YENOM NOTICIAS

Qué está moviendo el mercado.

Noticias financieras organizadas para conectar titulares, símbolos, fuente, fecha y sentimiento con tu análisis y operativa.

AMAT
Limpiar

Si escribes ticker, YENOM prioriza ese instrumento. Si lo dejas vacío puedes explorar el feed general o por tema.

finance.yahoo.comPOSITIVO

Applied Materials (AMAT) Suffers a Larger Drop Than the General Market: Key Insights

Applied Materials (AMAT) closed the most recent trading day at $509.57, moving -2.13% from the previous trading session. The stock's change was less than the S&P 500's daily loss of 0.47%. Meanwhile, the Dow gained 0.1%, and the Nasdaq, a…

finance.yahoo.comPOSITIVO

Applied Materials and UCLA Engineering Accelerate Semiconductor Innovation at the EPIC Center

Applied Materials and UCLA Engineering Accelerate Semiconductor Innovation at the EPIC Center·globenewswire.com R&D programs to focus on speeding up the commercialization pipeline so chip technology moves from breakthrough research to full…

finance.yahoo.comPOSITIVO

Can Applied Materials Sustain Momentum in Its AGS Business?

Applied Materials' AMAT Applied Global Services ("AGS") is growing alongside fab utilization and the need to improve output, yield and ramp speed. AMAT's third-quarter fiscal 2026 revenues reached a record $1.78 billion, up 22% year over y…

finance.yahoo.comPOSITIVO

Reasons Why Investors Can Consider Buying Genpact Stock Now

Genpact Limited G has delivered impressive performance over the past three months. The company also has the potential to sustain its momentum in the near term. Therefore, in order to take advantage of the share price appreciation of this l…

finance.yahoo.comPOSITIVO

2 Nasdaq 100 Stocks with Promising Prospects and 1 We Avoid

2 Nasdaq 100 Stocks with Promising Prospects and 1 We Avoid The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns…

finance.yahoo.comPOSITIVO

Intel (INTC) Stock Could Be 46% Overvalued As Terafab Questions Linger

Intel has delivered a very large multiyear share price gain, and with the stock last closing at US$113.12 the key issue now is whether that level is supported by the cash the business is expected to generate. After such a strong run, the q…

finance.yahoo.comPOSITIVO

Jim Cramer Sees More to Applied Materials (AMAT) Than Its Earnings Multiple

On October 2, a caller asked for an opinion about Applied Materials, Inc. (NASDAQ:AMAT) for the next 12 months. In response, Mad Money host Jim Cramer said: It's Gary Dickerson. The earnings look like, the PE looks like it's expensive. Tha…

finance.yahoo.comPOSITIVO

Elite AI Chip Stocks To Own In October 2026

IMF chief Kristalina Georgieva is warning that the AI investment surge is helping only a few countries while public debt and energy costs keep pressure on inflation. That cocktail puts a premium on businesses tied to real, physical infrast…

finance.yahoo.comPOSITIVO

Taiwan Semiconductor Manufacturing Heads 3 AI Chip Stocks To Watch

IMF warnings about an "unbalanced AI boom" have put a spotlight on who really benefits when capital floods into artificial intelligence hardware. That question pushes attention toward the ecosystem of companies supplying the chips, tools a…

finance.yahoo.comPOSITIVO

4 Top Chip Stocks With Dependable Earnings to Ride the AI Boom

Artificial intelligence (AI) has moved from a buzzword to a spending priority. Per Gartner, global AI spending is expected to hit $2.7 trillion in 2026, up 49.5% from 2025, with AI infrastructure making up the largest share. That build-out…

finance.yahoo.comPOSITIVO

Applied Materials (AMAT) vs. LRCX and KLAC: Can AI-Driven Chip Complexity Unlock Further Upside?

Is AMAT a good stock to buy? We came across a bullish thesis on Applied Materials, Inc. on Astute Optics - US's Substack. In this article, we will summarize the bulls' thesis on AMAT. Applied Materials, Inc.'s share was trading at $530.27…

finance.yahoo.comPOSITIVO

Should You Invest in Lam Research Stock Despite Its Premium Valuation?

