{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Germany Semiconductor Equipment & Materials news", "home_page_url": "https://sharemaestro.com/newsreel/de/technology/semiconductor-equipment-materials/", "feed_url": "https://sharemaestro.com/newsreel/de/technology/semiconductor-equipment-materials/feed.json", "description": "Latest Semiconductor Equipment & Materials company headlines from Germany, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:7e75b928eaa696be6e2b2202b4632cd89c76db5421c7cb422c884b785eb84601", "url": "https://news.google.com/rss/articles/CBMi4AFBVV95cUxQc2NaYVJnZWdwYkJJZFBtT2dmdEF4YVV1d2NFcDg0MERkSWkyc2EwTzJZdzNBYS02TW1sNEV3Z0RPUjhiN3FxLXhQVjBYd1Qwd3FVdWY1V2poMW16RnpLaHZxdVQxb05tSU54NDdYSzBEaTNGWnZ1U1h0bVBqd1pPQkNYb3ZJVS1FVlFiZXRKY1pGdkdrblhrcTlLRjhUYUdiUFRNR0lndWZ4RXFYNENFaUxRN1oxZ3NhaEsxejIwbnpPNzlyYTI1VDQycEJCQXdHU1hSRDl6RzZ1X29XNXBrQw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi4AFBVV95cUxQc2NaYVJnZWdwYkJJZFBtT2dmdEF4YVV1d2NFcDg0MERkSWkyc2EwTzJZdzNBYS02TW1sNEV3Z0RPUjhiN3FxLXhQVjBYd1Qwd3FVdWY1V2poMW16RnpLaHZxdVQxb05tSU54NDdYSzBEaTNGWnZ1U1h0bVBqd1pPQkNYb3ZJVS1FVlFiZXRKY1pGdkdrblhrcTlLRjhUYUdiUFRNR0lndWZ4RXFYNENFaUxRN1oxZ3NhaEsxejIwbnpPNzlyYTI1VDQycEJCQXdHU1hSRDl6RzZ1X29XNXBrQw?oc=5", "title": "First Sensor AG legt Ergebniszahlen f\u00fcr die neun Monate bis zum 30. Juni 2026 vor", "content_text": "First Sensor AG legt Ergebniszahlen f\u00fcr die neun Monate bis zum 30. Juni 2026 vor", "date_published": "2026-08-14T18:52:48+00:00", "authors": [{"name": "MarketScreener Deutschland"}], "tags": ["Market update", "SIS"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "SIS", "name": "First Sensor AG", "sentiment_url": "https://sharemaestro.com/sentiment/632b507b-fb85-4ab8-ad6b-83033b82d0c5/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:067253c35393946abf439e140c1ccef230ae8ae69030f4497be152172983ba77", "url": "https://news.google.com/rss/articles/CBMi3wFBVV95cUxQUVNOcEZaOHRBZjE2UFZvb1FSRzA0NjBvRjBZRThrYTUtb2VZQ0JmbG0tTXlmYjVKdk5GWFFaemtKdEFtRkxPbVVjQkI5LWZNT3NueEFRWW1tOWZlc2E5ZDgyMzB6SDhOYWJtN29wUHJaclBlVm5pUmp0ZVE2dUp0bzZwNEljM0NlS3hFenlab1BQcWJNT1dyUlA5aVhxWmdKSmtlRFhwSWNDcEdUWTBUYjZpUTZGZUJUeFllak5Ha0Juckx4V3RocDJJWi01NXZxeVQ4NmdKMW1BblozWlpB?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi3wFBVV95cUxQUVNOcEZaOHRBZjE2UFZvb1FSRzA0NjBvRjBZRThrYTUtb2VZQ0JmbG0tTXlmYjVKdk5GWFFaemtKdEFtRkxPbVVjQkI5LWZNT3NueEFRWW1tOWZlc2E5ZDgyMzB6SDhOYWJtN29wUHJaclBlVm5pUmp0ZVE2dUp0bzZwNEljM0NlS3hFenlab1BQcWJNT1dyUlA5aVhxWmdKSmtlRFhwSWNDcEdUWTBUYjZpUTZGZUJUeFllak5Ha0Juckx4V3RocDJJWi01NXZxeVQ4NmdKMW1BblozWlpB?oc=5", "title": "AKTIE IM FOKUS: Applied Materials im Minus nach Zahlen - hohe Erwartungshaltung", "content_text": "AKTIE IM FOKUS: Applied Materials im Minus nach Zahlen - hohe Erwartungshaltung", "date_published": "2026-08-14T14:39:00+00:00", "authors": [{"name": "FinanzNachrichten.de"}], "tags": ["Market update", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:0486438a654ed443b7c45335ca6d64ff5e23dbf326cd5365c6499698b66ba4b6", "url": "https://news.google.com/rss/articles/CBMixwFBVV95cUxQS2VzTExsSV9zUVJydV9MWk5rb3J1UjRvNU5MVnR2U0ZvM1FFcVhHT2hCXzFjT1JUeGNYNEtjUEhGV1Q5VFQyY3FDel9jOFpsMnE1XzB3cVhUbU1pbHZvUHJ0a0YtZzRRNDNNT3dkV1hnb1B0QmxOOEg4eTRxdFh2S2VXSVQ3QUNKME42Z3lSNWo2WTh6OFVYZ3RsVlJfVFBzVlZtRlc1TFBxekVrTUhQYkJHQUNwNG82Tkl0V2ZOQXV3dFBPd29n?oc=5", "external_url": "https://news.google.com/rss/articles/CBMixwFBVV95cUxQS2VzTExsSV9zUVJydV9MWk5rb3J1UjRvNU5MVnR2U0ZvM1FFcVhHT2hCXzFjT1JUeGNYNEtjUEhGV1Q5VFQyY3FDel9jOFpsMnE1XzB3cVhUbU1pbHZvUHJ0a0YtZzRRNDNNT3dkV1hnb1B0QmxOOEg4eTRxdFh2S2VXSVQ3QUNKME42Z3lSNWo2WTh6OFVYZ3RsVlJfVFBzVlZtRlc1TFBxekVrTUhQYkJHQUNwNG82Tkl0V2ZOQXV3dFBPd29n?oc=5", "title": "Die Applied-Materials-Aktie faellt trotz Rekordquartal und starker Prognose", "content_text": "Die Applied-Materials-Aktie faellt trotz Rekordquartal und starker Prognose", "date_published": "2026-08-14T12:09:35+00:00", "authors": [{"name": "AD HOC NEWS"}], "tags": ["Market update", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:764b75b0e0ac27bd2f83d0d7959a55bea958fe39e3e26930b4cad36e8cc75fe4", "url": "https://news.google.com/rss/articles/CBMi4wFBVV95cUxOY0szZUlYRXlQSVdHZHpCQ1BhYUNyU2l4QmZTeVlTM1o3UGxEQzcta19KcEZVLV94UksxeF9pUDZZQ3VHYzNmRjVIUFBXNVVzb3B4Rl95cHROOUhHSkVKb1lLZDN5amJJeER3RHBLeU9VNERvUDdoTVZWVDlnbmZQeGJ0ZlNWY3ZHSTdlS212V2Jfak81cmh3VmlpREtEX1dTTzliWGVXOWlvVkc2SzY3V3RmNFBiTUdZYVJqaHlvcXQ1bWxtZWxEeGI5UU9tMHZyamZUclBmZkpDSWZrWkY4REVmNA?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi4wFBVV95cUxOY0szZUlYRXlQSVdHZHpCQ1BhYUNyU2l4QmZTeVlTM1o3UGxEQzcta19KcEZVLV94UksxeF9pUDZZQ3VHYzNmRjVIUFBXNVVzb3B4Rl95cHROOUhHSkVKb1lLZDN5amJJeER3RHBLeU9VNERvUDdoTVZWVDlnbmZQeGJ0ZlNWY3ZHSTdlS212V2Jfak81cmh3VmlpREtEX1dTTzliWGVXOWlvVkc2SzY3V3RmNFBiTUdZYVJqaHlvcXQ1bWxtZWxEeGI5UU9tMHZyamZUclBmZkpDSWZrWkY4REVmNA?oc=5", "title": "Transcript : Applied Materials, Inc., Q3 2026 Earnings Call, Aug 13, 2026", "content_text": "Transcript : Applied Materials, Inc., Q3 2026 Earnings Call, Aug 13, 2026", "date_published": "2026-08-13T21:45:01+00:00", "authors": [{"name": "MarketScreener Deutschland"}], "tags": ["Earnings", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:4bce04b022f8f6233897fb3fa2dd2bc27761f5beaf303f3082e84f8509ed0395", "url": "https://news.google.com/rss/articles/CBMi9AFBVV95cUxPX1Y5VG9QTVFEU19fZXFyeW9QcENPWGFIbnhGZzNhTnUwb3FTWjlXRmh6WEVqZ1UwNjExV01FdlJsYUMwVW5mcmtiYl90UnVyWVBHd1F6R3NZOW1POU55VEpBMmF5ejVFbmlEd2xLS1NFR05vTXl0WW9XQWtCX0Qtak9rRlZkMnRkMTV6bzJYMU1sNmtRX2oyd1dieXpLMkVUaXNpM3N5cHhZTWoxbmRrOFo1OXhCa09FSjZ0aEdfUXZ3czhXcFYySzRnNkNGUTdScTJYYURoQkFGRGI3ZGdKRWlSTDRoV3JVeDhWSVFIQXl4eTEx?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi9AFBVV95cUxPX1Y5VG9QTVFEU19fZXFyeW9QcENPWGFIbnhGZzNhTnUwb3FTWjlXRmh6WEVqZ1UwNjExV01FdlJsYUMwVW5mcmtiYl90UnVyWVBHd1F6R3NZOW1POU55VEpBMmF5ejVFbmlEd2xLS1NFR05vTXl0WW9XQWtCX0Qtak9rRlZkMnRkMTV6bzJYMU1sNmtRX2oyd1dieXpLMkVUaXNpM3N5cHhZTWoxbmRrOFo1OXhCa09FSjZ0aEdfUXZ3czhXcFYySzRnNkNGUTdScTJYYURoQkFGRGI3ZGdKRWlSTDRoV3JVeDhWSVFIQXl4eTEx?oc=5", "title": "Applied Materials, Inc. gibt Ergebnisprognose f\u00fcr das vierte Quartal des Gesch\u00e4ftsjahres 2026 ab", "content_text": "Applied Materials, Inc. gibt Ergebnisprognose f\u00fcr