Applied Materials.
American company
- Reports this week
- 8
- Active events
- 12
- Connections
- 279
What's happening
Active this week
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Insider transactions disclosed in legal filings with the SEC involving Applied Materials.Well supported6 reports
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EssilorLuxottica and Applied Materials signed a joint development agreement for smart eyewear.Some support2 reports
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Federal Reserve policy is impacting the performance of tech stocks and consumer spending across various industries.Well supported13 reports2 developments inside
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Applied Materials filed reports with the SEC on June 15, 2026.Well supported7 reports
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ABR is calculated based on analyst recommendations, using Zacks Rank to categorize stocks for price performance.Some support14 reports3 developments inside
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Trump's oil and gas pledges benefit US stocks, specifically impacting Pfizer.Well supported131 reports40 developments inside
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Applied Materials filed a Form 13F regarding share holdings on May 27, 2026, involving William Blair Investment Management LLC.Well supported5 reports
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An Israeli subsidiary of Applied Materials operates in Israel, and the taxation authority operates under Israeli jurisdiction.Some support1 report
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The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.Well supported84 reports12 developments inside
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AI compute drives market valuation, benefiting companies like Nvidia, Intel, AMD, and specialized equipment providers.Some support1 report
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Applied Materials, MSc STO, Micron Technology, and Singapore are collaborating to establish a critical industry hub and talent pipeline for the semiconductor sector.Some support1 report
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Michael Burry has initiated bearish bets against several tech companies, including Tesla, Applied Materials, and Nvidia, and shorted Micron stock.Well supported17 reports
Earlier this month
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Broadcom and Applied Materials benefit from the arrival of artificial intelligence.Some support1 report
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Intel and Applied Materials are noted to benefit from the ongoing artificial intelligence boom.Some support2 reports
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Goldman Sachs rates Applied Materials favorably as it announces successful partnerships with TSMC, Micron, Samsung, and Intel.Some support1 report2 developments inside
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Intel, Micron Technology, and Applied Materials are leveraging India's talent pool and infrastructure, committing $5 billion to advanced semiconductor research and scaling up assembly in the country.Some support1 report
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CEA-Leti, Applied Materials, and others collaborate to accelerate innovation in specialty semiconductors.Some support2 reports2 developments inside
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Applied Materials and Lam Research announce major investments in R&D, including USD 5 billion and Rs 10,000 crore.Some support4 reports
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Amundi raised its stake in Applied Materials (AMAT) during the second quarter of 2026.Some support1 report
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SEC filings govern IPO debuts amid AI capex wave driving semiconductor demand.Some support1 report
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Lam Research, Applied Materials, and others announce new co-innovation and architectural coupling deals involving ASML, TSMC, and Micron.Some support1 report
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Agnico Eagle Mines (AEM) secured contracts as a supplier for major tech companies including Intel, AMD, Applied Materials, and Nvidia.Some support1 report1 development inside
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Singapore is developing a physical ecosystem in Tampines, supporting companies like Applied Materials and Nvidia through cleanroom expansions.Some support1 report
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Getty Images provided the image source for an article involving Applied Materials.Some support1 report
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Intel is a customer of Applied Materials, which tracks Intel's foundry moves, while Donald Trump plans similar government deals.Some support3 reports2 developments inside
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Michael Burry is targeting companies involved in the AI boom, including Applied Materials, Nvidia, and Tesla, and announcing his bearish bets via Substack.Well supported6 reports1 development inside
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Applied Materials filed institutional holdings disclosures with the SEC and subsequently received an increased price target and rating.Some support1 report
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Norges Bank and Capital Research Global Investors acquired new stakes in Applied Materials on June 18, 2026.Well supported7 reports1 development inside
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John McGuire made multiple stock transactions on September 4, 2026, including buying Nvidia and Applied Materials, and selling shares of Palo Alto Networks, Apple, and BlackRock.Some support1 report
