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NASDAQ:AMAT News 18 December 2025 - 30 December 2025

KLA stock dips as China’s 50% domestic chip-tool rule rattles semiconductor equipment names

KLA stock dips as China’s 50% domestic chip-tool rule rattles semiconductor equipment names

KLA shares fell 0.8% to $1,250.43 Tuesday after a Reuters report said China will require chipmakers to source at least half of new-fab equipment domestically. U.S. chip-equipment stocks tracked lower as traders awaited Federal Reserve minutes and eyed tightening export-license rules. Applied Materials and Lam Research also declined, while ASML rose.
30 December 2025
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AMAT stock ends higher in thin year-end trade as tech slips — what investors are watching next

AMAT stock ends higher in thin year-end trade as tech slips — what investors are watching next

NEW YORK, December 29, 2025, 10:00 PM ET — Market closed Applied Materials shares ended Monday up 0.44% at $263.05, near the top of their 52-week range, after a session that saw the broader market retreat from recent highs. The stock traded between $260.00 and $264.65 on the day. Google The chip-equipment maker is closely watched because its orders tend to track wafer fab equipment spending — the big-ticket tools chipmakers buy to manufacture semiconductors. With 2025 winding down, traders have been calibrating expectations for 2026 capital spending as AI-linked demand lifts parts of the supply chain, while tighter export
30 December 2025
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KLA stock drops after tech pullback hits chip equipment names; Fed minutes next

KLA stock drops after tech pullback hits chip equipment names; Fed minutes next

NEW YORK, December 29, 2025, 21:14 ET — Market closed KLA Corp shares fell on Monday, snapping a six-session winning streak, as a pullback in heavyweight technology stocks spilled into chip-linked names. MarketWatch+1 The move matters now because chip equipment makers like KLA sit early in the semiconductor supply chain, and their shares often track shifts in investor appetite for the tech trade. Year-end positioning can exaggerate those swings when liquidity is thin. Reuters+1 Wall Street started the holiday-shortened week on a softer note after last week’s rally, with the Nasdaq down 0.5% and the S&P 500 off 0.35%, Reuters
30 December 2025
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Lam Research near $180 as year-end positioning puts chip-tool stocks back in play

Lam Research near $180 as year-end positioning puts chip-tool stocks back in play

Lam Research closed up 0.4% at $178.07 Friday in thin post-holiday trading. Investors await December-quarter results after the quarter ended Sunday, with guidance set at $5.20 billion revenue plus or minus $300 million. Fed minutes due Tuesday and light volumes could drive volatility. Other chip-equipment stocks also edged higher.
29 December 2025
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Applied Materials (AMAT) Stock Weekend Update: Fresh Institutional Filings, Wall Street Targets, and What to Watch Before Monday’s Open

Applied Materials (AMAT) Stock Weekend Update: Fresh Institutional Filings, Wall Street Targets, and What to Watch Before Monday’s Open

Applied Materials closed Friday at $261.65, down 0.1%, with U.S. markets shut for the weekend. Recent headlines center on institutional 13F filings: Cwm LLC increased its stake to 81,408 shares, Eagle Capital Management boosted holdings by 34.1%, and DePrince Race & Zollo sold 58,288 shares. Jefferies raised its price target to $360, while Mizuho set a $245 target with a Neutral rating.
28 December 2025
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Applied Materials (AMAT) News and 2026 Outlook on Dec. 25, 2025: Record FY2025, China Export Curbs, Dividend, and Wall Street Forecasts

Applied Materials (AMAT) News and 2026 Outlook on Dec. 25, 2025: Record FY2025, China Export Curbs, Dividend, and Wall Street Forecasts

December 25, 2025 (Thursday) — Applied Materials, Inc. is closing out the year with a familiar paradox: strong financial performance driven by AI-era semiconductor demand, paired with real policy-driven friction tied to U.S.-China export controls. With U.S. equity markets closed for Christmas Day and set to reopen Friday, December 26, investors are digesting a late-year stack of catalysts—earnings and guidance, export-rule impacts, analyst upgrades, and a fresh dividend declaration—while trying to map what “normal” looks like for semiconductor equipment in 2026. NASDAQ Trader Below is a detailed roundup of the latest news, forecasts, and analyses available as of 25.12.2025, and
25 December 2025
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Semiconductor Stocks Today (Dec 25, 2025): Nvidia–Groq Deal, Micron’s HBM Boom, Intel Foundry Questions, and 2026 Forecasts

