Sharemaestro company-news research for Applied Materials Inc (AMAT), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
NASDAQ
United States
Provisional evidence
Company news sentiment
Latest AMAT news and sentiment
Applied Materials Inc
Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.
Current company news
Early balanced news score
127 company-specific stories are available, but there are not yet enough fresh stories from separate publishers for a firm reading.
Observed headline tone49/100
→
Published 30-day score50/100
Latest source headline
Intel and Applied Materials Just Deepened Their AI Partnership. Which Stock Looks Better Positioned?
finance.yahoo.com · 11 Oct 2026 12:16
Older, less relevant and less reliable stories count for less. Confidence is shown separately.
What supports the score
127 current stories are mapped specifically to AMAT.
The score uses 34 publishers rather than depending on one outlet.
What limits the score
The stories agree, but freshness-weighted evidence is only 0.405.
Confidence is 25/100, below the threshold for a firm score.
50/100
News scoreEarly balanced news score
25/100
Confidencethin evidence
87%/100
Company news127 company stories
87/100
Story agreement13/100 difference
News history
Daily score and story count over 30 days
15 Sep30 Sep14 Oct
News scoreStory count50 baseline
Confidence
How reliable the score is
Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.
Amount of evidence8
0.405 after freshness weightingSource breadth100
34 independent publishersCompany relevance87
share tied directly to this companyFreshness23
recency-weighted evidenceAgreement87
how closely stories agreePublisher mix90
less reliance on one publisherPrice and news history
Weekly price and news-score history
Company-specific news is present, but the evidence has not yet earned enough independent, fresh information weight for price confirmation to be treated as a firm signal.
26 completed price weeks4 comparable news-score weeks
Comparable news-score history is still limited.It currently begins 27 Sep 2026. The price history remains visible for context while further weekly score observations are collected.
17 Apr15 Jul12 Oct
Weekly close, indexedSentiment score
Provisional evidence
News subjects
What is shaping the score
Market update5172 stories · 57%
Earnings4823 stories · 18%
Deals and strategy5110 stories · 8%
Analyst action549 stories · 7%
Macro sensitivity558 stories · 6%
Guidance504 stories · 3%
Balance sheet501 stories · 1%
Source mix
Where the evidence comes from
Zacks5211 stories · 9%
finance.yahoo.com5011 stories · 9%
Trefis518 stories · 6%
TradingKey556 stories · 5%
Simply Wall Street506 stories · 5%
The Motley Fool505 stories · 4%
Insider Monkey505 stories · 4%
Recurring subjects
Subjects appearing most often
Technology50Earnings48Financial Markets43Manufacturing35Semiconductors31AI17Economy Macro15Price Target10Finance9Earnings Growth9
Earlier readings
How the score has changed
27 Sep50 neutral12 Oct 16:21
ConstructiveBalanced or withheldCautious
Changes in the stored score
Only scores made with the same method are shown. Repeated readings with no change are collapsed.
| Observed | Score | Move | Confidence | Stories | Status |
|---|---|---|---|---|---|
| 12 Oct 16:21 | 50 | +0 | 30/100 (-2) | 130 (-4) | Provisional |
| 11 Oct 17:51 | 50 | +0 | 32/100 (-1) | 134 (-1) | Provisional |
| 11 Oct 12:56 | 50 | +0 | 33/100 (0) | 135 (+1) | Provisional |
| 11 Oct 11:51 | 50 | +0 | 33/100 (-1) | 134 (-1) | Measured |
| 11 Oct 05:36 | 50 | +0 | 34/100 (-3) | 135 (-7) | Measured |
| 09 Oct 23:56 | 50 | +0 | 37/100 (-1) | 142 (0) | Measured |
| 09 Oct 21:41 | 50 | +0 | 38/100 (-7) | 142 (-4) | Measured |
| 08 Oct 10:56 | 50 | +0 | 45/100 (-1) | 146 (0) | Measured |
Evidence behind the direction
What drives this reading?
Shares of weighted directional evidence in 127 retained current headlines. These weights already account for freshness, relevance and publisher limits; they are not additive points of the published score.
Which subjects lean each way
A subject can carry both supportive and cautious news.
