Buy these 2 semi capex stocks as '27 earnings power is "underappreciated": MS Jul 7, 2026 09:00AM
BofA: 53% of large cap active funds beat benchmarks in June Jul 6, 2026 07:18AM
This smart glasses maker is well placed to outperform: UBS Jul 2, 2026 11:30AM
Burry shorts Caterpillar on valuation concerns, also shorts NVDA, TSLA, AMAT Jun 30, 2026 05:07PM
Michael Burry Says He Shorted Caterpillar For The First Time - Bloomberg Jun 30, 2026 04:22PM
View Older Stories

Jun 29, 2026 07:06AM KLA Corporation (KLAC) PT Raised to $325 at Cantor Fitzgerald: Limited EPS Upside
Jun 29, 2026 07:01AM Applied Materials (AMAT) PT Raised to $850 at Cantor Fitzgerald: Limited EPS Upside
Jun 26, 2026 08:03AM UBS trims AI portfolio exposure to semis and hardware after recent rally
Jun 26, 2026 06:07AM U.S. chip stocks retreat after Apple price hikes stoke fears over AI trade
Jun 25, 2026 09:04AM Applied Materials launches six new systems for DRAM and AI chip packaging
Jun 23, 2026 07:59AM BofA lists top 5 themes driving next $1tn in incremental semi sales
Jun 22, 2026 09:00PM LAM vs. AMAT: Which chip should you own in 2026? Morgan Stanley answers
Jun 17, 2026 10:00AM Applied Materials launches SENZ, an integrated visual system for smart glasses
Jun 17, 2026 08:16AM Citi lifts PTs on AMAT, LRCX, & KLAC amid booming WFE demand
Jun 15, 2026 04:09PM Applied Materials Unveils Deposition and Selective Etch Systems to Advance 3D Chip Scaling
Jun 15, 2026 07:34AM Lynx Equity on SpaceX (SPCX): 'smarter way to play SpaceX is to invest in NVDA'
Jun 11, 2026 08:00AM UBS lists 13 high-conviction TMT stock ideas
Jun 11, 2026 05:00AM Buy these 7 stocks as WFE is still in early innings of supercycle: UBS
Jun 10, 2026 10:29AM Barclays raises price targets on chip stocks after raising WFE estimates
Jun 10, 2026 07:18AM UBS sees generational semiconductor boom, highlights stock winners
Jun 10, 2026 07:04AM Applied Materials (AMAT) PT Raised to $650 at Cantor Fitzgerald
Jun 10, 2026 02:06AM Applied Materials opens $500 million Singapore facility for AI chip equipment
Jun 9, 2026 07:35AM Applied Materials (AMAT) Declares $0.53 Quarterly Dividend; 0.4% Yield
Jun 8, 2026 10:54AM 3 chip stocks to buy after recent SOX pullback: Citi
May 28, 2026 09:55AM Cantor Fitzgerald Reiterates Overweight Rating on Applied Materials (AMAT)
May 27, 2026 11:57AM Applied Materials (AMAT) PT Raised to $540 at Mizuho
May 20, 2026 08:01AM Applied Materials partners with Broadcom on AI chip packaging technology
May 19, 2026 07:12AM Applied Materials (AMAT) PT Raised to $500 at Argus
May 18, 2026 10:45AM Lynx Equity Defending AMAT and LRCX Amid Stock Pressures: 'Bulled Up'
May 18, 2026 05:51AM MKS Instruments (MKSI) PT Raised to $374 at Morgan Stanley, New Top Pick
May 18, 2026 03:16AM Morgan Stanley Downgrades Applied Materials (AMAT) to Equalweight
May 15, 2026 09:08AM Applied Materials (AMAT) PT Raised to $525 at TD Cowen; 'Unprecedented Visibility Supports the Story'
May 15, 2026 07:21AM Applied Materials (AMAT) PT Raised to $575 at Cantor Fitzgerald After Strong Report
May 15, 2026 07:16AM Lynx Equity on Applied Materials (AMAT): 'We would be enthusiastic buyers of the stock'
May 15, 2026 07:07AM Applied Materials (AMAT) PT Raised to $530 at Needham
May 15, 2026 05:48AM Applied Materials (AMAT) PT Raised to $550 at Wolfe Research
May 15, 2026 05:06AM Applied Materials (AMAT) PT Raised to $502 at Morgan Stanley
May 15, 2026 05:05AM Applied Materials (AMAT) PT Raised to $510 at Jefferies
May 15, 2026 05:05AM Applied Materials (AMAT) PT Raised to $540 at BofA Securities
May 15, 2026 05:03AM Applied Materials (AMAT) PT Raised to $530 at Stifel
May 15, 2026 04:56AM Stocks expected to have increasing option volume: AMAT FIG BOOT CELC YSS SPCE RUM HD BIDU TOL CAVA XP STRZ DLO NMAX PZZA
May 15, 2026 04:43AM Applied Materials (AMAT) PT Raised to $520 at RBC Capital
May 15, 2026 04:35AM Mizuho Reiterates Outperform Rating on Applied Materials (AMAT)
May 15, 2026 03:06AM Applied Materials (AMAT) PT Raised to $515 at UBS
May 15, 2026 02:41AM Applied Materials (AMAT) PT Raised to $550 at KeyBanc
May 14, 2026 04:31PM After-hours movers: AMAT, FIG, DXCM, DLO, STNE, PZZA
May 14, 2026 04:02PM Applied Materials (AMAT) Tops Q2 EPS by 18c, Offers Guidance
May 14, 2026 01:30PM This chip stock is well placed to benefit from rising WFE demand: HSBC
May 14, 2026 11:00AM Buy this chip stock ahead of today's earnings, analysts say
May 14, 2026 10:58AM Applied Materials (AMAT) call put ratio 2.5 calls to 1 put with a focus on May calls into quarter results
May 14, 2026 06:14AM Lynx Equity Boosts Applied Materials (AMAT) PT to $540, 'We are long into print'
May 14, 2026 04:37AM Applied Materials (AMAT) call put ratio 1.3 calls to put into the expected release of quarter results
May 13, 2026 11:27AM Applied Materials (AMAT) call put ratio 1.7 calls to 1 put into quarter results
May 13, 2026 05:31AM Applied Materials (AMAT) call put ratio 1.4 calls to put into quarter results
May 12, 2026 08:29AM Applied Materials (AMAT) PT Raised to $500 at RBC Capital On DRAM Strength
View Older Stories