{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Argentina Semiconductor Equipment & Materials news", "home_page_url": "https://sharemaestro.com/newsreel/ar/technology/semiconductor-equipment-materials/", "feed_url": "https://sharemaestro.com/newsreel/ar/technology/semiconductor-equipment-materials/feed.json", "description": "Latest Semiconductor Equipment & Materials company headlines from Argentina, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:e982e70b7e60cf74f55c6d4e908db187a64fd6724ce6e7cbf271d13ee33916a0", "url": "https://finance.yahoo.com/m/82f07888-be7d-3f5c-a0bb-93ad17632414/spacex%2C-sandisk%2C-micron%2C.html", "external_url": "https://finance.yahoo.com/m/82f07888-be7d-3f5c-a0bb-93ad17632414/spacex%2C-sandisk%2C-micron%2C.html", "title": "SpaceX, Sandisk, Micron, Workday, Applied Materials, Reddit, Unusual Machines, and More Stocks That Explain Today\u2019s Market", "content_text": "Sandisk trades higher with several Wall Street firms responding positively to the company\u2019s long-term revenue growth plan. Continue Reading", "date_published": "2026-08-14T16:09:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:af3f08b35c5d1177ecddbab8b0ca87160416bfe0253b46c8879aedc105a126d5", "url": "https://finance.yahoo.com/video/reddit-climbs-applied-materials-gemini-134931604.html", "external_url": "https://finance.yahoo.com/video/reddit-climbs-applied-materials-gemini-134931604.html", "title": "Reddit Climbs, Applied Materials, Gemini Fall | Stock Movers", "content_text": "On this episode of Stock Movers:Drone companies including AeroVironment Inc. (AVAV), Aevex Corp. (AVEX), and Unusual Machines Inc. (UMAC) rose on news that the Trump administration plans to apply a 100% tariff on imports of unmanned aircraft systems and their components.Applied Matierals (AMAT) fell despite an earnings forecast that topped estimates. Investors had a muted reaction to earnings even though the stock has more than doubled this year. Gemini Space Station (GEMI) fell as the crypto platform's earnings report faced crypto market headwinds and a wider-than-expected adjusted Ebitda los", "date_published": "2026-08-14T13:49:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:a94d7eed98c617bdee3b96a9a17aaf62e3ad35b994c5cad2145d64442f1aa01b", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-falls-earnings-121600075.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-falls-earnings-121600075.html", "title": "Applied Materials Stock Falls After Earnings Beat -- Here's Why", "content_text": "This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) shares fell about 5% early Friday after the semiconductor equipment maker reported fiscal third-quarter results above Wall Street expectations and lifted its outlook. Revenue increased 25% from a year earlier to $9.12 billion, topping the $8.99 billion consensus estimate. Adjusted earnings rose 41% to $3.50 per share. Warning! GuruFocus has detected 2 Warning Sign with SNDK. Is AMAT fairly valued? Test your thesis with our free DCF calculator. For the fiscal fourth quarter, Applied Materials expects revenue of about $10.", "date_published": "2026-08-14T12:16:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:944ac05f2ab375e3fb57effacd10c004d7be4c06211e85d3a833a7a291f01dd1", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-earnings-look-amat-114900359.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-earnings-look-amat-114900359.html", "title": "Applied Materials Earnings: What To Look For From AMAT", "content_text": "Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting results this Thursday after the bell. Here's what to expect. Applied Materials beat analysts' revenue expectations last quarter, reporting revenues of $7.91 billion, up 11.4% year on year. It was an exceptional quarter for the company, with revenue guidance for next quarter exceeding analysts' expectations and an impressive beat of analysts' operating income estimates. Is Applied Materials a buy or sell going into earnings? Read our full analysis here, it's free for active Edge members. This quarter, the mar", "date_published": "2026-08-14T11:49:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:51500aa9d453f3e7f8ea0155f6d7ae5a80a4dd00806306f23d17b038d185bcf1", "url": "https://news.google.com/rss/articles/CBMi7AFBVV95cUxQS0VPWWRkeHJ6T3ZsT21FOWdkSEVjRGlaMUt0ZGVoWnVaOWdqQTh6b2licUs3RzJ1U3ZYOERYcnZuOEFBQlpydVhHbnN1eTFkU1FkSEVLYmtGOUhYZTZZVzlrX0FqeXRQMDE3dlJkbllhRTU3U2d6allmX0RPODU3SVl1V0VjaFc1T3FINEg3WDF0VkVEajNtZnNfUzlKRklvRFRlQ3pzQU0tNG9vSnloS0xzRjE2TEViaDZQaXdUNlNNa1BJSmEzZXRQSG1DMEZ5LUpUdWRWZUZNUlBCT2o4UXVxa1hpaWhJU2tONw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi7AFBVV95cUxQS0VPWWRkeHJ6T3ZsT21FOWdkSEVjRGlaMUt0ZGVoWnVaOWdqQTh6b2licUs3RzJ1U3ZYOERYcnZuOEFBQlpydVhHbnN1eTFkU1FkSEVLYmtGOUhYZTZZVzlrX0FqeXRQMDE3dlJkbllhRTU3U2d6allmX0RPODU3SVl1V0VjaFc1T3FINEg3WDF0VkVEajNtZnNfUzlKRklvRFRlQ3pzQU0tNG9vSnloS0xzRjE2TEViaDZQaXdUNlNNa1BJSmEzZXRQSG1DMEZ5LUpUdWRWZUZNUlBCT2o4UXVxa1hpaWhJU2tONw?oc=5", "title": "UBS recorta el precio objetivo de Applied Materials por preocupaciones sobre m\u00e1rgenes", "content_text": "UBS recorta el precio objetivo de Applied Materials por preocupaciones sobre m\u00e1rgenes", "date_published": "2026-08-14T11:08:40+00:00", "authors": [{"name": "Investing.com Espa\u00f1a"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:96a69d1173490461712bb4146e27855ec453e0f855550a127c219855297bb3da", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-sees-another-record-100145950.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-sees-another-record-100145950.html", "title": "Applied Materials Sees Another Record Year in 2027 As AI Demand Gives It \u2018Unprecedented Visibility\u2019", "content_text": "Applied Materials, Inc.