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ASML is providing essential EUV lithography and materials necessary for advanced AI chip manufacturing.Some support2 reports2 developments inside
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Applied Materials listed its shares on the Nasdaq stock exchange on August 29, 2026.Some support1 report
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Applied Materials made disclosures regarding company filings on August 30, 2026.Some support2 reports
One to three months ago
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Applied Materials announced on August 27, 2026, that it has partnered with Epic as an innovation partner.Some support2 reports
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QUANTUM, led by Applied Materials CEO Dickerson, is building the EPIC Center in Silicon Valley.Some support1 report1 development inside
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Prabu Raja is discussing the value of academic partnerships in industry, noting that the EPIC Center provides an industry-scale R&D environment.Well supported3 reports1 development inside
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UBS analyst maintained a Buy rating on Applied Materials stock.Some support1 report
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Iran-backed Houthis threaten Red Sea chokepoint amid Middle East supply chain disruptions, affecting tech companies like Applied Materials and Anthropic.Some support1 report1 development inside
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Conflict leads to continuing sanctions and trade restrictions for Applied Materials, which utilized a Korean subsidiary for assembly and testing, due to its U.S.-origin equipment.Some support1 report
-
Anthropic's revenue growth signals high AI demand, coinciding with policy favoring domestic memory suppliers.Some support1 report
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Corporate earnings from Cisco and Applied Materials are providing insights into current tech spending trends and overall market sentiment.Some support2 reports
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Microsoft and Amazon are major AI tech players, with Applied Materials noted as a key company subject to US market trends and investment counsel.Some support2 reports
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Institutional investors influenced market perception through buying and selling related to Applied Materials.Some support1 report
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Analyst firms set price targets and issued price objectives for Applied Materials, with company filings reported to the SEC.Some support2 reports1 development inside
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Financial firms boosted price targets and gave buy ratings for Applied Materials.Some support1 report
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China's revenue decline is raising investor concerns regarding shares traded on the Nasdaq stock exchange.Some support1 report
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Investment banks advised buying Lam Research shares, Morgan Stanley issued a buy call on Applied Materials, and Jim Cramer encouraged investors to buy CrowdStrike.Some support4 reports
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Intel, Broadcom, and Applied Materials dropped on August 1st amid AI stock nervousness, geopolitical tensions, and broader market concerns.Some support4 reports
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Applied Materials and UC Berkeley are collaborating, evolving from a relationship that spans four decades.Some support1 report
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Applied Materials filed an 8-K with the SEC regarding Q3 results, with analyst commentary from Morgan Stanley and UBS.Some support2 reports
-
Analyst reports reiterate buy ratings and price targets for Applied Materials from Goldman Sachs and Needham & Company.Some support1 report
-
Geopolitical tension is affecting global supply chains, impacting companies like Applied Materials.Some support1 report
-
Applied Materials' valuation was benchmarked against Nvidia's P/E multiple.Some support2 reports
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Market updates on 2026-08-10 include Microsoft preparing an AI chip launch on Nasdaq, Applied Materials trading higher, Intel stock offerings weighing on the market, and Berkshire Hathaway moving up.Well supported6 reports
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China's domestic chip production threatens market dominance while Nvidia discusses financing for OpenAI data centers.Some support1 report1 development inside
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Iran news is influencing market sentiment, with corporate earnings reports driving activity for companies like Applied Materials listed on the Nasdaq.Some support1 report
-
Weak jobs report eases Fed rate fears, and several major companies are expected to release earnings soon.Some support1 report
-
Applied Materials, the largest global manufacturer of semiconductor equipment, was noted in a recent report.Some support1 report
-
Multiple companies benefit from strong market conditions, including semiconductor demand, cyber threats, and resilient consumer spending.Some support1 report
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Apple is actively building a domestic silicon supply chain and expanding relationships with key U.S. suppliers, including Texas Instruments, Broadcom, GlobalFoundries, Applied Materials, and GlobalWafers.Some support2 reports1 development inside
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Institutional investors, including Jared Moskowitz, bought shares in Microsoft, Meta, and Applied Materials on August 5, 2026.Some support2 reports
No events began in the chosen period. Widen it, or reset.
