AMAT

China's influence on semiconductor demand is fading, as the Xi visit brought no chip news, and stocks still rallied. Click for this update on chips.

SeekingAlpha · 1d ago

Geopolitics just pressed pause, not stop. The latest US China summit cooled immediate escalation risk, yet kept tariffs, tech controls and supply chain rewiring firmly in play. That mix of relief and rivalry creates an unusual window for investors who track critical chips, materials and defense related suppliers. This article walks through three stocks exposed to that news, and how the summit’s aftershocks could reshape their risk and return trade offs. The stocks covered next are just a...

Yahoo · 1d ago

Accenture's 37.6% three-month rally reflects rising AI demand, new AI-led offerings and healthy cash generation supporting shareholder returns.

Yahoo · 2d ago

Solar energy stocks show narrow leadership: weighted returns are positive, but most pure-play solar shares lag due to mega-cap diversified names.

ChartMill · 2d ago

Onto Innovation's Dragonfly G5 gains momentum as AI packaging demand drives qualifications, volume orders and an upgraded 2026 growth outlook.

Yahoo · 2d ago

Applied Materials (AMAT) has put a fresh spotlight on its stock after committing US$5b to India over the next decade, anchored by a 140 acre semiconductor research park. That commitment lands at a time when Applied Materials’ share price has climbed 76.39% year to date and the 1 year total shareholder return sits at 138.91%. However, the 90 day share price return is down 24.34%, which suggests long term momentum remains strong despite a recent pullback. Scan beyond Applied Materials to see...

Yahoo · 2d ago

ASML Holding N.V. (NASDAQ:ASML) and Applied Materials, Inc. (NASDAQ:AMAT) sell different tools, but both compete for the same investor dollar tied to semiconductor capital spending. ASML trades around 31 times forward earnings, while Applied Materials trades near 27 times. That modest premium raises a useful question: how much should investors pay for a near-monopoly? The […]

Yahoo · 2d ago