Applied Materials (NASDAQ:AMAT) Reports Earnings Thursday Amid AI Chip Spending Focus
Applied Materials reports Q2 2026 earnings Thursday as investors weigh AI-driven chip demand against slowing China sales. Analyst consensus sits at 36 Buy ratings.
Applied Materials Inc. (NASDAQ: AMAT) is a company in the Information Technology sector, listed on the NASDAQ. This page collects all Alpha Stocks Insight coverage of AMAT: earnings reports, analyst actions, and company news, updated as new articles are published. 5 articles since May 8, 2026.
AMAT's gross margin just reached its highest level in 25 years, driven by AI chip demand and premium products. Here's what's behind the milestone and whether it can last.
Applied Materials reports Q2 2026 earnings Thursday as investors weigh AI-driven chip demand against slowing China sales. Analyst consensus sits at 36 Buy ratings.
AMAT dropped 3.00% on Tuesday after announcing expanded TSMC partnership, signaling sector caution.
Applied Materials gained 1.91% on Monday, May 11 as the chipmaker deepens ties with TSMC to accelerate AI semiconductor scaling.
Applied Materials slides as negative revenue momentum and high valuation raise concerns about semiconductor equipment cycle maturity.
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Important Legal Disclaimer: This is for informational purposes only and is not financial, investment, or tax advice. Past performance is no guarantee of future results. We are not licensed advisors. For Swiss residents: This does not constitute a public offer under FINSA. For EU residents: Not MiFID II compliant advice. For US residents: Not SEC-registered advice. Always consult a qualified professional. Investing involves risk of loss.