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AMAT · Applied Materials, Inc.

Applied Materials Inc AMAT

Designs and manufactures semiconductor fabrication equipment and materials engineering systems for chipmakers worldwide.

Industry
Semiconductors
Listed on
Nasdaq NMS
IPO
1972-10-05
Website
appliedmaterials.com

Daily brief

Applied Materials falls as investors question AI capex timeline for chip-tool orders

-0.72% to $421.17 from $424.21

What moved AMAT

  • Applied Materials shares fell Tuesday as chip-equipment makers sold off broadly on growing investor doubts about whether AI-driven capital expenditure will translate into actual fabrication-tool orders as quickly as currently priced into the stocks.
  • The move mirrored declines across peers including Lam Research and KLA, all of which had posted steep gains through 2026 tied to the AI infrastructure buildout before Tuesday’s pullback.
  • The equipment-stock retreat came alongside a broader semiconductor selloff as the 10-year Treasury yield climbed above 5%, its highest level since 2007.

Sources: 24/7 Wall St. · CNBC

Daily brief

Applied Materials Falls Despite Record Quarter on Growth Concerns

-5.12% to $507.18 from $534.54

What moved AMAT

  • Applied Materials reported record fiscal third-quarter revenue of $9.12 billion and non-GAAP earnings of $3.50 per share, both above Wall Street estimates.
  • The company guided for fiscal fourth-quarter revenue of about $10.25 billion and non-GAAP EPS of about $4.02.
  • Shares fell as investors weighed near-term margin guidance and declining sales in China against the company’s AI-driven growth.

Sources: GlobeNewswire · Yahoo Finance

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