das vierte Quartal des Gesch\u00e4ftsjahres 2026 ab", "date_published": "2026-08-13T20:51:44+00:00", "authors": [{"name": "MarketScreener Schweiz"}], "tags": ["Market update", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:4842522bfff878e2f354b344525a1605bf8702d99cf28e43335736f78f15307d", "url": "https://news.google.com/rss/articles/CBMi9AFBVV95cUxORldjT3dYbEc5NkhTNG1jUndfbjZJYmowWUh3NUxpRm0xTTkwLWhXenhwR2JSWXRWQlNvbzk4Zlp3Vjl6T1NSRU1rRjR4WEoxZ2FxYXJHcm5tVVRqemVSTXFiS3pQTHhPQ3FBX050clJBUERBRkhNUE9vdVNJRjhVYnZHTkxmdmd4OGFKQkV2SEtXOUlwT0otOTE0NUw5NlZEZmludE5sTUZfam5JYXdVUFQ4bzdQYTZGaVhzNVB5MHh4MklGSWsxYjNlR2J1ZGRCcjJXdmlWQ1JMZ2xmOGRJM3B1Y0c4aGplRktKQ09NN2tVX3l3?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi9AFBVV95cUxORldjT3dYbEc5NkhTNG1jUndfbjZJYmowWUh3NUxpRm0xTTkwLWhXenhwR2JSWXRWQlNvbzk4Zlp3Vjl6T1NSRU1rRjR4WEoxZ2FxYXJHcm5tVVRqemVSTXFiS3pQTHhPQ3FBX050clJBUERBRkhNUE9vdVNJRjhVYnZHTkxmdmd4OGFKQkV2SEtXOUlwT0otOTE0NUw5NlZEZmludE5sTUZfam5JYXdVUFQ4bzdQYTZGaVhzNVB5MHh4MklGSWsxYjNlR2J1ZGRCcjJXdmlWQ1JMZ2xmOGRJM3B1Y0c4aGplRktKQ09NN2tVX3l3?oc=5", "title": "(AMAT) Applied Materials, Inc. erwartet f\u00fcr Q4 eine Spanne beim bereinigten Ergebnis je Aktie von 3,82 bis 4,22 USD", "content_text": "(AMAT) Applied Materials, Inc. erwartet f\u00fcr Q4 eine Spanne beim bereinigten Ergebnis je Aktie von 3,82 bis 4,22 USD", "date_published": "2026-08-13T20:04:34+00:00", "authors": [{"name": "MarketScreener Deutschland"}], "tags": ["Market update", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:9beec1cd36eb347dfd4f3fe64494684c2aab90f07e2fe92d6e975371353924b5", "url": "https://finance.yahoo.com/technology/articles/analyst-sees-trouble-brewing-hot-193124128.html", "external_url": "https://finance.yahoo.com/technology/articles/analyst-sees-trouble-brewing-hot-193124128.html", "title": "Analyst Sees Trouble Brewing for Hot Chip Stocks", "content_text": "This article first appeared on GuruFocus. Semiconductor investors may have to endure more pain before the next leg of the AI chip boom takes hold. Sara Awad of Tech Contrarians expects semiconductor stocks to face additional downside during the second half of 2026, arguing that elevated expectations and shifting supply conditions are creating a tougher setup even as long-term AI demand remains compelling. Is TSM fairly valued? Test your thesis with our free DCF calculator. The warning comes after strong earnings failed to lift several industry leaders. Taiwan Semiconductor Manufacturing (NYSE:", "date_published": "2026-08-13T19:31:24+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ASME"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ASME", "name": "ASML Holding N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/3455dcf0-9975-48af-9572-9eeec979d45e/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:8cf5901835f65521347746c05b29a68ae25a8c11ae3981036202f7921b78e6e5", "url": "https://finance.yahoo.com/technology/ai/articles/teradyne-drives-robotics-ai-outpace-155400182.