{"ticker": {"uuid": "1eca3187-60a8-490f-9f82-649cef922efa", "symbol": "A1MT34", "name": "Applied Materials, Inc.", "exchange": "SAO", "country": "BR", "sector": "Technology", "industry": "Semiconductor Equipment & Materials"}, "articles": [{"title": "Stock market today: Dow, S&P 500, Nasdaq trending higher on rate hike bets, earnings", "summary": "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", "url": "https://finance.yahoo.com/markets/live/stock-market-today-dow-sp-500-nasdaq-trending-higher-on-rate-hike-bets-earnings-100145282.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T10:01:45+00:00", "published_display": "13 Aug 2026 10:01", "sentiment": "negative", "sentiment_pct": 30, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.531, "duplicate_count": 1, "topics": ["AI", "Earnings", "Fed", "Inflation", "Quarterly Results", "Retail"]}, {"title": "SpaceX Passes First Lockup Expiry Test With $500 Billion Rally", "summary": "(Bloomberg) -- Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Iran Takes More Robust Military Stance With US Talks Frozen They needn't have worried. SpaceX ", "url": "https://finance.yahoo.com/markets/stocks/articles/spacex-passes-first-lockup-expiry-084530660.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T08:45:30+00:00", "published_display": "13 Aug 2026 08:45", "sentiment": "positive", "sentiment_pct": 71, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.605, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Earnings", "Earnings Release", "Earnings Report", "Free Cash Flow", "Initial Public Offering"]}, {"title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "summary": "The S&P 500 Index ($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", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "source_name": "nasdaq.com", "published_at": "2026-08-13T08:31:08+00:00", "published_display": "13 Aug 2026 08:31", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.525, "duplicate_count": 1, "topics": ["AI", "Chip Stocks", "Cpi", "Earnings", "Earnings Growth", "Earnings Results"]}, {"title": "US Stock Market Today: S&P 500 Futures Edge Up As Traders Eye Key CPI", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-080906060.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T08:09:06+00:00", "published_display": "13 Aug 2026 08:09", "sentiment": "positive", "sentiment_pct": 73, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.34, "duplicate_count": 1, "topics": ["Balance Sheet", "Earnings", "Inflation", "M A", "Price Target", "Price Target"]}, {"title": "Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:56:00+00:00", "published_display": "12 Aug 2026 14:56", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.462, "duplicate_count": 1, "topics": ["AI", "Earnings", "Enterprise", "Fourth Quarter", "Free Cash Flow", "Semiconductors"]}, {"title": "PodcastOne, Inc. (PODC) Reports Q1 Loss, Misses Revenue Estimates", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/podcastone-inc-podc-reports-q1-131003123.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:10:03+00:00", "published_display": "12 Aug 2026 13:10", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.456, "duplicate_count": 1, "topics": ["Earnings", "Earnings Estimate", "Earnings Release", "Earnings Report", "Earnings Surprise", "Estimate Revisions"]}, {"title": "US Stock Market Today: S&P 500 Futures Stall As Traders Eye Inflation Signals", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-081201698.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T08:12:01+00:00", "published_display": "12 Aug 2026 08:12", "sentiment": "negative", "sentiment_pct": 39, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.286, "duplicate_count": 1, "topics": ["Balance Sheet", "Earnings", "Inflation", "Net Income", "Price Target", "Price Target"]}, {"title": "1 Semiconductor Stock for Long-Term Investors and 2 Facing Challenges", "summary": "1 Semiconductor Stock for Long-Term Investors and 2 Facing Challenges Semiconductors are the silicon backbone of the digital revolution. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 50.2% and beaten the S&P 500 by 39.1 percentage points. Although these businesses have produced results lately, investors should tread carefully as not all companies are equipped for the next technological innovation. On that note, here is one semico", "url": "https://finance.yahoo.com/markets/stocks/articles/1-semiconductor-stock-long-term-060522696.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T06:05:22+00:00", "published_display": "12 Aug 2026 06:05", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.434, "duplicate_count": 1, "topics": ["Earnings", "Earnings Per Share", "Price Target", "Semiconductors", "Shareholder"]}, {"title": "Should You Buy Applied Materials Stock Before the Huge Investor Update?", "summary": "Applied Materials(NASDAQ: AMAT) is scheduled to deliver an investor update with significant implications for shareholders. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb *Stock prices used were the afternoon prices of Aug. 8, 2026. The video was published on Aug.10, 2026. Should you buy stock in Applied Materials right now? Before you buy stock in Applied Materials, consid", "url": "https://www.nasdaq.com/articles/should-you-buy-applied-materials-stock-huge-investor-update", "source_name": "nasdaq.com", "published_at": "2026-08-12T03:04:40+00:00", "published_display": "12 Aug 2026 03:04", "sentiment": "negative", "sentiment_pct": 34, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.424, "duplicate_count": 1, "topics": ["Earnings", "Markets", "Semiconductors", "Tech"]}, {"title": "Stocks Supported by Renewed Middle East Optimism", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) are down -0.11%. Stock indices are mixed today. Stocks found support after crude prices gave up a 2% overnight advance and turned negative, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangement that could reopen the Strait of Hormuz. Join 200K+ Subscribers: Find out why the midday Barchart Brie", "url": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_name": "nasdaq.com", "published_at": "2026-08-11T22:15:28+00:00", "published_display": "11 Aug 2026 22:15", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.41, "duplicate_count": 1, "topics": ["AI", "Crude Oil", "Earnings", "Earnings Growth", "Earnings Results", "Price Target"]}, {"title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) are up +0.20%. Stock indices are posting modest gains today. The strength in chipmakers and AI-infrastructure stocks today is a supportive factor for the overall market. Stocks also found