SubjectCautious ← 0 → Constructive
Earnings10 stories
39.7%35.0%
Market update18 stories
4.4%9.1%
Deals and strategy1 story
0.0%6.3%
Analyst action2 stories
0.0%5.5%
Macro sensitivity2 stories
0.0%0.0%
Each side uses the same scale: 0–39.7% of the retained directional evidence.
Where the influence comes from
20.3%largest publisher shareA concentrated reading can depend heavily on one publisher.
Publisher groups follow the scoring rules. Company disclosures share one group; syndicated stories are consolidated before weighting.
Source headlines
The news behind the score
Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.
—Unscored
Deals and strategyNot used in direction
Intel and Applied Materials Just Deepened Their AI Partnership. Which Stock Looks Better Positioned?
Applied Materials Inc. (NASDAQ:AMAT) and Intel Corporation (NASDAQ:INTC) announced on October 6 that they are expanding their partnership on next-generation AI chipmaking. The two will work together on transistors, the wiring that connects them, and advanced packaging. That includes Intel…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Applied Materials Inc. (NASDAQ:AMAT) and Intel Corporation (NASDAQ:INTC) announced on October 6 that they are expanding their partnership on next-generation AI chipmaking. The two will work together on transistors, the wiring that connects them, and advanced packaging. That includes Intel's Foveros technology for stacking chips in 3D. Teams will work out of Applied's EPIC Center in Silicon Valley and Intel's research campus in Oregon. Intel CEO Lip-Bu Tan said the goal is to move new technology from the lab into high-volume U.S. production faster. The Intel deal adds another dimension to Appli
- Published
- 11 Oct 2026 12:16
- News subject
- Deals and strategy
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.6d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AIChipmakingGrowth StocksPackagingSemiconductors
—Unscored
Balance sheetNot used in direction
Applied Materials vs. KLA: Does Faster Growth Beat the Cheaper Cash-Flow Price?
Applied Materials, Inc. (NASDAQ:AMAT) and KLA Corporation (NASDAQ:KLAC) sell different tools into semiconductor factories. Applied Materials helps manufacture devices; KLA's inspection and measurement systems help customers find defects and protect yields. Both benefit from more demanding…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Applied Materials, Inc. (NASDAQ:AMAT) and KLA Corporation (NASDAQ:KLAC) sell different tools into semiconductor factories. Applied Materials helps manufacture devices; KLA's inspection and measurement systems help customers find defects and protect yields. Both benefit from more demanding chips, but shareholders face a choice between faster recent sales growth and higher operating profitability. Applied Materials' October 7 price was about 73 times trailing free cash flow, against KLA's 68 times. Faster growth therefore commands a cash-flow premium even though Applied Materials carries a lower
- Published
- 09 Oct 2026 21:20
- News subject
- Balance sheet
- Why this score
- Negative financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 4.3d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
EarningsFree Cash FlowOperating IncomePrice TargetRevenue GrowthSemiconductors
—Unscored
Market updateNot used in direction
Applied Materials (AMAT) Stock Looks Fully Priced With AI Hopes Included
Applied Materials has ridden the AI chip investment wave to a share price that reflects years of strong enthusiasm, and the question now is whether the current US$509.57 level still lines up with what the business earns. With expectations increasingly tied to AI related equipment and adva…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Applied Materials has ridden the AI chip investment wave to a share price that reflects years of strong enthusiasm, and the question now is whether the current US$509.57 level still lines up with what the business earns. With expectations increasingly tied to AI related equipment and advanced packaging, the stock invites a closer look at how much earnings power investors are effectively paying for today. Over the past 5 years the stock has returned 302.1%, which puts a lot of weight on the idea that the underlying earnings profile can support such a large gain. Recent collaborations with Intel
- Published
- 09 Oct 2026 17:21
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 4.4d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AIEarningsSemiconductorsShare PriceSplit
—Unscored
Market updateNot used in direction
Brokers Suggest Investing in Applied Materials (AMAT): Read This Before Placing a Bet
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? L…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though? Let's take a look at what these Wall Street heavyweights have to say about Applied Materials (AMAT) before we discuss the reliability of brokerage recommendations and how to use them to your advantage. Applied Materials currently has an average brokerage recommendation (ABR) of 1.46, on a scale of 1 to 5 (Stron
- Published
- 09 Oct 2026 12:30
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 4.6d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
Brokerage RecommendationsConsensus EstimateEarningsEarnings EstimatePrice Target
—Unscored
EarningsNot used in direction
Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights