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/teradyne-drives-robotics-ai-outpace-155400182.html", "title": "Teradyne Drives Robotics With AI: Can It Outpace KLAC and COHU?", "content_text": "Teradyne TER is benefiting from a surge in AI-driven demand, which is fueling robust growth across its robotics and semiconductor testing businesses. In the second quarter of 2026, Robotics revenues reached $100 million, marking a 33% year-over-year increase and a 9% rise sequentially. More than 60% of Teradyne's revenues are now AI-driven, underscoring the effectiveness of its 'wafer to AI data center' strategy. The fastest-growing segment within robotics is electronics manufacturing and semiconductors, which includes AI data centers. Electronics manufacturing and semiconductor revenues withi", "date_published": "2026-08-13T15:54:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "TEY"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "TEY", "name": "TERADYNE INC.                 R", "sentiment_url": "https://sharemaestro.com/sentiment/9ab10215-7ea3-40df-9a6a-bfad6432ccfe/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:305e1cf0aaafc70079cd14c0a9aa3c87d421302e7d1085f886232547b388ce64", "url": "https://news.google.com/rss/articles/CBMi4gFBVV95cUxOWkJxOHdhNDJVX0hfWTRveU5JNWdtcGZGUWtPTGlWVWNHd3ZreWRQaWV3WFROdHdpeHlsSkVyUE5NTS1FekFYNzNqVnpCMjE5NjkxQ2Q3Yld5M29kV3Z2TXM0b2RfN0Y0WEcxZVNEOVZZMEx5V0tLNTFNaGEyZ3FtWEtuVDh2b2tEOGFIRTZLTUxKTDBmOHYwRmxfN3N5SlNxTG03bThHS3IwVHZsZnVXWUxtQVAzLTNLWmc5bVp6V044cWZITjFIdFlOMVpIRkFSWlhGVHg5enlObVVLeXp2YWZR?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi4gFBVV95cUxOWkJxOHdhNDJVX0hfWTRveU5JNWdtcGZGUWtPTGlWVWNHd3ZreWRQaWV3WFROdHdpeHlsSkVyUE5NTS1FekFYNzNqVnpCMjE5NjkxQ2Q3Yld5M29kV3Z2TXM0b2RfN0Y0WEcxZVNEOVZZMEx5V0tLNTFNaGEyZ3FtWEtuVDh2b2tEOGFIRTZLTUxKTDBmOHYwRmxfN3N5SlNxTG03bThHS3IwVHZsZnVXWUxtQVAzLTNLWmc5bVp6V044cWZITjFIdFlOMVpIRkFSWlhGVHg5enlObVVLeXp2YWZR?oc=5", "title": "Semiconductor-Ausr\u00fcster Applied Materials vor Zahlen: Der Ausblick entscheidet", "content_text": "Semiconductor-Ausr\u00fcster Applied Materials vor Zahlen: Der Ausblick entscheidet", "date_published": "2026-08-13T14:33:00+00:00", "authors": [{"name": "FinanzNachrichten.de"}], "tags": ["Market update", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:7a54ff3925fe9db1c71a923223fbd295d463c0b2d50dcb279cc0c9427e6bb2d6", "url": "https://finance.yahoo.com/markets/stocks/articles/kla-corporation-klac-positioned-benefit-134336145.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/kla-corporation-klac-positioned-benefit-134336145.html", "title": "KLA Corporation (KLAC) Positioned to Benefit from Semiconductor Chip Complexity", "content_text": "TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the 'TCW Concentrated Large Cap Growth Fund.' A copy of the letter can be downloaded here. During the second quarter, AI monetization, a fragile Middle East ceasefire, and a Federal Reserve leadership transition were the significant events. All major indices ended higher, driven by resilient economic growth and strong corporate earnings. April marked a recovery from March lows, with the S&P 500 achieving record highs by early June, largely due to robust