Applied Materials (AMAT)

Today, March 5, 2026, chipmakers slid as fresh AI export scrutiny collided with oil-fueled inflation worries across U.S. stocks.

A number of stocks fell in the afternoon session after fears of a global energy price shock hit the semiconductor sector following a sell-off in South Korea's stock market.

As the National People’s Congress (NPC) convenes in Beijing this week, the formalization of China’s 15th Five-Year Plan (2026–2030) marks a definitive turning point in the global technological landscape. With a primary focus on "High-Quality Development" and the cultivation of what President Xi Jinping calls "New Productive

Looking beyond the chipmakers may reveal some great growth opportunities at fair prices.

This Vanguard ETF is built around industry leaders like Nvidia, Apple, and Microsoft.

The battle against inflation took a sharp, unexpected turn this week as the U.S. Bureau of Labor Statistics released Producer Price Index (PPI) data for January 2026 that significantly overshot economist expectations. Coming on the final Friday of February, the report showed a 0.6% month-over-month jump in wholesale

U.S. stock futures moved lower late Thursday as Nvidia’s 5.5% post-earnings drop weighed on semiconductor stocks.

In a move that has sent shockwaves through global equity markets and solidified the narrative of an era-defining "AI supercycle," Taiwan Semiconductor Manufacturing Company (NYSE: TSM) has officially raised its 2026 capital expenditure guidance to an unprecedented range of $52 billion to $56 billion. This massive upward revision, representing a

A number of stocks fell in the afternoon session after the semiconductor sector tumbled as a 'buy the rumor, sell the news' event unfolded around AI-chip leader Nvidia, despite its strong earnings report. 

The global landscape of artificial intelligence reached a critical inflection point this February as the "memory bottleneck" continues to dictate the pace of innovation. Leading the charge, South Korean semiconductor giant SK Hynix (KRX: 000660) has formalized a massive $15.1 billion (20 trillion won) commitment to its M15X fab

Applied Materials has notably outperformed the S&P 500 over the past year, and analysts are highly optimistic about the stock’s prospects.

AMAT's Quality score hits 90.89 after a Q1 earnings beat. 49.1% margins and AI growth landed Applied Materials in the top 10% of stocks.

Numerous companies shared crucial information about AI and semiconductor trends.

These two companies are poised to win big from the huge jump in artificial intelligence (AI) infrastructure spending this year.