This Intel Supplier Sits At The Center of The AI Value Chain And The Market Is Finally Catching On: Growth Score Spikes

Benzinga

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California-based Applied Materials Inc. (NASDAQ:AMAT) is seeing its Growth metrics surge in Benzinga’s Edge Stock Rankings, amid the unrelenting growth in AI capex spending, which is showing no signs ...

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(NASDAQ:AMAT) is seeing its Growth metrics surge in Benzinga’s Edge Stock Rankings, amid the unrelenting growth in AI capex spending, which is showing no signs ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/12/49530602/this-intel-supplier-sits-at-the-center-of-the-ai-value-chain-and-the-market-is-finally-catching-on-growth-score-spikes\">网页链接</a>\n\n</div>\n","source":"benzinga_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>This Intel Supplier Sits At The Center of The AI Value Chain And The Market Is Finally Catching On: Growth Score Spikes</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThis Intel Supplier Sits At The Center of The AI Value Chain And The Market Is Finally Catching On: Growth Score Spikes\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-22 17:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/markets/tech/25/12/49530602/this-intel-supplier-sits-at-the-center-of-the-ai-value-chain-and-the-market-is-finally-catching-on-growth-score-spikes><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>California-based Applied Materials Inc. (NASDAQ:AMAT) is seeing its Growth metrics surge in Benzinga’s Edge Stock Rankings, amid the unrelenting growth in AI capex spending, which is showing no signs ...</p>\n\n<a href=\"https://www.benzinga.com/markets/tech/25/12/49530602/this-intel-supplier-sits-at-the-center-of-the-ai-value-chain-and-the-market-is-finally-catching-on-growth-score-spikes\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0444971666.USD","symbol_name":"天利全球科技基金","start_time":0,"source_url":"https://www.benzinga.com/markets/tech/25/12/49530602/this-intel-supplier-sits-at-the-center-of-the-ai-value-chain-and-the-market-is-finally-catching-on-growth-score-spikes","article_id":"2593485802","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/12/22/Santa-Clara--California---April-26--2018.jpeg?optimize=medium&dpr=2&auto=webp&width=260"],"rights":{"source":"benzinga_hot_news","url":"https://www.benzinga.com/markets/tech/25/12/49530602/this-intel-supplier-sits-at-the-center-of-the-ai-value-chain-and-the-market-is-finally-catching-on-growth-score-spikes","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2593485802","pubTimestamp":1766395020,"columns":[],"sourceInfo":{"source_id":"benzinga_hot_news","name":"Benzinga"},"weMediaInfo":null,"summary":"Applied Materials is seeing its Growth metrics surge in Benzinga's Edge Stock Rankings, amid the unrelenting growth in AI capex spending.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0444971666.USD":"天利全球科技基金","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2041044095.USD":"Blackrock Circular Economy A2 USD","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - 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(NASDAQ:AMAT) is seeing its Growth metrics surge in Benzinga’s Edge Stock Rankings, amid the unrelenting growth in AI capex spending, which is showing no signs of slowing down.\nThe Growth score in Benzinga’s Edge Stock Rankings is calculated based on a company’s historic growth profile, which includes the pace of earnings and revenue growth, with equal importance given to both short and long-term trends, before being ranked as a percentile against all other stocks.\nA spike in a stock’s Growth score is thus indicative of a strong recent quarterly performance, which has led to the recalibration of a company’s compounded annual pace of growth. \nApplied Materials’ Growth score in Benzinga’s Edge Rankings has jumped from 68.29 to 98.2 within the span of a week. This comes just weeks after the company’s better-than-expected fiscal fourth-quarter performance, with $6.8 billion in revenue, ahead of consensus estimates at $6.67 billion. \nSee Also: AI Stocks Tumble, Nvidia Hits 3-Month Lows: What’s Moving Markets Wednesday?\nWhile the year-over-year growth was modest at 3%, the company’s guidance for the current quarter impressed investors, with revenues expected at $6.85 billion, ahead of estimates at $6.76 billion. \nIt also expects adjusted earnings in the range of $1.98 to $2.38 per share, which is significantly ahead of estimates of $2.13 per share.\nThe company supplies essential equipment, software, and services to the semiconductor industry, making it a critical, yet largely unknown cog in the global AI value chain.\nIt counts many of the world's largest chipmakers and foundries among its customers, including Intel Corp. (NASDAQ:INTC), Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM), and Micron Technology Inc. (NASDAQ:MU). \nThe stock scores high on Momentum, Growth and Quality in Benzinga’s Edge Stock Rankings, with a favorable price trend in the short, medium and long-term. Click here for deeper insights into the stock, its peers and competitors.\nRead More: \nImage via Shutterstock","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}