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KLA Corporation (KLAC) Stock Is Up, What You Need To Know
Shares of semiconductor manufacturing equipment maker KLA Corporation (NASDAQ:KLAC) jumped 4.6% in the afternoon session after the company was named a top pick for 2026 by Jefferies amid a broader rally in the chip sector. Dec 18, 2025 - $AMAT
Applied Materials price target raised to $245 from $205 at Mizuho
Mizuho raised the firm’s price target on Applied Materials (AMAT) to $245 from $205 and keeps a Neutral rating on the shares. The firm sees upside to 2026 wafter fab equipment estimate. The improving WFE outlook is positive for the company, the analyst tells investors in a research note. However, Mizuho sees challenges for Applied Materials given its China share loss and Intel exposure.Claim 70% Off TipRanks This Holiday SeasonUnlock hedge fund-level data and powerful investing tools for smarter Dec 18, 2025 - $AMAT
Applied Materials: Engineering the AI Backbone
The company is entering a powerful AI-driven up-cycle with record margins and strong execution, yet still trades at an unjustified discount to peers. Dec 18, 2025 - $AMAT
The Chip Equipment Maker That Quietly Turned $1,000 Into $11,280 in a Decade
Applied Materials has been one of the semiconductor industry’s quietest success stories. While investors obsessed over chipmakers, this equipment supplier positioned itself at the center of every major technology shift in manufacturing. The result? A decade of extraordinary returns driven by secular trends most didn’t see coming. Riding the Infrastructure Wave The company’s transformation accelerated ... The Chip Equipment Maker That Quietly Turned $1,000 Into $11,280 in a Decade Dec 18, 2025 - $AMAT
The Bull Case For Applied Materials (AMAT) Could Change Following Steady Dividend Amid AI Weakness
Applied Materials, Inc. recently announced that its Board of Directors approved a quarterly cash dividend of US$0.46 per share, payable on March 12, 2026 to shareholders of record as of February 19, 2026. This dividend decision highlights the company’s willingness to return cash to shareholders even as sentiment toward AI infrastructure and semiconductor names has weakened. Next, we’ll consider how maintaining this dividend amid sector-wide AI infrastructure softness shapes Applied... Dec 17, 2025 - $AMAT
AI boom seen lifting chipmaking equipment sales 9% to $126 billion in 2026
AMSTERDAM, Dec 16 (Reuters) - Sales of equipment used to make computer chip wafers will rise about 9% to $126 billion in 2026 and a further 7.3% to $135 billion in 2027, as chipmakers expand capacity for logic and memory chips used in artificial intelligence, industry group SEMI forecast on Tuesday. Dec 16, 2025 - $AMAT
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