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\"Safer\" Chip Stocks Have Boomed This Year. Is It Too Late to Buy in?","url":"https://stock-news.laohu8.com/highlight/detail?id=2611110854","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611110854?lang=en_us&edition=fundamental","pubTime":"2026-02-15 14:25","pubTimestamp":1771136753,"startTime":"0","endTime":"0","summary":"Valuations have risen for many semiconductor-equipment producers - but some are still relatively cheap. Companies that make semiconductor manufacturing equipment are poised to benefit from the expansion of production capacity to support generative artificial-intelligence technology.Artificial-intelligence mania has seemingly disrupted the normal order of the typically cyclical semiconductor industry. And with chip makers adding capacity to meet surging demand, those who make semiconductor capital equipment - known as semicap makers - appear positioned to benefit even more than they already have.Mizuho analyst Jordan Klein told MarketWatch last month that this was the first time in years that investors didn't seem so worried about demand stability for semicap makers, which make machines, software and other complex tools required for chip manufacturing.While the outlook seems rosy for chip-equipment makers as long as AI demand stays hot, investors may be wondering what to do with these 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Applied Materials saw strong gains following robust revenue forecasts, ranking among the top 20...","market":"fut","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["RWM","BK4585","BK4534","BABA","UWM","09988","DJT","BK4550","TNA","AMAT","MNQmain","IWN","UFO","TZA","TWM","BK4535","BK4581","04336","IWO","BK4588","SRTY"],"gpt_icon":1},{"id":"1122060030","title":"Top 20 U.S. Stocks by Trading Volume on February 14: Applied Materials Soars on Robust Revenue Forecast","url":"https://stock-news.laohu8.com/highlight/detail?id=1122060030","media":"Deep News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1122060030?lang=en_us&edition=fundamental","pubTime":"2026-02-14 05:53","pubTimestamp":1771019586,"startTime":"0","endTime":"0","summary":"NVIDIA, ranked first in Friday's U.S. stock trading volume, closed down 2.23%, with a turnover of $29.369 billion. Reports indicate that Samsung and SK Hynix are facing challenges with 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STOCKS-Wall St heads for weekly losses as tech jitters offset inflation relief","url":"https://stock-news.laohu8.com/highlight/detail?id=2611616408","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611616408?lang=en_us&edition=fundamental","pubTime":"2026-02-14 01:40","pubTimestamp":1771004451,"startTime":"0","endTime":"0","summary":"US STOCKS-Wall St heads for weekly losses as tech jitters offset inflation reliefIndexes up: Dow 0.5%, S&P 500 0.5%, Nasdaq 0.3%US inflation increases less than expected in JanuaryS&P 500, Dow headed for biggest weekly decline since NovemberApplied Materials jumps after upbeat Q2 earnings forecastUpdates with mid-afternoon pricesBy Twesha Dikshit and Purvi Agarwal. U.S. stocks rose in volatile trading on Friday as inflation showed signs of cooling, but a rout in tech shares amid renewed fears of AI-driven disruption capped gains, setting the S&P 500 and the Dow on track for their worst weekly loss since 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Offer Insights on Technology Companies: Applied Materials (AMAT) and Apple (AAPL)","url":"https://stock-news.laohu8.com/highlight/detail?id=2611376161","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611376161?lang=en_us&edition=fundamental","pubTime":"2026-02-14 00:40","pubTimestamp":1771000828,"startTime":"0","endTime":"0","summary":"There’s a lot to be optimistic about in the Technology sector as 2 analysts just weighed in on Applied Materials (AMAT – Research Report) and 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Materials' Surprise Q1 Beat Signals 'Leap Forward,' Morgan Stanley Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2611116972","media":"MT Newswires Live","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611116972?lang=en_us&edition=fundamental","pubTime":"2026-02-14 00:23","pubTimestamp":1770999818,"startTime":"0","endTime":"0","summary":"Applied Materials  delivered several upside surprises in fiscal Q1 results, signaling a \"leap forward\" rather than gradual gains, Morgan Stanley said Friday in a report.The combination of a Q1 beat, stronger Q2 guidance and a 20% gain in systems revenue signal \"a leap, not merely a step, toward shifting the narrative around the stock in a more constructive direction,\" the report said.Applied Materials' outlook points to at least 30% growth in memory and advanced logic chips, Morgan Stanley said. 