Nvidia, Broadcom, Applied Materials, Intel, Oracle lead AI infrastructure stocks

AI infrastructure spending sets new theme for growth buy lists Growth investors are shifting to names that stand to profit as AI moves from buzz to hardware. Reuters, citing data published Wednesday, reports the AI rally has sent equities to highs, and Morgan Stanley now sees $3 trillion in big tech spending on global data centers from 2025 to 2028, with $800 billion for hyperscaler capex just in 2026. Latest large-cap names in focus: Nvidia, Broadcom, Applied Materials, Intel, Oracle.

Artificial Intelligence · NASDAQ:AMAT · NASDAQ:AVGO · NASDAQ:INTC · NASDAQ:NVDA · NYSE:ORCL · Stock Market · Technology
Applied Materials shares post strong week, with fresh test ahead for AMAT

Applied Materials shares post strong week, with fresh test ahead for AMAT

Applied Materials finished the holiday-shortened week just under record highs, keeping nearly all of Tuesday’s big move as traders left for the weekend with U.S. markets shut. The chip equipment maker ended Friday at $450.06, up 0.08% for the session and 4.1% higher than its May 22 close. Shares hit $462.40 on Wednesday, the top print in the latest month’s price data.
30 May 2026
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US Stock Market Today: Nasdaq Futures Slide as Oil Shock and Treasury Yields Hit Wall Street

US Stock Market Today: Nasdaq Futures Slide as Oil Shock and Treasury Yields Hit Wall Street

U.S. stock futures tumbled ahead of Friday’s opening bell. Nasdaq 100 and S&P 500 contracts both slid over 1%, as rising Treasury yields and stronger oil prices threatened Wall Street’s run of records. By 5:38 a.m. ET, Dow E-minis were off 330 points, or 0.66%. S&P 500 E-minis shed 1.07%, with Nasdaq 100 E-minis down 1.56%. In premarket moves, Applied Materials fell, airlines were weaker, but Dexcom traded higher.
15 May 2026
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Applied Materials Stock Rises as AI Boom Powers Record Revenue and Strong Outlook

Applied Materials Stock Rises as AI Boom Powers Record Revenue and Strong Outlook

Applied Materials shares climbed after the chip equipment maker projected fiscal third-quarter revenue and profit ahead of analyst targets—an indication that AI-driven demand from data centers continues to impact suppliers of advanced semiconductor tools. The Santa Clara firm late Thursday put its revenue estimate at roughly $8.95 billion, give or take $500 million, with adjusted earnings around $3.36 per share, plus or minus 20 cents.
15 May 2026
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Applied Materials Gets 140-Acre India Approval as AMAT Earnings and China Risks Loom

Applied Materials Gets 140-Acre India Approval as AMAT Earnings and China Risks Loom

Applied Materials Inc. is set to gain 140 acres near the Bengaluru airport, after Karnataka cleared the way for the U.S. chip-equipment giant to expand its research presence in India. The land, part of Bengaluru Signature Business Park, comes with a price tag of roughly ₹780 crore—though final pricing and approvals remain in the works. Investors are watching as the company navigates China export restrictions while betting on AI-led demand.
3 May 2026
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Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

Applied Materials (AMAT) Faces Fresh China Shock After U.S. Targets Hua Hong Shipments

The U.S. Commerce Department has told several chip equipment makers, including Applied Materials, to stop sending specific tools to China’s Hua Hong, Reuters said, tightening restrictions on Beijing’s advanced chip ambitions. Lam Research and KLA are also believed to be on the list of recipients, according to people familiar. Applied didn’t immediately respond when Reuters asked for comment.
29 April 2026
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Applied Materials Stock Falls as U.S. Curbs Put China Chip-Tool Sales Back in Focus

Applied Materials Stock Falls as U.S. Curbs Put China Chip-Tool Sales Back in Focus

Shares of Applied Materials dropped Tuesday, following a Reuters report that the U.S. Commerce Department last week ordered certain chip equipment makers to stop sending some tools to Hua Hong, China’s No. 2 chip producer. Lam Research, Applied Materials, and KLA were thought to be among the firms that got letters, Reuters said, citing sources familiar with the situation.
28 April 2026
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China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China Warns U.S. Chip Export Bills Could Hit Global Semiconductor Supply Chains

China on Saturday cautioned that U.S. export-control legislation focused on semiconductors threatens to shake up global chip supply chains, following a House panel’s move to push forward measures tightening China’s access to chipmaking gear. Beijing added it is keeping a close eye on the U.S. bills as they move through the legislative process.
25 April 2026
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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 on Tuesday announced a partnership with Micron Technology aimed at building out next-gen memory for AI systems at its EPIC research hub in Silicon Valley. The move marks another step by the chip-equipment giant into segments boosted by artificial intelligence demand. Shares of Applied climbed roughly 1.9% in early U.S. trading; Micron was up 4.3%.
10 March 2026
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Applied Materials stock nears 52-week high as filing says DOJ, SEC closed probes

Applied Materials stock nears 52-week high as filing says DOJ, SEC closed probes

Applied Materials disclosed in its latest quarterly filing that both the U.S. Justice Department and the SEC have ended their probes following subpoenas over export-controls compliance—no enforcement action from either. The same document details a settlement, reached Feb. 11, with the Commerce Department’s Bureau of Industry and Security; the deal includes a $253 million payment and a suspended “denial order” that could block exports if terms aren’t met, but will be waived after three years if conditions hold. China was responsible for $2.095 billion, or 30%, of the company’s quarterly sales. Applied also noted it still has about $13.6 billion left for buybacks under its repurchase authorization.
21 February 2026
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