support after crude prices gave up a 2% overnight advance, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangem", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_name": "nasdaq.com", "published_at": "2026-08-11T22:04:30+00:00", "published_display": "11 Aug 2026 22:04", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.409, "duplicate_count": 1, "topics": ["AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results", "Price Target"]}, {"title": "Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) fell -0.30%. Stock indices settled lower on Monday. The broader market was under pressure on Monday from higher crude oil prices, which boosted inflation expectations and T-note yields. WTI crude oil surged more than +5% on Monday, pushing the 10-year T-note yield up by +5 bp to 4.70%.Join 200K+ Subscribers: Find out ", "url": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_name": "nasdaq.com", "published_at": "2026-08-11T16:59:43+00:00", "published_display": "11 Aug 2026 16:59", "sentiment": "positive", "sentiment_pct": 77, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.395, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Interest Rates", "Price Target"]}, {"title": "WidePoint to Report Q2 Earnings: What's in Store for the Stock?", "summary": "WidePoint WYY is scheduled to report its second-quarter 2026 earnings results on Aug. 13. For the second quarter of 2026, the Zacks Consensus Estimate for earnings is pegged at 1 cent per share, unchanged over the past 30 days, suggesting year-over-year growth of 116.67%. The consensus mark for second-quarter 2026 revenues is pegged at $41.67 million, indicating a 10.01% year-over-year increase. Let us see how things have shaped up for the upcoming announcement. WidePoint Corporation Price and EPS SurpriseWidePoint Corporation Price and EPS Surprise WidePoint Corporation price-eps-surprise | W", "url": "https://finance.yahoo.com/markets/stocks/articles/widepoint-report-q2-earnings-whats-150800298.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:08:00+00:00", "published_display": "11 Aug 2026 15:08", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.389, "duplicate_count": 1, "topics": ["Earnings", "Earnings Results", "Free Cash Flow", "Semiconductors", "Tech"]}, {"title": "Intel Just Increased Its Stock Offering to $20B. Why That\u2019s Good News for ASML.", "summary": "Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading", "url": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:55:00+00:00", "published_display": "11 Aug 2026 14:55", "sentiment": "positive", "sentiment_pct": 65, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.253, "duplicate_count": 1, "topics": ["Secondary Offering"]}, {"title": "Lam Research Enters Panel-Level Packaging: Is This a Growth Catalyst?", "summary": "Lam Research Corporation LRCX is expanding its opportunity in advanced packaging as artificial intelligence (AI) chips become larger and more complex. The company seems to be now focusing on the Panel-Level Packaging (\"PLP\") method. In this connection, it established a Panel-Level Packaging Center of Excellence in Salzburg, Austria, in May 2026 to accelerate research, customer qualification and production readiness. PLP is a semiconductor packaging method in which multiple chips are assembled on a large, flat panel rather than individual circular wafers. This approach allows manufacturers to p", "url": "https://finance.yahoo.com/technology/articles/lam-research-enters-panel-level-130500459.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:05:00+00:00", "published_display": "11 Aug 2026 13:05", "sentiment": "positive", "sentiment_pct": 91, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.384, "duplicate_count": 1, "topics": ["Advanced Packaging", "Earnings", "Earnings Per Share", "Financial Results", "Fourth Quarter", "Semiconductors"]}, {"title": "UC Berkeley to Join Applied Materials\u2019 EPIC Center to Speed Chip Innovation", "summary": "Applied Materials, Inc. Collaboration pairs UC Berkeley's semiconductor research strength with Applied's state-of-the-art equipment and process integration expertise Located in Silicon Valley, Applied's EPIC Center provides industry-scale R&D environment with access to cutting-edge chipmaking equipment to enable rapid co-innovation and faster commercialization SANTA CLARA, Calif., Aug. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that the University of California, Berkeley will join the company's EPIC Center in Silicon Valley as a research collaborator. Working side by ", "url": "https://finance.yahoo.com/technology/articles/uc-berkeley-join-applied-materials-130000609.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:00:00+00:00", "published_display": "11 Aug 2026 13:00", "sentiment": "positive", "sentiment_pct": 75, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.249, "duplicate_count": 1, "topics": ["AI", "Innovation", "R D", "Semiconductors", "Silicon Valley"]}, {"title": "Bernstein raises WFE growth estimates, boosts price targets", "summary": "Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle \"has legs.\" Analyst David Dai lifted the firm's 2026 WFE estimate to $148 billion, up 26.3% year over year, its 2027 figure to $204 billion, up 32.6%, and its 2028 estimate to $259 billion, up 27%. The two-year growth of 75%, Dai said, \"strengthens our WFE upcycle call,\" with the uplift spread across all applications but skewed slightly more toward non-China memory a", "url": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:57:18+00:00", "published_display": "11 Aug 2026 12:57", "sentiment": "positive", "sentiment_pct": 83, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.307, "duplicate_count": 1, "topics": ["Earnings", "Price Target", "Ratings", "Semiconductors", "Tech", "Wfe"]}, {"title": "JD Gears Up to Report Q2 Earnings: What's in Store for the Stock?", "summary": "JD.com JD is scheduled to release second-quarter 2026 results on Aug. 13. The Zacks Consensus Estimate for JD's second-quarter revenues is pegged at $51.55 billion, indicating an increase of 3.53% on a year-over-year basis. The consensus mark for second-quarter earnings is pegged at 86 cents per share, up by 5 cents over the past 30 days, indicating growth of 24.64% from the year-ago quarter's reported figure. JD beat the Zacks Consensus Estimate for earnings in all the trailing four quarters, with an average surprise of 23.79%. JD.com, Inc. Price and EPS SurpriseJD.com, Inc. Price and EPS Sur", "url": "https://finance.yahoo.com/markets/stocks/articles/jd-gears-report-q2-earnings-122500811.