Applied Materials (AMAT) closed the most recent trading day at $509.57, moving -2.13% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 0.47%. Meanwhile, the Dow gained 0.1%, and the Nasdaq, a tech-heavy index, lost 1.25%. Prior to today's tra…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Applied Materials (AMAT) closed the most recent trading day at $509.57, moving -2.13% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 0.47%. Meanwhile, the Dow gained 0.1%, and the Nasdaq, a tech-heavy index, lost 1.25%. Prior to today's trading, shares of the maker of chipmaking equipment had gained 11.05% outpaced the Computer and Technology sector's gain of 6.08% and the S&P 500's gain of 1.15%. The investment community will be paying close attention to the earnings performance of Applied Materials in its upcoming release. The company is slate
- Published
- 08 Oct 2026 20:45
- News subject
- Earnings
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 5.3d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
Consensus EstimateEarningsEarnings GrowthEstimate RevisionsPrice TargetSemiconductors
—Unscored
Market updateNot used in direction
Applied Materials and UCLA Engineering Accelerate Semiconductor Innovation at the EPIC Center
Applied Materials and UCLA Engineering Accelerate Semiconductor Innovation at the EPIC Center·globenewswire.com R&D programs to focus on speeding up the commercialization pipeline so chip technology moves from breakthrough research to full-scale manufacturing faster Collaborative work at …
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Applied Materials and UCLA Engineering Accelerate Semiconductor Innovation at the EPIC Center·globenewswire.com R&D programs to focus on speeding up the commercialization pipeline so chip technology moves from breakthrough research to full-scale manufacturing faster Collaborative work at the state-of-the-art facility in Silicon Valley pairs UCLA's semiconductor research strength with Applied's cutting-edge chipmaking equipment and process integration expertise SANTA CLARA, Calif., Oct. 08, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that the UCLA Samueli School of Engineer
- Published
- 08 Oct 2026 20:05
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 5.3d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
AIChip TechnologyCollaborationR DSemiconductors
—Unscored
Market updateNot used in direction
Can Applied Materials Sustain Momentum in Its AGS Business?
Applied Materials' AMAT Applied Global Services ("AGS") is growing alongside fab utilization and the need to improve output, yield and ramp speed. AMAT's third-quarter fiscal 2026 revenues reached a record $1.78 billion, up 22% year over year, while non-GAAP operating margin rose to 30.1%…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Applied Materials' AMAT Applied Global Services ("AGS") is growing alongside fab utilization and the need to improve output, yield and ramp speed. AMAT's third-quarter fiscal 2026 revenues reached a record $1.78 billion, up 22% year over year, while non-GAAP operating margin rose to 30.1% from 27.3%. More than 37,000 chambers are connected to AIx software for monitoring, diagnostics and predictive analytics. AMAT's AGS business also benefits from the doubling of its manufacturing space over the past several years. AMAT plans to double quarterly system output from current levels by 2028. AMAT a
- Published
- 08 Oct 2026 14:43
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 5.5d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
EarningsGrowth RateSemiconductorsValuation
—Unscored
Market updateNot used in direction
Applied Materials vs. Marvell Technology: What Revenue Trends Tell Investors About These Artificial Intelligence Companies
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
- Published
- 08 Oct 2026 03:48
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 6.0d old
- Text assessed
- Stored headline only
- Duplicates
- 1 consolidated
—Unscored
EarningsNot used in direction
Jim Cramer Sees More to Applied Materials (AMAT) Than Its Earnings Multiple
On October 2, a caller asked for an opinion about Applied Materials, Inc. (NASDAQ:AMAT) for the next 12 months. In response, Mad Money host Jim Cramer said: It's Gary Dickerson. The earnings look like, the PE looks like it's expensive. That's because it's probably going to blow away the e…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
On October 2, a caller asked for an opinion about Applied Materials, Inc. (NASDAQ:AMAT) for the next 12 months. In response, Mad Money host Jim Cramer said: It's Gary Dickerson. The earnings look like, the PE looks like it's expensive. That's because it's probably going to blow away the earnings. I want you to stay with Applied Materials. By the way, Micron was up big at one point today. In order to be able to try to get out of the shortage situation that we're in, you need a lot of Applied Materials machines at a place like Micron or anybody else, too. Cramer also addressed Applied Materials'
- Published
- 08 Oct 2026 03:44
- News subject
- Earnings
- Why this score
- Improving financial comparison
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 6.0d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AIEarningsEarnings GrowthEarnings Per ShareEquipmentFinancial Markets
—Unscored
Market updateNot used in direction
Applied Materials (AMAT) vs. LRCX and KLAC: Can AI-Driven Chip Complexity Unlock Further Upside?