What's reaching Applied Materials
Recent events traced to Applied Materials, step by stepAround Applied Materials this week
News at the entities that move Applied Materials most-
Norges Bank TransactionalNorges Bank bought a new position in Qualcomm shares, coinciding with buy ratings and price targets from TD Cowen, reported by MarketBeat.Moves Applied Materials
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TSMC StructuralTSMC signed a 10-year advanced packaging partnership in Arizona.Moves Applied Materials
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Lam Research OperationalLam Research received a rating upgrade from Cantor Fitzgerald, which reaffirmed Buy status and raised the price target for Speed.Moves Applied Materials
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Nvidia OperationalNvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Moves Applied Materials
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Morgan Stanley OperationalFinancial firms including Morgan Stanley, Truist Financial, Jefferies Financial Group, and CIBC issued rating and price objective updates for Clearway Energy.Moves Applied Materials
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RUSSELL StructuralLee's Summit is in Jackson County, and local figures like RUSSELL and Baird are involved in community activities and commerce.Moves Applied Materials
Connections
The 40 strongest of 279, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
TSMC Structural
Applied Materials is a critical equipment supplier to TSMC, which accounts for 21% of AMAT's total revenue.
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Lam Research Operational
Lam Research and Applied Materials are direct, high-stakes competitors in the advanced semiconductor equipment market, vying for market share and technological dominance.
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Nasdaq Operational
Applied Materials' stock performance and sector health are directly influenced by and contribute to the market trends observed on the Nasdaq exchange.
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EssilorLuxottica Operational
The two companies are engaged in a long-term joint development partnership focused on advanced AR, AI, and smart optical systems.
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SEC Structural
Applied Materials is subject to mandatory financial reporting and regulatory oversight by the SEC.
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Nvidia Operational
Nvidia and Applied Materials are major peers in the AI semiconductor market, engaging in direct competition while Applied Materials provides essential manufacturing support.
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Michael Burry Transactional
Michael Burry has repeatedly taken bearish and short investment positions against Applied Materials.
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Meta Structural
Applied Materials supplies critical semiconductor manufacturing tools necessary for Meta's AI and hardware infrastructure.
Show all 40 connections
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Norges Bank Transactional
Norges Bank acquired a new investment stake in Applied Materials.
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China Structural
Applied Materials' business operations and revenue are heavily dependent on the Chinese market, which accounts for nearly 25% of its total revenue.
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KLA Operational
KLA and Applied Materials are direct competitors in the semiconductor equipment market, actively vying for market share and performance against each other.
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Singapore Structural
Applied Materials is actively establishing and expanding its manufacturing and R&D operations within Singapore, utilizing it as a strategic hub.
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Morgan Stanley Operational
Morgan Stanley influences Applied Materials' market perception through stock ratings, price targets, and investment decisions.
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Securities and Exchange Commission Structural
Applied Materials operates under the mandatory financial disclosure and oversight of the Securities and Exchange Commission.
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Texas Instruments Structural
Applied Materials is a critical supplier of chipmaking equipment necessary for Texas Instruments' manufacturing operations, creating a key supply chain dependency.
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GPU Structural
The GPU relies on Applied Materials' advanced manufacturing services and equipment to bring products to market.
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ASML Holding Operational
ASML and Applied Materials are direct rivals competing for market share in the advanced semiconductor equipment industry.
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Broadcom Operational
Broadcom and Applied Materials are coupled competitors in the AI chip market, with Applied Materials serving as a critical supplier of manufacturing materials.
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Micron Technology Structural
Micron relies on Applied Materials for advanced equipment and co-innovation services, forming a strategic, interdependent partnership within the competitive semiconductor market.
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KLA Corporation Operational
Applied Materials and KLA Corporation are direct competitors and key suppliers in the advanced semiconductor equipment market.
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RUSSELL Structural
Applied Materials was removed from the value indices managed by Russell.
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Prabu Raja Structural
Prabu Raja holds a leadership position, serving as president of a product group within Applied Materials.
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Paul Meissner Structural
Paul Meissner holds a senior functional role (VP and GM) representing Applied Materials' strategy in the smart glasses market.
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Foundry Structural
The two entities are founding partners within a critical coalition structure.
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Omkaram Nalamasu Transactional
Omkaram Nalamasu, an SVP, sold shares of Applied Materials stock.
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AMD Structural
Applied Materials supplies manufacturing equipment critical to AMD's operations within the semiconductor industry.