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:25:00+00:00", "published_display": "11 Aug 2026 12:25", "sentiment": "positive", "sentiment_pct": 89, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.382, "duplicate_count": 1, "topics": ["AI", "Earnings", "International Expansion", "Logistics", "Retail"]}, {"title": "Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In", "summary": "Cramer's Case for the Semiconductor Equipment \"Troika\" During the August 6 episode of CNBC's Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research Corporation (NASDAQ:LRCX), KLA Corporation (NASDAQ:KLAC), and Applied Materials, Inc. (NASDAQ:AMAT) as the backbone of American technology. Cramer stated: Alright, look, we know, and you heard about it all day on the network, there is a shortage of every kind of memory in the universe of the data center. Ownin", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-kla-applied-materials-104048217.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:40:48+00:00", "published_display": "11 Aug 2026 10:40", "sentiment": "positive", "sentiment_pct": 69, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.245, "duplicate_count": 1, "topics": ["Chip Equipment", "Hedge Funds", "Semiconductors"]}, {"title": "AI\u2019s biggest buildout is here. These stocks offer a way to invest in the data center boom", "summary": "The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of dollars to compete. The money taps remain turned on full-blast even in the face of a choppy stock market and persistent fears over whether AI stocks are in a bubble. \"Hyperscalers are going to spend maybe between $750 and $800 billion [a year]. Some forecasts even have it up to a trillion, and that would put it at 2.5 to 3% of U.S. GDP, which is ju", "url": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-buildout-stocks-offer-065900313.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T06:59:00+00:00", "published_display": "11 Aug 2026 06:59", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.367, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings Growth", "Net Income", "Reits", "Semiconductors"]}, {"title": "Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC h", "url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:09:41+00:00", "published_display": "10 Aug 2026 21:09", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.342, "duplicate_count": 1, "topics": ["AI", "Capital Spending", "Manufacturing", "Semiconductors", "Share Price"]}, {"title": "Update: S&P 500 Retreats From Record, Oil Jumps as Hormuz Reopening Hopes Fade", "summary": "(Updates with market moves at the end of the day, and other changes, if any.) US equity benchmark 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", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-retreats-record-oil-205708697.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:57:08+00:00", "published_display": "10 Aug 2026 20:57", "sentiment": "positive", "sentiment_pct": 73, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.273, "duplicate_count": 1, "topics": []}, {"title": "Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?", "summary": "Key Points ASML Holdings and Applied Materials provide essential equipment and expertise for making AI processors. Nvidia and Broadcom are leading chip designers, with pricing power that could last as the artificial intelligence boom plays out.10 stocks we like better than Nvidia \u203a There are many ways to play the artificial intelligence (AI) boom right now, and two of the best angles are to invest in semiconductor equipment makers like ASML Holdings(NASDAQ: ASML) and Applied Materials(NASDAQ: AMAT), or by owning chip designers like Nvidia(NASDAQ: NVDA) and Broadcom(NASDAQ: AVGO). Over the past", "url": "https://www.nasdaq.com/articles/semiconductor-equipment-makers-vs-chip-designers-whos-actually-winning-ai-cycle", "source_name": "nasdaq.com", "published_at": "2026-08-10T20:50:00+00:00", "published_display": "10 Aug 2026 20:50", "sentiment": "positive", "sentiment_pct": 78, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.341, "duplicate_count": 1, "topics": ["AI", "Earnings", "Markets", "Revenue Growth", "Semiconductors", "Share Price"]}, {"title": "Earnings live updates: Plug Power stock jumps on improving margins, raised revenue guidance", "summary": "The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported. The takeaway from the quarter so far has been unbridled strength. According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted. The next test comes this week from key players in different branches of the AI boom. Cloud provider CoreWeave (CRWV), AI server ma", "url": "https://finance.yahoo.com/markets/live/earnings-live-updates-plug-power-stock-jumps-on-improving-margins-raised-revenue-guidance-202302733.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:23:02+00:00", "published_display": "10 Aug 2026 20:23", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.34, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Earnings", "Earnings Growth", "Growth Rate", "Semiconductors"]}, {"title": "S&P 500 Companies' Quarterly Earnings Growth Eases Amid Healthcare Drop, Oppenheimer Says", "summary": "S&P 500 companies' quarterly earnings growth rate eased from a week ago amid a drop in the healthcar 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", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-companies-apos-quarterly-180206082.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:02:06+00:00", "published_display": "10 Aug 2026 18:02", "sentiment": "positive", "sentiment_pct": 70, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.334, "duplicate_count": 1, "topics": ["Growth Rate", "Quarterly Earnings"]}, {"title": "Update: Equities Fall, Oil Rises Intraday Amid Hormuz Reopening Uncertainty", "summary": "Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US stocks fell and oil prices advanced intraday as the Strait of Hormuz's reopening appeared uncertain.The Nasdaq Composite was down 0.3% at 26,616.2 after midday Monday, while the Dow Jones Industrial Average fell 0.2% to 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", "url": "https://finance.yahoo.com/markets/stocks/articles/equities-fall-oil-rises-intraday-175056532.