The smartest technology analyst you've probably never heard of just published a presentation that reframes the entire AI investment thesis — and if you're still thinking about this as a software sto
Lumentum Holdings and Applied Materials are important players in the AI infrastructure space, which explains why their stock prices have been soaring this year.
Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price Predictio
Applied Materials CEO Gary Dickerson joins 'Mad Money' host Jim Cramer to talk quarterly results, AI demand, and more.
Applied Materials CEO Gary Dickerson said the semiconductor industry is experiencing its strongest period ever. He said artificial intelligence is driving unprecedented computing demand and long-term
Applied Materials NASDAQ: AMAT Chief Executive Officer Gary Dickerson said artificial intelligence is driving a multi-year expansion in semiconductor manufacturing demand, with the company positioned
Applied Materials, Inc. (AMAT) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
AMAT gains an edge in the AI chip equipment race as broader tech exposure and stronger growth forecasts set it apart.
SANTA CLARA, Calif., May 26, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT), the leader in materials engineering solutions for the semiconductor industry, today announced that SCREEN

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Here is how Applied Materials (AMAT) and Chegg (CHGG) have performed compared to their sector so far this year.
Tucked inside SpaceX's pre-IPO S-1 filing are two project names most investors have never heard.
MALVERN, Pa.--(BUSINESS WIRE)--Applied Energy Systems has earned a Supplier Excellence Award from Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor industry.
Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now.
AMAT's operating leverage surges as AI demand, premium chip tools and recurring services lift margins to a 25-year high.
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