Applied Materials Aktie News

Applied Materials and Lam Research are top players in semiconductor deposition and etch equipment, with AMAT leading in deposition and LRCX in etch. AMAT holds a broader product portfolio and stronger overall market position in combined deposition and etch, while LRCX benefits from early mover advantage in etch. Both companies face significant China concentration risks due to geopolitical tensi...

Shares of semiconductor equipment manufacturer Applied Materials (AMAT -0.34%) jumped this week following multiple analyst upgrades. Booming demand for artificial intelligence (AI) infrastructure, which is driving up demand for various types of chips, was ultimately behind the analyst activity.

Pacer Advisors, Inc. disclosed a significant purchase of Applied Materials (AMAT 0.96%) shares in its October 15, 2025, Securities and Exchange Commission filing, adding an estimated $418.10 million based on the average price during Q3 2025.

China's latest move to tighten control over rare earth metals' exports has sent ripples through the semiconductor industry. With new licensing requirements for foreign entities using Chinese-sourced rare earths, chip equipment makers face mounting uncertainty.

Nasdaq hits a new high as Nvidia, Applied Materials, and Marvell lead tech stocks. Traders await earnings to gauge the next move.

We believe there are only a few concerns to consider regarding AMAT stock due to its overall Strong operational performance and financial health. This aligns with the stock's High valuation, which leads us to conclude that it is Fairly Priced.

Applied Materials' (AMAT 1.23%) business is suffering due to increasing trade barriers.

TEMPE, Ariz., Oct. 09, 2025 (GLOBE NEWSWIRE) -- Applied Materials, Inc. and Arizona State University (ASU) today marked the official opening of the Materials-to-Fab Center, a shared world-class $270 million research, development and prototyping facility inside the university's MacroTechnology Works at ASU's Research Park in Tempe. A ribbon-cutting event was held at the Center as semiconductor i...