Applied Materials Aktie News

SANTA CLARA, Calif., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it will hold its fiscal first quarter 2026 earnings conference call on Thursday, Feb. 12, 2026, at 4:30 p.m.

Founded in 1869, Goldman Sachs is the world's second-largest investment bank by revenue and is ranked 55th on the Fortune 500 list of the largest U.S.

At approximately $319.08 per share, Applied Materials (AMAT) is trading close to its 52-week high, reflecting strong investor optimism around the AI-driven semiconductor capex cycle. As one of the most critical suppliers of chipmaking equipment, AMAT tends to benefit early and disproportionately when foundries ramp spending.

TSMC just committed $56 billion to AI chip manufacturing capacity. That's not money disappearing into factories.

Chipmakers and manufacturers of semiconductor equipment were some of the top performers on the market for the day after TSMC beat on earnings. TSMC reported 35% year-over-year profit growth for the quarter.

Taiwan Semiconductor Manufacturing's heavy spending is great news for companies which sell machinery and other tools for chip manufacturing.

Semiconductor stocks start out 2026 with powerful tailwinds in their corner after vastly outperforming in 2025, but these tailwinds have the potential to turn into headwinds. The semiconductor sector continues to do better than most, although lately gains are driven by fewer stocks with many more lagging behind. Artificial intelligence or AI continues to underpin the semiconductor sector, but t...

The semiconductor trade was mostly riding high on Monday as enthusiasm for the artificial-intelligence boom carried into the new year.