Daily Digest
Daily Digest
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Everything Pomegra has published on AMAT: 30 news articles and 5 market briefs, newest first.
Applied Materials (AMAT) climbed to about $403 as Lam Research rose 9% and traders braced for a 7.5% swing.
19h ago
Lam Research (LRCX) rebounded as the chip index recovered from a 12% rout driven by AI-rule worries.
6d ago
Applied Materials (AMAT) and KLA slid as Lam Research (LRCX) fell 9% on supply limits and AI spending doubts
Oct 22
ASML (ASML.AS) reported record €11.7B quarterly sales, and customers are now asking about 2029–2030 orders
Oct 14
Applied Materials (AMAT) gave no industry spending outlook, while Lam Research fell 4% for a 7th straight day.
Oct 13
Cisco and Applied Materials report after the close Thursday, with options pricing moves of about 7.9% and 8.8% as the results test AI infrastructure demand.
Broadcom (AVGO) climbed 8.8% to $319.48 on Nov. 9 as AI stocks rebounded and the Philadelphia semiconductor index logged its best day since late July.
The Cboe Volatility Index surged almost 70% to 28.18 on Thursday, its biggest one-day jump in over two years, as an AI-led selloff hit equity markets.
The Nasdaq fell 2.6% on Thursday, its worst day since June, as AI spending fears and an oil spike hit Amazon, Nvidia and Alphabet while Apple gained.
Intel shares rose about 2.4% to near $92 after JPMorgan upgraded the chipmaker to Neutral, as Mizuho and BNP Paribas lifted price targets on AI server demand.
The Philadelphia semiconductor index fell eight sessions straight, its longest losing run since 2008, before rebounding on Monday as Micron regained $1 trillion.
Nvidia (NVDA) fell 3.2% to $221.30 and led a global chip selloff after hot CPI, as CEO Jensen Huang said it would cut off buyers developing unsafe AI.
Applied Materials (AMAT) fell 7% for a sixth day as Lam Research and KLA lost 4%, with profit-taking and no WFE forecast hitting AI stocks in chip equipment.
ASML gained 3.04% on September 18 as institutional buyers returned to chip-equipment stocks, judging near-term AI data-center spending cuts less severe than feared.
Intel rose 4% and AMD gained 3% Tuesday as chip stocks bounced back from an AI-safety selloff, outperforming a falling broader market on intact hyperscaler capex signals.
KLA Corporation surged to a multi-month high as AI-driven wafer fabrication investment accelerates, validating the thesis that semiconductor equipment makers are the next leg of the AI…
Stocks pulled back from all-time highs Friday as profit-taking hit semiconductors and persistent yield pressure on bonds gave investors reason to book gains, with the S&P 500 slipping 0.2% from…
Applied Materials set a chip equipment revenue record and Essex Property Trust raised its apartment REIT guidance, yet both stocks fell roughly 5% as investors locked in gains.
ChangXin Memory Technologies dethrones Tencent as China's most valuable company just 17 days after its record-breaking Shanghai debut, reaching a $524 billion market capitalization as investors…
Applied Materials posted a record quarter on "unprecedented" AI-driven demand for wafer equipment, yet shares slipped 3% after hours as investors weighed a guidance range with wide uncertainty.
Applied Materials (AMAT), the world's largest semiconductor equipment maker by revenue, laid out its most ambitious annual growth targets in years during its May 15 earnings call, projecting…
Applied Materials reports Q3 2026 earnings tonight; consensus calls for $9 billion revenue as semiconductor equipment demand surges on AI infrastructure buildout.
Options markets price double-digit swings for AMAT, COHR, and CoreWeave as all three AI-infrastructure names report earnings within 72 hours this week.
Wednesday's July inflation print, Q2 results from CoreWeave and Applied Materials, and Australia's central bank decision converge in the most data-dense stretch of the 2026 northern-summer trading…
The S&P 500 and Nasdaq Composite closed lower for the week ended July 18, 2026, as a fresh Chinese AI model release reignited AI bubble concerns and drove a sharp tech stock sell-off across…
Nasdaq-100 futures slid nearly 2% on July 17, 2026, as a widening global chip sell-off erased more than a trillion dollars in semiconductor market value amid deepening AI capex concerns.
The S&P 500 logged a second consecutive weekly gain in the July weekly wrap, rising 1.3% as tech stock performance led by Meta and the high-profile SK Hynix Nasdaq listing lifted the broader market.
U.S. large-cap indexes extended gains on July 10, 2026 as semiconductor and artificial-intelligence stocks recovered from an early-quarter sell-off, with the S&P 500 adding 0.09% and the historic…
Samsung Electronics delivered an unprecedented quarterly earnings result in Q2 2026, yet a 10% stock drop erased more than $100 billion in market value as investors questioned whether the AI…
Chipmakers led by Broadcom, AMD, and a broad semiconductor rebound powered Wall Street's key indices to record territory as the Philadelphia Semiconductor Index crowns a 101% first-half surge.
Stratfor Q3 2026 global outlook marks the US-China tech war as the defining geopolitical risk, accelerating AI chip decoupling and reshaping global supply chains and alliances.
The Nasdaq Composite fell 0.7% on July 2 as a late-session selloff in semiconductor stocks erased early gains, even as the Dow Jones Industrial Average touched a fresh all-time high ahead of the…
Investors rotated out of semiconductor hardware into AI software, sending the Nasdaq lower and erasing billions in gains from a historic first-half rally.
Wall Street split on July 2 as tech weakness dragged the Nasdaq-100 down 1.61% while financial sector gains lifted the Dow Jones to a record close of 52,900.
South Korea's Kospi falls 6.25% on July 2 as Samsung Electronics and SK Hynix bear the brunt of a broadening global semiconductor selloff triggered by Meta's cloud computing pivot.
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