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Kyushu Operational
Kyushu serves as the operational base and manufacturing hub for Applied Materials, making it susceptible to regional disruptions like earthquakes.
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Microchip Technology Operational
The companies are active competitors whose market movements are driven by shared demand in the artificial intelligence sector.
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UBS Operational
UBS provides stock analysis and ratings on Applied Materials, influencing market perception.
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Donald Trump Operational
A's political policies, including tariffs and onshoring trends, are consistently shown to influence the market and business prospects of Applied Materials.
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Apple Inc. Operational
Apple and Applied Materials maintain an operational relationship in the semiconductor supply chain through manufacturing support and collaboration.
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GlobalFoundries Operational
Applied Materials and GlobalFoundries maintain a strategic manufacturing collaboration focused on high-volume waveguide production for a new platform.
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Susquehanna Mentioned together
Susquehanna provides financial analysis and price targets for Applied Materials.
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Capital Research Global Investors Transactional
Capital Research Global Investors is increasing its financial holdings in Applied Materials stock.
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Marvell Technology Operational
Marvell and Applied Materials are direct competitors in the chip market, with their market performance influencing each other.
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Bank of America Mentioned together
Bank of America provides financial ratings and price targets for Applied Materials.
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Epic Structural
Applied Materials formally engaged Epic as an innovation partner.
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Vanguard Mentioned together
Vanguard holds Applied Materials stock within one of its Exchange Traded Funds.
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Middle East Shared context
Applied Materials operates within a global market context where geopolitical stability, including the Middle East, significantly impacts supply chains and market sentiment.
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Jefferies Financial Group Mentioned together
Jefferies Financial Group provides investment ratings and price targets for Applied Materials.
History
Events by the month they beganSeptember 2026
14 events- An Israeli subsidiary of Applied Materials operates in Israel, and the taxation authority operates under Israeli jurisdiction.
- AI compute drives market valuation, benefiting companies like Nvidia, Intel, AMD, and specialized equipment providers.
- Applied Materials, MSc STO, Micron Technology, and Singapore are collaborating to establish a critical industry hub and talent pipeline for the semiconductor sector.
- Broadcom and Applied Materials benefit from the arrival of artificial intelligence.
- Intel and Applied Materials are noted to benefit from the ongoing artificial intelligence boom.
- Intel, Micron Technology, and Applied Materials are leveraging India's talent pool and infrastructure, committing $5 billion to advanced semiconductor research and scaling up assembly in the country.
- Applied Materials and Lam Research announce major investments in R&D, including USD 5 billion and Rs 10,000 crore.
- Amundi raised its stake in Applied Materials (AMAT) during the second quarter of 2026.
- SEC filings govern IPO debuts amid AI capex wave driving semiconductor demand.
- Lam Research, Applied Materials, and others announce new co-innovation and architectural coupling deals involving ASML, TSMC, and Micron.
- Singapore is developing a physical ecosystem in Tampines, supporting companies like Applied Materials and Nvidia through cleanroom expansions.
- Getty Images provided the image source for an article involving Applied Materials.
- Applied Materials filed institutional holdings disclosures with the SEC and subsequently received an increased price target and rating.
- John McGuire made multiple stock transactions on September 4, 2026, including buying Nvidia and Applied Materials, and selling shares of Palo Alto Networks, Apple, and BlackRock.
August 2026
26 events- ASML is providing essential EUV lithography and materials necessary for advanced AI chip manufacturing.
- Applied Materials listed its shares on the Nasdaq stock exchange on August 29, 2026.
- Applied Materials made disclosures regarding company filings on August 30, 2026.
- Applied Materials announced on August 27, 2026, that it has partnered with Epic as an innovation partner.
- QUANTUM, led by Applied Materials CEO Dickerson, is building the EPIC Center in Silicon Valley.
- Prabu Raja is discussing the value of academic partnerships in industry, noting that the EPIC Center provides an industry-scale R&D environment.
- UBS analyst maintained a Buy rating on Applied Materials stock.
- Iran-backed Houthis threaten Red Sea chokepoint amid Middle East supply chain disruptions, affecting tech companies like Applied Materials and Anthropic.