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Equity Futures Decline Ahead of Key Inflation Data; Applied Materials Rises Post-Earnings","url":"https://stock-news.laohu8.com/highlight/detail?id=1166588701","media":"Stock News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1166588701?lang=en_us&edition=fundamental","pubTime":"2026-02-13 20:16","pubTimestamp":1770984981,"startTime":"0","endTime":"0","summary":"US stock index futures were lower in pre-market trading on Friday, February 13. At the time of writing, Dow futures declined by 0.37%, S&P 500 futures fell 0.33%, and Nasdaq futures dropped 0.31%....","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0238689110.USD","IE00BQXX3C00.GBP","LU2458330243.SGD","LU1035775433.USD","LU1003077747.HKD","UWM","LU0096362180.USD","BK4518","LU1153585028.USD","LU1674673428.USD","IE00BD6J9T35.USD","ROKU","LU2271345857.HKD","LU0444971666.USD","VALE","BK4534","LU0957808578.USD","BK4533","LU2931357623.SGD","LU2028103732.USD","LU1815333072.USD","BK4543","04336","IWO","TWM","LU2089284900.SGD","LU1803068979.SGD","LU0868494617.USD","SG9999002232.USD","LU0476273544.USD","LU1267930813.SGD","LU0553294199.USD","IE00BSNM7G36.USD","SG9999001424.SGD","LU2023250843.SGD","LU0354030438.USD","LU2111349929.HKD","LU0868494708.USD","LU0545039389.USD","LU1778281490.HKD","LU1815336760.USD","LU0949170772.SGD","LU0957791311.USD","LU2458330169.SGD","LU2023250504.SGD","LU1642822529.SGD","LU1823568750.SGD","LU0158827948.USD","LU0738911758.USD","LU2089283258.USD","LU0079474960.USD","GB00BDT5M118.USD","BK4147","BK4567","LU1989773731.SGD","SRTY","AMAT","LU0274383776.USD","IE00B5949003.HKD","IE0009356076.USD","RWM","IE00BQXX3F31.USD","IWN","LU0109392836.USD","BK4588","TNA","ABNB","LU0348723411.USD","LU0011850046.USD","LU2023251221.USD","SG9999002224.SGD","BK4585","BK4581","LU1069344957.HKD","LU0444973449.USD","LU1917777945.USD","LU1974910355.USD","LU1046421795.USD","LU0942090050.USD","LU1989763005.USD","TZA","LU0061474960.USD","LU0661504455.SGD","LU2106854487.HKD","LU0889566641.SGD","LU1674673691.USD","LU2089985449.USD","BK4535","LU0081259029.USD","MNQmain","BK4550","LU0158827781.USD","LU0792757196.USD","LU0354030511.USD","BK4519","IE00BQXX3D17.EUR","BK4516"],"gpt_icon":1},{"id":"2611185254","title":"Applied Materials' stock jumps after earnings. The CEO just made a bold prediction for the chip sector.","url":"https://stock-news.laohu8.com/highlight/detail?id=2611185254","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611185254?lang=en_us&edition=fundamental","pubTime":"2026-02-13 11:31","pubTimestamp":1770953460,"startTime":"0","endTime":"0","summary":"Applied Materials expects to see more than 20% growth in semiconductor-equipment revenue this year as AI potentially lifts overall chip-industry sales to $1 trillion. Applied Materials' CEO says the company has \"strong leadership positions\" in areas of chip equipment particularly exposed to the AI boom.Applied Materials shares are having an unusually strong reaction to earnings.The chip-equipment stock rose 13% in Thursday's extended session, a move that would be one of its best post-earnings reactions since 1999 if it hold's through Friday's close, according to Dow Jones Market Data. Looking back just at the past five years, Applied Materials shares  have only taken one double-digit swing in reaction to earnings, and that was a move lower.Investors are cheering the company's upbeat guidance, which reflects the ways the company is benefiting from artificial-intelligence tailwinds. 