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Sep 14, 2026 06:20AM Citi sees memory market undersupply worsening through 2031

Sep 8, 2026 10:46AM Citi reiterates Buy rating on Applied Materials with $710 target post TMT conference

Sep 4, 2026 10:19AM Lynx Equity sees Micron and SanDisk breakout as volatility normalizes

Aug 28, 2026 06:24AM Needham sees mature node semiconductor strength in latest tracker

Aug 21, 2026 12:02PM Morgan Stanley course-corrects their semiconductor equipment outlook on demand

Aug 17, 2026 05:52AM Applied Materials (AMAT) call put ratio 1 call to 1 put on 190K contracts

Aug 14, 2026 10:32AM Cantor Fitzgerald Reiterates Overweight Rating on Applied Materials (AMAT)

Aug 14, 2026 09:21AM Applied Materials (AMAT) PT Raised to $700 at Bernstein SocGen Group

Aug 14, 2026 08:17AM Applied Materials (AMAT) Reiterated at Buy by Stifel on 3rd Quarter of Sequential Growth

Aug 14, 2026 06:39AM Mizuho Reiterates Outperform Rating on Applied Materials (AMAT)

Aug 14, 2026 06:38AM Applied Materials (AMAT) PT Lowered to $650 at BofA Securities, 'our top semicap pick is LRCX'

Aug 14, 2026 05:53AM Applied Materials (AMAT) PT Lowered to $675 at UBS

Aug 13, 2026 04:30PM After-Hours Movers: AMAT, DLO, GLOB, YSS, ETON

Aug 13, 2026 04:02PM Applied Materials (AMAT) Tops Q3 EPS by 10c, Offers Guidance

Aug 13, 2026 01:00PM Applied Materials earnings preview: Analysts see beat-and-raise potential

Aug 13, 2026 08:59AM Burry doubles down on Nebius short after stock surges 34% on earnings

Aug 12, 2026 10:44AM Applied Materials (AMAT) call put ratio 1 call to 1.1 puts into quarter results

Aug 12, 2026 06:36AM Applied Materials (AMAT) call put ratio 1 call to 2.4 puts into quarter results

Aug 11, 2026 10:27AM Applied Materials (AMAT) call put ratio 1 call to 1.8 puts into quarter results

Aug 11, 2026 08:48AM Bernstein raises WFE growth estimates, boosts price targets

Aug 11, 2026 05:46AM Applied Materials (AMAT) call put ratio 1 call to 1.4 puts into quarter results

Aug 11, 2026 04:41AM William Blair Assumes Applied Materials (AMAT) at Market Perform

Aug 10, 2026 08:35AM RBC Capital on Applied Materials (AMAT): 'WFE trends point to solid beat/raise'

Aug 10, 2026 06:36AM Cantor on Semis: 'we view the selloff as overdone'

Aug 5, 2026 09:52AM Erste Group Downgrades Applied Materials (AMAT) to Hold

Aug 3, 2026 08:23AM Citi Adjusts Catalyst Watch List

Aug 3, 2026 08:02AM Citi says buy these 3 chip stocks on pullback

Aug 3, 2026 08:01AM Microsoft joins, Broadcom exits Goldman's top-stocks list

Aug 3, 2026 05:42AM Goldman Monthly Update to US Director's Cut List

Jul 27, 2026 03:36PM ASML and U.S. chip stocks sink on report of China’s DUV breakthrough

Jul 27, 2026 09:10AM China Starts Mass-Producing Homegrown DUV Chipmaking Tools, An Advance for Local Chip Industry - Information

Jul 21, 2026 06:00AM These names are attractive amid semiconductor sector volatility, Bernstein says

Jul 13, 2026 12:00PM This is the best Semi Cap Equipment stock to buy into Q2 results: Wolfe

Jul 10, 2026 07:17AM Applied Materials (AMAT) PT Raised to $650 at Stifel on 'Improved Financial Performance'

Jul 9, 2026 09:11AM Applied Materials (AMAT) PT Raised to $650 at Mizuho

Jul 9, 2026 08:39AM Applied Materials surges as CEO signals multi-year chip boom

Jul 9, 2026 08:30AM Applied Materials (AMAT) PT Raised to $700 at TD Cowen

Jul 7, 2026 09:00AM Buy these 2 semi capex stocks as '27 earnings power is "underappreciated": MS

Jul 6, 2026 07:18AM BofA: 53% of large cap active funds beat benchmarks in June

Jul 2, 2026 11:30AM This smart glasses maker is well placed to outperform: UBS

Jun 30, 2026 05:07PM Burry shorts Caterpillar on valuation concerns, also shorts NVDA, TSLA, AMAT

Jun 30, 2026 04:22PM Michael Burry Says He Shorted Caterpillar For The First Time - Bloomberg

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

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