corporate earnings linked to AI capital spendi", "date_published": "2026-08-13T13:43:36+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "KLA"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "KLA", "name": "KLA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/7538f1cf-e19d-4a28-9e49-c1c0c7538cd6/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "ASME"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ASME", "name": "ASML Holding N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/3455dcf0-9975-48af-9572-9eeec979d45e/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:a96144cbe87ca03d4ad1197f980846676ed82bd3195999ee3488f16082ed8056", "url": "https://finance.yahoo.com/markets/stocks/articles/4-goldman-sachs-mutual-funds-124700612.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/4-goldman-sachs-mutual-funds-124700612.html", "title": "4 Goldman Sachs Mutual Funds to Buy for Wealth Creation", "content_text": "The U.S. economy is showing a mixed picture this month, with the labor market losing momentum even as some indicators remain resilient. July nonfarm payrolls fell by 23,000, far below expectations for an 83,000 gain, while previous months were revised sharply lower. The unemployment rate came in at 4.1% in July compared to June's metric of 4.2%. Wage growth slowed to 0.1% for the month, and labor-force participation fell to 61.4%. Meanwhile, the labor force participation rate edged down 0.1 percentage point sequentially to 61.4%, while the employment-population ratio fell 0.1 percentage point ", "date_published": "2026-08-13T12:47:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "ASME"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ASME", "name": "ASML Holding N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/3455dcf0-9975-48af-9572-9eeec979d45e/"}]}}, {"id": "source:029517365b6ea8d8d2a3b0062c1c257465576c3d4fa9a92fac6d7eca6fae8679", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-jumps-ahead-123542564.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-stock-jumps-ahead-123542564.html", "title": "Applied Materials stock jumps ahead of Q3 earnings", "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": "2026-08-13T12:35:42+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:3eea042d4958b49fcd444b57e071e5c82f092d4fa470a758b129f512a53d0476", "url": "https://news.google.com/rss/articles/CBMi8AFBVV95cUxNa3VMdF9NWE1CSXFfU090Q0t1UjdsTTNrM1MzZmhlRnk4MEVGRHd3R3dLTWhRVm53YU55RTU5NDBqMG5zZTVIWk1LMnJSNWd1RDd6T09EM1N0YlpvNXVLMW9FaVdwSWxsNWRBQkctVmdWdkhheEgxUXVIbWV0MlcxOWdrNmhtbXV0TW10TEJDRnNGYl9aVDYtbkRCX2tsZVh4czdzdmZXbXkyOU8yeXpzSkRJTE9VQ0NXZ3daVkhrd09Nd05kNnFtZVRzM0xYMkRIWWczclU4VXExdjhBR3hJMnlYejljQmxyWEJCVmxHMnQ?