Applied Materials (AMAT)

TEMPE, AZ — February 12, 2026 — Amkor Technology (NASDAQ:AMKR) has sent shockwaves through the semiconductor industry this week, reporting a fourth-quarter earnings blowout that far exceeded even the most optimistic Wall Street projections. The company posted an earnings per share (EPS) of $0.69, a staggering 60% surprise over the

In a landmark move for the global semiconductor industry, Applied Materials (NASDAQ: AMAT) and Samsung Electronics (KRX: 005930) officially inaugurated their joint research residency at the newly minted EPIC Center in Silicon Valley. The announcement, made today, February 12, 2026, positions Samsung as the "founding member" of the $5 billion

Applied Materials, Inc. (NASDAQ: AMAT) resolves export probe and focuses on next-gen chip tech and industry collaboration for AI demand.

Several Wall Street firms have raised price targets on Applied Materials ahead of earnings, with targets implying upsides in the range of 7% to 25% from the stock’s last close.

SANTA CLARA, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that it has reached a settlement agreement with the U.S. Department of Commerce, Bureau of Industry and Security (BIS). The settlement resolves BIS’s allegations that certain customer shipments to China between Nov. 2020 and July 2022 did not comply with the U.S. Export Administration Regulations, based on the company’s misunderstanding of the applicability of those regulations. Under the terms of the settlement, Applied has agreed to pay $252.5 million to the Department of Commerce. In addition, the U.S. Department of Justice and the U.S. Securities and Exchange Commission (SEC) have notified Applied that they have closed their related investigations without action.

SANTA CLARA, Calif., Feb. 11, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. today announced that Samsung Electronics will join the new, $5 billion EPIC Center in Silicon Valley. Applied’s EPIC Center will open this year as the world’s largest and most advanced facility for collaborative semiconductor process technology and manufacturing equipment R&D.

This top-performing ETF's largest five stock holdings are Nvidia, Taiwan Semiconductor Manufacturing (TSM), Broadcom, Micron, and ASML Holding.

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting earnings this Thursday after market close. Here’s what to look for.

SANTA CLARA, Calif., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc., the leader in materials engineering for the semiconductor industry, today introduced new deposition, etch and materials modification systems that boost the performance of leading-edge logic chips at 2nm and beyond. The technologies supercharge AI compute through atomic-scale improvements to the most fundamental electronic building block – the transistor.

Applied Materials’ first quarter will benefit from robust AI-driven demand. However, the recent rally has driven its valuation higher.

This top-performing exchange-traded fund (ETF) doesn't have "AI" in its name, but it remains the best AI ETF for long-term investors.

Date: February 9, 2026 Introduction As the global economy grapples with the transformative shifts of the mid-2020s, the "AI gold rush" has moved beyond the chip designers and into the ultra-precise world of semiconductor manufacturing equipment. At the heart of this transition is Lam Research (Nasdaq: LRCX), a Silicon Valley stalwart that has reinvented itself [...]

Semiconductors are the picks and shovels of modern technology. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 64% has outpaced the S&P 500’s 6.6% return.

A number of stocks fell in the afternoon session after uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. 

With Applied Materialsignificantly outperforming the broader market over the past year, Wall Street analysts remain moderately bullish, reflecting confidence in the company’s positioning within the AI-driven semiconductor investment cycle.

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As of February 2, 2026, the meteoric rise of the semiconductor sector is facing its most rigorous stress test yet. After a historic 2025 that saw valuations double for many industry leaders, the technical chart for Micron Technology, Inc. (NASDAQ:MU) has begun flashing a series of "ominous signals" that

While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.

Mizuho still sees upside in AMAT stock despite its massive 52-week return.