(NASDAQ:AMAT) stock fell in premarket trading Friday after the chip equipment maker reported third-quarter results after Thursday's market close. Applied Materials Posts Record Margins Applied Materials reported third-quarter revenue of $9.12 billion, above analyst estimates of $8.99 billion. Adjusted earnings of $3.50 per share also topped estimates of $3.40. Revenue rose 15% sequentially and 25% from a year earlier. Adjusted gross margin reached a record 50.4%, up 150 basis points year over year. That marked the company's 13th straight quarter of year-over-year gross m", "date_published": "2026-08-14T10:01:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:dc4801464b74992086d5e103ccc698d455c108b13670159309557a16e13c11d0", "url": "https://seekingalpha.com/news/4633064-biggest-stock-movers-friday-amat-nu-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633064-biggest-stock-movers-friday-amat-nu-and-more?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Biggest stock movers Friday: AMAT, NU, and more", "content_text": "[Abstract Financial Data Visualization with Digital Stock Market Graphs] AlexSecret Stock futures were largely unchanged early Friday, as investors evaluated cooling inflation data alongside a fresh batch of tech-sector earnings reports. Here are some of Friday's biggest stock movers: BIGGEST STOCK GAINERS * REDDIT (RDDT [https://seekingalpha.com/symbol/RDDT]) +12% - Shares surged after S&P Dow Jones Indices announced that Reddit will replace AvalonBay Communities (AVB) in the S&P 500, effective before trading opens on August 18. The change follows Equity Residential\u2019s (EQR) pending acquisitio", "date_published": "2026-08-14T09:01:52+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:a81eb40ad6514bcf5d0f9986fa48c1c9b24bf7cf0f1f7d3c4f6f1c955521ef2e", "url": "https://news.google.com/rss/articles/CBMi7AFBVV95cUxPU3hraHM5TkRKeGlRdmpfdDJ1QWEtMDEyRUdWdFZOOW1WVHJNR2lOUU12Ym8zYmhOZmFseHZvU1I4Q3k0QjdDWWpyQjZuQzVSa0dwMTlyck5yaERxUW1XeG5nZThqMVFXMGF6dFZfWlFqR01meGFtT0xtbndzdVRkUHRsSzF3bk9Tb1hiQzM5dG56a29mMlFuVE5QZlA2U0hmeW5hMnFXTWJzSnp2TDl0Z2dRS3dtZTVxOWR4ZDhDejFLTjBNYjRnZ1Z1UUlqOVdLQ3poaUFSYU9pclkwZURWZ3h0T2UtVzIwNmpPNw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi7AFBVV95cUxPU3hraHM5TkRKeGlRdmpfdDJ1QWEtMDEyRUdWdFZOOW1WVHJNR2lOUU12Ym8zYmhOZmFseHZvU1I4Q3k0QjdDWWpyQjZuQzVSa0dwMTlyck5yaERxUW1XeG5nZThqMVFXMGF6dFZfWlFqR01meGFtT0xtbndzdVRkUHRsSzF3bk9Tb1hiQzM5dG56a29mMlFuVE5QZlA2U0hmeW5hMnFXTWJzSnp2TDl0Z2dRS3dtZTVxOWR4ZDhDejFLTjBNYjRnZ1Z1UUlqOVdLQ3poaUFSYU9pclkwZURWZ3h0T2UtVzIwNmpPNw?oc=5", "title": "Applied Materials cede terreno ante la exigencia de los inversores de un mayor crecimiento tras su racha alcista", "content_text": "Applied Materials cede terreno ante la exigencia de los inversores de un mayor crecimiento tras su racha alcista", "date_published": "2026-08-14T08:55:21+00:00", "authors": [{"name": "MarketScreener Espa\u00f1a"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:fa9a8a7d6cb005bd53497217b88c10273422adab1089ed9ffffa78ae477534f9", "url": "https://seekingalpha.com/news/4633034-applied-materials-expects-10_25b-q4-revenue-amid-projected-2026-packaging-growth-of-more-than?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633034-applied-materials-expects-10_25b-q4-revenue-amid-projected-2026-packaging-growth-of-more-than?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Applied Materials expects $10.25B Q4 revenue amid projected 2026 packaging growth of more than 70%", "content_text": "Earnings Call Insights: Applied Materials (AMAT) Q3 fiscal 2026 MANAGEMENT VIEW * \"In our third fiscal quarter of 2026, Applied Materials delivered another set of record-breaking results, including the highest quarter-on-quarter revenue growth in the company's history,\" said (President, CEO & Executive Director Gary Dickerson), tying stronger 2026 tool demand to customers \"address[ing] clean room space constraints\" and to \"longer-term commitments and rolling 8-quarter forecasts.\" * \"This increased demand visibility gives us high confidence that 2027 will be another strong growth year for Appli", "date_published": "2026-08-14T05:29:25+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:507bd3aad2930e8328abb892860b8ca49443f17008521faade510e594853ba26", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-amat-stock-looks-001537771.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-amat-stock-looks-001537771.html", "title": "Applied Materials (AMAT) Stock Looks Fully Priced After A 332% Run", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Applied Materials stock has surged over the past few years and is now trading near US$534, yet the company only scores well on a small fraction of Simply Wall St's valuation checks. After such a strong run, the question is whether recent enthusiasm for AI chip infrastructure has left Applied Materials looking more expensive than its fundamentals justify. Applied Materials has returned about 331.5% over the past 5 years, which puts long term holders in a very strong position but ra", "date_published": "2026-08-14T00:15:37+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:d49975c46b51050dd184cca0c5109dd284a7ce3daa4d483d8a19b761a15a1aad", "url": "https://www.nasdaq.com/articles/applied-materials-q3-profit-rises-revenue-jumps-25", "external_url": "https://www.nasdaq.com/articles/applied-materials-q3-profit-rises-revenue-jumps-25", "title": "Applied Materials Q3 Profit Rises As Revenue Jumps 25%", "content_text": "(RTTNews) - Applied Materials, Inc. (AMAT) reported on Thursday a 43% increase in third-quarter profit, driven by strong demand for semiconductor manufacturing equipment fueled by artificial intelligence. Net income rose to $2.54 billion, or $3.17 per share, from $1.78 billion, or $2.22 per share, in the prior-year quarter. On an adjusted basis, net income rose to $2.80 billion, or $3.50 per share, from $1.99 billion, or $2.48 per share, last year. For the quarter, the company reported revenue of $9.12 billion, up 25% from $7.30 billion a year earlier. Gross margin improved to 50.3% from 48.8%", "date_published": "2026-08-13T20:55:32+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:601991f387c2249e3cb302eb0812d3fc0a7b1f6b9c98bd4af8cd8c784f48c0a9", "url": "https://news.google.com/rss/articles/CBMi7AFBVV95cUxPS0M1bUZWdjdJdFBCeHpzdk40X0I3Vk40OU1RLW0wUlhGY194LVh1cGtqSVQ1bWpCcXdsZ25LbFVEeFJHcXhxZWdFd0NxN2lqUkJTRVh6VllIODFLa3RERmV1VFkydFBvb0tIRzM4Q3l1a0pJUHBGUDk2U0NIV0czR0phVElDc0RGNmYzbDFYVmNjVG1Zc0hCc1FJZ1VoeXRISjFfUUF1MUh3aXdSY3dHU2JBaG5wb0V6NXQ3aUVKM0hrWFVWRm56SEFYQ2ZzY3RyUXp1NjJ6aDhDc191M18tZTdiU0pXUldpeXUxbg?