Browsing Tag
Applied Materials
15 posts
Applied Materials (NASDAQ: AMAT) profit jumped 44%, but nine-month free cash flow fell 2%
Applied Materials, Inc. increased nine-month net income 44% to $7.37 billion, but free cash flow slipped to $3.58 billion as capital expenditure jumped 35% and working capital absorbed more cash.
August 15, 2026
Semiconductor stocks sink as Meta’s cloud pivot and a fresh lawsuit unwind a parabolic rally
Semiconductor stocks fall sharply as Meta's cloud pivot and a fresh lawsuit unwind a parabolic year-long rally.
July 5, 2026
Could DRAM and advanced packaging make AMAT a bigger AI infrastructure winner?
Applied Materials’ new DRAM, packaging and eBeam systems strengthen AMAT’s role in AI chip manufacturing, HBM scaling and semiconductor equipment growth.
June 25, 2026
Marvell Technology (MRVL) hires Adobe’s departing CFO Dan Durn and reaffirms its outlook amid an AI-driven ascent
Marvell (MRVL) names Adobe's departing CFO Dan Durn as finance chief, effective June 15, and reaffirms its outlook amid a 271 percent rally. Full analysis here.
June 12, 2026
Could Applied Materials’ Singapore expansion strengthen AMAT stock’s AI chip supply-chain story?
Find out how Applied Materials’ Singapore expansion could strengthen AMAT stock sentiment and the AI chip supply-chain story.
June 10, 2026
Why new US export rules could erase $600m from Applied Materials’ China business
Applied Materials warns of $600M China revenue hit from US export curbs. AMAT stock falls as investors weigh geopolitics vs AI growth.
October 3, 2025
Ereztech marks 15-year milestone with $10mn Wisconsin facility as it reshapes the semiconductor materials supply chain
Ereztech celebrates 15 years with a $10M Wisconsin facility, boosting U.S. semiconductor precursor supply and reshoring advanced materials manufacturing.
September 25, 2025
Lam Research launches Vector Teos 3D to tackle chiplet packaging challenges in the AI and HPC era
Lam Research (NASDAQ: LRCX) unveils Vector Teos 3D, a breakthrough chiplet packaging tool designed to power next-gen AI and HPC semiconductor growth.
September 10, 2025
Applied Materials warns of sharp Q4 slowdown as China demand falters and export curbs bite
Applied Materials beat Q3 estimates but warned of a Q4 revenue slump on weak China demand and export curbs. Read why shares plunged 13%.
August 15, 2025
PhysicsX secures $135m in Series B to scale AI-native engineering platform
PhysicsX raises $135M to expand its AI-native engineering platform across sectors like aerospace, semiconductors, and energy. Discover what this means for industry.
June 23, 2025