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But with the stock already down 38% this year, much of the negativity appeared to be priced in. Shares edged higher aftermarket.Applied Materials : Shares of the semiconductor-equipment maker jumped 13% after its results were boosted by the acceleration of industry investments in AI computing.Rivian Automotive : The electric-vehicle startup logged a fourth quarter loss, but revenue came in higher than analysts modeled. Shares jumped more than 15% in post-market trading.Airbnb : The vacation rental company's shares advanced about 4% after-hours following its posting higher fourth-quarter revenue. Profit fell however as investments in new business drove up expenses.DraftKings : The online sports betting operator said revenue rose 43%, in line with analysts' expectations. Its sales outlook for the year came in lighter than expected though. Shares dropped ab","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1267930813.SGD","BK4534","LU2458330243.SGD","LU0738911758.USD","LU1035775433.USD","LU0949170772.SGD","IE00BD6J9T35.USD","LU1201861249.SGD","BK4533","LU0553294199.USD","RIVN","BK4585","BK4551","LU0661504455.SGD","LU0476273544.USD","LU0648000940.SGD","BK4595","SG9999001424.SGD","LU2089284900.SGD","IE00BQXX3F31.USD","LU1003077747.HKD","LU1153585028.USD","IE00BQXX3C00.GBP","LU1861220207.SGD","BK4099","LU2028103732.USD","FIAT","LU1861559042.SGD","LU0444973449.USD","LU1989763005.USD","COIO","LU0354030511.USD","LU0130103400.USD","LU0061474960.USD","CONX","LU0477156797.USD","SG9999002224.SGD","BK4535","LU0477156953.USD","BK4147","BK4567","LU1815333072.USD","BK4561","BK4112","LU0158827948.USD","IE00B19Z9Z06.USD","LU1046421795.USD","LU1169590202.USD","LU0444971666.USD","LU1917777945.USD","LU0957808578.USD","LU0792757196.USD","LU0238689110.USD","IE00BQXX3D17.EUR","CONI","LU0348723411.USD","DKNG","LU1069344957.HKD","LU2089985449.USD","BK4543","LU2360107671.USD","LU1815336760.USD","LU0868494708.USD","LU0011850046.USD","LU1823568750.SGD","LU0648001328.SGD","LU0868494617.USD","LU2931357623.SGD","LU0130518102.USD","LU0274383776.USD","LU1201861165.SGD","BK4565","LU1674673691.USD","LU1778281490.HKD","COIA","BK4539","BK4516","BK4566","04336","LU2023250843.SGD","LU0081259029.USD","ABNB","LU0980610538.SGD","LU2106854487.HKD","BK4505","LU0240877869.USD","IE0009356076.USD","EXPE","LU0240878834.USD","LU0889566641.SGD","BK4555","LU1861217088.USD","IE00BSNM7G36.USD","LU1974910355.USD","LU0079474960.USD","BK4600","LU0109392836.USD","LU2089283258.USD","LU2458330169.SGD","BK4519","LU1642822529.SGD","BK4503","LU0096362180.USD","COYY","LU1861558580.USD","BK4588","LU2111349929.HKD","LU2271345857.HKD","AMAT","LU2023251221.USD","BK4518","IE00B19Z9P08.USD","IE00B5949003.HKD","IE00B894F039.SGD","LU0942090050.USD","BK4547","BK4150","COIG","LU0354030438.USD","LU0158827781.USD","BK4554","GB00BDT5M118.USD","BK4596","LU0545039389.USD","LU1674673428.USD","LU1803068979.SGD","LU1989773731.SGD","IE00BZ9MQY76.HKD","LU2023250504.SGD","IE00BFMHRM44.USD","BK4142","LU0130517989.USD","CONY","COIW","LU0130102774.USD","LU1169589451.USD","SG9999002232.USD","WYNN","LU0957791311.USD"],"gpt_icon":1},{"id":"2611908468","title":"Applied Materials Inc. Stock Outperforms Competitors Despite Losses On The Day","url":"https://stock-news.laohu8.com/highlight/detail?id=2611908468","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611908468?lang=en_us&edition=fundamental","pubTime":"2026-02-13 05:34","pubTimestamp":1770932040,"startTime":"0","endTime":"0","summary":"This article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Applied Materials Inc.  slipped 3.38% to $328.39 Thursday, on what proved to be an all-around rough trading session for the stock market, with the S&P 500 Index  falling 1.57% to 6,832.76 and Dow Jones Industrial Average  falling 1.34% to 49,451.98.Applied Materials Inc. closed 4.70% below its 52-week high of $344.60, which the company reached on January 29th.The stock demonstrated a mixed performance when compared to some of its competitors Thursday, as Broadcom Inc.  fell 3.38% to $331.17, Qualcomm Inc.  fell 1.82% to $138.47, and Advanced Micro Devices Inc.  fell 3.58% to $205.94.Trading volume  eclipsed its 50-day average volume of 7.3 M.Data source: Dow Jones Market Data, FactSet. Data compiled February 12, 2026.This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street 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Materials shares dip after China export