Semiconductor Stocks Today (Dec 25, 2025): Nvidia–Groq Deal, Micron’s HBM Boom, Intel Foundry Questions, and 2026 Forecasts

December 25, 2025 — U.S. markets are closed for Christmas, but the semiconductor sector enters the holiday break with momentum, fresh AI-driven headlines, and a growing stack of 2026 forecasts that are increasingly shaping how investors think about chip stocks. A holiday-shortened session on Wednesday (Dec. 24) delivered record closes for major U.S. indexes, while chip names stayed central to the “AI spending vs. valuation” debate that has defined the second half of 2025. Reuters Below is a detailed roundup of the most important semiconductor-stock news, forecasts, and analyst takes in circulation as of Dec. 25, 2025—from Nvidia’s new Groq
25 December 2025
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Applied Materials (AMAT) Stock After the Bell on Dec. 24, 2025: Latest Price Action, Today’s News & Forecasts, and What to Watch Before Markets Reopen

Applied Materials (AMAT) Stock After the Bell on Dec. 24, 2025: Latest Price Action, Today’s News & Forecasts, and What to Watch Before Markets Reopen

Applied Materials, Inc. (NASDAQ: AMAT) ended the holiday-shortened Christmas Eve session modestly higher, then eased slightly in post-close trading as liquidity thinned across U.S. markets. AMAT closed at $260.78 on Wednesday, Dec. 24, 2025 (the regular session ended early at 1:00 p.m. ET). The stock finished up roughly 0.21% on the day, with a tight intraday range and notably light volume. StockAnalysis+1 In after-hours, AMAT dipped to about $260.21 as of 4:59 p.m. ET, according to widely followed consolidated quote feeds—down roughly 0.22% versus the regular-session close. StockAnalysis One key “tomorrow” note: U.S. markets are closed on Thursday, Dec. 25,
25 December 2025
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Applied Materials Stock (AMAT) After Hours on Dec. 23, 2025: Latest Move, Today’s Forecasts, and What to Watch Before the Market Opens Wednesday

Applied Materials Stock (AMAT) After Hours on Dec. 23, 2025: Latest Move, Today’s Forecasts, and What to Watch Before the Market Opens Wednesday

Applied Materials, Inc. (NASDAQ: AMAT) is heading into the Christmas Eve session with a quiet after-hours tape—but plenty of cross-currents underneath. After Tuesday’s regular session, AMAT hovered slightly higher in extended trading, while investors continued to weigh a familiar mix: a stronger AI-driven memory/packaging cycle on one side, and China/export-control uncertainty on the other. Below is what happened after the bell on Tuesday, December 23, 2025, the most notable news and analysis published today, and the practical checklist for what to pay attention to before the market opens on Wednesday, December 24—a shortened holiday session. Applied Materials stock after the
24 December 2025
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Applied Materials Stock (AMAT) News and Forecasts for Dec. 23, 2025: Analyst Price Targets Rise on AI Memory Boom, China Risk Still Looms

Applied Materials Stock (AMAT) News and Forecasts for Dec. 23, 2025: Analyst Price Targets Rise on AI Memory Boom, China Risk Still Looms

Applied Materials, Inc. (NASDAQ: AMAT) is back in the spotlight on December 23, 2025, with shares trading around the $259 level and sitting within sight of a 52-week high near $276. MarketBeat While there’s no single “headline shock” driving the stock today, AMAT is benefiting from a steady drumbeat of AI-linked wafer fab equipment (WFE) optimism, a wave of higher analyst price targets, and growing conviction that the next major leg of semiconductor capital spending could be led by memory (especially advanced DRAM/HBM) and leading-edge foundry. At the same time, investors continue to weigh a real overhang: China exposure and
23 December 2025
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Applied Materials (AMAT) Stock After Hours Today (Dec. 22, 2025): Key News, Analyst Forecasts, and What to Watch Before Tuesday’s Open

Applied Materials (AMAT) Stock After Hours Today (Dec. 22, 2025): Key News, Analyst Forecasts, and What to Watch Before Tuesday’s Open

Applied Materials, Inc. (NASDAQ: AMAT) finished Monday’s session on a strong note—and then stayed relatively steady after the closing bell—heading into a holiday-shortened week where lighter liquidity and a busy U.S. data calendar could amplify moves in semiconductor stocks. AMAT stock price after the bell: where Applied Materials stands tonight Applied Materials shares closed Monday, December 22, 2025 at $259.01, up 1.01%, marking a third consecutive day of gains. The stock is still about 6% below its 52‑week high of $276.10 set earlier this month (Dec. 10), and Monday’s trading volume was notably light versus its recent average. MarketWatch In
23 December 2025
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Applied Materials Stock (AMAT) Today: Latest News, Analyst Forecasts, and 2026 Outlook as AI Chip Spending Accelerates (Dec. 22, 2025)