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi7AFBVV95cUxPS0M1bUZWdjdJdFBCeHpzdk40X0I3Vk40OU1RLW0wUlhGY194LVh1cGtqSVQ1bWpCcXdsZ25LbFVEeFJHcXhxZWdFd0NxN2lqUkJTRVh6VllIODFLa3RERmV1VFkydFBvb0tIRzM4Q3l1a0pJUHBGUDk2U0NIV0czR0phVElDc0RGNmYzbDFYVmNjVG1Zc0hCc1FJZ1VoeXRISjFfUUF1MUh3aXdSY3dHU2JBaG5wb0V6NXQ3aUVKM0hrWFVWRm56SEFYQ2ZzY3RyUXp1NjJ6aDhDc191M18tZTdiU0pXUldpeXUxbg?oc=5", "title": "Applied Materials presenta sus previsiones de beneficios para el cuarto trimestre del ejercicio fiscal 2026", "content_text": "Applied Materials presenta sus previsiones de beneficios para el cuarto trimestre del ejercicio fiscal 2026", "date_published": "2026-08-13T20:51:44+00:00", "authors": [{"name": "MarketScreener Espa\u00f1a"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:8f2d4f165579d5c8ca0b998ee3851c76efe6e6aab8cb59bd719dce2e4ddc7c70", "url": "https://finance.yahoo.com/m/7cd4b24c-000e-3b96-8547-99cd655fd8ac/applied-materials-edges-above.html", "external_url": "https://finance.yahoo.com/m/7cd4b24c-000e-3b96-8547-99cd655fd8ac/applied-materials-edges-above.html", "title": "Applied Materials Edges Above Views With Fiscal Q3 Results, Outlook", "content_text": "Applied Materials beat analyst estimates for its fiscal third quarter and with its guidance for fiscal Q4. But AMAT stock slid. Continue Reading", "date_published": "2026-08-13T20:40:56+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:e8a0a957cd6c475327a8b9c4c99617798e137bb5c86770941d4022525a247f15", "url": "https://news.google.com/rss/articles/CBMi6wFBVV95cUxORUFTdjRCaUJBaHF1YWNvMjJJV3Rrbmt6THpBQTA4T1EwVEdubzFLSUdQY010elpLYms3X3ZYdWpTUWl5UXRIX3p6NTBKb21CaFM5R29CMDN1LUpPVVBZcGlSQXJ6T0U3b3lpMGRYc1hWdmFlVnpJLUdmUTg5TGxUTG04OVV0SnpwN3BmX2c4WEdueG5aaWF6ZGc3Ui1ma0ROR3E5eWtLY0RyeVJ4NGFrRXJDTUtLR3R1TkpWSEZPQWtGUmlFMTM0NTB6NW92ZlRUbHp2U3lpaFZ1SmhSR0IteUtSeG95MlJvT1Mw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi6wFBVV95cUxORUFTdjRCaUJBaHF1YWNvMjJJV3Rrbmt6THpBQTA4T1EwVEdubzFLSUdQY010elpLYms3X3ZYdWpTUWl5UXRIX3p6NTBKb21CaFM5R29CMDN1LUpPVVBZcGlSQXJ6T0U3b3lpMGRYc1hWdmFlVnpJLUdmUTg5TGxUTG04OVV0SnpwN3BmX2c4WEdueG5aaWF6ZGc3Ui1ma0ROR3E5eWtLY0RyeVJ4NGFrRXJDTUtLR3R1TkpWSEZPQWtGUmlFMTM0NTB6NW92ZlRUbHp2U3lpaFZ1SmhSR0IteUtSeG95MlJvT1Mw?oc=5", "title": "Applied Materials prev\u00e9 ingresos por encima de lo esperado, pero sus acciones caen ante las altas expectativas", "content_text": "Applied Materials prev\u00e9 ingresos por encima de lo esperado, pero sus acciones caen ante las altas expectativas", "date_published": "2026-08-13T20:24:19+00:00", "authors": [{"name": "MarketScreener Espa\u00f1a"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:c154d3d6d6aa8a4fb823a659ec1d1cb70e505c42845a5445f79a970d45c0f7f1", "url": "https://seekingalpha.com/news/4632658-earnings-snapshot-applied-materials-ai-dram-growth-drive-q3-beat-q4-outlook-tops-consensus?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4632658-earnings-snapshot-applied-materials-ai-dram-growth-drive-q3-beat-q4-outlook-tops-consensus?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Earnings Snapshot: Applied Materials AI, DRAM growth drive Q3 beat; Q4 outlook tops consensus", "content_text": "[Applied Materials campus in Silicon Valley] Sundry Photography/iStock Editorial via Getty Images [Applied Materials Q3 2026 Earnings Snapshot] Earnings Snapshot (Seeking Alpha) MORE ON APPLIED MATERIALS * Applied Materials: Strong Fundamentals, But I'm Downgrading Ahead Of Earnings [https://seekingalpha.com/article/4929357-applied-materials-strong-fundamentals-downgrading-ahead-of-earnings] * Applied Materials: July Purged Positioning, Not The Thesis [https://seekingalpha.com/article/4929197-applied-materials-july-purged-positioning-not-the-thesis] * Applied Materials: Why I'm Maintaining A '", "date_published": "2026-08-13T20:11:38+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:2ccb7529a96517f98e44138b45ac552e5ce9f9243d4c59ec5a75c1142b7c7796", "url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-forecasts-quarterly-revenue-200500160.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-forecasts-quarterly-revenue-200500160.html", "title": "Applied Materials sees revenue above estimates, shares fall on high expectations", "content_text": "Aug 13 (Reuters) - Applied Materials forecast fourth-quarter revenue above Wall Street expectations on Thursday, betting \u200cthat unabated demand for advanced AI chips \u200cwill continue to fuel robust spending on its semiconductor manufacturing \u200bequipment. Yet, its shares fell 5% in extended trading on high investor expectations heading into the results. The stock has more than doubled this year. Expectations were elevated \u200cas the chip \u2060equipment maker reports after peers such as Lam Research and KLA Corp posted solid \u2060quarterly performances and forecast revenue growth, said Stifel's Brian Chin. App", "date_published": "2026-08-13T20:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:7589efbbf008a2236318c620da9c307e177efd5449256a671a274bd2e9861956", "url": "https://news.google.com/rss/articles/CBMi6wFBVV95cUxNOFc1ZlNDVHhYT1h4MVo0akFGQms5dWZsNTdNNDNUcElIbGs3bHhGQXIxdXR4T0VyNUd0YS1zcmRlci1JQmgxbFZDR3o4NFNBZWNPZjFJVjZNLVlRNG5hQWxpNDZYUE8wZlNlSHotS0NxbTB2MGlDYlNCdExrc0dUOGtDOHc4TzViemlIQjd0NkJaRDF3NEFIa09sYkRVYnotR2NoakJKX1g4SEZjT01oc2xrSkxhZ183ejV5SnhsRjZqcDd4V1d2RDlHLWdFdWM3SDRtT09PVDR3cDVnZGRtWnF0SlpNOHprM2s4?