Today: 11 April 2026
Subscribe
Browse Category

NASDAQ:AMAT 12 February 2026 - 10 March 2026

Applied Materials, Micron strike AI memory deal as $5 billion EPIC Center nears opening

Applied Materials, Micron strike AI memory deal as $5 billion EPIC Center nears opening

Applied Materials will partner with Micron Technology to develop advanced memory for AI systems at its $5 billion EPIC research center in Silicon Valley. Applied shares rose 1.9% and Micron gained 4.3% after the announcement. The companies will focus on DRAM, high-bandwidth memory, and NAND flash, with work spanning California and Idaho. Applied recently settled U.S. export allegations for $252 million.
10 March 2026
···
Applied Materials stock slips after hours as investors scan for fresh chip-spending signals

Applied Materials stock slips after hours as investors scan for fresh chip-spending signals

Applied Materials shares slipped 0.1% to $372.18 in after-hours trading Monday. Management is set for appearances at Morgan Stanley’s TMT conference and Cantor Fitzgerald on March 10. Investors remain focused on AI-driven memory demand and ongoing U.S.-China export restrictions. The stock remains below its Feb. 25 record close of $394.95.
3 March 2026
···
Applied Materials stock pulls back from $396 high as insider sale and March events put AMAT in focus

Applied Materials stock pulls back from $396 high as insider sale and March events put AMAT in focus

Applied Materials closed down 0.91% at $372.30 on Friday, with trading volume near 9.04 million shares. A regulatory filing showed director Judy Bruner’s family trust sold 2,500 shares at a weighted average price of $391.71 on Feb. 25. The stock’s decline followed a broader tech pullback after Nvidia’s results and higher-than-expected U.S. wholesale inflation data.
28 February 2026
··
Applied Materials stock slides after fresh high as Nvidia cools the AI trade

Applied Materials stock slides after fresh high as Nvidia cools the AI trade

Applied Materials shares fell 5.45% to $373.43 by midday Thursday after hitting a record high the previous session. Director Judy Bruner sold nearly $1.5 million in stock on Feb. 23. The drop followed weakness in chip and AI-related stocks after Nvidia declined. Applied recently agreed to pay $252.5 million to settle a U.S. export-controls inquiry tied to China shipments.
26 February 2026
···
Applied Materials stock jumps to a new high as Nvidia earnings lift chip equipment names

Applied Materials stock jumps to a new high as Nvidia earnings lift chip equipment names

Applied Materials shares rose 4.5% to a record $394.95 Wednesday, with trading volume above the 50-day average. The move followed Nvidia’s strong revenue forecast and gains for semiconductor peers Lam Research and KLA. Insider filings showed director Judy Bruner and accounting chief Adam Sanders sold shares last week. Applied’s next earnings call is set for May 14.
26 February 2026
··
Applied Materials stock price dips after-hours as tariff fog returns and an insider sale notice hits the tape

Applied Materials stock price dips after-hours as tariff fog returns and an insider sale notice hits the tape

Applied Materials shares fell 1.1% to $371.12 Monday as chip stocks dropped, tracking a 1.4% decline in the Philadelphia Semiconductor Index. The slide followed a Supreme Court ruling on Trump-era tariffs and new trade threats. Director Judy Bruner filed notice to potentially sell 3,969 shares worth about $1.5 million. The company’s next earnings call is set for May 14.
23 February 2026
·
Lam Research stock in focus after Applied Materials sparks chip-tool rally; what to watch next

Lam Research stock in focus after Applied Materials sparks chip-tool rally; what to watch next

Lam Research closed up 1.8% at $235.53 on Friday, with U.S. markets shut Monday for Presidents Day. Chip-equipment stocks tracked AI spending sentiment after Applied Materials surged 11% on strong AI-driven guidance. Traders await Fed minutes, inflation data, and Nvidia’s results for signals on the AI supply chain. Lam shares resume trading Tuesday.
16 February 2026
··
Nvidia stock, AMD and Applied Materials: AI stocks to watch after the Wall Street holiday