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:50:56+00:00", "published_display": "10 Aug 2026 17:50", "sentiment": "negative", "sentiment_pct": 38, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.267, "duplicate_count": 1, "topics": []}, {"title": "AD Q2 Earnings Beat Estimates on Strong Site Rental Growth", "summary": "Array Digital Infrastructure, Inc. AD delivered second-quarter 2026 results above the Zacks Consensus Estimate, with earnings of 64 cents per share topping the 62-cent estimate by 3.2%. Revenues of $54 million also beat the $52 million estimate by 3.8%. Company-reported earnings per share from continuing operations surged 2,170.6% year over year to $3.86, while revenues rose 89.5% to $54.1 million. The top line benefited from a 95% year-over-year increase in site rental revenues as Array continued optimizing its tower portfolio. Tower tenancy also increased sequentially, while spectrum monetiz", "url": "https://finance.yahoo.com/markets/stocks/articles/ad-q2-earnings-beat-estimates-172300141.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:23:00+00:00", "published_display": "10 Aug 2026 17:23", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.333, "duplicate_count": 1, "topics": ["Dividends", "Earnings", "Earnings Growth", "Earnings Per Share", "Earnings Surprise", "Free Cash Flow"]}, {"title": "TDS Q2 Earnings Beat Estimates on Spectrum Gains, Fiber Growth", "summary": "Telephone and Data Systems, Inc. TDS reported second-quarter 2026 earnings of $2.24 per share, up from a loss of $0.05 cents in the year-ago quarter, while total operating revenues rose 3.6% year over year to $309.3 million. Earnings topped the Zacks Consensus Estimate, delivering the 100% surprise provided in the earnings data, while revenue missed the $315 million consensus by 1.83%. The sharp earnings improvement reflected gains from Array Digital Infrastructure's wireless spectrum sales, while TDS Telecom continued expanding its fiber footprint. TDS Telecom delivered approximately 66,000 m", "url": "https://finance.yahoo.com/markets/stocks/articles/tds-q2-earnings-beat-estimates-170700239.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:07:00+00:00", "published_display": "10 Aug 2026 17:07", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.332, "duplicate_count": 1, "topics": ["Dividends", "Earnings", "Earnings Growth", "Earnings Surprise", "Fiber Optics", "Free Cash Flow"]}, {"title": "ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming", "summary": "Quick Read A China state-backed DUV headline sent ASML down 7%, but Bernstein's $2,623 Street-high target still implies 50% upside from current levels. Peers AMAT and KLAC fell 5 to 10% on the same China fears but carry only roughly 17% analyst-implied upside, a figure dwarfed by ASML's gap to target. ASML raised full-year guidance to between \u20ac43 billion and \u20ac45 billion after Q2 revenue rose 21% and delivered a fourth straight earnings beat. 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 S", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-dropped-5-over-month-154141326.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:41:41+00:00", "published_display": "10 Aug 2026 15:41", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.329, "duplicate_count": 1, "topics": ["China", "Chipmaking", "Earnings", "Guidance", "Price Target", "Ratings"]}, {"title": "AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?", "summary": "Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of 23.3% from the year-ago quarter. Applied Materials projects non-GAAP earnings per share of $3.36 (+/- $0.20) per share. The Zacks Consensus Estimate for earnings is pegged at $3.36 per share, indicating an increase of 35.5% from the year-ago quarter's reported figure. The figure has been revised upward in the past 30 days", "url": "https://finance.yahoo.com/markets/stocks/articles/amat-post-q3-earnings-time-151200627.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:12:00+00:00", "published_display": "10 Aug 2026 15:12", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.328, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Drams", "Earnings", "Earnings Per Share", "Earnings Surprise"]}, {"title": "Applied Materials Inc (AMAT) Stock Down 8.4% but Still Overvalued -- GF Score: 81/100", "summary": "", "url": "", "source_name": "GuruFocus", "published_at": "2026-07-29T21:31:45+00:00", "published_display": "29 Jul 2026 21:31", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.017, "duplicate_count": 1, "topics": []}], "by_tier": {"direct": [{"title": "Stock market today: Dow, S&P 500, Nasdaq trending higher on rate hike bets, earnings", "summary": "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", "url": "https://finance.yahoo.com/markets/live/stock-market-today-dow-sp-500-nasdaq-trending-higher-on-rate-hike-bets-earnings-100145282.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T10:01:45+00:00", "published_display": "13 Aug 2026 10:01", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 30, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.531, "duplicate_count": 1, "topics": ["AI", "Earnings", "Fed", "Inflation", "Quarterly Results", "Retail"]}, {"title": "SpaceX Passes First Lockup Expiry Test With $500 Billion Rally", "summary": "(Bloomberg) -- Since SpaceX went public in June, Wall Street had been dreading Aug. 6, when the first lockup preventing early investors from selling the stock expired and millions of shares were set to flood the market. Most Read from Bloomberg Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive Trump Seeks Immediate Halt to Judge's Penalties in IRS Case Trump Weighs Call for Capital Gains Tax Cuts as Midterm Boost Iran Takes More Robust Military Stance With US Talks Frozen They needn't have worried. SpaceX ", "url": "https://finance.yahoo.com/markets/stocks/articles/spacex-passes-first-lockup-expiry-084530660.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T08:45:30+00:00", "published_display": "13 Aug 2026 08:45", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 71, "event_type": "liquidity", "event_label": "Balance sheet", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.605, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Earnings", "Earnings Release", "Earnings Report", "Free Cash Flow", "Initial Public Offering"]}, {"title": "Stocks Close Higher on Favorable CPI Report and Positive AI News", "summary": "The S&P 500 Index ($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", "url": "https://www.nasdaq.com/articles/stocks-close-higher-favorable-cpi-report-and-positive-ai-news", "source_name": "nasdaq.com", "published_at": "2026-08-13T08:31:08+00:00", "published_display": "13 Aug 2026 08:31", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.525, "duplicate_count": 1, "topics": ["AI", "Chip Stocks", "Cpi", "Earnings", "Earnings Growth", "Earnings Results"]}, {"title": "US Stock Market Today: S&P 500 Futures Edge Up As Traders Eye Key CPI", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-080906060.