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi6wFBVV95cUxNOFc1ZlNDVHhYT1h4MVo0akFGQms5dWZsNTdNNDNUcElIbGs3bHhGQXIxdXR4T0VyNUd0YS1zcmRlci1JQmgxbFZDR3o4NFNBZWNPZjFJVjZNLVlRNG5hQWxpNDZYUE8wZlNlSHotS0NxbTB2MGlDYlNCdExrc0dUOGtDOHc4TzViemlIQjd0NkJaRDF3NEFIa09sYkRVYnotR2NoakJKX1g4SEZjT01oc2xrSkxhZ183ejV5SnhsRjZqcDd4V1d2RDlHLWdFdWM3SDRtT09PVDR3cDVnZGRtWnF0SlpNOHprM2s4?oc=5", "title": "Resultados trimestrales: Applied Materials registra unos ingresos de 9.120 millones USD en el tercer trimestre, por encima de las previsiones", "content_text": "Resultados trimestrales: Applied Materials registra unos ingresos de 9.120 millones USD en el tercer trimestre, por encima de las previsiones", "date_published": "2026-08-13T20:03:31+00:00", "authors": [{"name": "MarketScreener Espa\u00f1a"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:639ca3229eb0ef175f03fef7e2d0aac6496261d5c459312e91444e6bf07751c2", "url": "https://finance.yahoo.com/technology/articles/applied-materials-announces-third-quarter-200100149.html", "external_url": "https://finance.yahoo.com/technology/articles/applied-materials-announces-third-quarter-200100149.html", "title": "Applied Materials Announces Third Quarter 2026 Results", "content_text": "Applied Materials, Inc. Record revenue $9.12 billion, up 25 percent year over year GAAP gross margin 50.3 percent and non-GAAP gross margin 50.4 percent GAAP EPS $3.17 and record non-GAAP EPS $3.50, up 43 percent and 41 percent year over year, respectively EPIC Center R&D partnerships expand to 11 engagements with leading chipmakers, universities and innovation partners SANTA CLARA, Calif., Aug. 13, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its third quarter ended July 26, 2026. Third Quarter Results Applied generated record revenue of $9.12 bil", "date_published": "2026-08-13T20:01:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:3bd4a8173a9c79ec7ea782cf788216160cd72bbaf301a1da34edce8b1ba198c1", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-applied-materials-camtek-162913705.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-applied-materials-camtek-162913705.html", "title": "Lam Research, Applied Materials, and Camtek Rise After SanDisk Issues Bullish Financial Targets", "content_text": "Quick Read SanDisk's 80% gross margin targets and signed contracts covering two-thirds of FY2028 bits drove LRCX up 4%, the most direct equipment beneficiary. AMAT reports Q3 earnings after today's close, while KLAC has already surged 72% year-to-date as equipment stocks get re-rated on AI memory demand. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Semiconductor equipment names have been climbing since the opening bell Thursday, triggered by SanDisk (NASDAQ:SND", "date_published": "2026-08-13T16:29:13+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:1031e6d5a403d43d468892c3b3cd8a84d0054aafdefb2346ec8e6acc213daa43", "url": "https://finance.yahoo.com/markets/stocks/articles/know-applied-materials-amat-rating-160003573.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/know-applied-materials-amat-rating-160003573.html", "title": "All You Need to Know About Applied Materials (AMAT) Rating Upgrade to Strong Buy", "content_text": "Applied Materials (AMAT) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years. The power of a changing earnings picture in determining near-term stock price movements make", "date_published": "2026-08-13T16:00:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:0f24fdcd85f47f1a7072f4885a3cd9f1ad77c0871edb95a784daea13ab3404cc", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-nearly-tripled-151957249.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-nearly-tripled-151957249.html", "title": "Applied Materials Stock Nearly Tripled On Orders It Cannot Ship Fast Enough", "content_text": "Image from Pixabay The stock is priced on a multi-year fab build-out whose pace is set by supply chains rather than by demand. Applied Materials (AMAT) stock has nearly tripled over the past year, returning 193% while the S&P 500 gained 21%. Revenue over the trailing twelve months grew 3.3%. Reconciling the triple with the 3.3% is the whole exercise, and the answer is a fab build-out pipeline that has barely begun to land in its revenue. The Trailing Twelve Months Never Justified This Move That growth sits on $29.02 billion of trailing revenue, and while 3.3% is an acceleration against a 3-yea", "date_published": "2026-08-13T15:19:57+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:0243ae4d767efcd22446dd74ab0eebf6e3e6b4f2902a3aee7510441629b5d875", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "external_url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "content_text": "The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday\u2019s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue", "date_published": "2026-08-13T14:22:55+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:73969d9683ca4bad01897d2597f95c3e02470ffc7b2619e0bc5cb24084eb195d", "url": "https://finance.yahoo.com/technology/ai/articles/infqs-q2-net-loss-widens-133600659.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/infqs-q2-net-loss-widens-133600659.html", "title": "INFQ's Q2 Net Loss Widens Y/Y, Revenues Top on NASA Quantum Demand", "content_text": "Infleqtion, Inc. INFQ reported second-quarter 2026 non-GAAP net loss of $11.82 million, wider than the net loss of $6.1 million in the year-ago quarter. Revenues jumped 116% year over year to $12.6 million and topped the Zacks Consensus Estimate by 23.6%. Growth was entirely organic and quantum-driven, led primarily by execution on NASA's Quantum Gravity Gradiometer program. Remaining performance obligations, or RPOs, rose to $21 million. INFQ's Revenue Growth Leans on U.S. Programs About 92% of second-quarter revenues came from the United States, up roughly 10 percentage points from the prior", "date_published": "2026-08-13T13:36:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:80012c6438b99f0a15da85a83dc9b360b4d191ee314b7d28cd7be4b7e1bb3139", "url": "https://finance.yahoo.com/markets/stocks/articles/biggest-chip-stocks-yield-under-133200550.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/biggest-chip-stocks-yield-under-133200550.html", "title": "The Biggest Chip Stocks All Yield Under 1%. Here's Where the Cash Actually Goes.", "content_text": "Nvidia (NASDAQ: NVDA) yields 0.45%. Broadcom (NASDAQ: AVGO) yields 0.61%, Taiwan Semiconductor (NYSE: TSM) 0.66%, and Applied Materials (NASDAQ: AMAT) just 0.39%. In other words, the most profitable corner of the technology market pays income investors almost nothing. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb The cash, however, exists. Each of the four simply sends i", "date_published": "2026-08-13T13:32:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:b04f355e84ccfa7c1038c567293e070c1ffe2dd0df22dc807ecbede17b0d1298", "url": "https://finance.yahoo.com/markets/stocks/articles/zacks-model-flashes-green-applied-132600517.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/zacks-model-flashes-green-applied-132600517.html", "title": "Zacks Model Flashes Green for Applied Materials Ahead of Earnings", "content_text": "There's an uncomfortable question hanging over Applied Materials heading into Thursday afternoon: how does a company at the center of the AI manufacturing buildout, growing earnings above 30% and beating estimates sixteen quarters running, end up trading 25% below its high? The answer says more about the market's mood than about the business \u2014 but it also means this print carries unusual weight. Applied Materials reports fiscal third-quarter results after the closing bell on Thursday, and our proprietary model points to yet another beat. The Setup Is About as Favorable as It Gets Let's start w", "date_published": "2026-08-13T13:26:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:392549eed74f6400c465f3e350b84253b90c3c6e0cddfaca35b2bb9db8dddf03", "url": "https://finance.yahoo.com/technology/ai/articles/investors-reacting-applied-materials-amat-131433478.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/investors-reacting-applied-materials-amat-131433478.html", "title": "How Investors Are Reacting To Applied Materials (AMAT) Expanding Its AI Chip R&D With UC Berkeley Collaboration", "content_text": "Applied Materials' recent OCP APAC Summit presentations in Taipei and its newly announced research collaboration with UC Berkeley at the EPIC Center underscore the company's focus on accelerating semiconductor materials and process innovation for AI computing in a manufacturing-relevant setting. By giving UC Berkeley researchers access to industry-scale tools inside what Applied Materials calls the largest-ever U.S. investment in advanced semiconductor equipment R&D, the EPIC Center is designed to shorten the path from lab discovery to high-volume chip production while deepening the future tal", "date_published": "2026-08-13T13:14:33+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:9c7fc0d665c4d9d82202794bc803af9f18c79b3f47da4bf29936303cbcf6ec87", "url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-futures-mostly-flat-125425422.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-equity-futures-mostly-flat-125425422.html", "title": "Update: US Equity Futures Mostly Flat Pre-Bell as Traders Evaluate Further Inflation Data", "content_text": "(Updates with economic data, recent oil price movement, world markets' overview and corporate stock movements.)US equity futures were mostly flat pre-bell Thursday as traders evaluated another key inflation report, after yesterday's July consumer inflation reading matched Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "date_published": "2026-08-13T12:54:25+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:0ea0042c46c75c18041e7720674bfa24cef8d9387e6e60a71e07aa16ddb41395", "url": "https://finance.yahoo.com/economy/articles/us-equity-futures-rise-slightly-121850148.html", "external_url": "https://finance.yahoo.com/economy/articles/us-equity-futures-rise-slightly-121850148.html", "title": "US Equity Futures Rise Slightly Pre-Bell as Traders Await Further Inflation Data", "content_text": "US equity futures were edging slightly higher pre-bell Thursday as traders awaited another key infla PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-13T12:18:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:4d3345e62a9fdab2f3265ec985d06f5807c25ce80c7a608f7ecd3a980feabca4", "url": "https://finance.yahoo.com/video/investors-watch-thursday-ppi-jobless-120000889.html", "external_url": "https://finance.yahoo.com/video/investors-watch-thursday-ppi-jobless-120000889.html", "title": "What investors need to watch Thursday: PPI, Jobless Claims and Applied Materials earnings", "content_text": "Asking for a Trend Host, Josh Lipton reviews what investors should watch on Thursday, August 13, including results from Applied Materials (AMAT) and key economic data, with July's Producer Price Index and weekly initial jobless claims offering fresh insight into the health of the economy. Video Transcript 00:00 Speaker A Time now for what to watch Thursday, August 13th. Applied materials reporting quarterly results after the markets close, AI chip demand once again in focus. analysts expecting sales to grow both from a year ago and from the prior quarter, driven by continued spending on equipm", "date_published": "2026-08-13T12:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:cc62893f79d65e7a9c8083e0290cfc570bc2e6d2f12b44bd87240ca997a99190", "url": "https://finance.yahoo.com/markets/live/stock-market-today-dow-sp-500-nasdaq-trending-higher-on-rate-hike-bets-earnings-100145282.html", "external_url": "https://finance.yahoo.com/markets/live/stock-market-today-dow-sp-500-nasdaq-trending-higher-on-rate-hike-bets-earnings-100145282.html", "title": "Stock market today: Dow, S&P 500, Nasdaq trending higher on rate hike bets, earnings", "content_text": "US stock futures barely budged on Thursday morning ahead of another inflation reading and a slew of earnings. Futures on the Dow Jones Industrial Average (YM=F), S&P 500 (ES=F), and Nasdaq-100 (NQ=F) moved slightly above the flat line after a calm day on Wall Street. Cisco (CSCO) and Cerebras (CBRS) shared better-than-expected quarterly results and outlooks, but their reports of robust demand for AI infrastructure weren't enough to impress Wall Street, which sold the stocks in extended trading. Applied Materials (AMAT), which makes chipmaking equipment, reports results Thursday after the