Is AMAT a good stock to buy? We came across a bullish thesis on Applied Materials, Inc. on Astute Optics - US's Substack. In this article, we will summarize the bulls' thesis on AMAT. Applied Materials, Inc.'s share was trading at $530.27 as of October 6th 2026. AMAT's trailing and forwar…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Is AMAT a good stock to buy? We came across a bullish thesis on Applied Materials, Inc. on Astute Optics - US's Substack. In this article, we will summarize the bulls' thesis on AMAT. Applied Materials, Inc.'s share was trading at $530.27 as of October 6th 2026. AMAT's trailing and forward P/E were 36.01 and 23.42 respectively according to Yahoo Finance. This isn't the first time we see a semiconductor equipment supplier pitched as a great investment. AMAT shares gained 156.32% of their value over the last 12 months. Comparable stocks like Lam Research (LRCX) gained 146.38% during the same per
- Published
- 07 Oct 2026 14:04
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 6.6d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AIEarningsEarnings Per ShareFree Cash FlowInstitutional InvestorsPrice Target
61/100 tone
Intel has partnered with Applied Materials to advance semiconductor manufacturing, focusing on next-generation transistors, interconnect scaling, and advanced packaging technologies for Foveros-based 3D stacking. This collaboration aims to support high-performance compute platforms for AI…
2.8% of directional evidence
Low story strength
Scoring detailsDirect company coverage
Intel has partnered with Applied Materials to advance semiconductor manufacturing, focusing on next-generation transistors, interconnect scaling, and advanced packaging technologies for Foveros-based 3D stacking. This collaboration aims to support high-performance compute platforms for AI workloads, with work conducted at Intel's R&D campus in Oregon and Applied Materials' new EPIC Center in Silicon Valley. The partnership is expected to shorten development cycles and accelerate the introduction of new technologies to the market.
- Published
- 07 Oct 2026 12:44
- News subject
- Market update
- Why this score
- Strategic partnership
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Low · 34/100
- 30-day weight
- 2.8% of directional evidence · 6.6d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
ManufacturingTechnology
59/100 tone
Applied Materials and Intel are partnering to develop next-generation semiconductor manufacturing technologies, with Intel joining the Applied EPIC Center as a founding partner. This collaboration aims to accelerate innovation in process technologies and equipment for high-performance com…
2.2% of directional evidence
Low story strength
Scoring detailsDirect company coverage
Applied Materials and Intel are partnering to develop next-generation semiconductor manufacturing technologies, with Intel joining the Applied EPIC Center as a founding partner. This collaboration aims to accelerate innovation in process technologies and equipment for high-performance computing (HPC) and artificial intelligence (AI) platforms, focusing on advanced logic processes, device architectures, and Foveros-based 3D-stacking packaging. The EPIC Center, a joint R&D facility in Silicon Valley, is also supported by other major companies like Samsung Electronics and TSMC, and is scheduled to open on October 12th.