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-13T08:09:06+00:00", "published_display": "13 Aug 2026 08:09", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 73, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.34, "duplicate_count": 1, "topics": ["Balance Sheet", "Earnings", "Inflation", "M A", "Price Target", "Price Target"]}, {"title": "Super Micro Computer Q4 Earnings Beat Estimates, Revenues Rise Y/Y", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/super-micro-computer-q4-earnings-145600226.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T14:56:00+00:00", "published_display": "12 Aug 2026 14:56", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 87, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.462, "duplicate_count": 1, "topics": ["AI", "Earnings", "Enterprise", "Fourth Quarter", "Free Cash Flow", "Semiconductors"]}, {"title": "PodcastOne, Inc. (PODC) Reports Q1 Loss, Misses Revenue Estimates", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/podcastone-inc-podc-reports-q1-131003123.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T13:10:03+00:00", "published_display": "12 Aug 2026 13:10", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.456, "duplicate_count": 1, "topics": ["Earnings", "Earnings Estimate", "Earnings Release", "Earnings Report", "Earnings Surprise", "Estimate Revisions"]}, {"title": "US Stock Market Today: S&P 500 Futures Stall As Traders Eye Inflation Signals", "summary": "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", "url": "https://finance.yahoo.com/markets/stocks/articles/us-stock-market-today-p-081201698.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T08:12:01+00:00", "published_display": "12 Aug 2026 08:12", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 39, "event_type": "macro", "event_label": "Macro sensitivity", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.286, "duplicate_count": 1, "topics": ["Balance Sheet", "Earnings", "Inflation", "Net Income", "Price Target", "Price Target"]}, {"title": "1 Semiconductor Stock for Long-Term Investors and 2 Facing Challenges", "summary": "1 Semiconductor Stock for Long-Term Investors and 2 Facing Challenges Semiconductors are the silicon backbone of the digital revolution. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 50.2% and beaten the S&P 500 by 39.1 percentage points. Although these businesses have produced results lately, investors should tread carefully as not all companies are equipped for the next technological innovation. On that note, here is one semico", "url": "https://finance.yahoo.com/markets/stocks/articles/1-semiconductor-stock-long-term-060522696.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-12T06:05:22+00:00", "published_display": "12 Aug 2026 06:05", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 88, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.434, "duplicate_count": 1, "topics": ["Earnings", "Earnings Per Share", "Price Target", "Semiconductors", "Shareholder"]}, {"title": "Should You Buy Applied Materials Stock Before the Huge Investor Update?", "summary": "Applied Materials(NASDAQ: AMAT) is scheduled to deliver an investor update with significant implications for shareholders. Missed Nvidia in 2009? This Rare Signal Is Flashing Again.In 2009, a \"Double Down\" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same \"Total Conviction\" signal is flashing for a company 1/100th the size of Nvidia. Continue \u00bb *Stock prices used were the afternoon prices of Aug. 8, 2026. The video was published on Aug.10, 2026. Should you buy stock in Applied Materials right now? Before you buy stock in Applied Materials, consid", "url": "https://www.nasdaq.com/articles/should-you-buy-applied-materials-stock-huge-investor-update", "source_name": "nasdaq.com", "published_at": "2026-08-12T03:04:40+00:00", "published_display": "12 Aug 2026 03:04", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 34, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.424, "duplicate_count": 1, "topics": ["Earnings", "Markets", "Semiconductors", "Tech"]}, {"title": "Stocks Supported by Renewed Middle East Optimism", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.04%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.32%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.07%. September E-mini S&P futures (ESU26) are up +0.02%, and September E-mini Nasdaq futures (NQU26) are down -0.11%. Stock indices are mixed today. Stocks found support after crude prices gave up a 2% overnight advance and turned negative, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangement that could reopen the Strait of Hormuz. Join 200K+ Subscribers: Find out why the midday Barchart Brie", "url": "https://www.nasdaq.com/articles/stocks-supported-renewed-middle-east-optimism", "source_name": "nasdaq.com", "published_at": "2026-08-11T22:15:28+00:00", "published_display": "11 Aug 2026 22:15", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 28, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.41, "duplicate_count": 1, "topics": ["AI", "Crude Oil", "Earnings", "Earnings Growth", "Earnings Results", "Price Target"]}, {"title": "Stocks Mostly Higher in Hopes for a Deal to Reopen Hormuz", "summary": "The S&P 500 Index ($SPX) (SPY) today is up +0.10%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.05%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.15%. September E-mini S&P futures (ESU26) are up +0.12%, and September E-mini Nasdaq futures (NQU26) are up +0.20%. Stock indices are posting modest gains today. The strength in chipmakers and AI-infrastructure stocks today is a supportive factor for the overall market. Stocks also found support after crude prices gave up a 2% overnight advance, knocking bond yields lower after Pakistan signaled the US and Iran were close to an arrangem", "url": "https://www.nasdaq.com/articles/stocks-mostly-higher-hopes-deal-reopen-hormuz", "source_name": "nasdaq.com", "published_at": "2026-08-11T22:04:30+00:00", "published_display": "11 Aug 2026 22:04", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 68, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.409, "duplicate_count": 1, "topics": ["AI Infrastructure", "Chipmakers", "Earnings", "Earnings Growth", "Earnings Results", "Price Target"]}, {"title": "Stocks Finish Lower as Soaring Crude Prices Spur Inflation Fears", "summary": "The S&P 500 Index ($SPX) (SPY) closed down -0.06% on Monday, the Dow Jones Industrial Average ($DOWI) (DIA) closed down -0.11%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed down -0.34%. September E-mini S&P futures (ESU26) fell -0.07%, and September