Financial News

Tucked inside SpaceX’s pre-IPO S-1 filing are two project names most investors have never heard. Macrohard is an agentic AI software platform, and Terafab is a vertically integrated chip fabrication initiative. Tesla is the partner on both. SpaceX disclosed that financial terms, intellectual property rights, and the ultimate term of the collaboration are not yet ... Macrohard and Terafab: The Tesla and SpaceX Joint Ventures Wall Street Hasn’t Priced In

Broadcom (AVGO) targets AI chip bottlenecks with new AMAT partnership. Wall Street remains bullish ahead of earnings.

Wednesday's session didn't need Nvidia's numbers to go green. The chip sector had already decided to buy the rumor. When the actual results arrived after the close, they were staggering. And the stock fell.

Chris Caso, Wolfe Research senior analyst, joins 'Squawk Box' to discuss Nvidia's quarterly earnings results, state of the AI boom, and more.

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed up +1.08%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.31%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +1.66%. June E-mini S&P futures (ESM26 ) rose +0.96%, and June E-mini Nasdaq futures...

MALVERN, Pa., May 20, 2026--Applied Energy Systems has earned a Supplier Excellence Award from Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor industry. Applied Materials’ Supplier Excellence Awards recognize the company’s top-performing suppliers for outstanding technical and operational achievements in areas including quality, service, sustainability, lead time, delivery, cost and responsiveness. Applied Energy Systems received the award for Best in

Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now. But here’s what you should actually be watching: the picks-and-shovels layer that every memory maker must write checks to before producing a single bit. The memory trade is crowded, ... Forget the Memory Chip Arms Race. The Real Trade Is the 3 Equipment Companies Every Chipmaker Must Pay First

Morgan Stanley has upgraded Lam Research to Overweight rating following a wafer fabrication equipment industry raise.

Chip Stocks Rally After Samsung Labor Talks Collapse

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

Lam Research raises WFE outlook, as AI chip demand lifts record Q3'26 revenues and EPS, with strong growth in etch, deposition and memory investments.

AMAT's operating leverage surges as AI demand, premium chip tools and recurring services lift margins to a 25-year high.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.78%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.24%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...

LITE, UCTT, and AMAT made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 20, 2026.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.27%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.55%. June E-mini S&P futures (ESM26 ) are up +0.26%, and June E-mini Nasdaq futures...

Applied Materials beat analyst estimates in its latest quarterly results following a historic bull run.

Applied Materials (NasdaqGS:AMAT) has entered a new advanced packaging technology partnership with Broadcom. Broadcom is joining Applied’s EPIC platform to work on advanced chip packaging for next-generation AI systems. The collaboration expands Applied’s network of industry and academic partners focused on AI hardware R&D. Applied Materials sits at the center of the semiconductor equipment and materials market, providing tools that chipmakers use to build and package devices. As AI...

Applied Materials (NASDAQ:AMAT) executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan’s 54th annual Technology, Media and Communications C

AMAT's AIx software, diversified tools and cheaper valuation give it an edge over LRCX as AI chip spending accelerates.

Lam Research has opened a research lab in Salzburg, Austria, to advance a chip packaging technology ‌that promises to increase chip density and cut costs, ‌as the company looks to capitalize on surging AI demand for processors. The U.S. ​chipmaking tools supplier said on Wednesday that the Salzburg facility will focus on panel-level packaging, which replaces the semiconductor industry's traditional circular silicon wafers with square panels. Square panels can eliminate the dead space, allowing chipmakers to produce more chips ⁠per surface at a lower cost per unit — a crucial advantage as AI drives chip shortages.

Companies to collaborate on R&D to accelerate introduction of advanced packaging technologies for next-generation AI chips and systems Partnership will leverage Applied’s global network of innovation centers, including new EPIC Center in Silicon Valley SANTA CLARA, Calif., May 20, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT), the leader in materials engineering for the semiconductor industry, today announced that Broadcom Inc. (Nasdaq: AVGO) will join Applied’s EPIC platform a

Applied Materials, Inc. (AMAT) J.P.

If you are picking a U.S. technology ETF, the choice almost always narrows to Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and The Technology Select Sector SPDR Fund (NYSEARCA:XLK). Both look like the same trade: cheap, passive, mega-cap heavy. But XLK has quietly outrun FTEC 22.06% year to date versus 19.58%, and that gap traces ... XLK’s quiet edge over FTEC comes from a cap limit most investors never notice

Entegris benefits from advanced logic, DRAM, NAND scaling, and fab construction exposure, supporting a positive 2026–2027 outlook. See why ENTG stock is a Hold.

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) reported revenue ahead of Wall Street’s expectations in Q1 CY2026, with sales up 11.4% year on year to $7.91 billion. On top of that, next quarter’s revenue guidance ($8.95 billion at the midpoint) was surprisingly good and 9.2% above what analysts were expecting. Its non-GAAP profit of $2.86 per share was 6.6% above analysts’ consensus estimates.

Applied Materials has become one of Wall Street’s clearest ways to play the AI infrastructure buildout without buying the chip designers that dominate the headlines. The company sells the equipment needed to manufacture advanced semiconductors, and Morgan Stanley now sees a much stronger 2026 setup ...

Applied Materials (AMAT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.45%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...