- Conflict leads to continuing sanctions and trade restrictions for Applied Materials, which utilized a Korean subsidiary for assembly and testing, due to its U.S.-origin equipment.
- Anthropic's revenue growth signals high AI demand, coinciding with policy favoring domestic memory suppliers.
- Corporate earnings from Cisco and Applied Materials are providing insights into current tech spending trends and overall market sentiment.
- Institutional investors influenced market perception through buying and selling related to Applied Materials.
- Financial firms boosted price targets and gave buy ratings for Applied Materials.
- China's revenue decline is raising investor concerns regarding shares traded on the Nasdaq stock exchange.
- Intel, Broadcom, and Applied Materials dropped on August 1st amid AI stock nervousness, geopolitical tensions, and broader market concerns.
- Applied Materials and UC Berkeley are collaborating, evolving from a relationship that spans four decades.
- Applied Materials filed an 8-K with the SEC regarding Q3 results, with analyst commentary from Morgan Stanley and UBS.
- Analyst reports reiterate buy ratings and price targets for Applied Materials from Goldman Sachs and Needham & Company.
- Geopolitical tension is affecting global supply chains, impacting companies like Applied Materials.
- Applied Materials' valuation was benchmarked against Nvidia's P/E multiple.
- Market updates on 2026-08-10 include Microsoft preparing an AI chip launch on Nasdaq, Applied Materials trading higher, Intel stock offerings weighing on the market, and Berkshire Hathaway moving up.
- Iran news is influencing market sentiment, with corporate earnings reports driving activity for companies like Applied Materials listed on the Nasdaq.
- Weak jobs report eases Fed rate fears, and several major companies are expected to release earnings soon.
- Applied Materials, the largest global manufacturer of semiconductor equipment, was noted in a recent report.
- Multiple companies benefit from strong market conditions, including semiconductor demand, cyber threats, and resilient consumer spending.
- Institutional investors, including Jared Moskowitz, bought shares in Microsoft, Meta, and Applied Materials on August 5, 2026.
July 2026
7 events- Michael Burry has initiated bearish bets against several tech companies, including Tesla, Applied Materials, and Nvidia, and shorted Micron stock.
- Agnico Eagle Mines (AEM) secured contracts as a supplier for major tech companies including Intel, AMD, Applied Materials, and Nvidia.
- Michael Burry is targeting companies involved in the AI boom, including Applied Materials, Nvidia, and Tesla, and announcing his bearish bets via Substack.
- Microsoft and Amazon are major AI tech players, with Applied Materials noted as a key company subject to US market trends and investment counsel.
- Analyst firms set price targets and issued price objectives for Applied Materials, with company filings reported to the SEC.
- Investment banks advised buying Lam Research shares, Morgan Stanley issued a buy call on Applied Materials, and Jim Cramer encouraged investors to buy CrowdStrike.
- China's domestic chip production threatens market dominance while Nvidia discusses financing for OpenAI data centers.
Show 1 earlier month
June 2026
13 events- Insider transactions disclosed in legal filings with the SEC involving Applied Materials.
- EssilorLuxottica and Applied Materials signed a joint development agreement for smart eyewear.
- Federal Reserve policy is impacting the performance of tech stocks and consumer spending across various industries.
- Applied Materials filed reports with the SEC on June 15, 2026.
- ABR is calculated based on analyst recommendations, using Zacks Rank to categorize stocks for price performance.
- Trump's oil and gas pledges benefit US stocks, specifically impacting Pfizer.
- Applied Materials filed a Form 13F regarding share holdings on May 27, 2026, involving William Blair Investment Management LLC.
- The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.
- Goldman Sachs rates Applied Materials favorably as it announces successful partnerships with TSMC, Micron, Samsung, and Intel.
- CEA-Leti, Applied Materials, and others collaborate to accelerate innovation in specialty semiconductors.
- Intel is a customer of Applied Materials, which tracks Intel's foundry moves, while Donald Trump plans similar government deals.
- Norges Bank and Capital Research Global Investors acquired new stakes in Applied Materials on June 18, 2026.
- Apple is actively building a domestic silicon supply chain and expanding relationships with key U.S. suppliers, including Texas Instruments, Broadcom, GlobalFoundries, Applied Materials, and GlobalWafers.