Applied Materials (AMAT) will report fiscal second-quarter earnings after markets close Thursday, with investors closely watching whether booming artificial intelligence-related semiconductor spending can continue offsetting slowing growth from China. Shares of the semiconductor equipment maker have surged roughly 70% this year as investors bet the company will remain a major beneficiary of the global AI infrastructure buildout despite export restrictions and softer Chinese demand.
With results for its fiscal second quarter approaching after-market hours on Thursday, May 14, Applied Materials has quietly become one of Wall Street's hottest AI infrastructure plays.
Applied Materials' AI-driven semiconductor systems business is gaining from foundry, logic and DRAM demand ahead of fiscal Q2 results.
Applied Materials is scheduled to report quarterly earnings after the closing bell Thursday, with the chipmaking equipment manufacturer's stock seen potentially reaching new highs following the report.
Does Applied Materials (AMAT) have what it takes to be a top stock pick for momentum investors? Let's find out.
Applied Materials heads into Q2 earnings with AI-driven demand, HBM traction and advanced packaging momentum, boosting growth prospects.
Evaluate the expected performance of Applied Materials (AMAT) for the quarter ended April 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
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The AI semiconductor trade has a passport, and lately it has been stamped more often in Seoul than in San Jose.
In the closing of the recent trading day, Applied Materials (AMAT) stood at $411.94, denoting a -3.89% move from the preceding trading day.
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