Nvidia stock, AMD and Applied Materials: AI stocks to watch after the Wall Street holiday

U.S. stock markets are closed Monday for Presidents Day, halting AI share trading until Tuesday. On Friday, Nvidia fell 2.2%, Broadcom dropped 1.8%, while Applied Materials jumped 8% after a strong forecast. Hyperscaler capex has surged to $660 billion, with S&P 500 buybacks down 7% from a year ago. Nvidia’s results on Feb. 25 and U.S. GDP data Friday are the next major events.
16 February 2026
····
Applied Materials stock: what to know after AMAT’s earnings jump, with Wall Street shut for Presidents Day

Applied Materials stock: what to know after AMAT’s earnings jump, with Wall Street shut for Presidents Day

Applied Materials shares closed up 8% at $354.91 Friday after forecasting stronger-than-expected sales and profit, citing AI-driven chip demand. The rally came as the company agreed to pay a $252 million penalty for illegal exports, with related U.S. probes closed. U.S. markets are shut Monday for Presidents Day and reopen Tuesday. Traders will watch if Applied’s gains hold after the long weekend.
16 February 2026
··
Lam Research stock price rises as chip-tool rally builds — what to watch after the holiday

Lam Research stock price rises as chip-tool rally builds — what to watch after the holiday

Lam Research shares rose 1.83% to $235.53 Friday, lifted by Applied Materials’ strong outlook for chipmaking equipment. U.S. markets are closed Monday for Presidents Day, with trading set to resume Tuesday. Director Eric Brandt sold 35,000 shares on Feb. 6, according to an SEC filing. Lam’s board approved a $0.26 quarterly dividend, payable April 8.
15 February 2026
···
Semiconductor stocks: Applied Materials jump steadies chip gear names as Nvidia slips into holiday week

Semiconductor stocks: Applied Materials jump steadies chip gear names as Nvidia slips into holiday week

Applied Materials surged 8% Friday after forecasting revenue and profit above Wall Street estimates, citing AI-driven demand. Nvidia fell 2.2% and Broadcom dropped 1.8%, while the iShares Semiconductor ETF rose 0.9%. U.S. CPI rose 0.2% in January. Markets close Monday for Presidents Day.
15 February 2026
·······
Chip stocks brace for holiday week: Applied Materials surges, Nvidia slides — what to watch next

Chip stocks brace for holiday week: Applied Materials surges, Nvidia slides — what to watch next

Applied Materials forecast second-quarter revenue of about $7.65 billion and adjusted profit above estimates, sending its shares up over 10% Friday and lifting Lam Research and KLA. The Philadelphia SE Semiconductor index rose 0.66%. Nvidia and Broadcom fell despite the sector rally. The Nasdaq slipped 0.22% while the S&P 500 edged up 0.05% as investors weighed inflation data and rate-cut bets.
14 February 2026
······
Applied Materials stock price in focus: AMAT outlook beats estimates as export settlement hangs over open

Applied Materials stock price in focus: AMAT outlook beats estimates as export settlement hangs over open

Applied Materials forecast second-quarter revenue and profit above Wall Street estimates, sending its shares up over 12% after hours. The company reported first-quarter revenue of $7.01 billion and agreed to pay $252.5 million to resolve a U.S. export-controls probe. Shares of Lam Research and KLA also rose nearly 3% each in late trading.
13 February 2026
··
Advanced Energy Industries (AEIS) stock rises again after earnings — what traders watch next

Advanced Energy Industries (AEIS) stock rises again after earnings — what traders watch next

Advanced Energy Industries shares rose 1.1% to $312.32 early Thursday, after surging 10.7% Wednesday on strong fourth-quarter results. The company reported Q4 revenue of $489.4 million and non-GAAP EPS of $1.94, with Q1 forecasts roughly flat. Wells Fargo raised its price target to $300. Advanced Energy declared a $0.10 per share dividend, payable March 6.
12 February 2026
········
Applied Materials stock slips premarket after $252 million China export settlement, with earnings hours away

