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

30,588 signal articles · 139 in last 24h · 155,225 total before filter · latest 1h ago
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Applied Materials TSMC Alliance Deepens AI Chip Tools And Growth Story
Simply Wall St.137d agoneutral
Applied Materials TSMC Alliance Deepens AI Chip Tools And Growth Story

Applied Materials and TSMC have agreed a new collaboration focused on accelerating AI and high performance computing chip technologies. The partnership will concentrate on next generation materials engineering, equipment development, and advanced process integration. Applied’s EPIC Center will act as a hub for joint work on future AI semiconductor manufacturing capabilities. For investors tracking NasdaqGS:AMAT, this move adds fresh context to a stock that recently closed at $435.44. The...

Inflation Readings, Cisco and AMAT Earnings, and More to Watch This Week
Barrons.com138d agoneutral
Inflation Readings, Cisco and AMAT Earnings, and More to Watch This Week

The major indexes stretched their winning streak to six weeks, the longest since October 2024. This week nine S&P 500 companies report results, including Constellation Energy on Monday, Cisco Systems on Wednesday, and Applied Materials on Thursday. The highlight of the economic calendar is the consumer price index, released by the Bureau of Labor Statistics on Tuesday.

Is It Too Late To Consider Applied Materials (AMAT) After A 166% One Year Surge?
Simply Wall St.139d agobullish
Is It Too Late To Consider Applied Materials (AMAT) After A 166% One Year Surge?

Wondering if Applied Materials at around US$410 per share still offers value, or if most of the opportunity is already priced in. The stock has posted returns of 4.1% over the last week, 15.9% over the last month, 52.7% year to date and 165.5% over the past year, which naturally raises questions about growth potential and changing risk perceptions. Recent coverage has focused on Applied Materials as a key player in the semiconductor supply chain, with attention on how industry demand for...

This Asian Stock Market Is up 75% This Year: ‘The Chip Boom Isn’t a Wall Street Story’
24/7 Wall St.139d agoneutral
This Asian Stock Market Is up 75% This Year: ‘The Chip Boom Isn’t a Wall Street Story’

The AI semiconductor trade has a passport, and lately it has been stamped more often in Seoul than in San Jose. On a recent Reuters Morning Bid podcast segment titled Chip stock boom, the host pushed back on the assumption that the chip rally is a Wall Street phenomenon, pointing to Korea’s market surge as ... This Asian Stock Market Is up 75% This Year: ‘The Chip Boom Isn’t a Wall Street Story’