{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: United States Semiconductor Equipment & Materials news", "home_page_url": "https://sharemaestro.com/newsreel/us/technology/semiconductor-equipment-materials/", "feed_url": "https://sharemaestro.com/newsreel/us/technology/semiconductor-equipment-materials/feed.json", "description": "Latest Semiconductor Equipment & Materials company headlines from United States, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:ffc24e660d9b2350b1ce6e307d3140326eeb807b3eef0dd6f4d47c9c91fd49dc", "url": "https://247wallst.com/investing/2026/08/14/applied-materials-is-down-6-premarket-will-it-drag-down-lam-research-kla-and-other-semi-equipment-stocks", "external_url": "https://247wallst.com/investing/2026/08/14/applied-materials-is-down-6-premarket-will-it-drag-down-lam-research-kla-and-other-semi-equipment-stocks", "title": "Applied Materials is Down 6% Premarket. Will It Drag Down Lam Research, KLA, and Other Semi Equipment Stocks?", "content_text": "Applied Materials (AMAT) shares fell 5.7% premarket despite record fiscal Q3 results, as its Q4 guidance failed to meet high market expectations following a significant pre-earnings rally. While AMAT's strong results included record revenue and EPS, analysts noted implied sequential deceleration in systems shipment growth. Notably, peer companies Lam Research (LRCX) and KLA (KLAC) showed muted reactions, suggesting the selloff is specific to Applied Materials' elevated valuation and not indicative of a broader industry downturn, especially given Lam Research's optimistic outlook for wafer fab equipment spending.", "date_published": "2026-08-14T13:16:52+00:00", "authors": [{"name": "24/7 Wall St."}], "tags": ["Earnings", "AMAT", "KLAC"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}, {"symbol": "KLAC", "name": "KLA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/11c349da-11b7-4b73-bfbd-304aee82449b/"}]}}, {"id": "source:2594f64d0cf3aaadb989455c31c9efec668b7fd4735ebab33be18ca44bf78ad4", "url": "https://www.tradingview.com/news/tradingview:cf80619d1daf0:0-ultra-clean-holdings-launches-400-million-atm-equity-program-with-ubs-barclays-and-others", "external_url": "https://www.tradingview.com/news/tradingview:cf80619d1daf0:0-ultra-clean-holdings-launches-400-million-atm-equity-program-with-ubs-barclays-and-others", "title": "Ultra Clean Holdings Launches $400 Million ATM Equity Program With UBS, Barclays and Others", "content_text": "Ultra Clean Holdings (UCTT) has initiated an at-the-market equity offering program to sell up to $400 million in common stock. UBS Securities, Barclays Capital, Craig-Hallum Capital Group, and Oppenheimer & Co. will serve as sales agents for the program. The company aims to enhance liquidity and financial flexibility through this initiative.", "date_published": "2026-08-14T13:11:52+00:00", "authors": [{"name": "TradingView"}], "tags": ["Market update", "UCTT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "UCTT", "name": "Ultra Clean Holdings Inc", "sentiment_url": "https://sharemaestro.com/sentiment/ebe2fbc5-125c-4570-893d-23275d73d24a/"}]}}, {"id": "source:f0a96e8b8fb5a2497e2774d7c20b2406d5883d3b8a6e6bb3e54cd039ce1474ff", "url": "https://news.google.com/rss/articles/CBMirwFBVV95cUxOX1kxTHh5WmdpcjZCY3pJYnFqU0EyTGJZbTJRWGpIaFE1MXVpZGVZLWtyZ0c5aXB1VzVwRl9hS3pFWFBxRnkzY3ZZdnZxZXR0dUppMzRfOXE4cjczUGJBU1hPZzVhZVJaZnBia1ZRV0pCeXQ5UlJCZ2g4bFQyWGVWM2s5QVN2SXJicElrUFFjaUpqS3pXZ2kwMUpqWXVsLTZ4bllBTGV0RHhPV3E5Z0RN?oc=5", "external_url": "https://news.google.com/rss/articles/CBMirwFBVV95cUxOX1kxTHh5WmdpcjZCY3pJYnFqU0EyTGJZbTJRWGpIaFE1MXVpZGVZLWtyZ0c5aXB1VzVwRl9hS3pFWFBxRnkzY3ZZdnZxZXR0dUppMzRfOXE4cjczUGJBU1hPZzVhZVJaZnBia1ZRV0pCeXQ5UlJCZ2g4bFQyWGVWM2s5QVN2SXJicElrUFFjaUpqS3pXZ2kwMUpqWXVsLTZ4bllBTGV0RHhPV3E5Z0RN?oc=5", "title": "Watch These Key Metrics After Applied Materials Dipped on Earnings", "content_text": "Watch These Key Metrics After Applied Materials Dipped on Earnings", "date_published": "2026-08-14T13:09:34+00:00", "authors": [{"name": "24/7 Wall St."}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:f61eaff17b10b93145ed020ab36d535a17a2a1dcb021752fedfac8aa9d52110c", "url": "https://news.google.com/rss/articles/CBMiygFBVV95cUxPNi1qZE9SaHE2aGVHeGtXOWZNMzg1VGdDTk8wNEwzNGI5NzRBY2lLdHBrcmNFRUJaQkRkb3ZOSUtQekNHaF94Q0dpZjdGY0xJZHV4amcxSExXQ01YbGZMMU13ZUNsNUtrZ1F6SHNoSkNqZm1mektwNUdhaHpJcDJBcXVFU2NfMTVuQTB6SjY5cUxvS01Mem9TcDMtb3pwcWI1bEMxRFdfdkRfalprSnk5UUVFLVNqd3ZobFRVcmwwWE1tMmMzRHo0VF9n?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiygFBVV95cUxPNi1qZE9SaHE2aGVHeGtXOWZNMzg1VGdDTk8wNEwzNGI5NzRBY2lLdHBrcmNFRUJaQkRkb3ZOSUtQekNHaF94Q0dpZjdGY0xJZHV4amcxSExXQ01YbGZMMU13ZUNsNUtrZ1F6SHNoSkNqZm1mektwNUdhaHpJcDJBcXVFU2NfMTVuQTB6SjY5cUxvS01Mem9TcDMtb3pwcWI1bEMxRFdfdkRfalprSnk5UUVFLVNqd3ZobFRVcmwwWE1tMmMzRHo0VF9n?oc=5", "title": "Applied Materials Extends Margin Streak to 13 Quarters but Shares Fall", "content_text": "This article first appeared on GuruFocus. Applied Materials (NASDAQ:AMAT) reported record third-quarter revenue of $9.12 billion, up 25% year over year, with non-GAAP diluted earnings of $3.50 per share, both ahead of the analyst consensus of $8.995 billion and $3.40. GAAP EPS came in at $3.17. Shares were down 5.38% premarket. Semiconductor Systems drove it, at $7.04 billion against $5.56 billion a year earlier, with DRAM rising to 26% of that segment from 22%. Non-GAAP gross margin reached 50.4%, which CFO Brice Hill said marked a 13th consecutive quarter