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi8AFBVV95cUxNa3VMdF9NWE1CSXFfU090Q0t1UjdsTTNrM1MzZmhlRnk4MEVGRHd3R3dLTWhRVm53YU55RTU5NDBqMG5zZTVIWk1LMnJSNWd1RDd6T09EM1N0YlpvNXVLMW9FaVdwSWxsNWRBQkctVmdWdkhheEgxUXVIbWV0MlcxOWdrNmhtbXV0TW10TEJDRnNGYl9aVDYtbkRCX2tsZVh4czdzdmZXbXkyOU8yeXpzSkRJTE9VQ0NXZ3daVkhrd09Nd05kNnFtZVRzM0xYMkRIWWczclU4VXExdjhBR3hJMnlYejljQmxyWEJCVmxHMnQ?oc=5", "title": "TecDAX-Wert AIXTRON SE-Aktie: So viel Gewinn h\u00e4tte ein AIXTRON SE-Investment von vor 3 Jahren eingefahren", "content_text": "TecDAX-Wert AIXTRON SE-Aktie: So viel Gewinn h\u00e4tte ein AIXTRON SE-Investment von vor 3 Jahren eingefahren", "date_published": "2026-08-13T08:02:20+00:00", "authors": [{"name": "finanzen.ch"}], "tags": ["Market update", "AIXA"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AIXA", "name": "AIXTRON SE", "sentiment_url": "https://sharemaestro.com/sentiment/15f2bca2-5d5e-4676-a387-be44db55f923/"}]}}, {"id": "source:54bff2afcc813756418344e67d6537ed7b81a8ac7a2b6e6c56ddeecb1b66d2a9", "url": "https://news.google.com/rss/articles/CBMi_gFBVV95cUxOaGNmNm92aUEtWWdBXzBxaHhyVXBTVWFnLXkyQ3pWZ1lvV2tKYW9GVUJ4MTlIeW9DeHdIVnNoOUI0WkVpYVBzb2tZR3lyd2thZDhhQVpzUWJiRVJkOUI3VVhLcG9fNmwtUm5HTFBwbjFndEN4dnVfeGFIWllMdV9YVml1SHVISzc3ZG9vcm9iZjZua29hT3NBWGswR0tqYjVKZy1QNGtTc0pzOTlJZlZDWkhSY0dPRjNMRGxaQUh4U0pDbHhBVjduT0JlaWdNVzVPYzdFLVdfcWtVWWotTFFvS0daMXZ1Y0l0OHNNVHB4QWdDVm1WRHVTMWN6TTdlZw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMi_gFBVV95cUxOaGNmNm92aUEtWWdBXzBxaHhyVXBTVWFnLXkyQ3pWZ1lvV2tKYW9GVUJ4MTlIeW9DeHdIVnNoOUI0WkVpYVBzb2tZR3lyd2thZDhhQVpzUWJiRVJkOUI3VVhLcG9fNmwtUm5HTFBwbjFndEN4dnVfeGFIWllMdV9YVml1SHVISzc3ZG9vcm9iZjZua29hT3NBWGswR0tqYjVKZy1QNGtTc0pzOTlJZlZDWkhSY0dPRjNMRGxaQUh4U0pDbHhBVjduT0JlaWdNVzVPYzdFLVdfcWtVWWotTFFvS0daMXZ1Y0l0OHNNVHB4QWdDVm1WRHVTMWN6TTdlZw?oc=5", "title": "Ihre wichtigsten Termine: Fokus auf: HelloFresh, Thyssenkrupp, Applied Materials, Energiekontor und Sixt", "content_text": "Ihre wichtigsten Termine: Fokus auf: HelloFresh, Thyssenkrupp, Applied Materials, Energiekontor und Sixt", "date_published": "2026-08-13T02:53:00+00:00", "authors": [{"name": "FinanzNachrichten.de"}], "tags": ["Market update", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:06f3856a669e08233defdb50ec5014362264c063e6bfbc396bc9679f3fd3b523", "url": "https://finance.yahoo.com/technology/ai/articles/gf-securities-revisits-ai-stock-193820856.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/gf-securities-revisits-ai-stock-193820856.html", "title": "GF Securities Revisits AI Stock Rebound", "content_text": "This article first appeared on GuruFocus. GF Securities is betting the pullback in artificial-intelligence stocks has largely run its course, adding Advanced Micro Devices (NASDAQ:AMD), Lumentum (NASDAQ:LITE), Foxconn and Semtech to its preferred list as valuations reset and hyperscalers show greater confidence in AI spending returns. The call favors GPUs, CPUs and optical-networking suppliers over the broader semiconductor sector, suggesting investors should be increasingly selective as the AI rebound enters its next phase. Warning! GuruFocus has detected 4 Warning Signs with AMD. Is AMD fair", "date_published": "2026-08-12T19:38:20+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ASME"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ASME", "name": "ASML Holding