- Published
- 07 Oct 2026 11:15
- News subject
- Market update
- Why this score
- Strategic partnership
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Low · 31/100
- 30-day weight
- 2.2% of directional evidence · 6.7d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
ManufacturingTechnology
—Unscored
Analyst actionNot used in direction
AMAT Stock Has Doubled This Year: Analyst Trims Price Target But Sees Higher 2027 Sales, Profit
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
- Published
- 07 Oct 2026 11:07
- News subject
- Analyst action
- Why this score
- Improving financial comparison
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 6.7d old
- Text assessed
- Stored headline only
- Duplicates
- 1 consolidated
—Unscored
GuidanceNot used in direction
Zacks Industry Outlook Applied Materials, Lam Research and FormFactor
For Immediate Release Chicago, IL – October 7, 2026 – Today, Zacks Equity as Applied Materials AMAT, Lam Research LRCX and FormFactor FORM. Industry: Semiconductors Link: https://www.zacks.com/commentary/3000870/3-stocks-to-buy-from-the-prospering-semiconductor-industry The Zacks Electron…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
For Immediate Release Chicago, IL – October 7, 2026 – Today, Zacks Equity as Applied Materials AMAT, Lam Research LRCX and FormFactor FORM. Industry: Semiconductors Link: https://www.zacks.com/commentary/3000870/3-stocks-to-buy-from-the-prospering-semiconductor-industry The Zacks Electronics - Semiconductors industry players are benefiting from the growing proliferation of artificial intelligence (AI). AI demand is expanding beyond model training into inference, agentic AI and eventually physical AI, creating sustained demand for advanced semiconductors. Rather than being concentrated in a sin
- Published
- 07 Oct 2026 07:01
- News subject
- Guidance
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 6.8d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AIAdvanced PackagingEarningsEarnings EstimateEarnings GrowthEconomy Macro
—Unscored
Deals and strategyNot used in direction
Applied Materials, Intel expand partnership to speed AI chip development
Applied Materials and Intel have expanded their partnership to accelerate the development of AI chips. This collaboration, taking place through the EPIC Center, will focus on advancing semiconductor technologies to enhance AI chip performance, power efficiency, and manufacturing speed.
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Applied Materials and Intel have expanded their partnership to accelerate the development of AI chips. This collaboration, taking place through the EPIC Center, will focus on advancing semiconductor technologies to enhance AI chip performance, power efficiency, and manufacturing speed.
- Published
- 06 Oct 2026 21:43
- News subject
- Deals and strategy
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 7.2d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
ManufacturingTechnology
35/100 tone
Applied Materials (AMAT) stock fell 1.6% despite a bullish Goldman Sachs outlook that anticipates stronger margin targets and growth guidance. The company reported record fiscal third-quarter revenue of $9.12 billion, up 25% year-over-year, with a GAAP gross margin of 50.3%. However, afte…
18.2% of directional evidence
Medium story strength
Scoring detailsDirect company coverage
Applied Materials (AMAT) stock fell 1.6% despite a bullish Goldman Sachs outlook that anticipates stronger margin targets and growth guidance. The company reported record fiscal third-quarter revenue of $9.12 billion, up 25% year-over-year, with a GAAP gross margin of 50.3%. However, after the stock more than doubled this year, its current valuation is significantly above its GF Value estimate, suggesting a high bar for continued growth and profitability.
- Published
- 06 Oct 2026 19:46
- News subject
- Earnings
- Why this score
- Negative market reaction, Large negative market reaction
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 48/100
- 30-day weight
- 18.2% of directional evidence · 7.3d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
EarningsFinancial MarketsTechnology
—Unscored
Macro sensitivityNot used in direction
What Would You Have Needed To Notice In Applied Materials Stock?
Applied Materials (AMAT) stock saw a significant surge, returning 143.9% in the year leading up to October 5, 2026, driven by the demand for chipmaking machines for artificial intelligence. Management's early discussions in November 2024 about a shift towards energy-efficient computing an…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Applied Materials (AMAT) stock saw a significant surge, returning 143.9% in the year leading up to October 5, 2026, driven by the demand for chipmaking machines for artificial intelligence. Management's early discussions in November 2024 about a shift towards energy-efficient computing and its investment in chip packaging in April 2025 signaled this upcoming trend. While sales growth only became significant during the stock's run, the company continues to forecast strong growth, though its current valuation at 46.5 times earnings suggests much of this growth is already priced in.