Applied Materials stock slips premarket after $252 million China export settlement, with earnings hours away

Applied Materials shares fell about 1% premarket Thursday after agreeing to pay $252.5 million to settle U.S. allegations of illegal chipmaking equipment exports to China. The Commerce Department said Applied shipped $126 million in tools to SMIC after it was blacklisted. Quarterly results are due after the bell, with options pricing signaling a 6% swing. The company said related DOJ and SEC probes have closed with no action.
12 February 2026
··
1 2 3 … 9

Stock Market Today

  • Ecora Royalties Shares See Diverging Analyst Views as Price Targets Shift
    April 10, 2026, 9:37 PM EDT. Ecora Royalties (LSE: ECOR) is witnessing mixed analyst sentiment with price targets fluctuating. Canaccord raised its target by 30 GBp, signaling optimism on execution and valuation upside. Conversely, Peel Hunt downgraded the stock from Buy to Hold with a 154 GBp target, citing execution risks. Berenberg trimmed its price target by 10 GBp, reflecting caution despite not changing its rating. The updated valuation model nudged fair value slightly higher to £1.72 per share, adjusting revenue growth assumptions down from 40.88% to 12.22% and future price-to-earnings multiple from 37.79x to 33.27x. Ecora also announced a proposed final dividend of 1.40 cents per share for H2 2025, pending AGM approval. The share price narrative shows evolving risk perceptions and financial forecasts amid changing market conditions.

Latest article

UK Stock Market Today: FTSE 100 Climbs as Traders Eye Fragile Iran Ceasefire

UK Stock Market Today: FTSE 100 Climbs as Traders Eye Fragile Iran Ceasefire

10 April 2026
London’s FTSE 100 rose 0.38% to 10,644.28 late Friday morning as investors awaited U.S.-Iran talks in Pakistan. Brent crude climbed 1% to $96.83 a barrel, while sterling eased but was on track for its biggest weekly gain since January. The FTSE 250 gained 0.79%. Britain’s 10-year gilt yield stood at 4.807%.
US Stock Market Today: CPI, Oil and Iran Truce Set the Tone Before the Open

US Stock Market Today: CPI, Oil and Iran Truce Set the Tone Before the Open

10 April 2026
Dow e-minis slipped 0.15% before Friday’s open, with S&P 500 and Nasdaq 100 futures each down 0.08% as traders awaited March CPI data and watched U.S.-Iran tensions. Economists expect headline CPI to rise 0.9% for March and 3.3% year-on-year. Weekly jobless claims increased to 219,000. Brent crude traded near $97 a barrel, while shipping through the Strait of Hormuz remained well below normal.
Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

US Stock Market Today: Live Updates 10.04.2026

10 April 2026
LIVEMarkets rolling coverageStarted: April 10, 2026, 12:00 AM EDTUpdated: April 10, 2026, 9:47 PM EDT Ecora Royalties Shares See Diverging Analyst Views as Price Targets Shift April 10, 2026, 9:37 PM EDT. Ecora Royalties (LSE: ECOR) is witnessing mixed analyst sentiment with price targets fluctuating. Canaccord raised its target by 30 GBp, signaling optimism on execution and valuation upside. Conversely, Peel Hunt downgraded the stock from Buy to Hold with a 154 GBp target, citing execution risks. Berenberg trimmed its price target by 10 GBp, reflecting caution despite not changing its rating. The updated valuation model nudged fair value slightly
MARA Holdings Stock Rises Even After Target Cut as Bitcoin Miner Leans Harder Into AI

MARA Holdings Stock Rises Even After Target Cut as Bitcoin Miner Leans Harder Into AI

9 April 2026
MARA Holdings shares rose 1.7% to $9.67 Thursday despite Cantor Fitzgerald cutting its price target to $10. The company recently sold 15,133 bitcoin for $1.1 billion and agreed to repurchase $1 billion in convertible notes at a discount. MARA is expanding into AI and cloud infrastructure, but fourth-quarter revenue fell 6% and it posted a $1.7 billion net loss.
Go toTop