stock", "date_published": "2026-08-13T10:01:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:42fa64a3a4d70aeddcd1352d2091f2fc167b11992f7fb1f3eddfc7c7e91c3ad3", "url": "https://finance.yahoo.com/markets/live/stock-market-today-dow-sp-500-nasdaq-gain-on-soft-inflation-data-earnings-100145282.html", "external_url": "https://finance.yahoo.com/markets/live/stock-market-today-dow-sp-500-nasdaq-gain-on-soft-inflation-data-earnings-100145282.html", "title": "Stock market today: Dow, S&P 500, Nasdaq gain on soft inflation data, earnings", "content_text": "US stocks rose on Thursday morning after another inflation reading and a slew of earnings. The Dow Jones Industrial Average (^DJI) and S&P 500 (^GSPC) both added 0.3%, while the tech-heavy Nasdaq Composite (^IXIC) moved up 0.1% after a calm day on Wall Street. (^DJI ) Go deeper with AlphaSpace 53,899.15 +128.88 (+0.24%) As of 9:35:27 AM EDT. Market Open. ^DJI^GSPC ^IXIC Cisco (CSCO) and Cerebras (CBRS) shared better-than-expected quarterly results and outlooks, but their stocks fell in extended trading. Applied Materials (AMAT), which makes chipmaking equipment, reports results Thursday after ", "date_published": "2026-08-13T10:01:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:d7763af250a25fcb18851f59593ad61c869f3298047550a670786690da5df4df", "url": "https://finance.yahoo.com/markets/stocks/articles/spacex-passes-first-lockup-expiry-084530660.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/spacex-passes-first-lockup-expiry-084530660.html", "title": "SpaceX Passes First Lockup Expiry Test With $500 Billion Rally", "content_text": "(Bloomberg) -- Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Iran Takes More Robust Military Stance With US Talks Frozen They needn't have worried. SpaceX ", "date_published": "2026-08-13T08:45:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Balance sheet", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:abb5e9638d85c933405ec7633e40c4299723b76303ca194bd73a30ef2bb4ccae", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-080906060.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-080906060.html", "title": "US Stock Market Today: S&P 500 Futures Edge Up As Traders Eye Key CPI", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The Morning Bull - US Market Morning Update Thursday, Aug, 13 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.2% and Nasdaq-100 futures ahead by roughly 0.6%, as investors focus on a key inflation update and what it could mean for interest rates. July CPI is expected at 3.4% year on year, with core inflation seen at 2.5%, which would suggest the cost of living is still rising but closer to the central bank's comfort zo", "date_published": "2026-08-13T08:09:06+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:98515d44b73ba97dbf9a82928d2d87dcb67eea986496b87b9331cf28530c1fcb", "url": "https://news.google.com/rss/articles/CBMi0gFBVV95cUxQcnNLRlJucDlOZHl3a01KTXpFWnBLY2paLTAwWHhqNzJtXzlHdVhpWmU4MlZyOVduVnhiWXRPRjFHbVpuZHhaZEJveHE3SnNOemUyeXdlajhhWG9rWV92aGhqZF9VdW5PVmR5ME51SWdfOThVTk12YTRXcGZubHdlcGZNdDd5NlNKX2NhYTN2TjRvYWRfaHoyZFhteDhNNFdhdjMxWHpQN3AtekRtQTE1OWJ6aGxwMTBuUzFjWFBOUHFEczhfYU1uZUN2ejBsSkNvREE?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi0gFBVV95cUxQcnNLRlJucDlOZHl3a01KTXpFWnBLY2paLTAwWHhqNzJtXzlHdVhpWmU4MlZyOVduVnhiWXRPRjFHbVpuZHhaZEJveHE3SnNOemUyeXdlajhhWG9rWV92aGhqZF9VdW5PVmR5ME51SWdfOThVTk12YTRXcGZubHdlcGZNdDd5NlNKX2NhYTN2TjRvYWRfaHoyZFhteDhNNFdhdjMxWHpQN3AtekRtQTE1OWJ6aGxwMTBuUzFjWFBOUHFEczhfYU1uZUN2ejBsSkNvREE?oc=5", "title": "Ahead of Applied Materials Earnings, Here's What Barchart Data Says Comes Next for AMAT Stock", "content_text": "This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) shares climbed 4% Wednesday as investors positioned for the semiconductor equipment maker's fiscal third-quarter report, with Wall Street looking for another period of strong growth. The company is scheduled to release results after the market closes. Applied Materials is expected to post revenue of about $8.99 billion, an increase of roughly 23% from a year earlier. Analysts also project adjusted earnings of $3.36 per share, which would represent growth of about 36%. Is AMAT fairly valued? Test your thesis with our free", "date_published": "2026-08-12T20:14:19+00:00", "authors": [{"name": "Barchart.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:6957cfe1ab3d5c752727296f62a98beb87ec4f77fa6c31460f6a683a45952b07", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "title": "Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y", "content_text": "Super Micro Computer, Inc. SMCI reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.70 per share, beating the Zacks Consensus Estimate of 68 cents. The bottom line increased 315% year over year. SMCI generated net sales of $11.12 billion, which increased 93% year over year and 9% sequentially. Revenues also beat the Zacks Consensus Estimate by 1.09%. The strong performance reflected continued demand for AI infrastructure, as well as a sharp pickup in enterprise and channel activity. SMCI Sees Strong AI Demand Despite Customer Readiness Delays Super Micro Computer's fourth-quarter reven", "date_published": "2026-08-12T14:56:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:5d9ead67d58b1c7dbfcbbff5acbdad42108f47e5ec058247bfdb0a71e5d778f6", "url": "https://finance.yahoo.com/markets/stocks/articles/podcastone-inc-podc-reports-q1-131003123.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/podcastone-inc-podc-reports-q1-131003123.html", "title": "PodcastOne, Inc. (PODC) Reports Q1 Loss, Misses Revenue Estimates", "content_text": "PodcastOne, Inc. (PODC) came out with a quarterly loss of $0.05 per share versus the Zacks Consensus Estimate of a loss of $0.01. This compares to a loss of $0.04 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -400.00%. A quarter ago, it was expected that this company would post a loss of $0.03 per share when it actually produced a loss of $0.02, delivering a surprise of +33.33%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. PodcastOne, Inc., which belongs to the Za", "date_published": "2026-08-12T13:10:03+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:766e905fd2a6211b217ca33d48d8adfb377e7af05e0b592d4afc49133b2d784d", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-081201698.