- Published
- 06 Oct 2026 18:13
- News subject
- Macro sensitivity
- Why this score
- Large positive market reaction, Positive market reaction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 7.4d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
EarningsFinancial MarketsTechnology
—Unscored
Market updateNot used in direction
Applied Materials vs. Nvidia: Which Chip Stock Is a Better Buy in 2026?
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
- Published
- 06 Oct 2026 17:00
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 7.4d old
- Text assessed
- Stored headline only
- Duplicates
- 1 consolidated
—Unscored
Deals and strategyNot used in direction
Applied Materials (AMAT) Is Up 11.4% After New AI Chip Memory and Packaging Partnerships Announced
In late September and early October 2026, Applied Materials announced expanded collaborations at its new US$5.00 billion EPIC Center, bringing in KIOXIA to advance next-generation memory and extending its longstanding partnership with BE Semiconductor Industries to co-develop advanced pac…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
In late September and early October 2026, Applied Materials announced expanded collaborations at its new US$5.00 billion EPIC Center, bringing in KIOXIA to advance next-generation memory and extending its longstanding partnership with BE Semiconductor Industries to co-develop advanced packaging and interconnect technologies for AI-focused chips. This twin push into cutting-edge memory and packaging R&D highlights Applied Materials' ambition to sit at the center of AI-era chip design and manufacturing innovation. We will now examine how this expanded co-innovation around advanced packaging and
- Published
- 06 Oct 2026 14:05
- News subject
- Deals and strategy
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 7.6d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
3d MemoryAIAdvanced PackagingInvestment NarrativeSemiconductorsShare Price
—Unscored
Market updateNot used in direction
Here’s How Much You Would Have Made Owning Applied Materials Stock In The Last 20 Years
Applied Materials (NASDAQ: AMAT) has significantly outperformed the market over the last 20 years, achieving an average annual return of 18.11%. An initial investment of $1000 in AMAT stock two decades ago would now be worth $28,390.91, demonstrating the power of compounded returns. The a…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Applied Materials (NASDAQ: AMAT) has significantly outperformed the market over the last 20 years, achieving an average annual return of 18.11%. An initial investment of $1000 in AMAT stock two decades ago would now be worth $28,390.91, demonstrating the power of compounded returns. The article highlights the substantial growth possible through long-term investment in such performing stocks.
- Published
- 06 Oct 2026 14:46
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 7.5d old
- Text assessed
- Available headline and article text
- Duplicates
- 1 consolidated
EarningsFinancial Markets
61/100 tone
Applied Materials and Intel have partnered to accelerate the development of chipmaking innovations for next-generation transistors, interconnects, and advanced packaging technologies, crucial for AI computing. This collaboration links Applied's EPIC Center in Silicon Valley with Intel's R…
2% of directional evidence
Low story strength
Scoring detailsDirect company coverage
Applied Materials and Intel have partnered to accelerate the development of chipmaking innovations for next-generation transistors, interconnects, and advanced packaging technologies, crucial for AI computing. This collaboration links Applied's EPIC Center in Silicon Valley with Intel's R&D campus in Oregon, aiming to shorten the time-to-market for advanced semiconductor technologies. Both companies emphasize their long-standing partnership and the need for deeper collaboration to address the increasing complexity of chipmaking and drive advancements in AI computing.
- Published
- 06 Oct 2026 13:41
- News subject
- Market update
- Why this score
- Strategic partnership
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Low · 33/100
- 30-day weight
- 2% of directional evidence · 7.6d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
ManufacturingTechnology
59/100 tone
Applied Materials, Inc. Collaborations at Applied's EPIC Center in Silicon Valley and Intel's R&D campus in Oregon aim to develop breakthroughs in next-generation transistors, interconnects and advanced packaging technologies for AI chips and systems Collaboration builds on the companies'…
1.6% of directional evidence
Low story strength
Scoring detailsDirect company coverage
Applied Materials, Inc. Collaborations at Applied's EPIC Center in Silicon Valley and Intel's R&D campus in Oregon aim to develop breakthroughs in next-generation transistors, interconnects and advanced packaging technologies for AI chips and systems Collaboration builds on the companies' long history of working together to solve complex semiconductor device scaling challenges SANTA CLARA, Calif., Oct. 06, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT), the leader in materials engineering for the semiconductor industry, today announced it is working with Intel Corporation (Nas
- Published
- 06 Oct 2026 13:33
- News subject
- Market update
- Why this score
- Strategic partnership
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Low · 30/100
- 30-day weight
- 1.6% of directional evidence · 7.6d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
AIAdvanced PackagingCollaborationSemiconductorsTechnology
—Unscored
Market updateNot used in direction
Is the Options Market Predicting a Spike in Applied Materials Stock?