of year-over-year expansion. The mix", "date_published": "2026-08-14T12:49:59+00:00", "authors": [{"name": "TradingView"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:fd9ab04b1c6794592b879eb96f3ab83eae557322b7da4eeb88085de8327f42af", "url": "https://news.google.com/rss/articles/CBMitAFBVV95cUxQdzRTcXFrbVNfUnppeV9Lb2RyenFlU18wOFZZVndHclktQnZJbnhCNExiTWJXVTlqa3RSSTRTVTUtV2xTOVkwdzU2Vkl1a2xMMHFKb3h1clJNbWtvakJKeTIxOHZLd3BGV2RhUUEzVWotTkhtZWVTcWs2YXBhVGFYTEQ3RDd5OUp5X0pkRTBNNW5XRmg0UlZpRWdzQmNqa1lYOVRLNVQtRkdKMDhXWUFNVlV3TUc?oc=5", "external_url": "https://news.google.com/rss/articles/CBMitAFBVV95cUxQdzRTcXFrbVNfUnppeV9Lb2RyenFlU18wOFZZVndHclktQnZJbnhCNExiTWJXVTlqa3RSSTRTVTUtV2xTOVkwdzU2Vkl1a2xMMHFKb3h1clJNbWtvakJKeTIxOHZLd3BGV2RhUUEzVWotTkhtZWVTcWs2YXBhVGFYTEQ3RDd5OUp5X0pkRTBNNW5XRmg0UlZpRWdzQmNqa1lYOVRLNVQtRkdKMDhXWUFNVlV3TUc?oc=5", "title": "Q3 Earnings Forecast for VECO Issued By Northland Securities", "content_text": "Q3 Earnings Forecast for VECO Issued By Northland Securities", "date_published": "2026-08-14T12:25:58+00:00", "authors": [{"name": "MarketBeat"}], "tags": ["Earnings", "VECO"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "VECO", "name": "Veeco Instruments Inc", "sentiment_url": "https://sharemaestro.com/sentiment/6c0b5a87-80c4-4c09-be77-1b1b3b1e5d0d/"}]}}, {"id": "source:a94d7eed98c617bdee3b96a9a17aaf62e3ad35b994c5cad2145d64442f1aa01b", "url": "https://news.google.com/rss/articles/CBMivAFBVV95cUxNSTNRTlRlS1BrNmtXRk5QR3hjM1Zpa0tEbW82UlVjYmxCd2hpVmhkMGdrTVRoWnlhbWF6eDBFMTNmQXJiMHg3eUZPSk1JRG4yUlg2OTVpNXNZVndGWi1UMVhPSHFvY2kyV242ZzZDQ3ZCTWJjNTktVnlCY3FUTGZOWEloVnZSc0xFTTl3OGp3Z2RRdFc3TUR5ZS1IbHN5ZVpFaFFYeTBaNnBacXhxZzFwSVNuRjBkUDJGdlpjVQ?oc=5", "external_url": "https://news.google.com/rss/articles/CBMivAFBVV95cUxNSTNRTlRlS1BrNmtXRk5QR3hjM1Zpa0tEbW82UlVjYmxCd2hpVmhkMGdrTVRoWnlhbWF6eDBFMTNmQXJiMHg3eUZPSk1JRG4yUlg2OTVpNXNZVndGWi1UMVhPSHFvY2kyV242ZzZDQ3ZCTWJjNTktVnlCY3FUTGZOWEloVnZSc0xFTTl3OGp3Z2RRdFc3TUR5ZS1IbHN5ZVpFaFFYeTBaNnBacXhxZzFwSVNuRjBkUDJGdlpjVQ?oc=5", "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": "TradingView"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:4a4288fba7a9f1575eb52938999b07043c5c87ffa8222a4647bf9911824d45ed", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-participate-upcoming-investor-113000647.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-participate-upcoming-investor-113000647.html", "title": "Applied Materials to Participate in Upcoming Investor Conferences", "content_text": "Applied Materials, Inc. SANTA CLARA, Calif., Aug. 14, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that members of its management team will participate in fireside chats at upcoming investor conferences. Brice Hill, Senior Vice President and CFO, will participate at the Citi 2026 Global TMT Conference on Tuesday, Sept. 8 beginning at 5:50 a.m. PT / 8:50 a.m. ET. Gary Dickerson, President and CEO, will participate at the Goldman Sachs Communacopia + Technology Conference on Wednesday, Sept. 9 beginning at 2:25 p.m. PT / 5:25 p.m. ET. A live audio webcast of each session will", "date_published": "2026-08-14T11:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:918f670972647d484496d3891529917fd83a59a7ff08ac1154b4c9985b69590e", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-quarterly-revenue-guidance-111248313.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-quarterly-revenue-guidance-111248313.html", "title": "Applied Materials Quarterly Revenue Guidance Implies Slower Systems Shipment Growth, Morgan Stanley Says", "content_text": "Applied Materials AMAT -Shutterstock Applied Materials (AMAT) fiscal fourth-quarter revenue outlook suggests slower full-year systems shipment growth than previously estimated, Morgan Stanley said in a client note Friday. The brokerage was expecting the semiconductor-equipment manufacturer to issue a revenue 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": "2026-08-14T11:12:48+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:d0dc8ae95e950f03ebfba65e42dbfa25fe7ed2f34e61662809615461fb15980e", "url": "https://news.google.com/rss/articles/CBMiowFBVV95cUxQUkZWOFV5aE5qV0RvcTVhLXIxQXBfVHpFeDR3UGVLeEl1SUVqNHpXZmhuWDhybElaN1Jma1BXM3l4SW5VRXlKY3RxNGJqZ3pwV2RTNVhUVW1McnRMeUk2cDluSWNyS2VCTEhMOGlFVmhTaHEtQnJ0MUdxdVF2MW1xN29zN3JYbFBUSjM0MzhRTUFUT05fMzBPbXJnSDBaLTNJa2lJ?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiowFBVV95cUxQUkZWOFV5aE5qV0RvcTVhLXIxQXBfVHpFeDR3UGVLeEl1SUVqNHpXZmhuWDhybElaN1Jma1BXM3l4SW5VRXlKY3RxNGJqZ3pwV2RTNVhUVW1McnRMeUk2cDluSWNyS2VCTEhMOGlFVmhTaHEtQnJ0MUdxdVF2MW1xN29zN3JYbFBUSjM0MzhRTUFUT05fMzBPbXJnSDBaLTNJa2lJ?oc=5", "title": "Applied Materials Shares Fall as Strong Q3 Results Fail to Meet Elevated Expectations", "content_text": "Applied Materials Shares Fall as Strong Q3 Results Fail to Meet Elevated Expectations", "date_published": "2026-08-14T10:29:43+00:00", "authors": [{"name": "Market source"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"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": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"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": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:56dfdd25680d8559d2830b7742c5e670a211caeca0871b6bded1d1c8711556e9", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-slips-investors-seek-085840731.