E-mini Nasdaq futures (NQU26) fell -0.30%. Stock indices settled lower on Monday. The broader market was under pressure on Monday from higher crude oil prices, which boosted inflation expectations and T-note yields. WTI crude oil surged more than +5% on Monday, pushing the 10-year T-note yield up by +5 bp to 4.70%.Join 200K+ Subscribers: Find out ", "url": "https://www.nasdaq.com/articles/stocks-finish-lower-soaring-crude-prices-spur-inflation-fears", "source_name": "nasdaq.com", "published_at": "2026-08-11T16:59:43+00:00", "published_display": "11 Aug 2026 16:59", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 77, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.395, "duplicate_count": 1, "topics": ["AI", "Earnings", "Earnings Growth", "Earnings Results", "Interest Rates", "Price Target"]}, {"title": "WidePoint to Report Q2 Earnings: What's in Store for the Stock?", "summary": "WidePoint WYY is scheduled to report its second-quarter 2026 earnings results on Aug. 13. For the second quarter of 2026, the Zacks Consensus Estimate for earnings is pegged at 1 cent per share, unchanged over the past 30 days, suggesting year-over-year growth of 116.67%. The consensus mark for second-quarter 2026 revenues is pegged at $41.67 million, indicating a 10.01% year-over-year increase. Let us see how things have shaped up for the upcoming announcement. WidePoint Corporation Price and EPS SurpriseWidePoint Corporation Price and EPS Surprise WidePoint Corporation price-eps-surprise | W", "url": "https://finance.yahoo.com/markets/stocks/articles/widepoint-report-q2-earnings-whats-150800298.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T15:08:00+00:00", "published_display": "11 Aug 2026 15:08", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.389, "duplicate_count": 1, "topics": ["Earnings", "Earnings Results", "Free Cash Flow", "Semiconductors", "Tech"]}, {"title": "Intel Just Increased Its Stock Offering to $20B. Why That\u2019s Good News for ASML.", "summary": "Intel stock was down after it said it plans to issue 210.5 million shares at a price of $95 a share but ASML was gaining. Continue Reading", "url": "https://finance.yahoo.com/m/e62806fd-a00d-3aab-8add-7a66bf40ad2a/intel-just-increased-its.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T14:55:00+00:00", "published_display": "11 Aug 2026 14:55", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 65, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.253, "duplicate_count": 1, "topics": ["Secondary Offering"]}, {"title": "Lam Research Enters Panel-Level Packaging: Is This a Growth Catalyst?", "summary": "Lam Research Corporation LRCX is expanding its opportunity in advanced packaging as artificial intelligence (AI) chips become larger and more complex. The company seems to be now focusing on the Panel-Level Packaging (\"PLP\") method. In this connection, it established a Panel-Level Packaging Center of Excellence in Salzburg, Austria, in May 2026 to accelerate research, customer qualification and production readiness. PLP is a semiconductor packaging method in which multiple chips are assembled on a large, flat panel rather than individual circular wafers. This approach allows manufacturers to p", "url": "https://finance.yahoo.com/technology/articles/lam-research-enters-panel-level-130500459.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:05:00+00:00", "published_display": "11 Aug 2026 13:05", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 91, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.384, "duplicate_count": 1, "topics": ["Advanced Packaging", "Earnings", "Earnings Per Share", "Financial Results", "Fourth Quarter", "Semiconductors"]}, {"title": "UC Berkeley to Join Applied Materials\u2019 EPIC Center to Speed Chip Innovation", "summary": "Applied Materials, Inc. Collaboration pairs UC Berkeley's semiconductor research strength with Applied's state-of-the-art equipment and process integration expertise Located in Silicon Valley, Applied's EPIC Center provides industry-scale R&D environment with access to cutting-edge chipmaking equipment to enable rapid co-innovation and faster commercialization SANTA CLARA, Calif., Aug. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that the University of California, Berkeley will join the company's EPIC Center in Silicon Valley as a research collaborator. Working side by ", "url": "https://finance.yahoo.com/technology/articles/uc-berkeley-join-applied-materials-130000609.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T13:00:00+00:00", "published_display": "11 Aug 2026 13:00", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 75, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.249, "duplicate_count": 1, "topics": ["AI", "Innovation", "R D", "Semiconductors", "Silicon Valley"]}, {"title": "Bernstein raises WFE growth estimates, boosts price targets", "summary": "Investing.com -- In a note on Tuesday, Bernstein lifted its forecasts for wafer fabrication equipment (WFE) spending, raising price targets across its semiconductor equipment coverage on growing conviction that the current upcycle \"has legs.\" Analyst David Dai lifted the firm's 2026 WFE estimate to $148 billion, up 26.3% year over year, its 2027 figure to $204 billion, up 32.6%, and its 2028 estimate to $259 billion, up 27%. The two-year growth of 75%, Dai said, \"strengthens our WFE upcycle call,\" with the uplift spread across all applications but skewed slightly more toward non-China memory a", "url": "https://finance.yahoo.com/technology/articles/bernstein-raises-wfe-growth-estimates-125718852.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:57:18+00:00", "published_display": "11 Aug 2026 12:57", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 83, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.307, "duplicate_count": 1, "topics": ["Earnings", "Price Target", "Ratings", "Semiconductors", "Tech", "Wfe"]}, {"title": "JD Gears Up to Report Q2 Earnings: What's in Store for the Stock?", "summary": "JD.com JD is scheduled to release second-quarter 2026 results on Aug. 13. The Zacks Consensus Estimate for JD's second-quarter revenues is pegged at $51.55 billion, indicating an increase of 3.53% on a year-over-year basis. The consensus mark for second-quarter earnings is pegged at 86 cents per share, up by 5 cents over the past 30 days, indicating growth of 24.64% from the year-ago quarter's reported figure. JD beat the Zacks Consensus Estimate for earnings in all the trailing four quarters, with an average surprise of 23.79%. JD.com, Inc. Price and EPS SurpriseJD.com, Inc. Price and EPS Sur", "url": "https://finance.yahoo.com/markets/stocks/articles/jd-gears-report-q2-earnings-122500811.