans to invest $5 billion in India over the next decade as part of its “India Vision 2035,” to expand its footprint and support the country’s push to build its chip industry.
EQUITY | Sep 17, 2026, 11:53 AM UTC
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Applied Materials to invest $5 billion in India over decade
Applied Materials said it will invest $5 billion in India over the next decade to expand its presence, according to remarks at SEMICON India.
EQUITY | Sep 17, 2026, 08:14 AM UTC
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Semiconductor TAM set to double by 2030 to $3.2T on memory and data center demand: BofA
Although it took the semiconductor industry 50 years to reach the $1T mark in annual sales, the sector is currently growing at an incredible rate due to near-insatiable demand.Bank of America has forecast the total addre
CENTRAL_BANK | Sep 15, 2026, 01:21 PM UTC
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Global AI stocks fall as industry chiefs call for slowing development
By Johann M Cherian and Gregor Stuart HunterAI-linked stocks plunged worldwide on Monday after leaders of the biggest artificial intelligence companies warned of potentially existential risks from the technology, shaking
NEWS | Sep 14, 2026, 07:03 PM UTC
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Insider trades: Nvidia, Tesla, Uber among notable names
This week, insider transactions were seen across heavyweights like Nvidia NASDAQ:NVDA and Tesla NASDAQ:TSLA. The following deals occurred between September 7 and September 11.Content provided by Seeking Alpha is intended
NEWS | Sep 12, 2026, 03:03 PM UTC
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Applied Materials board approves $0.53 quarterly cash dividend per share
Applied Materials, Inc. announced its Board of Directors approved a quarterly cash dividend of $0.53 per share. The dividend is payable Dec. 10, 2026 to shareholders of record as of Nov.
EQUITY | Sep 10, 2026, 08:11 PM UTC
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AMAT: AI-driven demand and innovation are fueling record growth and margin expansion through 2027
AI and data center demand is driving unprecedented growth, with forecasts for 2026 revenue now approaching 40%. Advanced packaging, process control, and services are top growth areas, while regional expansion and interna
EQUITY | Sep 09, 2026, 11:21 PM UTC
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AMAT: AI-driven demand is fueling record growth in advanced semiconductor equipment and services
AI and data center demand are driving unprecedented growth in semiconductor equipment, with leading-edge foundry, DRAM, and advanced packaging as top segments. Service and process control businesses are expanding rapidly
EQUITY | Sep 09, 2026, 10:43 PM UTC
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Applied Materials CEO Speaks At Goldman Sachs Communacopia + Technology Conference 2026
Applied Materials Inc NASDAQ:AMAT
EQUITY | Sep 09, 2026, 10:03 PM UTC
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AMAT growth powered by AI and cloud spending across advanced packaging, DRAM
AI-driven demand and rising cloud investments are supporting AMAT growth in advanced packaging, DRAM, and foundry logic, with over 100 new fabs tracked globally. Gross margins are expanding via value-based pricing.
EQUITY | Sep 08, 2026, 02:08 PM UTC
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AMAT growth tied to AI demand, capacity and tech investments
AI-driven demand and rising customer forecasts are fueling growth in advanced packaging, DRAM, and foundry logic. The outlook cites capacity and technology investment, plus gross-margin expansion via value-based pricing
EARNINGS | Sep 08, 2026, 01:42 PM UTC
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U.S. jobs data drives sharp rotation across stocks, bonds and gold
U.S. equities slipped as August payrolls of 162,000, far above the 55,000 consensus, pushed traders toward a higher Fed-rate path. Chips outperformed while software, retail, gold and bitcoin weakened.
EARNINGS | Sep 04, 2026, 05:32 PM UTC
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Applied Materials maintained at Buy by UBS
UBS maintains a Buy rating on Applied Materials.
EQUITY | Sep 01, 2026, 01:17 PM UTC
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Shares of semiconductor and chip companies are trading lower, possibly after Federal Reserve Chairman Warsh's comments on inflation and pric
Shares of semiconductor and chip companies are trading lower, possibly after Federal Reserve Chairman Warsh's comments on inflation and prices raised rate-hike concerns. The sector may be facing pressure from peer Marvel
MACRO | Aug 28, 2026, 05:49 PM UTC
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Key facts: Applied Materials (AMAT) AI growth; adds Akash Palkhiwala
Key facts: Applied Materials (AMAT) AI growth; adds Akash Palkhiwala
EQUITY | Aug 28, 2026, 07:14 AM UTC
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Applied Materials SVP and CFO sold shares worth over $3.5M
Applied Materials SVP and CFO sold shares worth over $3.5M, TradingView News reports.
