Stock Track | Applied Materials Soars 9.38% Intraday on RBC's Outperform Rating and TSMC's Bullish Capex Forecast

Stock Track

01/15

Applied Materials (AMAT) surged 9.38% during Thursday's intraday trading, outperforming the broader semiconductor sector. The stock's rally was fueled by a combination of bullish analyst sentiment and positive industry tailwinds.

RBC Capital Markets initiated coverage on AMAT with an "Outperform" rating and a $385 price target, citing robust demand for AI-driven semiconductor equipment. The brokerage highlighted AMAT's leadership in advanced chipmaking tools and its exposure to hyperscale data center investments.

The gains were further amplified by Taiwan Semiconductor Manufacturing (TSMC) forecasting 2026 capital expenditures of $52-$56 billion, a significant increase from 2025 levels. TSMC's bullish outlook signals sustained demand for semiconductor manufacturing equipment, benefiting suppliers like Applied Materials. B. Riley and Wells Fargo also raised their price targets on AMAT to $365 and $350, respectively, reflecting growing confidence in the company's growth prospects.

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The stock's rally was fueled by a combination of bullish analyst sentiment and positive industry tailwinds.</p><p>RBC Capital Markets initiated coverage on AMAT with an \"Outperform\" rating and a $385 price target, citing robust demand for AI-driven semiconductor equipment. The brokerage highlighted AMAT's leadership in advanced chipmaking tools and its exposure to hyperscale data center investments.</p><p>The gains were further amplified by Taiwan Semiconductor Manufacturing (TSMC) forecasting 2026 capital expenditures of $52-$56 billion, a significant increase from 2025 levels. TSMC's bullish outlook signals sustained demand for semiconductor manufacturing equipment, benefiting suppliers like Applied Materials. B. Riley and Wells Fargo also raised their price targets on AMAT to $365 and $350, respectively, reflecting growing confidence in the company's growth prospects.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AMAT","symbol_name":"应用材料","start_time":0,"source_url":"","article_id":"1172452765","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1172452765","pubTimestamp":1768488169,"columns":[],"sourceInfo":{"source_id":"ai_movement_en","name":"Stock Track"},"weMediaInfo":{"media_name":"Stock Track","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"Applied Materials (AMAT) surged 9.38% during Thursday's intraday trading, outperforming the broader semiconductor sector. 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