Applied Materials, Inc. (NASDAQ:AMAT) delivered a commanding performance for its fiscal first quarter of 2026, ending January 25, 2026, by reporting financial results that comfortably cleared Wall Street expectations. The semiconductor equipment giant announced revenue of $7.01 billion and non-GAAP earnings per share (EPS) of $2.38, driven
The U.S. bond market experienced a seismic shift on February 13, 2026, as the 10-year Treasury yield plummeted to 4.06% in response to a cooler-than-expected Consumer Price Index (CPI) report. This move marks a significant departure from the volatile interest rate environment that characterized much of 2025, suggesting
The global semiconductor landscape shifted decisively on February 13, 2026, as Applied Materials (NASDAQ:AMAT) saw its shares surge a staggering 14.1% in a single trading session. The rally, which added tens of billions of dollars to the company's market capitalization, followed a blowout fiscal first-quarter earnings report that
The S&P 500 Index ($SPX ) (SPY ) today is up +0.18%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.20%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.23%. March E-mini S&P futures (ESH26 ) are up +0.16%, and March E-mini Nasd...
On February 13, 2026, the Bureau of Labor Statistics delivered a report many investors had long awaited: headline inflation in the United States plummeted to a nearly five-year low. The January Consumer Price Index (CPI) showed a year-over-year increase of just 2.4%, a level not seen since the early
Brokerages turned bullish after the company issued a stronger-than-expected second-quarter earnings outlook and reported record quarterly revenue from its DRAM segment.
Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) announced better-than-expected revenue in Q4 CY2025, but sales fell by 2.1% year on year to $7.01 billion. On top of that, next quarter’s revenue guidance ($7.65 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $2.38 per share was 7.8% above analysts’ consensus estimates.
As of February 12, 2026, the semiconductor industry has officially entered what analysts are calling the "Giga-cycle," with global Wafer Fab Equipment (WFE) spending projected to hit an unprecedented $135.2 billion this year. This revised forecast, spearheaded by reports from SEMI and echoed by industry leaders, represents a staggering
In a decisive move that has sent ripples through the semiconductor sector, Micron Technology (NASDAQ: MU) shares rocketed nearly 10% on Wednesday, closing at a record $410.34. The surge was fueled by an announcement that the Idaho-based memory giant has officially entered volume production for its next-generation HBM4 (High
Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) beat Wall Street’s revenue expectations in Q4 CY2025, but sales fell by 2.1% year on year to $7.01 billion. On top of that, next quarter’s revenue guidance ($7.65 billion at the midpoint) was surprisingly good and 8.1% above what analysts were expecting. Its non-GAAP profit of $2.38 per share was 7.8% above analysts’ consensus estimates.
