AMAT News | Roxom Stocks

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AM

Mkt Cap

$352.81B

Volume

6.81M

Next Earnings

November 12th

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Applied Materials vs. Nvidia: Which Tech Stock Is a Better Buy in 2026?The article compares Applied Materials and Nvidia as semiconductor investment options. Nvidia dominates with $215.9B revenue and 55.6% net margins but faces valuation concerns and AI boom dependency. Applied Materials offers more stability with $28.4B revenue and lower valuation multiples but slower growth. The author recommends Applied Materials as the safer choice, citing concerns that AI growth may slow and regulatory threats could impact Nvidia.The Motley Fool · Sep 20, 2026

Applied Materials vs. Intel: Examining Revenue Growth Trajectories of These Artificial Intelligence CompaniesApplied Materials and Intel are both benefiting from the AI boom in 2026 after struggling in 2025. Applied Materials achieved record revenue of $9.1 billion in Q2 2026, representing 25% year-over-year growth with a 34% operating margin. Intel's revenue reached $16.1 billion in Q2 2026, also up 25% year-over-year, but the company reported a $10.8 billion net loss due to a non-cash CHIPS Act accounting charge. Applied Materials shows stronger momentum with three consecutive quarterly gains, while Intel maintains higher absolute revenue but faces profitability challenges.The Motley Fool · Sep 19, 2026

ASML Rides on Strength in Installed Base Business: Will it Sustain?ASML's Installed Base Management sales surged 31.8% year-over-year to €2.8 billion in Q2, exceeding expectations by €300 million. Semiconductor manufacturers are increasingly investing in software-led upgrades to boost productivity without purchasing new equipment. ASML projects over 30% growth in this segment for 2026, driven by expanding EUV installed base and service opportunities.Zacks Investment Research · Sep 18, 2026

The Zacks Analyst Blog Highlights Applied Materials, Philip Morris, Valero Energy, Crimson Wine and Global Self StorageZacks equity research analysts featured five stocks in their daily blog on September 18, 2026. Applied Materials benefits from AI-driven semiconductor demand with an Outperform rating. Philip Morris shows strong pricing power and smoke-free product growth despite declining cigarette volumes. Valero Energy outperforms its industry with favorable refining dynamics. Crimson Wine faces headwinds from weak direct-to-consumer demand and distributor bankruptcy risks. Global Self Storage maintains focus on secondary markets but faces operating cost pressures.Zacks Investment Research · Sep 18, 2026

Applied Materials vs. Marvell Technology: Which Tech Stock Is a Better Buy in 2026?Applied Materials and Marvell Technology are compared as semiconductor investment options for 2026. Applied Materials, a chipmaking equipment manufacturer, shows steady 4.4% revenue growth with a conservative P/E of 35.4 and strong financial metrics. Marvell Technology, focused on AI data center solutions, demonstrates explosive 42.1% growth but trades at a premium P/E of 55.9 with high customer concentration. The author recommends Applied Materials as the less risky choice, citing concerns about Marvell's heavy exposure to AI spending sustainability and intense competition from tech giants.The Motley Fool · Sep 17, 2026

AMAT vs. LRCX: Which WFE Stock is a Safer Bet Right Now?Applied Materials (AMAT) and Lam Research (LRCX) are compared as investment picks in the wafer fabrication equipment market. AMAT benefits from AI-driven demand across foundry-logic, DRAM, and advanced packaging, with strong revenue growth and a broader portfolio. LRCX also benefits from AI investment but faces material risks from China trade restrictions, which accounted for 26% of recent revenues. Both stocks carry Zacks Rank #2 (Buy) ratings, though AMAT is positioned as the safer pick due to its diversified portfolio.Zacks Investment Research · Sep 16, 2026

ACLS Invests $35M in Korea To Expand Its Manufacturing InfrastructureAxcelis Technologies plans to invest $35 million in a new 200,000-square-foot ion implantation facility in South Korea to expand manufacturing capacity and improve customer responsiveness. The investment comes as South Korea now represents 26% of quarterly revenues and bookings increased 36.1% year-over-year. However, the company faces challenges with declining backlog (down 21.6% YoY) and compressed margins, with management expecting only slight improvement ahead.Zacks Investment Research · Sep 16, 2026

FPS Q4 Earnings Beat Estimates on Powertrain Solutions GrowthForgent Power Solutions (FPS) reported 94% revenue growth in Q4 fiscal 2026 to $462 million, driven by custom products and Powertrain Solutions for data center customers. The company achieved record bookings of $1.50 billion and backlog of $3.02 billion with a 3.3x book-to-bill ratio. FPS projects fiscal 2027 revenues of $2.4-$2.6 billion with 76% growth and is expanding capacity with a $35 million Powertrain Solutions facility investment.Zacks Investment Research · Sep 16, 2026

Why Direxion Daily Semiconductor Bull 3X ETF Dropped TodayThe Direxion Daily Semiconductor Bull 3X ETF (SOXL) dropped 14.91% after tech leaders Elon Musk, Dario Amodei, and Sam Altman called for a coordinated slowdown in AI development over the weekend. The decline was driven by losses in its top semiconductor holdings, with Micron down 5.1%, AMD down 4.26%, and Nvidia down 2.74%. The author suggests the decline may be temporary as investors reassess whether the AI slowdown will actually be implemented.The Motley Fool · Sep 14, 2026

Applied Materials vs. ASML: Which Tech Stock Is a Better Buy in 2026?The article compares two semiconductor equipment giants: Applied Materials, which provides diverse chip fabrication tools, and ASML, which dominates extreme ultraviolet (EUV) lithography. ASML is recommended as the better buy despite higher valuation, citing its monopoly in advanced chip manufacturing technology and superior financial metrics, while Applied Materials faces geopolitical risks and lacks comparable competitive moats.The Motley Fool · Sep 13, 2026

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Earnings

Dividends

Ex Nov 19

Amount$0.53

PaysDec 10

Last · Aug 20Quarterly

Amount$0.53

Yield0.48%

Annual$2.12