AMAT

Lam Research vs. Applied Materials: Which Buybacks Are Better Covered by Cash?

Lam Research and Applied Materials belong to our 10 Best AI Infrastructure Stocks to Buy for the Long Term. Both return cash while investing in semiconductor equipment, but the latest cash statements give Applied Materials, Inc. (NASDAQ:AMAT) more room after shareholder payouts than Lam Research Corporation (NASDAQ:LRCX). The comparison changes when a single quarter is […]

Lam Research vs. Applied Materials: How Much Protection Does the Installed Base Offer?

Both Lam Research Corporation (NASDAQ:LRCX) and Applied Materials, Inc. (NASDAQ:AMAT) serve customers building more complex chips, but investors also need to know what survives a pause in new equipment orders. The companies rank seventh and eighth, respectively, in our 10 Best AI Infrastructure Stocks to Buy for the Long Term, which identifies six higher-ranked infrastructure […]

Chip Stocks Just Fell 8 Days in a Row, Their Longest Losing Streak Since 2008

Semiconductor stocks just logged their longest losing streak in nearly two decades, and the cause this time has nothing to do with a credit crisis. What is actually driving the selloff puts every link in the chip supply chain at risk.

Applied Materials (AMAT) Opened Its $5 Billion EPIC Center

Applied Materials (NasdaqGS:AMAT) has expanded work with NVIDIA and other chipmakers to use AI tools in chip design and fabrication. The company has activated its EPIC Center, a US$5b process innovation facility focused on next generation semiconductor manufacturing. EPIC is intended as a hub for deeper partnerships between Applied Materials, industry peers and academic groups around AI era chip R&D. The NVIDIA collaboration and EPIC Center rollout sit alongside other shifts in Applied...

Applied Materials Just Opened a $5 Billion R&D Center. What That Actually Means for AMAT Stock.

Applied Materials is making a huge investment as AI chip demand accelerates, while Wall Street sees meaningful upside after AMAT stock’s recent pullback.

Vishay Intertechnology, FormFactor, Teradyne, Penguin Solutions, and Applied Materials Stocks Trade Down, What You Need To Know

A number of stocks fell in the afternoon session after investors weighed escalating borrowing costs and Federal Reserve remarks emphasizing price stability over rate cut signals.

Applied Materials Stock Fell 21% in 8 Straight Sessions. Here’s What Its 2030 Targets Mean for Shares

Key Stats for Applied Materials StockCurrent Price: $430. 01Target Price (Mid): ~$800Street Target: ~$632Potential Total Return: ~85%Annualized IRR: ~17% / yearWhat Happened?“We’re not going to give a specific WFE forecast today,” Applied Materials (AMAT) CEO Gary Dickerson told investors at the company’s SEMICON West breakfast on Oct.

Applied Materials and Other Chip Equipment Stocks Are Down—but Maybe Not Out

Artificial-intelligence spending worries have spread to other industries.