Applied Materials (AMAT)

Margins have expanded for 14 straight quarters, so the profitability story is already building alongside the chip demand story.

Clean room capacity now gates how fast chip equipment can scale.

Applied Materials (NASDAQ:AMAT) reported record fiscal fourth-quarter revenue and forecast further growth, as demand for equipment used to make advanced chips and memory continues to outstrip supply. The semiconductor equipment maker expects wafer fab equipment demand to rise more than 30% in 2027

Applied Materials beat Wall Street's targets for its fiscal fourth quarter and with its outlook for the current period. AMAT stock rose.

Semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) will be reporting results this Thursday after the bell. Here’s what investors should kno...

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Applied Materials has stabilized near $7 billion in quarterly sales, while Dell's revenue has surged past $47 billion -- a widening gap that raises questions about diverging growth trajectories.

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Applied Materials is a key cog in the AI data center ecosystem, and its shares can surge impressively as the semiconductor equipment market grows.

Taiwan Semiconductor Manufacturing's latest quarter hit $46.7 billion, while Applied Materials' revenue gap continues to narrow with accelerating growth.

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