Lam Research Corporation LRCX has delivered a remarkable run, but that performance has also made the stock more expensive. LRCX currently trades at a forward 12-month price-to-earnings (P/E) ratio of 33.83, well above the Zacks Electronics…

finance.yahoo.comPOSITIVO

Intel (INTC) Ties AI Chipmaking Push To Faster Next Generation Process Rollout

Intel (NasdaqGS: INTC) and Applied Materials agreed to work together on next-generation chipmaking and packaging focused on AI workloads. The collaboration will use Applied Materials' new EPIC Center alongside Intel's process R&D to speed…

finance.yahoo.comPOSITIVO

Zacks Industry Outlook Applied Materials, Lam Research and FormFactor

For Immediate Release Chicago, IL – October 7, 2026 – Today, Zacks Equity as Applied Materials AMAT, Lam Research LRCX and FormFactor FORM. Industry: Semiconductors Link: https://www.zacks.com/commentary/3000870/3-stocks-to-buy-from-the-pr…

finance.yahoo.comPOSITIVO

From Silicon to Steel: Taiwan Takes Its Physical AI Push to Silicon Valley

PALO ALTO, Calif., Oct. 7, 2026 /PRNewswire/ -- Taiwan is taking its Physical AI ambitions to Silicon Valley, bringing semiconductor companies and AI startups together with U.S. technology leaders to explore how AI can move from models and…

finance.yahoo.comPOSITIVO

Should You Buy, Sell or Hold AMAT Stock at a P/S Valuation of 9.59X?

Applied Materials AMAT stock trades at a premium with a price-to-sales (P/S) multiple of 9.59X, which is much above the industry's P/S of 5.25X. AMAT's value score of F also suggests its overvaluation. AMAT Forward 12-Month (P/S) Valuation…

finance.yahoo.comPOSITIVO

Can Rising AI Demand Drive Growth for ASML's Advanced Technologies?

ASML Holding N.V. ASML plays a key role in the artificial intelligence (AI) ecosystem by providing advanced semiconductor manufacturing equipment needed to produce the chips that power modern AI applications. Its technology supports the pr…

finance.yahoo.comPOSITIVO

Applied Materials (AMAT) Is Up 11.4% After New AI Chip Memory and Packaging Partnerships Announced

In late September and early October 2026, Applied Materials announced expanded collaborations at its new US$5.00 billion EPIC Center, bringing in KIOXIA to advance next-generation memory and extending its longstanding partnership with BE S…

finance.yahoo.comPOSITIVO

3 Stocks to Buy From the Prospering Semiconductor Industry

The Zacks Electronics - Semiconductors industry players are benefiting from the growing proliferation of artificial intelligence (AI). AI demand is expanding beyond model training into inference, agentic AI and eventually physical AI, crea…

seekingalpha.comPOSITIVO

Stocks with the lowest short interest on Wall Street

[short sale] abluecup As investors track where short sellers are placing the fewest bearish bets, over 150 mid- to mega-cap stocks carry short interest between 1% and 2% of shares outstanding in the latest screen. The group includes some o…

finance.yahoo.comPOSITIVO

Is the Options Market Predicting a Spike in Applied Materials Stock?

Investors in Applied Materials, Inc. AMAT need to pay close attention to the stock based on moves in the options market lately. That is because the Dec 18, 2026 $165 Call had some of the highest implied volatility of all equity options tod…

finance.yahoo.comPOSITIVO

Applied Materials and Intel Collaborate to Accelerate Chipmaking Innovations for AI-Driven Computing

Applied Materials, Inc. Collaborations at Applied's EPIC Center in Silicon Valley and Intel's R&D campus in Oregon aim to develop breakthroughs in next-generation transistors, interconnects and advanced packaging technologies for AI chips…

finance.yahoo.comPOSITIVO

Investors Heavily Search Applied Materials, Inc. (AMAT): Here is What You Need to Know

Applied Materials (AMAT) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this maker of chipmaking…

finance.yahoo.comPOSITIVO

A Tale of Two Markets: Mega-Caps Keep Climbing, But Rate Fears Hit Many Other Stocks

Nvidia and other AI stocks are supporting the S&P 500, while strategists also see opportunities in energy, transportation and materials. Continue Reading

finance.yahoo.comPOSITIVO

Semiconductor Stocks Rebound. The Case for Buying Micron and STMicroelectronics.

