Applied Materials, Lam Research

Applied Materials and Lam Research Stock Are Upgraded. Of Course It Has Something to Do With AI.
Applied Materials stock rose 1.9% to $190.09, while Lam Research shares increased 2.3% to $81.01 in premarket trading. A day prior, both stocks rose solidly on the heels of a stro
Why Semiconductor Equipment Stocks Applied Materials, Lam Research, and KLA Corp. Rallied Today
TSMC is the most important manufacturer in the semiconductor manufacturing industry by far. While other chip manufacturers are trying to catch up with this market leader, TSMC currently has a near-monopoly on today's leading-edge semiconductor production, supporting the world's biggest chip designers, from Nvidia to Apple.
Applied Materials upgraded to Overweight from Sector Weight at KeyBanc
KeyBanc last night upgraded Applied Materials (AMAT) to Overweight from Sector Weight with a $225 price target The firm is positioning itself
Applied Materials, Lam Research upgraded due to AI-related devices: KeyBanc
Applied Materials (NASDAQ:AMAT) and Lam Research (NASDAQ:LRCX) both received upgrades to Overweight from Sector weight by KeyBanc following the 2025 Industry Strategy Symposium, where there was a bullish outlook for semiconductor capital equipment firms.
Better Artificial Intelligence Stock: Applied Materials vs. ASML
Both Applied Materials and ASML supply critical equipment for AI microchip manufacturing. Applied Materials enjoyed five straight years of rising revenue but faces headwinds now. Despite ASML's near monopoly on lithography machines,
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Applied Materials Announces Breakthrough "MAX OLED" Manufacturing Solution, Enabling up to 3x Brighter Displays and 2.5x Higher Resolution
(PR) Applied Materials, Inc. introduced the MAX OLED solution, a patented OLED pixel architecture and revolutionary display manufacturing technology designed to bring the superior OLED displays ...
Yahoo Finance23d
Semiconductor Manufacturing Stocks Q3 In Review: Applied Materials (NASDAQ:AMAT) Vs Peers
The 14 semiconductor manufacturing stocks we track reported ... tools for other businesses in the semiconductor industry, Applied Materials (NASDAQ:AMAT) is the largest provider of semiconductor ...
Seeking Alpha25d
Applied Materials: DRAM Will See Significant Growth In 2025
New AI models like OpenAI’s o3 require more memory, driving up DRAM demand and powering Applied Materials' sales of fabrication and manufacturing equipment. Despite Wall Street's bearish outlook ...
Benzinga.com1mon
What's Going On With Applied Materials Shares?
Applied Materials, whose tools are pivotal in manufacturing next-generation semiconductors, stands to benefit as global semiconductor firms outside of China ramp up production to fill the gap ...