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-slips-investors-seek-085840731.html", "title": "Applied Materials slips as investors seek faster growth after stellar run", "content_text": "Aug 14 (Reuters) - Applied Materials shares fell about 5% in premarket trading on Friday, as the \u200cchip equipment maker's upbeat outlook failed to \u200csoothe investors worried about the threat from intensifying competition. The muted reaction \u200billustrates the high bar chip stocks have to clear and suggests that investors have little tolerance for any hint that a company may be falling behind peers. After a \u200csharp rally that \u2060has more than doubled Applied's shares this year, investors want clearer signals that the \u2060company's growth is outpacing rivals in the wafer-fab-equipment market. Summit Insig", "date_published": "2026-08-14T08:58:40+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "AMAT", "KLAC"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}, {"symbol": "KLAC", "name": "KLA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/11c349da-11b7-4b73-bfbd-304aee82449b/"}]}}, {"id": "source:d0c7c708da9f6344d578489c746fbfd2e7da4a4be96b3236998b5a53b3e7850f", "url": "https://news.google.com/rss/articles/CBMihwFBVV95cUxNeHNaSk9VQzl2Um1MUUZUR0ZsN1FfcHFFbjFIVlhQZV9hODFhWTRMSzlhUHNZQzNIRThkUFlQWHExeUZBM0dHRGNrLWFpendHSEhmeWZvQVlZRGp0WjJRdkFLYV9TR3F3NlBHdERoTThxd2N2Y2xhcVJDSWhKd2ZoOVNfZk5rRW8?oc=5", "external_url": "https://news.google.com/rss/articles/CBMihwFBVV95cUxNeHNaSk9VQzl2Um1MUUZUR0ZsN1FfcHFFbjFIVlhQZV9hODFhWTRMSzlhUHNZQzNIRThkUFlQWHExeUZBM0dHRGNrLWFpendHSEhmeWZvQVlZRGp0WjJRdkFLYV9TR3F3NlBHdERoTThxd2N2Y2xhcVJDSWhKd2ZoOVNfZk5rRW8?oc=5", "title": "Applied Materials Stock Falls After Earnings Weren\u2019t Quite Good Enough", "content_text": "Applied Materials reports better-than-expected earnings for its fiscal third quarter, but investors aren\u2019t impressed. Continue Reading", "date_published": "2026-08-14T08:15:00+00:00", "authors": [{"name": "Barron's"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:c5131f6920944f0845254b316d7819f25f5b5f1d1492732724297deca4a5e568", "url": "https://www.benzinga.com/markets/equities/26/08/61200920/applied-materials-globant-and-3-stocks-to-watch-heading-into-friday", "external_url": "https://www.benzinga.com/markets/equities/26/08/61200920/applied-materials-globant-and-3-stocks-to-watch-heading-into-friday", "title": "Applied Materials, Globant And 3 Stocks To Watch Heading Into Friday", "content_text": "This article identifies five stocks to watch heading into Friday: Suncrete Inc. (NASDAQ:RMIX), Applied Materials Inc. (NASDAQ:AMAT), Bally\u2019s Corp. (NYSE:BALY), Globant SA (NYSE:GLOB), and Sensus Healthcare Inc. (NASDAQ:SRTS). Each company's recent financial performance and stock movement are highlighted, with Applied Materials reporting strong results and guidance, while Globant and Sensus Healthcare experienced drops due to mixed or worse-than-expected earnings.", "date_published": "2026-08-14T06:09:09+00:00", "authors": [{"name": "Benzinga"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"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": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:d0b757599af10918d3d98c2ae3d1146d104dfe000408852a00bd28c2404b22cf", "url": "https://news.google.com/rss/articles/CBMiswFBVV95cUxNYUM2dF9RVnFBSHJwTlRoNHptcWI0OEUxZ0laYVFaUEZpUzNZcjNkUzJtUmVHRmZ6VjR6eFZySU1zdTExMldmUG5mbEhGdVdVakhMdUlWNW9qTFJkSC00ckZfS2h5enBOS2RUdUFYYS1OQ1FZdmhTNUxWUjc5aTRaRzRGaEdya2FsOER3NVJoTEprc2dydjJ1SUI4OWtydWkyVmhxS1B0bUR4Z0lWSFVMWnNEaw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiswFBVV95cUxNYUM2dF9RVnFBSHJwTlRoNHptcWI0OEUxZ0laYVFaUEZpUzNZcjNkUzJtUmVHRmZ6VjR6eFZySU1zdTExMldmUG5mbEhGdVdVakhMdUlWNW9qTFJkSC00ckZfS2h5enBOS2RUdUFYYS1OQ1FZdmhTNUxWUjc5aTRaRzRGaEdya2FsOER3NVJoTEprc2dydjJ1SUI4OWtydWkyVmhxS1B0bUR4Z0lWSFVMWnNEaw?oc=5", "title": "AMAT Stock Slips After-Hours Even As Q4 Revenue, Earnings Outlook Top Expectations", "content_text": "AMAT Stock Slips After-Hours Even As Q4 Revenue, Earnings Outlook Top Expectations", "date_published": "2026-08-14T05:07:54+00:00", "authors": [{"name": "Stocktwits"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:e40de1ac2c6bb65a19aa049531a678b283f2c176754ce256bc05cbf5dd12e8a0", "url": "https://finance.yahoo.com/technology/articles/applied-materials-inc-amat-q3-050409242.html", "external_url": "https://finance.yahoo.com/technology/articles/applied-materials-inc-amat-q3-050409242.html", "title": "Applied Materials Inc (AMAT) (Q3 2026) Earnings Call Highlights: Record Revenue and AI-Driven ...", "content_text": "This article first appeared on GuruFocus. Revenue: Record revenue of $9.1 billion, up 15% sequentially and 25% year over year. Non-GAAP Gross Margin: Increased to 50.4%, up 40 basis points sequentially and 150 basis points year over year. Non-GAAP Operating Margin: Expanded to a record 34%, up 190 basis points sequentially and 330 basis points year over year. Non-GAAP EPS: Record $3.50, up 22% sequentially and 41% year over year. Semiconductor Systems Revenue: Record $7 billion, up 18% sequentially and 27% year over year. Applied Global Services (AGS) Revenue: Record $1.8 billion, up 22% year ", "date_published": "2026-08-14T05:04:09+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:f5db338491cb7f8027d8f81b090a0547326d47cd140063b870a700f86dc616eb", "url": "https://finance.yahoo.com/markets/stocks/articles/5-insightful-analyst-questions-kulicke-013300237.