Today: 11 June 2026
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NASDAQ:AMAT 5 February 2026 - 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.
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.
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.
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.
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.
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.
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.
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.
Applied Materials stock jumps 2.5% as AMAT heads into Feb. 12 earnings — what traders watch next

Applied Materials stock jumps 2.5% as AMAT heads into Feb. 12 earnings — what traders watch next

Applied Materials shares closed up 2.5% at $330.57 in after-hours trading Monday ahead of Thursday’s fiscal Q1 results. Investors are watching for updates on chipmaking-tool demand and China export restrictions. Zacks sees consensus revenue at $6.89 billion and earnings at $2.19 per share. The company has warned of lower China sales in 2026 due to U.S. controls but expects stronger revenue in the year’s second half.
KLA stock pauses near $1,440 as chip stocks rebound and a dividend date looms

KLA stock pauses near $1,440 as chip stocks rebound and a dividend date looms

KLA Corp shares slipped 0.2% to $1,439.93 by midday Monday, trailing gains in other chip stocks like Applied Materials and ASML. The company declared a $1.90 quarterly dividend, payable March 3 to holders as of Feb. 17. KLA has risen 18% this year but fell after its last earnings report. Investors await key U.S. economic data later this week.
Applied Materials (AMAT) stock rises as earnings near and chip-equipment names firm

Applied Materials (AMAT) stock rises as earnings near and chip-equipment names firm

Applied Materials shares rose 1.2% to $326.33 in late-morning trading Monday, ahead of quarterly results due after the U.S. market close Thursday. Analysts expect lower earnings and revenue, with China sales under pressure from tightened U.S. export controls. Investors are watching for guidance on orders and demand. Chip stocks broadly traded higher, with the iShares Semiconductor ETF up 1.3%.
Applied Materials stock jumped 6% Friday — here’s what could move AMAT next week

Applied Materials stock jumped 6% Friday — here’s what could move AMAT next week

Applied Materials shares rose 6.09% to $322.51 Friday, outpacing average volume as chip stocks rallied on Amazon and Alphabet spending plans. The stock remains 6% below its Jan. 29 high. Investors await Applied’s Feb. 12 earnings, with analysts expecting $2.21 per share. Tighter U.S. export controls could cut $600 million from 2026 revenue, the company has said.
Applied Materials stock jumps nearly 6% as Citi lifts target to $400, eyes turn to Feb. 12 earnings

Applied Materials stock jumps nearly 6% as Citi lifts target to $400, eyes turn to Feb. 12 earnings

Applied Materials shares rose 5.7% to $321.20 by midday after Citi raised its price target to $400 and kept a Buy rating ahead of the Feb. 12 earnings report. Traders are focused on guidance for chip-factory investment and demand from China. Peers Lam Research and KLA also posted strong gains.
Applied Materials (AMAT) stock snaps back near $300 as Alphabet AI spend stirs chip-equipment trade

Applied Materials (AMAT) stock snaps back near $300 as Alphabet AI spend stirs chip-equipment trade

Applied Materials shares rose 0.7% to $299.55 by midday Thursday, rebounding after a 6% drop Wednesday. Lam Research, ASML, and KLA also gained, while Alphabet and Qualcomm fell sharply. Citi raised its price target on Applied to $400 ahead of Feb. 12 earnings. Export controls remain a risk, with potential to cut $600 million from Applied’s 2026 revenue.
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Stock Market Today

  • Alphabet Stock Slows After Strong Year; Valuation Debates Heat Up
    June 10, 2026, 8:33 PM EDT. Alphabet (GOOGL) shares declined 2.16% over one day and 8.3% over 30 days, cooling off after a robust 101.52% total return over one year. The stock closed at $356.38, trading below the $433 fair value estimated by a popular market narrative that highlights Alphabet's AI advances, cloud profitability, and ad cash flows as growth drivers. However, a more conservative discounted cash flow model values shares at $330.55, suggesting less room for upside. Investors are weighing these conflicting valuations amid potential regulatory risks affecting advertising and emerging competition in AI and cloud sectors. The current market pricing reflects a cautious outlook on Alphabet's future growth prospects despite its long-term strength.

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