Applied Materials Stock (AMAT) Today: Latest News, Analyst Forecasts, and 2026 Outlook as AI Chip Spending Accelerates (Dec. 22, 2025)

Applied Materials, Inc. (NASDAQ: AMAT) is starting the holiday-shortened trading week in focus as investors weigh two powerful forces pulling the stock in opposite directions: accelerating AI-driven semiconductor investment and persistent U.S.-China export restrictions that continue to reshape the company’s addressable market. As of Dec. 22, 2025 (15:49 UTC / 10:49 a.m. ET), AMAT traded around $259.40, up about $2.99 (~1.17%) on the session, after moving between $257.59 and $263.00 intraday. AMAT stock price action: a tech-led rebound into Christmas week Applied Materials’ move comes as U.S. equities broadly opened the week higher, with technology shares benefiting from renewed enthusiasm
22 December 2025
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AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

AI Stocks Today (Dec. 22, 2025): Nvidia’s China Chip Pivot, Micron’s Memory Squeeze, and 2026 Forecasts Driving the AI Trade

Updated: Dec. 22, 2025 — 10:22 a.m. ET (15:22 UTC) U.S. equities are starting the holiday-shortened week with a familiar engine: artificial intelligence. By mid-morning Monday, AI chip stocks and the broader tech complex were extending a rebound that picked up late last week, as investors balanced fresh catalysts (notably in semiconductors and cloud) against lingering concerns about valuations, export controls, and the “who actually earns the ROI?” question that keeps resurfacing whenever capex numbers climb. Reuters At the center of today’s tape is a single theme that keeps proving it can move multiple sectors at once: the AI supply
22 December 2025
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Applied Materials (AMAT) Stock Week Ahead: Holiday-Shortened Trading, AI Equipment Demand Signals, and China Export-Curb Crosswinds (Dec 22–26, 2025)

Applied Materials (AMAT) Stock Week Ahead: Holiday-Shortened Trading, AI Equipment Demand Signals, and China Export-Curb Crosswinds (Dec 22–26, 2025)

Dec. 21, 2025 — Applied Materials, Inc. (NASDAQ: AMAT) heads into a holiday-shortened trading week with its stock near recent highs, investors focused on two big, competing forces: AI-driven wafer-fab equipment demand and ongoing U.S.-China export-control uncertainty. AMAT last traded around $256.41 (latest available close/prints from Friday), setting the stage for a week where liquidity will be thin, macro headlines could punch above their usual weight, and semiconductor-equipment names may trade more on sentiment than on company-specific catalysts. Nasdaq Below is a week-ahead briefing—what’s new as of 21.12.2025, what analysts are saying, and the most important levels and catalysts to
21 December 2025
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Applied Materials Stock (AMAT) News Today: Analyst Targets Rise on AI Chip Demand, Even as China Export Curbs Loom

Applied Materials Stock (AMAT) News Today: Analyst Targets Rise on AI Chip Demand, Even as China Export Curbs Loom

Dec. 20, 2025 — Applied Materials, Inc. (NASDAQ: AMAT) is ending the week near recent highs after a volatile stretch that featured a fresh 52‑week peak, heavy trading volume, and a steady drumbeat of analyst updates tied to the AI-led semiconductor buildout. The latest U.S. session (Friday, Dec. 19, 2025) saw Applied Materials stock close at $256.41, up 1.15% on the day. That close leaves AMAT about 7% below its 52‑week high of $276.10, set on Dec. 10, and it came with volume around 25.3 million shares, well above the stock’s recent average. MarketWatch For investors watching AMAT stock into
20 December 2025
Applied Materials Stock News and Forecast (AMAT) on Dec. 19, 2025: Analyst Targets Rise, AI Capex Outlook Strengthens, and China Remains the Swing Factor

Applied Materials Stock News and Forecast (AMAT) on Dec. 19, 2025: Analyst Targets Rise, AI Capex Outlook Strengthens, and China Remains the Swing Factor