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/5-insightful-analyst-questions-kulicke-013300237.html", "title": "5 Insightful Analyst Questions From Kulicke and Soffa\u2019s Q2 Earnings Call", "content_text": "5 Insightful Analyst Questions From Kulicke and Soffa's Q2 Earnings Call Kulicke and Soffa delivered second-quarter results above Wall Street's revenue and profit expectations, but the market reacted negatively, possibly reflecting concerns about sustainability or valuation following strong recent gains. Management attributed the quarter's growth to broad-based semiconductor demand, especially in general semiconductor and memory applications, as well as ramping production to meet high utilization rates across regions. CEO Lester Wong highlighted that data center expansion, driven by artificial", "date_published": "2026-08-14T01:33:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "KLIC"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "KLIC", "name": "Kulicke and Soffa Industries Inc", "sentiment_url": "https://sharemaestro.com/sentiment/237c42b7-cd48-415d-ad5e-a39c857885b3/"}]}}, {"id": "source:9b5f7d2dd175323d4e75d7654899c9fb495f8754d8256522e9c212065e71be2d", "url": "https://simplywall.st/stocks/us/semiconductors/nasdaq-uctt/ultra-clean-holdings/news/ultra-clean-holdings-uctt-is-up-118-after-strong-q2-profit-r/amp", "external_url": "https://simplywall.st/stocks/us/semiconductors/nasdaq-uctt/ultra-clean-holdings/news/ultra-clean-holdings-uctt-is-up-118-after-strong-q2-profit-r/amp", "title": "Ultra Clean Holdings (UCTT) Is Up 11.8% After Strong Q2 Profit Return And Higher Q3 Guidance - Has The Bull Case Changed?", "content_text": "Ultra Clean Holdings (UCTT) reported improved Q2 2026 results, returning to profit with US$8.7 million net income and US$644.9 million revenue. The company also issued strong Q3 guidance, projecting US$700 million\u2013US$750 million in revenue and EPS of US$0.83\u2013US$1.03. This positive news supports the near-term investment narrative but still faces risks related to industry cyclicality and customer concentration.", "date_published": "2026-08-14T01:11:52+00:00", "authors": [{"name": "Simply Wall Street"}], "tags": ["Earnings", "UCTT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "UCTT", "name": "Ultra Clean Holdings Inc", "sentiment_url": "https://sharemaestro.com/sentiment/ebe2fbc5-125c-4570-893d-23275d73d24a/"}]}}, {"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": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:7097930e682b2bc5478dc02a77b9964d88f178cdfddc2c791d73f02d9b70c896", "url": "https://news.google.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?oc=5", "external_url": "https://news.google.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?oc=5", "title": "Kulicke and Soffa Industries (KLIC) Is Up 5.7% After Return To Profitability And Buyback Completion", "content_text": "Kulicke and Soffa Industries (KLIC) Is Up 5.7% After Return To Profitability And Buyback Completion", "date_published": "2026-08-13T22:40:54+00:00", "authors": [{"name": "simplywall.st"}], "tags": ["Capital return", "KLIC"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "KLIC", "name": "Kulicke and Soffa Industries Inc", "sentiment_url": "https://sharemaestro.com/sentiment/237c42b7-cd48-415d-ad5e-a39c857885b3/"}]}}, {"id": "source:9e87927003ed30e24485e4becd15502fe71f0e06c98e36032d0dad53f6dad58b", "url": "https://news.google.com/rss/articles/CBMizwFBVV95cUxOeWZxNWNOVFFwSlVreEk1cUtrWXM5UzhsdzNabEowWVVsR29hNkkydzdnaVl4T2pwSmpLYUw3MnYyWl82REFZdFF0aHI2WWVPNjZSdk95TXBMaW4tbGgwb00tTW9wNGRDVXhzeG9QcVhkOVhzQk9MLW0zazZuMzJpTWUyTUpZLUNKM0dKakdhXy1vVi1nYmhrcDl6YllZSE05czYyQXhTZ0JtQXNlcHgyNDVUbzRZOU92Qkh1ZF9MRktoM1JKaThNN210WWQwN0U?oc=5", "external_url": "https://news.google.com/rss/articles/CBMizwFBVV95cUxOeWZxNWNOVFFwSlVreEk1cUtrWXM5UzhsdzNabEowWVVsR29hNkkydzdnaVl4T2pwSmpLYUw3MnYyWl82REFZdFF0aHI2WWVPNjZSdk95TXBMaW4tbGgwb00tTW9wNGRDVXhzeG9QcVhkOVhzQk9MLW0zazZuMzJpTWUyTUpZLUNKM0dKakdhXy1vVi1nYmhrcDl6YllZSE05czYyQXhTZ0JtQXNlcHgyNDVUbzRZOU92Qkh1ZF9MRktoM1JKaThNN210WWQwN0U?oc=5", "title": "Earnings call transcript: Applied Materials beats Q3 2026 estimates, shares fall", "content_text": "Camtek Ltd. reported stronger-than-expected Q2 2026 results, surpassing earnings and revenue estimates due to robust demand for advanced packaging tools for AI. Despite the beat, the stock experienced a slight dip, indicating investor focus on valuation and future growth rather than the immediate quarter's performance. The company provided optimistic guidance for the second half of 2026 and into 2027, driven by significant order intake and increased capacity for AI-related advanced packaging.", "date_published": "2026-08-13T22:07:04+00:00", "authors": [{"name": "Investing.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:581f5cdd5d2d527d536d30be1a83cd15ae5d1b429073f8d35b211aa938ded3f8", "url": "https://kalkinemedia.com/us/news/announcements/kla-corp-cfo-bren-d-higgins-sells-31500-shares-under-rule-10b5-1-plan", "external_url": "https://kalkinemedia.com/us/news/announcements/kla-corp-cfo-bren-d-higgins-sells-31500-shares-under-rule-10b5-1-plan", "title": "KLA Corp CFO Bren D. Higgins Sells 31,500 Shares Under Rule 10b5-1 Plan", "content_text": "KLA Corp's EVP and CFO, Bren D. Higgins, sold 31,500 shares of KLA common stock on August 12, 2026, at a price of $209.87 per share. This transaction was carried out under a pre-established Rule 10b5-1 trading plan adopted on May 11, 2026. Following the sale, Higgins directly beneficially owns 307,815.4359 shares, which includes shares issuable upon vesting of restricted stock units.", "date_published": "2026-08-13T21:38:15+00:00", "authors": [{"name": "Kalkine Media"}], "tags": ["Market update", "KLAC"], "_sharemaestro": {"country": "United States", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "KLAC", "name": "KLA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/11c349da-11b7-4b73-bfbd-304aee82449b/"}]}}, {"id": "source:7b5a2c08d4d36d80ba9822a6f2df8f7bafda40491f860d7eb9943452edd4f6d3", "url": "https://finance.yahoo.com/markets/stocks/articles/compared-estimates-applied-materials-amat-213001587.