N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/3455dcf0-9975-48af-9572-9eeec979d45e/"}]}}, {"id": "source:644c6127feba9357d4760066b90369a8c35400ba400cad7c47663e800c366c5b", "url": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/5-semiconductor-stocks-jim-cramer-171441263.html", "title": "5 Semiconductor Stocks Jim Cramer Could Be Talking About on Thursday", "content_text": "Quick Read NVIDIA guided $91 billion next quarter at 75% gross margins as AMD's Data Center revenue doubled to $6.7 billion year over year. Lam Research surged 82% year to date on five straight earnings beats; Qualcomm's automotive segment delivered its 23rd consecutive quarter of double-digit growth. 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) Jim Cramer is hosting a semiconductor-focused CNBC Investing Club call Thursday at noon. The AI capex cycle is runnin", "date_published": "2026-08-12T17:14:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ASME"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ASME", "name": "ASML Holding N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/3455dcf0-9975-48af-9572-9eeec979d45e/"}]}}, {"id": "source:8f9faed31f915d557d16c1255a445a5724afc2d7b000b9f09264af6db513e96c", "url": "https://finance.yahoo.com/markets/stocks/articles/aehr-test-systems-stock-soars-164900826.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/aehr-test-systems-stock-soars-164900826.html", "title": "Aehr Test Systems Stock Soars 72% in a Month: Is it Still a Buy?", "content_text": "Over the past month, Aehr Test Systems, Inc. AEHR has surged 72.2%, easily beating the broader industry, which has gained 7.4%. The S&P 500 has risen 2.9% over the same period. Among comparable stocks, Teradyne, Inc. TER has advanced 11.3%, while Cohu, Inc. COHU has been flat. The rally reflects a change in how investors view AEHR's growth prospects. Record fourth-quarter fiscal 2026 bookings of $60.7 million and an effective backlog of about $100.6 million gave the market greater confidence in demand. The company expects significant fiscal 2027 revenue growth, supported by rising demand for s", "date_published": "2026-08-12T16:49:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "TEY"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "TEY", "name": "TERADYNE INC.                 R", "sentiment_url": "https://sharemaestro.com/sentiment/9ab10215-7ea3-40df-9a6a-bfad6432ccfe/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"id": "source:27a019825c7da2fddd6d8fa65fd02fa55626feaf0d665a24c85973cef4c005bf", "url": "https://finance.yahoo.com/markets/stocks/articles/micron-technology-mu-competitive-edge-143850791.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/micron-technology-mu-competitive-edge-143850791.html", "title": "Micron Technology\u2019s (MU) Competitive Edge in a Rapidly Evolving Industry", "content_text": "aron Capital, an investment management company, released its Q2 2026 investor letter for the \"Baron Opportunity Fund\". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 Growth Index (17.05%) and the S&P 500 Index (15.20%). For the first half of 2026, the Fund rose by 15.79% against the Benchmark's 5.88% and the S&P 500's 10.21%. The rally was primarily driven by AI-related growth, despite uncertainty from geopolitical conflicts and inflation. A select group of st", "date_published": "2026-08-12T14:38:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ASME"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ASME", "name": "ASML Holding N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/3455dcf0-9975-48af-9572-9eeec979d45e/"}]}}, {"id": "source:dca6f9fa40cccc5d46d132f7fe9ed1ab7c5f809bfe195a1f8a62885734a8d28f", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/asml-holding-n-v-asml-133846677.html", "title": "ASML Holding N.V. (ASML) vs. Taiwan Semiconductor Manufacturing Company Limited (TSM): A Key Supplier Says it Can Keep Up With the AI Boom", "content_text": "Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V. (NASDAQ:ASML)'s most advanced chipmaking machines, said this week that it's confident it has the capacity to handle booming AI-driven demand. The statement pushes back on investor worries about bottlenecks in the AI supply chain, worries that touch nearly every company racing to build AI infrastructure right now. Why One Supplier's Confidence Matters So Much ASML is the only company in the world that makes machines capable of producing the most cutting-edge AI chips. Zeiss's ultra-precise mirrors, which take months ", "date_published": "2026-08-12T13:38:46+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ASME"], "_sharemaestro": {"country": "Germany", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ASME", "name": "ASML Holding N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/3455dcf0-9975-48af-9572-9eeec979d45e/"}]}}, {"id": "source:3ee6926cc2d5f73f5a3648031001bcd59b91e35c94c7d3459e016c72d0254fb4", "url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "external_url": "https://www.nasdaq.com/articles/stocks-settle-lower-ahead-wednesdays-cpi-report", "title": "Stocks Settle Lower Ahead of Wednesday\u2019s CPI Report", "content_text": "The S&P 500 Index ($SPX) (SPY) closed down -0.32% on Tuesday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.33%. September E-mini S&P futures (ESU26) fell -0.35%, and September E-mini Nasdaq futures (NQU26) fell -0.33%. Stock indices settled lower on Tuesday. The lack of a deal to reopen the Strait of Hormuz pushed crude oil prices higher, raised inflation expectations, and weighed on stocks. Also, hawkish comments on Tuesday from Chicago Fed President Austan Goolsbee were bearish for stocks and bonds when he said \"the ", "date_published": "2026-08-12T13:12:26+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "ASME"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "ASME", "name": "ASML Holding N.V.", "sentiment_url": "https://sharemaestro.com/sentiment/3455dcf0-9975-48af-9572-9eeec979d45e/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}, {"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", "AP2"], "_sharemaestro": {"country": "Germany", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "AP2", "name": "Applied Materials, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/2b96b4bf-2747-431c-a6df-2fab958575b2/"}]}}]}