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-081201698.html", "title": "US Stock Market Today: S&P 500 Futures Stall As Traders Eye Inflation Signals", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. The Morning Bull - US Market Morning Update Wednesday, Aug, 12 2026 US stock futures are flat to slightly weaker as investors wait for fresh inflation clues. The key focus is the US 10 year Treasury yield near 4.7%, which reflects the interest rate the government pays to borrow for a decade. Higher yields can make mortgages, car loans and credit card rates more expensive. At the same time, higher oil prices and Iran US geopolitical risks keep pressure on energy costs, which feed into the", "date_published": "2026-08-12T08:12:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Macro sensitivity", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:4d2e178044b7f8ce040de8c6656f07deff97997333471c1d03a1caa5b7cad06f", "url": "https://finance.yahoo.com/markets/stocks/articles/1-semiconductor-stock-long-term-060522696.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/1-semiconductor-stock-long-term-060522696.html", "title": "1 Semiconductor Stock for Long-Term Investors and 2 Facing Challenges", "content_text": "1 Semiconductor Stock for Long-Term Investors and 2 Facing Challenges Semiconductors are the silicon backbone of the digital revolution. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 50.2% and beaten the S&P 500 by 39.1 percentage points. Although these businesses have produced results lately, investors should tread carefully as not all companies are equipped for the next technological innovation. On that note, here is one semico", "date_published": "2026-08-12T06:05:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:240ad3992b6c9901b0ab44866cc2961132f5ad9e9ef46b8764bf35c140f99db5", "url": "https://www.nasdaq.com/articles/should-you-buy-applied-materials-stock-huge-investor-update", "external_url": "https://www.nasdaq.com/articles/should-you-buy-applied-materials-stock-huge-investor-update", "title": "Should You Buy Applied Materials Stock Before the Huge Investor Update?", "content_text": "Applied Materials(NASDAQ: AMAT) is scheduled to deliver an investor update with significant implications for shareholders. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb *Stock prices used were the afternoon prices of Aug. 8, 2026. The video was published on Aug.10, 2026. Should you buy stock in Applied Materials right now? Before you buy stock in Applied Materials, consid", "date_published": "2026-08-12T03:04:40+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:2e90d8596baf3666d2cc429741973d4ce07025ac5f5cb1c1752739064533cea8", "url": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "external_url": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "title": "Stocks Supported by Renewed Middle East Optimism", "content_text": "The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) are down -0.11%. Stock indices are mixed today. Stocks found support after crude prices gave up a 2% overnight advance and turned negative, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangement that could reopen the Strait of Hormuz. Join 200K+ Subscribers: Find out why the midday Barchart Brie", "date_published": "2026-08-11T22:15:28+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:169f9c00dd5af2ef6307e2fe7ea0b1e391347fd2de95d23a6eba9f78384957f8", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "external_url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "content_text": "The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) are up +0.20%. Stock indices are posting modest gains today. The strength in chipmakers and AI-infrastructure stocks today is a supportive factor for the overall market. Stocks also found support after crude prices gave up a 2% overnight advance, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangem", "date_published": "2026-08-11T19:00:34+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:d05acf12f9be83d00cebbb18264fd0a9d3f018a108928a6c5cc2fbf7e01bb4a6", "url": "https://finance.yahoo.com/markets/stocks/articles/widepoint-report-q2-earnings-whats-150800298.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/widepoint-report-q2-earnings-whats-150800298.html", "title": "WidePoint to Report Q2 Earnings: What's in Store for the Stock?", "content_text": "WidePoint WYY is scheduled to report its second-quarter 2026 earnings results on Aug. 13. For the second quarter of 2026, the Zacks Consensus Estimate for earnings is pegged at 1 cent per share, unchanged over the past 30 days, suggesting year-over-year growth of 116.67%. The consensus mark for second-quarter 2026 revenues is pegged at $41.67 million, indicating a 10.01% year-over-year increase. Let us see how things have shaped up for the upcoming announcement. WidePoint Corporation Price and EPS SurpriseWidePoint Corporation Price and EPS Surprise WidePoint Corporation price-eps-surprise | W", "date_published": "2026-08-11T15:08:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:3d7fb6047dcbb1ea20a6e4cf6d255f25e598af55745cf3cb8fecbf4b4b1cfeb4", "url": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "external_url": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "title": "Intel Just Increased Its Stock Offering to $20B. Why That\u2019s Good News for ASML.", "content_text": "Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading", "date_published": "2026-08-11T14:55:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:2ace62dd95f4fdcf62a10f630e11d9827862ff6e1d705e817babdeb9f4dd3504", "url": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "external_url": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "title": "Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears", "content_text": "The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) fell -0.30%. Stock indices settled lower on Monday. The broader market was under pressure on Monday from higher crude oil prices, which boosted inflation expectations and T-note yields. WTI crude oil surged