EQUITY | Aug 27, 2026, 09:11 PM UTC
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Applied Materials appoints Akash Palkhiwala to board
Applied Materials appoints Akash Palkhiwala to the Board and Audit Committee.
EQUITY | Aug 27, 2026, 08:25 PM UTC
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Applied Materials names Akash Palkhiwala to board
Applied Materials, Inc. named Akash Palkhiwala to its board of directors.
EQUITY | Aug 27, 2026, 08:20 PM UTC
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Applied Materials appoints Akash Palkhiwala to board
Applied Materials appointed Akash Palkhiwala to its board of directors, according to TradeXchange Newsdesk.
EQUITY | Aug 27, 2026, 08:05 PM UTC
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AMAT: AI-driven compute innovation and co-innovation at EPIC Center are set to reshape the semiconductor industry
AMAT: AI-driven compute innovation and co-innovation at EPIC Center are set to reshape the semiconductor industry
EQUITY | Aug 27, 2026, 04:14 PM UTC
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AMAT: AI-driven semiconductor innovation and EPIC Center collaboration are set to reshape compute leadership
AMAT: AI-driven semiconductor innovation and EPIC Center collaboration are set to reshape compute leadership
EQUITY | Aug 27, 2026, 03:51 PM UTC
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Analysts update targets on AMAT, OTLK, PLXS, AIT, CCOI
Wall Street analysts maintained or adjusted ratings and price targets on Applied Materials, Outlook Therapeutics, Plexus, Applied Industrial Technologies and Cogent Communications after each company’s recent results or g
EARNINGS | Aug 17, 2026, 10:59 AM UTC
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Applied Materials reports Q3 revenue and EPS above estimates
Applied Materials reported third-quarter revenue of $9.12 billion and adjusted earnings of $3.50 per share, both above analyst estimates.
EARNINGS | Aug 15, 2026, 01:51 PM UTC
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Applied Materials shares fall despite Q3 revenue beat-and-raise
Applied Materials (AMAT) reported Q3 revenue of $9.12 billion versus Street expectations of $9.02 billion, alongside fiscal Q4 midpoint revenue guidance of $10.25 billion, but shares slipped following analyst notes.
EARNINGS | Aug 14, 2026, 04:36 PM UTC
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Robinhood CIO says AI boom may lift stocks, pressure bonds
Robinhood Market CIO Stephanie Guild says the AI spending boom may keep driving stocks higher, while rising Treasury yields and heavy capital needs could weigh on bonds and valuations.
EARNINGS | Aug 14, 2026, 04:30 PM UTC
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Applied Materials shares slide after Q3 beat, upbeat Q4 guidance
Applied Materials (AMAT) is trading lower after reporting better-than-expected Q3 results and issuing Q4 adjusted EPS and sales guidance above estimates, while BofA and B. Riley cut their price targets.
EARNINGS | Aug 14, 2026, 02:34 PM UTC
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AMAT - Applied Materials to Participate in Upcoming Investor Conferences
AMAT - Applied Materials to Participate in Upcoming Investor Conferences
EQUITY | Aug 14, 2026, 11:30 AM UTC
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Applied Materials posts strong Q3 results, boosts Q4 outlook
Applied Materials reports better-than-expected third-quarter results and guides fourth-quarter revenue to $10.25 billion ± $500 million and adjusted EPS of $3.82–$4.22 versus $9.54 billion revenue and $3.69 EPS estimates
EARNINGS | Aug 14, 2026, 06:08 AM UTC
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Applied Materials reports Q3 record revenue, raises outlook
Applied Materials said third-quarter fiscal 2026 revenue was a record $9.1 billion and non-GAAP EPS was a record $3.50, while Q4 guidance calls for $10.25 billion in revenue and $4.02 non-GAAP EPS.
EARNINGS | Aug 13, 2026, 09:57 PM UTC
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Applied Materials beats Q3 estimates, guides above forecasts
Applied Materials reported third-quarter fiscal 2026 revenue of $9.12 billion and adjusted earnings of $3.50 per share, both above analyst estimates, and issued fourth-quarter guidance above forecasts.
EARNINGS | Aug 13, 2026, 08:20 PM UTC
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Applied Materials 3Q net sales $9.12B; adj EPS $3.50
Applied Materials reports 3Q net sales of $9.12B versus an estimated $9.02B, and 3Q adjusted EPS of $3.50 versus an estimated $3.42.