Applied Materials, Inc. (NASDAQ: AMAT) is closing out the week of December 19, 2025 with Wall Street firmly focused on a familiar mix of forces: AI-driven semiconductor capital spending, a growing advanced packaging opportunity, and the continuing uncertainty around U.S.-China export controls. While the stock has pulled back from its early-December peak, the broader “AI infrastructure buildout” narrative is still shaping the investment case—and a new wave of analyst price-target changes this week shows just how fast sentiment can shift in semiconductor equipment. Applied Materials stock today: where AMAT stands heading into Dec. 19, 2025 Applied Materials shares finished Thursday,
19 December 2025
Applied Materials (AMAT) Stock After Hours Today (Dec. 18, 2025): Analyst Upgrade Sparks a Rally—What to Know Before Friday’s Market Open

Applied Materials (AMAT) Stock After Hours Today (Dec. 18, 2025): Analyst Upgrade Sparks a Rally—What to Know Before Friday’s Market Open

Applied Materials, Inc. (NASDAQ: AMAT) ended Thursday’s session higher and then drifted slightly lower in early after-hours trading, as investors digested a fresh analyst price-target hike and a supportive macro backdrop that helped lift broader equities. AMAT finished the regular session up 2.11% at $253.50, snapping a two-day losing streak, while the S&P 500 rose 0.79% and the Dow gained 0.14%. Trading activity was also elevated, with roughly 8.4 million shares changing hands, above its 50‑day average volume cited in market recap coverage. MarketWatch After the closing bell, AMAT’s quote moved around: Yahoo Finance showed $252.55 in after-hours trading at
19 December 2025
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Applied Materials (AMAT) Stock News Today: Analyst Price Targets Shift Higher as AI Chip Equipment Forecasts Strengthen (Dec. 18, 2025)

Applied Materials (AMAT) Stock News Today: Analyst Price Targets Shift Higher as AI Chip Equipment Forecasts Strengthen (Dec. 18, 2025)

Applied Materials, Inc. (NASDAQ: AMAT) is back in focus on December 18, 2025, as the semiconductor equipment leader trades higher after a volatile week for chip-related names. A fresh price-target hike from B. Riley, an updated Mizuho target, and a new industry forecast for wafer-fab equipment spending are shaping the day’s narrative—while longer-running concerns about U.S. export restrictions and China demand continue to frame the debate. As of 17:13 UTC on Thursday, AMAT traded at $254.13, up about 2.36% on the session, after opening near $259 and ranging between roughly $251.50 and $260.64. AMAT stock price action: what investors are
18 December 2025
Semiconductor Stocks Rally at Midday (Dec. 18, 2025): Micron Ignites the AI-Memory Trade as CPI Cools and Chip ETFs Jump

Semiconductor Stocks Rally at Midday (Dec. 18, 2025): Micron Ignites the AI-Memory Trade as CPI Cools and Chip ETFs Jump

NEW YORK — Dec. 18, 2025 (around 12:00 p.m. ET) — U.S. semiconductor stocks are rebounding sharply at midday, with Micron’s surge powering a broad move higher across chipmakers, foundries, and chip-equipment names as investors digest a softer-than-expected inflation print and renewed (if still cautious) expectations for rate cuts. Reuters+1 The result: chip investors are getting a rare “two-tailwind” setup in the same session—fundamental upside surprise(Micron’s AI-driven memory outlook) plus a macro tailwind (cooler headline inflation and lower yields). Still, the rally comes with caveats: economists and strategists are flagging data-quality issues tied to the recent government shutdown, and Wall Street remains sensitive to any sign that AI
18 December 2025
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Stock Market Today

Applied Materials stock jumps 6% into a packed week — what matters before Monday

Applied Materials stock jumps 6% into a packed week — what matters before Monday

7 February 2026
New York, February 7, 2026, 15:51 (EST) — Market closed. Applied Materials (AMAT) shares rose 6.1% on Friday to close at $322.51, extending a two-day rebound as U.S. equities snapped back from a tech-led slide. The stock finished the week about 6% below its 52-week high and traded heavier than its 50-day average. (MarketWatch) With U.S. markets shut for the weekend, the move leaves traders staring at the next catalyst rather than the last tick. Applied sits in the middle of the chipmaking supply chain, and its comments can reset expectations for equipment demand in a hurry. Friday’s bid came
RTX stock faces Pentagon payout curb list next week as dividend stays in play

RTX stock faces Pentagon payout curb list next week as dividend stays in play

7 February 2026
RTX closed at $198.66 Friday, up 1.4%, after declaring a 68-cent quarterly dividend payable March 19. The Pentagon is expected to name defense contractors early next week that could face limits on dividends and buybacks under a Trump order. RTX’s Raytheon unit has been singled out as “least responsive.” Companies named would have 15 days to submit remediation plans.
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