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/compared-estimates-applied-materials-amat-213001587.html", "title": "Compared to Estimates, Applied Materials (AMAT) Q3 Earnings: A Look at Key Metrics", "content_text": "For the quarter ended July 2026, Applied Materials (AMAT) reported revenue of $9.12 billion, up 24.8% over the same period last year. EPS came in at $3.50, compared to $2.48 in the year-ago quarter. The reported revenue represents a surprise of +1.31% over the Zacks Consensus Estimate of $9 billion. With the consensus EPS estimate being $3.38, the EPS surprise was +3.55%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's fina", "date_published": "2026-08-13T21:30:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:83b85a21df88e6a570f324cef9414935cd416f241871d2348e94aefbca69a0f0", "url": "https://news.google.com/rss/articles/CBMiogFBVV95cUxOZGRsVnBaMi12N2Z4Tnp6dzVCOGlWbWNqclNoU1FUTE0yQVNqVGZFNFd2LW9IaTc3Q3Z1V0RnYTNSWnZIUXVyUkhWU21GcG5vbTF2eVRHRS1UUjFWdFFjN0xRZVhVTmRIWlZaeHF1RkZZVUdMd3Z3ZnRnb2JRNklMY0kya0FmNlJuZkZ0aFNYWE04UEVoWS1lQjRfbmU4NFczVlE?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiogFBVV95cUxOZGRsVnBaMi12N2Z4Tnp6dzVCOGlWbWNqclNoU1FUTE0yQVNqVGZFNFd2LW9IaTc3Q3Z1V0RnYTNSWnZIUXVyUkhWU21GcG5vbTF2eVRHRS1UUjFWdFFjN0xRZVhVTmRIWlZaeHF1RkZZVUdMd3Z3ZnRnb2JRNklMY0kya0FmNlJuZkZ0aFNYWE04UEVoWS1lQjRfbmU4NFczVlE?oc=5", "title": "Applied Materials Shares Fall After Hours as Cash Flow Declines Amid Higher Investment", "content_text": "Applied Materials AMAT -Shutterstock Applied Materials (AMAT) shares fell in after-hours trading Thursday after the semiconductor-equipment manufacturer reported lower free cash flow for the first nine months of the fiscal year as capital expenditures climbed sharply.Free cash flow for the nine months ended July 26 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": "2026-08-13T21:19:44+00:00", "authors": [{"name": "Market source"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:42e0ee2b7460edc2308da3b5a6ae0e0c957a527c7b8bcf1db4a189ae51afc6e4", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-amat-beats-q3-211502115.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-amat-beats-q3-211502115.html", "title": "Applied Materials (AMAT) Beats Q3 Earnings and Revenue Estimates", "content_text": "Applied Materials (AMAT) came out with quarterly earnings of $3.5 per share, beating the Zacks Consensus Estimate of $3.38 per share. This compares to earnings of $2.48 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.55%. A quarter ago, it was expected that this maker of chipmaking equipment would post earnings of $2.68 per share when it actually produced earnings of $2.86, delivering a surprise of +6.72%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Applied Mater", "date_published": "2026-08-13T21:15:02+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:e4e6fc6bed3cd92b5f6428fa20dc81dd60e816b9b75a98a12b096a7874879f1d", "url": "https://www.marketbeat.com/instant-alerts/asml-nasdaqasml-trading-up-21-heres-what-happened-2026-08-13", "external_url": "https://www.marketbeat.com/instant-alerts/asml-nasdaqasml-trading-up-21-heres-what-happened-2026-08-13", "title": "ASML (NASDAQ:ASML) Trading Up 2.1% - Here's What Happened", "content_text": "ASML (NASDAQ:ASML) saw its shares trade up 2.1% on Thursday, closing at $1,847.90 with trading volume 34% below its average. The semiconductor company has a \"Moderate Buy\" consensus rating from analysts, with a target price of $1,970.33. ASML reported quarterly revenue of $10.64 billion and EPS of $8.65, and institutional investors have recently increased their holdings in the company.", "date_published": "2026-08-13T21:11:11+00:00", "authors": [{"name": "MarketBeat"}], "tags": ["Earnings", "ASML"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ASML", "name": "ASML Holding NV ADR", "sentiment_url": "https://sharemaestro.com/sentiment/9e71c9de-9a39-4715-86f9-9c7b9e4bff14/"}]}}, {"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": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:b3997f69f9ee6fd1a0a0fd8acd3f470d8b31ad63547ad71d58b7ee4c36ffc04b", "url": "https://www.marketwatch.com/data-news/teradyne-inc-stock-outperforms-competitors-on-strong-trading-day-96676ef7-9036fce05ea5?mod=goog_fin_scmw", "external_url": "https://www.marketwatch.com/data-news/teradyne-inc-stock-outperforms-competitors-on-strong-trading-day-96676ef7-9036fce05ea5?mod=goog_fin_scmw", "title": "Teradyne Inc. stock outperforms competitors on strong trading day", "content_text": "Shares of Teradyne Inc. advanced by 1.93% to $410.52 on Thursday, outperforming the broader stock market, with the S&P 500 Index rising 0.65% and the Dow Jones Industrial Average rising 0.13%. This marks the third consecutive day of gains for the stock.", "date_published": "2026-08-13T20:47:15+00:00", "authors": [{"name": "MarketWatch"}], "tags": ["Market update", "TER"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "TER", "name": "Teradyne Inc", "sentiment_url": "https://sharemaestro.com/sentiment/e6224643-fb01-4e6d-a2ae-28c8c8187d1a/"}]}}, {"id": "source:37444963039572af8dd704d75079ad47d4e3d6bcc18a7394c5c9c5f1da3c32d1", "url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-posts-record-q3-204355034.