Investors in Applied Materials, Inc. AMAT need to pay close attention to the stock based on moves in the options market lately. That is because the Dec 18, 2026 $165 Call had some of the highest implied volatility of all equity options today. What is Implied Volatility? Implied volatility…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Investors in Applied Materials, Inc. AMAT need to pay close attention to the stock based on moves in the options market lately. That is because the Dec 18, 2026 $165 Call had some of the highest implied volatility of all equity options today. What is Implied Volatility? Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean there is an event coming up soon that may cause a big rally or a huge sell-of
- Published
- 06 Oct 2026 13:27
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 7.6d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
EarningsFinancial MarketsImplied VolatilitySemiconductorsTechnology
—Unscored
Deals and strategyNot used in direction
Intel and Applied Materials are working on ways to stack chips in 3D for AI
Applied Materials (AMAT) and Intel (INTC) are collaborating to develop chipmaking innovations for next-generation AI computing. Their joint efforts will focus on transistors, interconnects, and advanced packaging technologies, including Foveros-based 3D stacking. This partnership leverage…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Applied Materials (AMAT) and Intel (INTC) are collaborating to develop chipmaking innovations for next-generation AI computing. Their joint efforts will focus on transistors, interconnects, and advanced packaging technologies, including Foveros-based 3D stacking. This partnership leverages Applied's EPIC Center and Intel's R&D campus to accelerate the time-to-market for these crucial semiconductor advancements.
- Published
- 06 Oct 2026 12:41
- News subject
- Deals and strategy
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 7.6d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
FinanceManufacturingTechnology
—Unscored
Market updateNot used in direction
Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know
Applied Materials (AMAT) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this maker of chipmaking equipment have returned +19.3% over the past mont…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Applied Materials (AMAT) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this maker of chipmaking equipment have returned +19.3% over the past month versus the Zacks S&P 500 composite's +0.8% change. The Zacks Electronics - Semiconductors industry, to which Applied Materials belongs, has gained 9.3% over this period. Now the key question is: Where could the stock be headed in the near term? While media releases or rumors about a substantial change in a c
- Published
- 06 Oct 2026 12:00
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 7.6d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
Consensus EstimateEarningsEarnings EstimateEarnings GrowthFinancial MarketsIntrinsic Value
—Unscored
Market updateNot used in direction
Applied Materials corp. controller sells $394,807 in AMAT stock By Investing.com
Adam Sanders, Corporate Controller & CAO at Applied Materials, Inc. (NASDAQ:AMAT), sold 725 shares of company stock worth $394,807 on October 2, 2026. Additionally, 269 shares were withheld on October 1, 2026, to cover tax obligations from restricted stock unit vesting, valued at $142,381…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Adam Sanders, Corporate Controller & CAO at Applied Materials, Inc. (NASDAQ:AMAT), sold 725 shares of company stock worth $394,807 on October 2, 2026. Additionally, 269 shares were withheld on October 1, 2026, to cover tax obligations from restricted stock unit vesting, valued at $142,381. Following these transactions, Sanders directly holds 3,181 shares, including restricted stock units set to vest by January 2030.
- Published
- 06 Oct 2026 10:33
- News subject
- Market update
- Why this score
- Institutional or insider selling
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 7.7d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
EarningsEconomy MacroFinancial MarketsTechnology
—Unscored
Market updateNot used in direction
Form 4 Applied Materials Inc For: 6 October By Investing.com
This article from Investing.com is a brief notification regarding a Form 4 filing for Applied Materials Inc. on October 6. It provides no further details beyond the company name and filing date, serving primarily as a placeholder or announcement of the filing's existence.