settlement","url":"https://stock-news.laohu8.com/highlight/detail?id=2610928045","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610928045?lang=en_us&edition=fundamental","pubTime":"2026-02-12 20:01","pubTimestamp":1770897703,"startTime":"0","endTime":"0","summary":"BUZZ-Applied Materials shares dip after China export settlement** Applied Materials AMAT.O shares dip 1.4% to $335.08 premarket after agreeing to a $252 mln settlement with the U.S. Commerce Dept for illegally exporting equipment to China** The Commerce Dept said AMAT made 56 illegal shipments of chipmaking equipment valued at $126 mln to China's top chipmaker SMIC in 2021 and 2022 without required export licenses** AMAT slated to report fiscal Q1 results after the bell on Thurs; Analysts expect rev to fall 4% yr/yr to $6.87 bln and adj EPS of $2.20, vs $2.38 a year ago, per LSEG data** Wall Street's avg rating on AMAT is 'buy' among 37 analysts, with median PT of $360** Through Weds close, shares have jumped 32% YTD compared to 17% gain in Philadelphia Semiconductor index .SOX and 0.8% fall for the Nasdaq .IXIC, and are just about 1% shy of their record intraday high** Stock recently at 33 times expected earnings, vs its five-year avg forward PE of ~19, suggesting the stock may be ove","market":"nz","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260212:nL6N3Z80TE:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1267930813.SGD","BK4534","LU2458330243.SGD","LU0738911758.USD","LU1035775433.USD","LU0949170772.SGD","IE00BD6J9T35.USD","BK4533","LU0553294199.USD","BK4585","LU0661504455.SGD","LU0476273544.USD","SG9999001424.SGD","LU2089284900.SGD","IE00BQXX3F31.USD","LU1003077747.HKD","LU1153585028.USD","IE00BQXX3C00.GBP","LU2028103732.USD","LU0444973449.USD","LU1989763005.USD","BK1610","LU0354030511.USD","LU0061474960.USD","BK1163","SG9999002224.SGD","BK4147","BK4567","LU1815333072.USD","LU0158827948.USD","LU1046421795.USD","BK1526","LU0444971666.USD","LU1917777945.USD","LU0957808578.USD","LU0792757196.USD","LU0238689110.USD","IE00BQXX3D17.EUR","LU0348723411.USD","LU1069344957.HKD","LU2089985449.USD","BK4543","LU1815336760.USD","LU0868494708.USD","LU0011850046.USD","LU1823568750.SGD","LU0868494617.USD","LU2931357623.SGD","LU0274383776.USD","LU1674673691.USD","LU1778281490.HKD","BK4516","BK1614","04336","LU2023250843.SGD","LU0081259029.USD","LU2106854487.HKD","IE0009356076.USD","BK1607","LU0889566641.SGD","IE00BSNM7G36.USD","LU1974910355.USD","LU0079474960.USD","LU0109392836.USD","LU2089283258.USD","LU2458330169.SGD","BK4519","LU1642822529.SGD","LU0096362180.USD","BK4588","LU2111349929.HKD","LU2271345857.HKD","AMAT","LU2023251221.USD","BK4518","IE00B5949003.HKD","LU0942090050.USD","LU0354030438.USD","LU0158827781.USD","GB00BDT5M118.USD","LU0545039389.USD","LU1674673428.USD","LU1803068979.SGD","LU1989773731.SGD","LU2023250504.SGD","SG9999002232.USD","LU0957791311.USD"],"gpt_icon":0},{"id":"2610281179","title":"The smartest AI trade right now is in molecules and powders, says the research firm known for nailing trends early","url":"https://stock-news.laohu8.com/highlight/detail?id=2610281179","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610281179?lang=en_us&edition=fundamental","pubTime":"2026-02-12 19:58","pubTimestamp":1770897480,"startTime":"0","endTime":"0","summary":"Citrini Research digs deeper into the AI supply chain. Titanium has multiple uses as the economy goes digital.The AI disruption onion continued to peel away on Wednesday as real-estate services companies became the next to get knocked.Our call of the day from Citrini Research suggests investors stop tying themselves in knots trying to figure out \"what moats will endure in software.\". \" The answer: an evolution of the \"atoms\" trade, stemming from supply chains pressured by both data-center buildouts and new sources of demand, such as beefed up government defense plans.The macro and thematic equity research group was founded by investor and trend spotter James van Geelen, who identified AI as a game changer in 2022 and spotted diet drugs early in 2023.Also on Citrini's list of key materials are aluminum, carbon fiber, and electrical steel. The latter they describe as an \"unglamorous material that makes electrification possible,\" with two types of uses, one for EVs and another more vital 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