EARNINGS | Aug 13, 2026, 08:03 PM UTC
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AMAT guides 4Q net sales $9.75B to $10.75B
Applied Materials (AMAT) issues a 4Q net sales outlook of $9.75B to $10.75B versus an EST. of $9.62.
EARNINGS | Aug 13, 2026, 08:02 PM UTC
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Applied Materials announces third-quarter 2026 results
Applied Materials (AMAT) announces its third-quarter 2026 results, per the provided release headline; no figures or guidance details were included in the feed.
EARNINGS | Aug 13, 2026, 08:01 PM UTC
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Michael Burry increased Micron short; adjusted SOXX and QQQ puts
Michael Burry increased his short position in MU while closing put options on SOXX and opening/rolling QQQ puts to a later expiration and higher strike, and he covered shorts in TSLA and AMAT.
EQUITY | Aug 13, 2026, 06:33 PM UTC
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U.S. CPI rises in line with forecasts as Nasdaq gains
U.S. July CPI rose 0.1% month-over-month and 3.4% year-over-year, with core CPI up 0.2% on the month and 2.5% annually, while the Nasdaq Composite climbed more than 100 points during the session.
EARNINGS | Aug 13, 2026, 09:06 AM UTC
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U.S. stock futures edge higher before Thursday open
U.S. stock futures are modestly higher as traders weigh cooling inflation data, July PPI due at 8:30 a.m. ET, and ongoing Middle East geopolitical tensions.
MACRO | Aug 13, 2026, 05:41 AM UTC
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Applied Materials Q3 Earnings Preview
Applied Materials is expected to report Q3 revenue of $9.00 billion and EPS of $3.39
EARNINGS | Aug 12, 2026, 06:25 PM UTC
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US Inflation Rises 3.4% Year Over Year
The US Consumer Price Index rose 3.4% from a year earlier, matching expectations
MACRO | Aug 12, 2026, 01:31 PM UTC
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William Blair Assumes Applied Materials at Market Perform
William Blair analyst Sebastien Naji assumes Applied Materials (NASDAQ: AMAT ) with a Market Perform rating.
EQUITY | Aug 11, 2026, 08:11 PM UTC
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Applied Materials Partners With UC Berkeley
UC Berkeley joins Applied Materials' EPIC Center
EQUITY | Aug 11, 2026, 01:00 PM UTC
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Top Stocks to Watch Next Week: Plug Power, Applied Materials, Berkshire Hathaway
The stock market is doing well this month, with the S&P 500 Index soaring to a record high, helped by the strong earnings and the falling odds that the Federal Reserve will hike interest rates later this year. This artic
EARNINGS | Aug 09, 2026, 03:32 PM UTC
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Earnings Volatility Watch: Applied Materials and 10 Other Stocks Could See Double-Digit Moves This Week
It is a make-or-break week for the AI trade. After the market shrugged off strong results from Advanced Micro Devices Inc. (NASDAQ: AMD ), SanDisk Corp. (NASDAQ: SNDK ) and Western Digital Corp. (NASDAQ: WDC ) last week,
EARNINGS | Aug 09, 2026, 12:01 PM UTC
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The Economy Lost Jobs, Wall Street Threw a Party: What Moved Markets This Week
The American economy shed 23,000 nonfarm payrolls in July. Wall Street answered with its best week since April. That is not a contradiction. It turns on the fact that has defined 2026 and that many investors still find u
EARNINGS | Aug 07, 2026, 07:40 PM UTC
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Bigger Earnings, Bigger Drop: The Sandisk Selloff Explained
Sandisk Corporation (NASDAQ: SNDK ) stock fell nearly 10% in Thursday’s premarket session as investors questioned whether the memory-chip maker can sustain its unusually high profit margins after posting stronger-than-ex
EARNINGS | Aug 06, 2026, 10:17 AM UTC
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Hyperscaler Capex Tops $1.2 Trillion: These Nine Stocks Are Cashing In, BofA Says
The July semiconductor selloff was built around one uncomfortable question: What happens when Big Tech finally slows its artificial-intelligence spending? So far, the opposite is happening. Bank of America now expects hy
EARNINGS | Aug 03, 2026, 07:31 PM UTC
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Goldman Adds AMAT, MSFT to Conviction List
Goldman adds stocks to conviction list
EQUITY | Aug 03, 2026, 12:21 PM UTC
