Broadcom's revenue has more than doubled in two years while Applied Materials posted modest gains.
Applied Materials, Inc. · NASDAQ
Broadcom's revenue has more than doubled in two years while Applied Materials posted modest gains.
Applied Materials has posted three consecutive quarterly gains and now generates $9.1 billion in revenue, while Intel's operating margin sits at half that of its competitor.
The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge.
Stay updated with the movement of S&P500 stocks in today's session. Discover which S&P500 stocks are making waves on Friday.
The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge.
KLA Corporation's AI-driven process-control demand is rising with 2nm, EUV, HBM and advanced packaging investments as rivals intensify competition.
Chip equipment stocks are breaking away from the broader semiconductor pack on Friday, and the pattern of who is buying what reveals something specific about where money is flowing and why the tools layer keeps trading on its own terms.
Wondering what's happening in today's session for the S&P500 index? Stay informed with the top movers within the S&P500 index on Friday.
Bank of America sees the semiconductor market reaching $3.2T by 2030. Here’s how AI, memory and chip-equipment ETFs could benefit.
Steve Eisman thinks the real winners of the AI arms race are not the chip designers everyone is fighting over but the suppliers equipping both sides of the battle. Five stocks have already lapped Nvidia in 2026, and Eisman ranks them by who survives if the whole AI ecosystem cracks.
AMAT is up +6.51%. Possible market-relevant factors below — each is coincident evidence, not a confirmed cause.