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
This article from Investing.com is a brief notification regarding a Form 4 filing for Applied Materials Inc. on October 6. It provides no further details beyond the company name and filing date, serving primarily as a placeholder or announcement of the filing's existence.
- Published
- 06 Oct 2026 10:26
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 7.7d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
Financial MarketsTechnology
—Unscored
Market updateNot used in direction
Form 4 Applied Materials Inc For: 5 October By Investing.com
The article reports on a Form 4 filing for Applied Materials Inc. on October 5th. It is a brief news item indicating insider trading activity for the company. The content also includes various market data, trending stocks, and related news headlines from Investing.com.
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
The article reports on a Form 4 filing for Applied Materials Inc. on October 5th. It is a brief news item indicating insider trading activity for the company. The content also includes various market data, trending stocks, and related news headlines from Investing.com.
- Published
- 05 Oct 2026 23:11
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 8.2d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
Financial Markets
—Unscored
Market updateNot used in direction
Form 4 APPLIED MATERIALS INC For: Oct 01 Filed by: Deane Timothy M
Timothy M. Deane, SVP of Applied Global Services at APPLIED MATERIALS INC (AMAT), filed a Form 4 detailing transactions on October 1, 2026. The filing indicates the disposition of 2,644 shares of common stock to cover tax withholding obligations upon the vesting of restricted stock units.…
Company news retained for context; no directional weight.
Scoring detailsDirect company coverage
Timothy M. Deane, SVP of Applied Global Services at APPLIED MATERIALS INC (AMAT), filed a Form 4 detailing transactions on October 1, 2026. The filing indicates the disposition of 2,644 shares of common stock to cover tax withholding obligations upon the vesting of restricted stock units. Following this transaction, Deane beneficially owns 130,462 shares, including performance share units and restricted stock units scheduled to vest through 2028.
- Published
- 05 Oct 2026 21:59
- News subject
- Market update
- Why this score
- No clear directional signal in the available text
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 8.2d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
Finance
40/100 tone
An insider at Applied Materials sold shares valued at $394,807, as disclosed in a recent SEC filing. The article highlights this transaction and provides additional news and company information for Applied Materials, including its strategic partnerships and investment plans. The company s…
2% of directional evidence
Low story strength
Scoring detailsDirect company coverage
An insider at Applied Materials sold shares valued at $394,807, as disclosed in a recent SEC filing. The article highlights this transaction and provides additional news and company information for Applied Materials, including its strategic partnerships and investment plans. The company specializes in equipment for producing integrated circuits and semiconductor components.
- Published
- 05 Oct 2026 21:03
- News subject
- Market update
- Why this score
- Institutional or insider selling
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Low · 35/100
- 30-day weight
- 2% of directional evidence · 8.3d old
- Text assessed
- Stored article
- Duplicates
- 1 consolidated
EarningsFinancial MarketsTechnology
Earlier company news
AMAT news archive
Stored newest first for historical research. It starts after the newest three pages above and then continues through older news. Each archive page is loaded only when it is opened.
Older news is kept in the archive
There are 448 older AMAT headlines. Open one page at a time when you need them.
Open older archiveProvider matches checked
Provider mentions not used in the score
A news provider linked these stories to AMAT, but the headline and available text are not mainly about Applied Materials Inc. They are kept here for transparency and do not affect the score, confidence, history or wider market totals.
Provider mentions are kept separate
Open the list to see which provider matches were checked and left out of AMAT sentiment.
Open provider mentionsHow the page works
How to read the score
It describes the weighted balance of qualifying headlines. A score of 50 can mean balanced news or that there is not enough evidence; the status label explains which.
Confidence measures depth, source breadth, direct relevance, freshness and agreement. It does not rise merely because the tone is extreme. This is a rule-based evidence measure, not a calibrated probability.
Weekly price response, trend and fair-value position test whether the market is accepting or rejecting the news. They never rewrite the news score.
It measures news already published. It is not a forecast, recommendation or price target.