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T12:25:00+00:00", "published_display": "11 Aug 2026 12:25", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 89, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.382, "duplicate_count": 1, "topics": ["AI", "Earnings", "International Expansion", "Logistics", "Retail"]}, {"title": "Is Lam Research, KLA, or Applied Materials the Best Chip Equipment Buy? Jim Cramer Weighs In", "summary": "Cramer's Case for the Semiconductor Equipment \"Troika\" During the August 6 episode of CNBC's Mad Money, host Jim Cramer pointed to the bottleneck in data center memory production and urged investors to focus on the companies building the fabrication machinery. He highlighted Lam Research Corporation (NASDAQ:LRCX), KLA Corporation (NASDAQ:KLAC), and Applied Materials, Inc. (NASDAQ:AMAT) as the backbone of American technology. Cramer stated: Alright, look, we know, and you heard about it all day on the network, there is a shortage of every kind of memory in the universe of the data center. Ownin", "url": "https://finance.yahoo.com/markets/stocks/articles/lam-research-kla-applied-materials-104048217.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T10:40:48+00:00", "published_display": "11 Aug 2026 10:40", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 69, "event_type": "general", "event_label": "Market update", "event_confidence": 35, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.245, "duplicate_count": 1, "topics": ["Chip Equipment", "Hedge Funds", "Semiconductors"]}, {"title": "AI\u2019s biggest buildout is here. These stocks offer a way to invest in the data center boom", "summary": "The AI revolution is leading to a massive boom in data centers. Major cloud service providers like Google, Meta, Microsoft, and Amazon are engaged in a frenzied bid to keep up with the demand for AI services, and are spending hundreds of billions of dollars to compete. The money taps remain turned on full-blast even in the face of a choppy stock market and persistent fears over whether AI stocks are in a bubble. \"Hyperscalers are going to spend maybe between $750 and $800 billion [a year]. Some forecasts even have it up to a trillion, and that would put it at 2.5 to 3% of U.S. GDP, which is ju", "url": "https://finance.yahoo.com/technology/ai/articles/ai-biggest-buildout-stocks-offer-065900313.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-11T06:59:00+00:00", "published_display": "11 Aug 2026 06:59", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 80, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.367, "duplicate_count": 1, "topics": ["AI", "Data Centers", "Earnings Growth", "Net Income", "Reits", "Semiconductors"]}, {"title": "Applied Materials (AMAT) Gets A Demand Lift From 44.7% AI Chip Growth", "summary": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Applied Materials (NasdaqGS: AMAT) is in focus after TSMC reported a 44.7% year over year revenue jump in July on strong AI chip demand. TSMC, the leading semiconductor foundry, cited AI related chips as a key driver of July revenue, signaling strong demand for advanced manufacturing capacity. The surge in TSMC revenue points to potential increases in capital spending on wafer fabrication and equipment that could be relevant for chip equipment suppliers. Stronger AI chip demand at TSMC h", "url": "https://finance.yahoo.com/technology/ai/articles/applied-materials-amat-gets-demand-210941837.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T21:09:41+00:00", "published_display": "10 Aug 2026 21:09", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 86, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.342, "duplicate_count": 1, "topics": ["AI", "Capital Spending", "Manufacturing", "Semiconductors", "Share Price"]}, {"title": "Update: S&P 500 Retreats From Record, Oil Jumps as Hormuz Reopening Hopes Fade", "summary": "(Updates with market moves at the end of the day, and other changes, if any.) US equity benchmark 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", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-retreats-record-oil-205708697.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:57:08+00:00", "published_display": "10 Aug 2026 20:57", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 73, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.273, "duplicate_count": 1, "topics": []}, {"title": "Semiconductor Equipment Makers vs. Chip Designers: Who's Actually Winning the AI Cycle?", "summary": "Key Points ASML Holdings and Applied Materials provide essential equipment and expertise for making AI processors. Nvidia and Broadcom are leading chip designers, with pricing power that could last as the artificial intelligence boom plays out.10 stocks we like better than Nvidia \u203a There are many ways to play the artificial intelligence (AI) boom right now, and two of the best angles are to invest in semiconductor equipment makers like ASML Holdings(NASDAQ: ASML) and Applied Materials(NASDAQ: AMAT), or by owning chip designers like Nvidia(NASDAQ: NVDA) and Broadcom(NASDAQ: AVGO). Over the past", "url": "https://www.nasdaq.com/articles/semiconductor-equipment-makers-vs-chip-designers-whos-actually-winning-ai-cycle", "source_name": "nasdaq.com", "published_at": "2026-08-10T20:50:00+00:00", "published_display": "10 Aug 2026 20:50", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 78, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 61, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.341, "duplicate_count": 1, "topics": ["AI", "Earnings", "Markets", "Revenue Growth", "Semiconductors", "Share Price"]}, {"title": "Earnings live updates: Plug Power stock jumps on improving margins, raised revenue guidance", "summary": "The second quarter earnings season is beginning to wind down, with nearly 90% of S&P 500 (^GSPC) companies having already reported. The takeaway from the quarter so far has been unbridled strength. According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted. The next test comes this week from key players in different branches of the AI boom. Cloud provider CoreWeave (CRWV), AI server ma", "url": "https://finance.yahoo.com/markets/live/earnings-live-updates-plug-power-stock-jumps-on-improving-margins-raised-revenue-guidance-202302733.