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-posts-record-q3-204355034.html", "title": "Applied Materials posts record Q3 revenue as AI demand boosts chip equipment sales", "content_text": "Investing.com -- Applied Materials reported record third-quarter revenue on Thursday as surging demand for AI-related semiconductors drove strong growth across its chipmaking equipment business, while the company raised its expectations for semiconductor systems revenue for calendar 2026. The chip equipment maker posted revenue of $9.12 billion for the quarter ended July 26, up 25% from a year earlier. GAAP net income rose 43% to $2.54 billion, while adjusted earnings per share increased 41% to a record $3.50. Gross margin expanded to 50.3% from 48.8% a year earlier. Applied Materials said rap", "date_published": "2026-08-13T20:43:55+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"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": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:46390e1e1482d80c1d38aa9eff390c9a0211b2c5b2356e08c5a093de27f36136", "url": "https://news.google.com/rss/articles/CBMie0FVX3lxTE1MeEtNSV92RTJ0QktwazU3S3o3WENFUzE2TGVsZ0ZYb0tSZ3ZaMl8xRGNldHo1UXgxdkp5UnRZbl82NDJVNDJ0WjhyTGMyVXYwaDJZMlBaVjRvdy1KMkN2TTE5cW9qa2hKN045dVU0c0wyT2UxQW5waWdTbw?oc=5", "external_url": "https://news.google.com/rss/articles/CBMie0FVX3lxTE1MeEtNSV92RTJ0QktwazU3S3o3WENFUzE2TGVsZ0ZYb0tSZ3ZaMl8xRGNldHo1UXgxdkp5UnRZbl82NDJVNDJ0WjhyTGMyVXYwaDJZMlBaVjRvdy1KMkN2TTE5cW9qa2hKN045dVU0c0wyT2UxQW5waWdTbw?oc=5", "title": "Applied Materials (NASDAQ:AMAT) Crushed Earnings Estimates. So Why Did AMAT Stock Drop?", "content_text": "Applied Materials (NASDAQ:AMAT) Crushed Earnings Estimates. So Why Did AMAT Stock Drop?", "date_published": "2026-08-13T20:33:57+00:00", "authors": [{"name": "Stocks Down Under"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:f0196adb5faed54b4499e01d5f70778ff58613c20867470f56a86214de3b86b4", "url": "https://newsroom.lamresearch.com/2026-08-13-Lam-Research-Announces-Plans-to-Invest-More-than-3B-to-Expand-Global-Lab-Network,-Increase-Innovation-Velocity-in-the-AI-Era", "external_url": "https://newsroom.lamresearch.com/2026-08-13-Lam-Research-Announces-Plans-to-Invest-More-than-3B-to-Expand-Global-Lab-Network,-Increase-Innovation-Velocity-in-the-AI-Era", "title": "Lam Research Announces Plans to Invest More than $3B to Expand Global Lab Network, Increase Innovation Velocity in the AI Era", "content_text": "Lam Research plans to invest over $3 billion in the next five years to expand its global R&D lab network, aiming to boost experiment capacity by more than 50% and accelerate innovation in the AI era. This expansion will compress product development cycles for customers by leveraging a network of specialized labs across the US, Asia, and Europe, supporting over one million experiments annually. The investment seeks to maintain Lam's leadership in semiconductor technology and meet the evolving demands for new chip architectures and materials.", "date_published": "2026-08-13T20:31:30+00:00", "authors": [{"name": "Lam Research Newsroom"}], "tags": ["Market update", "LRCX", "KLAC"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "LRCX", "name": "Lam Research Corp", "sentiment_url": "https://sharemaestro.com/sentiment/ea39fdb0-2ecb-41aa-ade6-bb831067b2d3/"}, {"symbol": "KLAC", "name": "KLA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/11c349da-11b7-4b73-bfbd-304aee82449b/"}]}}, {"id": "source:ca8680fc1caa4c3b76a454e64f6202ee44917bdf702f51efefe762e216c16a8f", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-nasdaq-amat-surprises-202811364.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-nasdaq-amat-surprises-202811364.html", "title": "Applied Materials (NASDAQ:AMAT) Surprises With Q2 Sales But Stock Drops", "content_text": "Applied Materials (NASDAQ:AMAT) Surprises With Q2 Sales But Stock Drops Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q2 CY2026, with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter's revenue guidance ($10.25 billion at the midpoint) was surprisingly good and 6.1% above what analysts were expecting. Its non-GAAP profit of $3.50 per share was 3.1% above analysts' consensus estimates. Is now the time to buy Applied Materials? Find out in our full research report. Applied Materials (AMAT) Q2 CY2026 Highlig", "date_published": "2026-08-13T20:28:11+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:053a2bc842ff8a44fc134203ead0fa782e5f0fda54a85ebe0bb6e9597a740f3a", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-forecast-gets-tepid-202405583.