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AMAT adding upside 30-day catalyst watch into earnings @ Citi
AMAT adding upside 30-day catalyst watch into earnings @ Citi
EARNINGS | Aug 03, 2026, 10:47 AM UTC
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Goldman Adds AMAT, MSFT to US Conviction Buy List
Goldman updates US Conviction Buy list with new additions
EQUITY | Aug 03, 2026, 10:14 AM UTC
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Applied Materials On 30-Day Upside Watch
Citi places Applied Materials on upside watch
EQUITY | Aug 03, 2026, 08:09 AM UTC
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Bulls And Bears: Amazon, Microsoft, SpaceX
examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories. U.S. stocks closed a volatile week mixed as investors navigated a hawkish Federal Reserve, surging
EARNINGS | Aug 01, 2026, 12:00 PM UTC
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Nasdaq 100's Best Day Since May 2025: 10 Stocks Driving the Move
The Nasdaq-100 is on track to deliver its strongest daily gain in more than a year. The index tracked by the Invesco QQQ Trust, Series 1 (NASDAQ: QQQ ) surged 3.5% in afternoon trading, on pace for its best session since
RATES | Jul 30, 2026, 05:56 PM UTC
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Stock Market Today: Microsoft Ignites Chip Rebound as SanDisk Jumps 24%
U.S. equities clawed back Wednesday’s post-Fed losses by midday Thursday, with a blowout cloud print from Microsoft Corp. (NASDAQ: MSFT ) reviving the artificial intelligence trade and dragging beaten-down semiconductor
EARNINGS | Jul 30, 2026, 05:29 PM UTC
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AI Spending Boom Just Made US Economy Look Weaker Than It Really Is
The U.S. economy looked surprisingly soft on paper in the second quarter. Yet beneath the headline, it may have delivered one of the strongest signals yet that the artificial intelligence investment boom is accelerating.
EARNINGS | Jul 30, 2026, 02:37 PM UTC
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Lam Research, Xerox, FormFactor, Microsoft And Other Big Stocks Moving Higher On Thursday
U.S. stocks were higher, with the Dow Jones index gaining around 300 points on Thursday. Shares of Lam Research Corp (NASDAQ: LRCX ) rose sharply after the company reported better-than-expected fourth-quarter financial r
EARNINGS | Jul 30, 2026, 02:23 PM UTC
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Oil Spikes 7%, Nasdaq 100 Sinks Before Fed: Stock Market Today
A deepening sell-off gripped Wall Street midday Wednesday as crude oil spiked on a fresh U.S.-Iran escalation just hours before the Federal Reserve’s rate verdict, dragging the S&P 500 to four-week lows and knocking the
EARNINGS | Jul 29, 2026, 05:16 PM UTC
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Nasdaq 100 Enters Correction, SanDisk Sinks Over 50% From Peak: Stock Market Today
The Nasdaq 100 officially slipped into correction territory on Tuesday, falling more than 10% from its early June record high as the AI-driven sell-off deepened on mounting concerns over rising competition from China. Th
MACRO | Jul 28, 2026, 05:21 PM UTC
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Applied Materials Stock Keeps Winning Upgrades: Is Michael Burry Dead Wrong to Short This Semiconductor Gem?
Applied Materials Stock Keeps Winning Upgrades: Is Michael Burry Dead Wrong to Short This Semiconductor Gem?
EQUITY | Jul 27, 2026, 04:41 PM UTC
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Micron and other chip stocks fall as China steals the spotlight
CXMT had a strong public debut in Shanghai, and now investors are weighing the prospect of a manufacturing breakthrough that could make China’s chip industry more competitive.
GEOPOLITICS | Jul 27, 2026, 04:17 PM UTC
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Closing Bell Movers: Intel up 4% on Q2 earnings beat
Mega-cap Tech weighed heavily on sentiment in Thursday's trading as elevated capex plans by Alphabet (GOOGL) and Tesla (TSLA) worried investors. Parent of Google fell 7% to trade at a 3-month lows, while Tesla shed 15%,
RATES | Jul 24, 2026, 12:02 AM UTC
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3 Semiconductor Stocks to Buy After the Selloff — Bank of America’s Picks
Three of the most important stocks in the artificial intelligence trade all set record highs on the same day, June 30. Three weeks later, they are down as much as 28%. Bank of America thinks that drop is the reason to bu
EARNINGS | Jul 22, 2026, 06:25 PM UTC