Q
QuantAbundanceAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

30,582 signal articles · 141 in last 24h · 155,138 total before filter · latest 1h ago
141last 24h
847last 7d
147● bullish (7d)
90● bearish (7d)
214publishers
AllMacro188Earnings100M&A125Regulatory20Product22Analyst19
✕ clear all filtersticker: AMATSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
AI Demand Pushes Applied Materials To Highest Margins In 25 Years
Benzinga133d agoneutral
AI Demand Pushes Applied Materials To Highest Margins In 25 Years

Applied Materials, Inc. (NASDAQ:AMAT) shares fell in premarket trading Friday after the chip equipment maker issued strong third-quarter guidance despite reporting better-than-expected second-quarter results driven by AI-related semiconductor demand. Applied Materials shares have gained more than 150% over the past year and were trading near their 52-week high of $448.45 ahead of the earnings release, reflecting elevated investor expectations. Following the announcement of second-quarter results

Stocks to Watch: Intel, Nvidia, LVMH
The Wall Street Journal133d agoneutral
Stocks to Watch: Intel, Nvidia, LVMH

↘️ Intel (INTC), Nvidia (NVDA), Advanced Micro Devices (AMD): Chip stocks retreated premarket, following a ferocious rally in their shares. Intel, whose shares are up more than 200% this year through Thursday, is among the hardest hit, falling more than 4%.

Assessing Applied Materials (AMAT) Valuation After Record Results And Upgraded AI Infrastructure Outlook
Simply Wall St.133d agobullish
Assessing Applied Materials (AMAT) Valuation After Record Results And Upgraded AI Infrastructure Outlook

Applied Materials (AMAT) has given investors a fresh data point to assess after reporting record quarterly results that beat Wall Street expectations, lifting its outlook for the semiconductor equipment business and widening its role in AI focused chip manufacturing. See our latest analysis for Applied Materials. Those record earnings and new AI focused partnerships have come alongside sharp share price momentum, with a 24.13% 3 month share price return, a 63.86% year to date share price...

Applied Materials Q2 Earnings Call Highlights
MarketBeat133d agoneutral
Applied Materials Q2 Earnings Call Highlights

Applied Materials (NASDAQ:AMAT) reported record fiscal second-quarter revenue and earnings, with executives saying accelerating demand for artificial intelligence infrastructure is reshaping semiconductor equipment spending toward areas where the company holds leading positions. President and CEO G

Applied Materials Extends AI Chip Role With NEXX Packaging Acquisition
Simply Wall St.134d agoneutral
Applied Materials Extends AI Chip Role With NEXX Packaging Acquisition

Applied Materials (NasdaqGS:AMAT) is acquiring ASMPT's NEXX business, adding advanced panel level packaging tools to its portfolio. The deal is directly linked to Applied Materials' recent AI chip development work with TSMC and global academic partners at the EPIC Center. Together, these moves expand Applied Materials' role in packaging technologies used for next generation AI chip designs. For you as an investor, this development sits at the intersection of equipment, packaging, and AI...

Applied Materials (NASDAQ:AMAT) Exceeds Q1 Expectations, Inventory Levels Improve
StockStory134d agoneutral
Applied Materials (NASDAQ:AMAT) Exceeds Q1 Expectations, Inventory Levels Improve

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q1 CY2026, with sales up 11.4% year on year to $7.91 billion. On top of that, next quarter’s revenue guidance ($8.95 billion at the midpoint) was surprisingly good and 9.2% above what analysts were expecting. Its non-GAAP profit of $2.86 per share was 6.6% above analysts’ consensus estimates.

Applied Materials sees quarterly revenue above estimates
Reuters134d agoneutral
Applied Materials sees quarterly revenue above estimates

Applied Materials on ‌Thursday forecast ‌third-quarter revenue above Wall ​Street estimates, betting that heavy spending on ‌data centers ⁠and AI infrastructure would ⁠sustain strong demand for ​its chip-making ​tools. The ​company expects ‌revenue of about $8.95 billion, plus or minus $500 million, for the current ‌quarter, ​compared with ​estimates ​of $8.09 ‌billion, according to data ​compiled ​by LSEG.

Is Applied Materials (AMAT) One of the Unstoppable AI Stocks to Buy Now?
Insider Monkey134d agobullish
Is Applied Materials (AMAT) One of the Unstoppable AI Stocks to Buy Now?

Applied Materials Inc. (NASDAQ:AMAT) is one of the unstoppable AI stocks to buy now. On May 3, Applied Materials entered into a definitive agreement to acquire the NEXX business from ASMPT Limited to expand its portfolio of panel-level advanced packaging technologies. NEXX is a leading supplier of large-area deposition equipment, which is critical for building […]

How Applied Materials Stock Surges To $800
Trefis134d agobullish
How Applied Materials Stock Surges To $800

Every AI chip has to be physically manufactured. And as chips get smaller and more complex, the machines required to build them get more specialized and more expensive. Applied Materials (NASDAQ:AMAT) makes those machines. As semiconductors shrink to sizes measured in nanometers, only a handful of companies have the tools to do it. AMAT is one of them, and increasingly, it's the one chipmakers can't work around. With the industry pouring record capital into new factories, AMAT's order books are