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Applied Materials

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TSMC's AI Capex Push Sparks Multi-Billion Windfall for Chip Equipment Makers
business1 month ago

TSMC's AI Capex Push Sparks Multi-Billion Windfall for Chip Equipment Makers

Taiwan Semiconductor (TSMC) committed about $56 billion to expanding AI chip manufacturing, funneling orders to equipment suppliers ASML, Applied Materials, and Lam Research. ASML stands to gain from EUV capacity expansion (dozens of machines at $150–$200M each) as TSMC pushes 2nm and beyond, potentially generating $3–$5B in revenue; Applied Materials just posted its 12th straight earnings beat with solid cash flow and profitability, while Lam Research has surged ~192% year over year on the capex cycle. However, valuations are high across these names and orders may be spread over several years, implying multi-quarter to multi-year upside tied to a broader AI-driven semiconductor buildout.

via 24/7 Wall St.|
#applied-materials#asml#business
AI and SaaS Stocks Poised to Outshine Palantir
finance1 year ago

AI and SaaS Stocks Poised to Outshine Palantir

Palantir Technologies has seen a significant stock price surge in 2024, but its high valuation may not be sustainable, with analysts predicting a potential 46% drop in its stock price. This opens the door for Arm Holdings and Applied Materials to potentially surpass Palantir's market valuation in 2025. Arm Holdings benefits from its strong position in the semiconductor market, while Applied Materials is poised for growth due to increased demand for semiconductor equipment driven by AI advancements. Both companies are expected to see substantial revenue and earnings growth, making them attractive investment options.

via The Motley Fool|
#ai#applied-materials#arm-holdings
Two Stocks Set to Outperform Palantir in the Next Year
finance1 year ago

Two Stocks Set to Outperform Palantir in the Next Year

Palantir Technologies has seen a significant stock price surge in 2024, boosting its market cap to $162 billion. However, its high valuation metrics suggest potential overvaluation, with analysts predicting a possible 46% drop in its stock price over the next year. This could allow Arm Holdings and Applied Materials to surpass Palantir's valuation by 2025, as Arm benefits from its strong position in the semiconductor market and Applied Materials continues to grow.

via Yahoo Finance|
#applied-materials#arm-holdings#artificial-intelligence
Palantir Soars Amid S&P 500 Fluctuations as Nasdaq Listing Nears
finance1 year ago

Palantir Soars Amid S&P 500 Fluctuations as Nasdaq Listing Nears

The S&P 500 fell 1.3% as Federal Reserve Chair Jerome Powell's comments on potential rate cuts and strong retail sales data influenced market sentiment. Palantir Technologies' shares surged 11.1% after announcing a move to list on Nasdaq. Applied Materials' shares dropped 9.2% due to weak sales guidance, while Moderna and Pfizer shares fell amid vaccine-related political developments. Disney and DaVita saw gains, with Disney benefiting from strong streaming service performance.

via Investopedia|
#applied-materials#federal-reserve#finance
Applied Materials Stock Drops Amid Weak Sales Outlook
business1 year ago

Applied Materials Stock Drops Amid Weak Sales Outlook

Applied Materials Inc. experienced a significant stock decline after issuing a disappointing revenue forecast for the fiscal first quarter, predicting sales of $7.15 billion, below analysts' expectations of $7.25 billion. Despite strong demand for AI-related chips, other sectors like industrial equipment and vehicles are seeing reduced demand, impacting orders. Revenue from China has also decreased, though it remains a significant market. The company's profit outlook remains strong, with earnings expected to slightly exceed projections.

via Yahoo Finance|
#ai-demand#applied-materials#business
Applied Materials Faces Stock Decline Amid Weak Sales Forecast
business1 year ago

Applied Materials Faces Stock Decline Amid Weak Sales Forecast

Applied Materials, a leading U.S. chip-equipment maker, saw its stock price decline after analysts reassessed their price targets following a stronger-than-expected Q4 earnings report but a muted outlook for non-AI chip demand. Concerns over export restrictions to China, which significantly impacts AMAT's revenue, and a forecasted decline in wafer front-end equipment sales contributed to the cautious sentiment. Despite these challenges, the company remains optimistic about its role in the growing AI sector and the potential of its Gate All Around transistor technology.

via TheStreet|
#ai#applied-materials#business
finance1 year ago

Key Insights for Today's Stock Market Opening

U.S. stock futures are down, indicating a weak end to the week after a post-election rally. Domino's Pizza and Pool Corp. shares rise as Berkshire Hathaway takes stakes in them, while Applied Materials shares fall due to disappointing earnings. Samsung shares jump on a $7.2 billion buyback plan, and Palantir Technologies shares increase as it moves its listing to Nasdaq.

via Investopedia|
#applied-materials#berkshire-hathaway#finance
Applied Materials Stock Volatile Amid Mixed Earnings and China Market Concerns
business1 year ago

Applied Materials Stock Volatile Amid Mixed Earnings and China Market Concerns

Applied Materials' stock dropped after reporting fiscal Q4 earnings that missed expectations, despite a revenue increase to $7.05 billion. Net income fell to $1.73 billion, below forecasts, and China sales declined by 28%. The company projects Q1 revenue below analyst expectations, though EPS is expected to exceed them. Shares fell 4% in extended trading.

via Yahoo Finance|
#applied-materials#business#china
Applied Materials Stock Dips Amid Mixed Earnings and Forecasts
business1 year ago

Applied Materials Stock Dips Amid Mixed Earnings and Forecasts

Applied Materials reported better-than-expected earnings for its fiscal fourth quarter, with adjusted earnings of $2.32 per share on $7.05 billion in sales, surpassing Wall Street's expectations. However, the company's mixed guidance for the current quarter led to a 5% drop in its stock price in after-hours trading. Sales in China, a significant market for Applied Materials, declined due to U.S. restrictions, while sales in Taiwan, South Korea, and the U.S. saw substantial increases. Despite strong performance, the stock remains in a consolidation phase, trading below key moving averages.

via Investor's Business Daily|
#applied-materials#business#china
Semiconductor Stocks Surge: Applied Materials, ASML, and TSMC Lead Gains
finance1 year ago

Semiconductor Stocks Surge: Applied Materials, ASML, and TSMC Lead Gains

Semiconductor stocks, including Applied Materials, ASML Holding, and Taiwan Semiconductor, surged on Wednesday due to positive news from China and Taiwan. Applied Materials received an upgrade from Barclays, citing increased orders from China and expected capital investment in the U.S. due to the CHIPS Act. ASML's stock rose in tandem, while TSMC's stock was boosted by a raised price target and strong demand for 2 nanometer chips. Despite the gains, none of the stocks are considered cheap, with TSMC being the closest to a "buy" due to its growth rate.

via Yahoo Finance|
#applied-materials#asml-holding#finance