Micron Technology can benefit from rising flash memory prices, while STMicroelectronics looks set to take advantage of increasing orders. A technical look at the two stocks. Continue Reading

finance.yahoo.comPOSITIVO

SKB and KCB Partners Acquire Trellis West Campus in Hillsboro

Four-building property adds 214,152 square feet to SKB's growing Oregon portfolio PORTLAND, Ore., Oct. 5, 2026 /PRNewswire/ -- ScanlanKemperBard (SKB), a commercial real estate investor, developer and operator, and KCB Partners have acquir…

finance.yahoo.comPOSITIVO

3 Chip Stocks Set for an Earnings Boost, and 3 to Avoid

Applied Materials and two more semiconductor sector stocks are good bets for earnings season, according to Goldman Sachs. Continue Reading

finance.yahoo.comPOSITIVO

AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth?

Lam Research Corporation LRCX sees a major opportunity in NAND as AI workloads increase demand for high-capacity and fast-access storage. The company expects its served available market (SAM) per wafer in NAND to double from 128-layer tech…

finance.yahoo.comPOSITIVO

3 tactical chip stocks to buy ahead of earnings, according to Goldman

Investing.com -- Goldman Sachs said it sees a more constructive trading setup for semiconductor stocks heading into third-quarter earnings, after a sector pullback it attributed to significant de-risking, and named Applied Materials, Seaga…

finance.yahoo.comPOSITIVO

Reddit And 2 Other High Quality Stocks

The Federal Reserve just raised interest rates again, and higher borrowing costs are putting more pressure on companies with heavy debt. Investors are paying closer attention to businesses that rely on their own cash generation and solid b…

finance.yahoo.comPOSITIVO

Applied Materials (AMAT) Outpaces Stock Market Gains: What You Should Know

Applied Materials (AMAT) closed the most recent trading day at $540.04, moving +2.03% from the previous trading session. The stock's performance was ahead of the S&P 500's daily gain of 0.73%. At the same time, the Dow added 0.49%, and the…

finance.yahoo.comPOSITIVO

Bull of the Day: Onto Innovation (ONTO)

Onto Innovation (ONTO) is a leading provider of process control, metrology, and inspection solutions for the global semiconductor industry. Headquartered in Wilmington, Massachusetts, the company was formed in October 2019 through a merger…

finance.yahoo.comPOSITIVO

Why Applied Materials (AMAT) Stock Is Up Today

Why Applied Materials (AMAT) Stock Is Up Today What Happened? Shares of semiconductor machinery manufacturer Applied Materials (NASDAQ:AMAT) jumped 2.5% in the afternoon session after the company expanded its partnership with BE Semiconduc…

finance.yahoo.comPOSITIVO

AI Compute Expansion and Memory Shortages Extend Applied Materials’ (AMAT) Growth Runway

Cambiar Opportunity Fund, managed by Cambiar Investors, published its Q2 2026 investor letter. The letter can be downloaded here. U.S. equity markets experienced a significant rebound in Q2, with the S&P 500 rising 15.2% and the Russell 20…

finance.yahoo.comNEGATIVO

Applied Materials and Besi Expand Strategic Partnership to Advance Next-Generation Packaging for AI Scaling

Applied Materials, Inc. Besi joins Applied's EPIC Center as an Innovation Partner, extending a collaboration that began in 2020 with the companies' joint Hybrid Bonding Center of Excellence in Singapore Expanded collaboration targets next-…

finance.yahoo.comPOSITIVO

AI spending will fuel wins for Micron, Nvidia, Intel, and other chip stocks: BofA analyst

We are down to three months left in the year, and on Wall Street, that means the start of year-ahead predictions for the economy, stocks, and sectors. It's not unusual for analysts' big calls to drive the stocks they call out, especially i…