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-forecast-gets-tepid-202405583.html", "title": "Applied Materials Forecast Gets Tepid Reaction After Stock Rally", "content_text": "(Bloomberg) -- Applied Materials Inc. delivered an estimate-beating forecast that still got a lukewarm reaction from investors, a sign of the lofty hopes surrounding a company that's key to the AI boom. Most Read from Bloomberg Anthropic in Talks to Buy AI Startup Decart for $6 Billion 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 Pivots to Economic Squeeze of 'Entrenched' Iran Regime Revenue will be approximately $10.3 billion in the fi", "date_published": "2026-08-13T20:24:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT", "KLAC"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}, {"symbol": "KLAC", "name": "KLA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/11c349da-11b7-4b73-bfbd-304aee82449b/"}]}}, {"id": "source:01dba8a701b6e1f547306e170196f059a9ae410a613ba93f85b526cff1dbc3a4", "url": "https://finance.yahoo.com/technology/articles/chip-equipment-maker-lam-research-201624790.html", "external_url": "https://finance.yahoo.com/technology/articles/chip-equipment-maker-lam-research-201624790.html", "title": "Chip equipment maker Lam Research to invest more than $3 billion to expand R&D labs", "content_text": "Aug 13 (Reuters) - Lam Research said on Thursday it intends to invest more than $3 billion in \u200cthe next five years to expand its \u200cglobal research and development lab network, as it seeks to increase \u200bexperiment capacity and speed up product development. The U.S. chip equipment maker said the multi-site expansion is expected to increase its experiment capacity by over 50%. Here are some details: \u2022 \u200cAI-focused spending by \u2060major technology companies has fueled demand for advanced chips, boosting investment in the equipment \u2060used to manufacture them. \u2022 Lam Research is making the investment with t", "date_published": "2026-08-13T20:16:24+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "LRCX"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "LRCX", "name": "Lam Research Corp", "sentiment_url": "https://sharemaestro.com/sentiment/ea39fdb0-2ecb-41aa-ade6-bb831067b2d3/"}]}}, {"id": "source:2e1a61f3e6ccee0257125be71e3cbda3189effea01e86d622b3c50f53e8b0b86", "url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-nasdaq-amat-posts-201350284.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/applied-materials-nasdaq-amat-posts-201350284.html", "title": "Applied Materials (NASDAQ:AMAT) Posts Better-Than-Expected Sales In Q2", "content_text": "Applied Materials (NASDAQ:AMAT) Posts Better-Than-Expected Sales In Q2 Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) reported Q2 CY2026 results beating Wall Street's revenue expectations , with sales up 24.8% year on year to $9.12 billion. On top of that, next quarter's revenue guidance ($10.25 billion at the midpoint) was surprisingly good and 6.1% above what analysts were expecting. Its non-GAAP profit of $4.02 per share was 18.4% above analysts' consensus estimates. Is now the time to buy Applied Materials? Find out in our full research report. Applied Materials (AMAT", "date_published": "2026-08-13T20:13:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"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": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:4be77485625db5380622a6d367e2313460c249a962bb4897c585d0797691ee67", "url": "https://www.reuters.com/company/kla-corporation", "external_url": "https://www.reuters.com/company/kla-corporation", "title": "KLA Corporation", "content_text": "This Reuters page for KLA Corporation shows a single search result related to Applied Materials. The article discusses Applied Materials' forecast for fourth-quarter revenue, which is above Wall Street expectations, driven by strong demand for advanced AI chips.", "date_published": "2026-08-13T20:08:24+00:00", "authors": [{"name": "Reuters"}], "tags": ["Earnings", "KLAC"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "KLAC", "name": "KLA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/11c349da-11b7-4b73-bfbd-304aee82449b/"}]}}, {"id": "source:028f96de872cdd2c377717fb3c86bec54b43ff692441626d3277bfe0355acc0a", "url": "https://www.marketwatch.com/data-news/applied-materials-inc-stock-underperforms-thursday-when-compared-to-competitors-1109e887-ad4f71922320", "external_url": "https://www.marketwatch.com/data-news/applied-materials-inc-stock-underperforms-thursday-when-compared-to-competitors-1109e887-ad4f71922320", "title": "Applied Materials Inc. stock underperforms Thursday when compared to competitors", "content_text": "Shares of Applied Materials Inc. fell by 2.48% on Thursday, closing at $534.54, despite a positive trading session for the broader market with the S&P 500 and Dow Jones Industrial Average both rising. This decline ended the stock's two-day winning streak.", "date_published": "2026-08-13T20:07:06+00:00", "authors": [{"name": "MarketWatch"}], "tags": ["Market update", "AMAT"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"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", "KLAC"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}, {"symbol": "KLAC", "name": "KLA Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/11c349da-11b7-4b73-bfbd-304aee82449b/"}]}}, {"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": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMAT", "name": "Applied Materials Inc", "sentiment_url": "https://sharemaestro.com/sentiment/c4f0a8c0-1bd6-42dc-8b28-1dc035ef155d/"}]}}, {"id": "source:2f9c88e548c0f61fbccf3ff7c87c9845d7c1a64c4be335648dcffce156cccf64", "url": "https://news.alphastreet.com/ichor-holdings-jumps-5-5-amid-sector-wide-rally/amp", "external_url": "https://news.alphastreet.com/ichor-holdings-jumps-5-5-amid-sector-wide-rally/amp", "title": "Ichor Holdings Jumps 5.5% Amid Sector-Wide Rally", "content_text": "Ichor Holdings (ICHR) surged 5.5% on August 13, 2026, closing at $73.00, as part of a broad