Applied Materials
Yahoo Finance • 21 hours ago
Intel Joins Semiconductor Pathways Fund to Strengthen The U.S. Engineering Talent Pipeline
Industry giant joins Applied Materials, Lam Research, KLA, AMD, and Cadence investing in student engineers and technicians nearing completion of semiconductor related degrees and credentials LAFAYETTE, Colo., Nov. 4, 2026 /PRNewswire/ --... Full story
Yahoo Finance • yesterday
What iShares PHLX SOX Semiconductor (SOXX) Bought: AMD Leads on Nov. 2
This article first appeared on GuruFocus. iShares PHLX SOX Semiconductor Sector Index Fund (SOXX) added to 29 positions on Monday, with no decreases, in a session of pure ETF activity. The fund's gross and net buying both came to $195.8 m... Full story
Yahoo Finance • yesterday
Capital Group Dividend Value (CGDV) Buys $146.3 Million More AMAT on Nov. 2
This article first appeared on GuruFocus. In ETF activity on Monday, Capital Group Dividend Value ETF (CGDV) increased 35 positions and trimmed 14, with gross trades of $1.20 billion against $38.77 billion in assets. CGDV bought $146.3 mi... Full story
Yahoo Finance • yesterday
ETFs Are Net Sellers of Salesforce (CRM) on Nov. 2
This article first appeared on GuruFocus. PKW led the ETF activity, cutting its Salesforce (CRM) stake by $21.6 million on Monday, Nov. 2. The day's net selling came to $15.2 million, with 37 ETFs buying and 25 selling, meaning more funds... Full story
Yahoo Finance • yesterday
ETFs Bought $237.0 Million of Applied Materials (AMAT) on Nov. 2
This article first appeared on GuruFocus. Capital Group Dividend Value ETF (CGDV) led the move as ETF activity turned positive for Applied Materials (AMAT), with ETFs buying a net $237.0 million of the stock in Monday's session. Fifty-one... Full story
Yahoo Finance • 2 days ago
Did Earnings Growth Just Shift Applied Materials (AMAT) Investment Narrative?
Applied Materials recently reported 41% growth in adjusted earnings per share and 52% DRAM revenue growth, while continuing to invest in capacity, hybrid bonding technology and a larger stake in Besi, all against a backdrop of sector wide... Full story
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Yahoo Finance • 3 days ago
Microsoft Corp. (MSFT) Surges 37.8% on Record Quarterly Gains
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the "US Equity Strategy". The letter can be downloaded here. The US Equity Strategy lagged the S&P 500 (+2.3%) in Q3 2026, as declin... Full story
Yahoo Finance • 3 days ago
Applied Materials (AMAT) Slides Despite EPS Surge and Higher Analyst Estimates
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the "US Equity Strategy". The letter can be downloaded here. The US Equity Strategy lagged the S&P 500 (+2.3%) in Q3 2026, as declin... Full story
Yahoo Finance • 3 days ago
McKesson (MCK) Surged 13% Following Strong Q3 Results
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the "US Equity Strategy". The letter can be downloaded here. The US Equity Strategy lagged the S&P 500 (+2.3%) in Q3 2026, as declin... Full story
Yahoo Finance • 3 days ago
Applied Materials (AMAT) Sees $77.8 Million in Net ETF Selling on Oct. 29
This article first appeared on GuruFocus. Forty-five ETFs were buying Applied Materials (AMAT) shares versus 28 selling last Thursday, but the sellers moved larger amounts, producing $77.8 million in net ETF selling. More funds traded the... Full story
Yahoo Finance • 7 days ago
Top 3 AI Chip Stocks With P E Under 43
AI focused investment has turned from a niche idea into a major driver of US economic growth, with recent data pointing to strong business spending on AI related equipment and intellectual property. That wave of capital needs chips. It nee... Full story
Yahoo Finance • 8 days ago
Dielectric Materials for Display - Global Strategic Business Report 2026: Capture the $28.7B Revenue Surge Through 2032 | Applied Materials, Corning, BASF, DuPont, and Merck Dominate
Company Logo Dublin, Oct. 28, 2026 (GLOBE NEWSWIRE) -- "Dielectric Materials for Display - Global Strategic Business Report" has been added to ResearchAndMarkets.com's offering. The global dielectric materials for display market was valu... Full story
Yahoo Finance • 8 days ago
Top 5 AI Stocks in Billionaires Ray Dalio and Philippe Laffont’s Portfolios
Billionaires Ray Dalio and Philippe Laffont are two of the brightest minds in investing, and both have strong views on AI. Laffont runs Coatue Management and has built his hedge fund around the technology. Dalio founded Bridgewater Associa... Full story
Yahoo Finance • 8 days ago
Nvidia, AMD, and Micron stocks lead chip sector higher for third day in a row
Semiconductor stocks gained on Wednesday with the PHLX Semiconductor Index (^SOX) rising for a third day in a row. Shares of AI chip heavyweight Nvidia (NVDA) rose almost 1% in premarket, while AMD (AMD), Broadcom (AVGO), and Intel (INTC)... Full story
Yahoo Finance • 9 days ago
Semiconductor Equipment Selloff Challenges Applied Materials (AMAT)
Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for "Large Cap Growth Strategy." The letter can be downloaded here. Stocks showed modest gains in Q3, with the S&P 500 up 2.3%. Energ... Full story
Yahoo Finance • 9 days ago
Lam Research Corp. (LRCX) Shares Decline as Investors Reassess AI Spending
Renaissance Investment Management, an investment management company, released its Q3 2026 investor letter for "Large Cap Growth Strategy." The letter can be downloaded here. Stocks showed modest gains in Q3, with the S&P 500 up 2.3%. Energ... Full story
Yahoo Finance • 11 days ago
3 High Quality Stocks With ROE Over 30%
Higher interest rates are pressuring weaker balance sheets, while the Federal Reserve is signalling a pause as it weighs any potential December hike. That breathing space shifts attention to companies that already earn high returns on shar... Full story
Yahoo Finance • 14 days ago
Applied Materials, Lam Research, KLA Corporation, FormFactor, and Penguin Solutions shares plummet, what you need to know
What happened? A number of stocks fell in the afternoon session after warnings emerged that ongoing component supply chain bottlenecks and cleanroom space constraints will restrict semiconductor equipment makers from meeting demand throug... Full story
Yahoo Finance • 14 days ago
Chip stocks break a bear trap after a $2.6 trillion rout — here are the levels bulls need to hold
Chip bulls sprang a bear trap on Tuesday. Two sessions later, the floor under it is cracking. The PHLX Semiconductor Index (^SOX) is down about 3% after dipping to 11,000 — the support that rescued the group twice since September. A bear... Full story
Yahoo Finance • 14 days ago
Chip stocks fall as equipment maker Lam Research cites 'supply chain constraints'
Semiconductor stocks fell in pre-market trading on Thursday as a major equipment supplier cited supply chain constraints on its earnings call. The PHLX Semiconductor Index (SOXX) was poised to open down 4% amid investor concerns that such... Full story