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T20:23:02+00:00", "published_display": "10 Aug 2026 20:23", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 62, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.34, "duplicate_count": 1, "topics": ["Artificial Intelligence", "Earnings", "Earnings Growth", "Growth Rate", "Semiconductors"]}, {"title": "S&P 500 Companies' Quarterly Earnings Growth Eases Amid Healthcare Drop, Oppenheimer Says", "summary": "S&P 500 companies' quarterly earnings growth rate eased from a week ago amid a drop in the healthcar 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", "url": "https://finance.yahoo.com/markets/stocks/articles/p-500-companies-apos-quarterly-180206082.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T18:02:06+00:00", "published_display": "10 Aug 2026 18:02", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 70, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.334, "duplicate_count": 1, "topics": ["Growth Rate", "Quarterly Earnings"]}, {"title": "Update: Equities Fall, Oil Rises Intraday Amid Hormuz Reopening Uncertainty", "summary": "Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US stocks fell and oil prices advanced intraday as the Strait of Hormuz's reopening appeared uncertain.The Nasdaq Composite was down 0.3% at 26,616.2 after midday Monday, while the Dow Jones Industrial Average fell 0.2% to 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", "url": "https://finance.yahoo.com/markets/stocks/articles/equities-fall-oil-rises-intraday-175056532.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:50:56+00:00", "published_display": "10 Aug 2026 17:50", "provider": "eodhd", "sentiment": "negative", "sentiment_pct": 38, "event_type": "analyst", "event_label": "Analyst action", "event_confidence": 53, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.267, "duplicate_count": 1, "topics": []}, {"title": "AD Q2 Earnings Beat Estimates on Strong Site Rental Growth", "summary": "Array Digital Infrastructure, Inc. AD delivered second-quarter 2026 results above the Zacks Consensus Estimate, with earnings of 64 cents per share topping the 62-cent estimate by 3.2%. Revenues of $54 million also beat the $52 million estimate by 3.8%. Company-reported earnings per share from continuing operations surged 2,170.6% year over year to $3.86, while revenues rose 89.5% to $54.1 million. The top line benefited from a 95% year-over-year increase in site rental revenues as Array continued optimizing its tower portfolio. Tower tenancy also increased sequentially, while spectrum monetiz", "url": "https://finance.yahoo.com/markets/stocks/articles/ad-q2-earnings-beat-estimates-172300141.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:23:00+00:00", "published_display": "10 Aug 2026 17:23", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.333, "duplicate_count": 1, "topics": ["Dividends", "Earnings", "Earnings Growth", "Earnings Per Share", "Earnings Surprise", "Free Cash Flow"]}, {"title": "TDS Q2 Earnings Beat Estimates on Spectrum Gains, Fiber Growth", "summary": "Telephone and Data Systems, Inc. TDS reported second-quarter 2026 earnings of $2.24 per share, up from a loss of $0.05 cents in the year-ago quarter, while total operating revenues rose 3.6% year over year to $309.3 million. Earnings topped the Zacks Consensus Estimate, delivering the 100% surprise provided in the earnings data, while revenue missed the $315 million consensus by 1.83%. The sharp earnings improvement reflected gains from Array Digital Infrastructure's wireless spectrum sales, while TDS Telecom continued expanding its fiber footprint. TDS Telecom delivered approximately 66,000 m", "url": "https://finance.yahoo.com/markets/stocks/articles/tds-q2-earnings-beat-estimates-170700239.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T17:07:00+00:00", "published_display": "10 Aug 2026 17:07", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 93, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.332, "duplicate_count": 1, "topics": ["Dividends", "Earnings", "Earnings Growth", "Earnings Surprise", "Fiber Optics", "Free Cash Flow"]}, {"title": "ASML Dropped 5% Over a Month But a Prominent Wall Street Wealth Manager Sees 50% Returns Coming", "summary": "Quick Read A China state-backed DUV headline sent ASML down 7%, but Bernstein's $2,623 Street-high target still implies 50% upside from current levels. Peers AMAT and KLAC fell 5 to 10% on the same China fears but carry only roughly 17% analyst-implied upside, a figure dwarfed by ASML's gap to target. ASML raised full-year guidance to between \u20ac43 billion and \u20ac45 billion after Q2 revenue rose 21% and delivered a fourth straight earnings beat. 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 S", "url": "https://finance.yahoo.com/markets/stocks/articles/asml-dropped-5-over-month-154141326.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:41:41+00:00", "published_display": "10 Aug 2026 15:41", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 85, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 85, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.329, "duplicate_count": 1, "topics": ["China", "Chipmaking", "Earnings", "Guidance", "Price Target", "Ratings"]}, {"title": "AMAT to Post Q3 Earnings: Time to Buy, Sell or Hold the Stock?", "summary": "Applied Materials AMAT is scheduled to report third-quarter fiscal 2026 results on Aug. 13. For the fiscal third quarter, AMAT expects revenues to be $8.95 billion (+/- $500 million). The Zacks Consensus Estimate for revenues is pegged at $9 billion, suggesting an increase of 23.3% from the year-ago quarter. Applied Materials projects non-GAAP earnings per share of $3.36 (+/- $0.20) per share. The Zacks Consensus Estimate for earnings is pegged at $3.36 per share, indicating an increase of 35.5% from the year-ago quarter's reported figure. The figure has been revised upward in the past 30 days", "url": "https://finance.yahoo.com/markets/stocks/articles/amat-post-q3-earnings-time-151200627.html", "source_name": "finance.yahoo.com", "published_at": "2026-08-10T15:12:00+00:00", "published_display": "10 Aug 2026 15:12", "provider": "eodhd", "sentiment": "positive", "sentiment_pct": 90, "event_type": "earnings", "event_label": "Earnings", "event_confidence": 69, "tier": "direct", "tier_label": "Direct company coverage", "is_stale": false, "evidence_weight": 0.328, "duplicate_count": 1, "topics": ["Advanced Packaging", "AI", "Drams", "Earnings", "Earnings Per Share", "Earnings Surprise"]}, {"title": "Applied Materials Inc (AMAT) Stock Down 8.4% but Still Overvalued -- GF Score: 81/100", "summary": "", "url": "", "source_name": "GuruFocus", "published_at": "2026-07-29T21:31:45+00:00", "published_display": "29 Jul 2026 21:31", "provider": "", "sentiment": "neutral", "sentiment_pct": 50, "event_type": "general", "event_label": 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