more than +5% on Monday, pushing the 10-year T-note yield up by +5 bp to 4.70%.Join 200K+ Subscribers: Find out ", "date_published": "2026-08-11T14:29:36+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:4d8960a034cbb2d7ff44f5e88fef5d1864780ac13c9a7f305ac38ce50413efbc", "url": "https://finance.yahoo.com/technology/articles/lam-research-enters-panel-level-130500459.html", "external_url": "https://finance.yahoo.com/technology/articles/lam-research-enters-panel-level-130500459.html", "title": "Lam Research Enters Panel-Level Packaging: Is This a Growth Catalyst?", "content_text": "Lam Research Corporation LRCX is expanding its opportunity in advanced packaging as artificial intelligence (AI) chips become larger and more complex. The company seems to be now focusing on the Panel-Level Packaging (\"PLP\") method. In this connection, it established a Panel-Level Packaging Center of Excellence in Salzburg, Austria, in May 2026 to accelerate research, customer qualification and production readiness. PLP is a semiconductor packaging method in which multiple chips are assembled on a large, flat panel rather than individual circular wafers. This approach allows manufacturers to p", "date_published": "2026-08-11T13:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:ccc78e86f1bcdc29fe208e23ceb5273cd3cac758e6f0fab9082259eb426bf6e5", "url": "https://finance.yahoo.com/technology/articles/uc-berkeley-join-applied-materials-130000609.html", "external_url": "https://finance.yahoo.com/technology/articles/uc-berkeley-join-applied-materials-130000609.html", "title": "UC Berkeley to Join Applied Materials\u2019 EPIC Center to Speed Chip Innovation", "content_text": "Applied Materials, Inc. Collaboration pairs UC Berkeley's semiconductor research strength with Applied's state-of-the-art equipment and process integration expertise Located in Silicon Valley, Applied's EPIC Center provides industry-scale R&D environment with access to cutting-edge chipmaking equipment to enable rapid co-innovation and faster commercialization SANTA CLARA, Calif., Aug. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that the University of California, Berkeley will join the company's EPIC Center in Silicon Valley as a research collaborator. Working side by ", "date_published": "2026-08-11T13:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:a7b329f26019806de5ab4571dc83741dc315a7158285fca15eb5cc30987b8d6d", "url": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "external_url": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "title": "Bernstein raises WFE growth estimates, boosts price targets", "content_text": "Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle \"has legs.\" Analyst David Dai lifted the firm's 2026 WFE estimate to $148 billion, up 26.3% year over year, its 2027 figure to $204 billion, up 32.6%, and its 2028 estimate to $259 billion, up 27%. The two-year growth of 75%, Dai said, \"strengthens our WFE upcycle call,\" with the uplift spread across all applications but skewed slightly more toward non-China memory a", "date_published": "2026-08-11T12:57:18+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:80e6387237b82293550151f54abd9250203255f1c4838755d5b9a8c4f6b2b97c", "url": "https://finance.yahoo.com/markets/stocks/articles/jd-gears-report-q2-earnings-122500811.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/jd-gears-report-q2-earnings-122500811.html", "title": "JD Gears Up to Report Q2 Earnings: What's in Store for the Stock?", "content_text": "JD.com JD is scheduled to release second-quarter 2026 results on Aug. 13. The Zacks Consensus Estimate for JD's second-quarter revenues is pegged at $51.55 billion, indicating an increase of 3.53% on a year-over-year basis. The consensus mark for second-quarter earnings is pegged at 86 cents per share, up by 5 cents over the past 30 days, indicating growth of 24.64% from the year-ago quarter's reported figure. JD beat the Zacks Consensus Estimate for earnings in all the trailing four quarters, with an average surprise of 23.79%. JD.com, Inc. Price and EPS SurpriseJD.com, Inc. Price and EPS Sur", "date_published": "2026-08-11T12:25:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:e3ab0e584ef315726315707afba5b82cc7f4446d533e6c3604009c8312f22c12", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-kla-applied-materials-104048217.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-kla-applied-materials-104048217.html", "title": "Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In", "content_text": "Cramer's Case for the Semiconductor Equipment \"Troika\" During the August 6 episode of CNBC's Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research Corporation (NASDAQ:LRCX), KLA Corporation (NASDAQ:KLAC), and Applied Materials, Inc. (NASDAQ:AMAT) as the backbone of American technology. Cramer stated: Alright, look, we know, and you heard about it all day on the network, there is a shortage of every kind of memory in the universe of the data center. Ownin", "date_published": "2026-08-11T10:40:48+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}, {"id": "source:837c1a374b13bb2c9107befdaa08b07dcdb065529f25d6b5290ff949e6bfa95c", "url": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-buildout-stocks-offer-065900313.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-buildout-stocks-offer-065900313.html", "title": "AI\u2019s biggest buildout is here. These stocks offer a way to invest in the data center boom", "content_text": "The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of dollars to compete. The money taps remain turned on full-blast even in the face of a choppy stock market and persistent fears over whether AI stocks are in a bubble. \"Hyperscalers are going to spend maybe between $750 and $800 billion [a year]. Some forecasts even have it up to a trillion, and that would put it at 2.5 to 3% of U.S. GDP, which is ju", "date_published": "2026-08-11T06:59:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "Argentina", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/12fa7d42-ba41-4f22-bbde-db96c7c5ca43/"}]}}]}