rally across semiconductor equipment stocks. This sector-wide movement, also seen in UCTT and COHU, indicates renewed investor confidence in the semiconductor manufacturing infrastructure due to improving industry sentiment or favorable data. Ichor's significant gain suggests either a leveraged business model benefiting from better conditions or company-specific factors enhancing the sector's tailwind.", "date_published": "2026-08-13T19:40:13+00:00", "authors": [{"name": "AlphaStreet"}], "tags": ["Earnings", "ICHR"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ICHR", "name": "Ichor Holdings Ltd", "sentiment_url": "https://sharemaestro.com/sentiment/b98daba0-0cb9-4c2f-90c2-a4277f599db7/"}]}}, {"id": "source:6cc41f6b4aa1ea6a20ba448da72813a809a329cb7240bd31b4e6cc7fdac22839", "url": "https://www.stocktitan.net/sec-filings/UCTT/schedule-13g-ultra-clean-holdings-inc-passive-investment-disclosure-5-f09250458707.html", "external_url": "https://www.stocktitan.net/sec-filings/UCTT/schedule-13g-ultra-clean-holdings-inc-passive-investment-disclosure-5-f09250458707.html", "title": "Invesco Ltd. (UCTT) discloses 3.1M-share, 7% holding in Ultra Clean", "content_text": "Invesco Ltd., through its investment adviser subsidiaries, has disclosed a beneficial ownership of 3,145,489 shares of Ultra Clean Holdings Inc. common stock, representing 7.0% of the class. The Bermuda-based asset manager holds sole voting power over 3,088,399 shares and sole dispositive power over all 3,145,489 shares. 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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. 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SanDisk (SNDK) and Lam Research (LRCX) rallied, while Alibaba (BABA) saw declines. The article highlights top movers in mega-cap, large-cap, mid-cap, and small-cap categories, attributing changes to news, earnings reports, and other factors.", "date_published": "2026-08-13T19:08:45+00:00", "authors": [{"name": "Investing.com"}], "tags": ["Earnings", "LRCX"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "LRCX", "name": "Lam Research Corp", "sentiment_url": "https://sharemaestro.com/sentiment/ea39fdb0-2ecb-41aa-ade6-bb831067b2d3/"}]}}, {"id": "source:586ae426125d55b6895596ea48ec773423bdd88e27604df26d2eaeaf730fa235", "url": "https://ng.investing.com/news/stock-market-news/form-8k-qnity-electronics-inc-for-13-august-93CH-2659165", "external_url": "https://ng.investing.com/news/stock-market-news/form-8k-qnity-electronics-inc-for-13-august-93CH-2659165", "title": "Form 8K Qnity Electronics Inc For: 13 August By Investing.com", "content_text": "This article reports that Qnity Electronics Inc. has filed a Form 8K on August 13. The brief piece includes the company's stock performance with a 0.36% increase. The content is concise, primarily announcing the regulatory filing.", "date_published": "2026-08-13T18:41:15+00:00", "authors": [{"name": "Investing.com Nigeria"}], "tags": ["Market update", "Q"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "Q", "name": "Qnity Electronics, Inc", "sentiment_url": "https://sharemaestro.com/sentiment/874b1d8e-4067-4387-8c48-b57d30b25c98/"}]}}, {"id": "source:083b0f08b1d69b3b0c7b0bd351824144b901eb09b5b8b85ca27510589073b8d0", "url": "https://cryptorank.io/price/teradyne-inc-tokenized-stock-xstock/exchanges", "external_url": "https://cryptorank.io/price/teradyne-inc-tokenized-stock-xstock/exchanges", "title": "Teradyne, Inc. tokenized stock (xStock) Exchanges TERx Markets | Buy & Sell & Trade", "content_text": "This article provides market data for Teradyne, Inc. tokenized stock (TERx), including its current price, 24-hour change, and trading volumes on exchanges like OKX and Kraken (xStocks). It lists various cryptocurrency market metrics, tools, and research products offered by CryptoRank.io. The content focuses on tokenized stock trading and related analytics.", "date_published": "2026-08-13T18:22:34+00:00", "authors": [{"name": "CryptoRank"}], "tags": ["Market update", "TER"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "TER", "name": "Teradyne Inc", "sentiment_url": "https://sharemaestro.com/sentiment/e6224643-fb01-4e6d-a2ae-28c8c8187d1a/"}]}}, {"id": "source:8b985d62ee00e1af0bafb7f42490c687a25b977d7cc35902e48a5cf5f80b8ad2", "url": "https://www.nasdaq.com/articles/axcelis-acls-q2-2026-earnings-call-transcript", "external_url": "https://www.nasdaq.com/articles/axcelis-acls-q2-2026-earnings-call-transcript", "title": "Axcelis (ACLS) Q2 2026 Earnings Call Transcript", "content_text": "Image source: The Motley Fool. DATE Thursday, August 6, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Senior Vice President and Interim Chief Financial Officer - David RyzhikPresident and CEO - Russell Low TAKEAWAYS Revenue -- $215.2 million, exceeding company forecasts due to stronger system shipments and higher aftermarket volume.Non-GAAP Diluted EPS -- $1.06, reflecting higher profitability and a lower tax rate driven by windfall benefits from equity compensation.Non-GAAP Gross Margin -- 42.7%, representing a decrease from 45.2% in the prior year period due to product mix and higher services costs", "date_published": "2026-08-13T18:16:36+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "ACLS"], "_sharemaestro": {"country": "United States", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ACLS", "name": "Axcelis Technologies Inc", "sentiment_url": "https://sharemaestro.com/sentiment/5f4b8065-dec3-4852-af4b-6e2dddfe9abe/"}]}}]}