Semiconductor Equipment (WFE) — Timeline
56 milestones, source-traced.
Jul 7, 2026
News Mention: Applied Materials (AMAT) Unveils SENZ To Speed AI Smart Glasses Development - Yahoo! Finance...
Applied Materials (AMAT) Unveils SENZ To Speed AI Smart Glasses Development - Yahoo! Finance Canada <a href="https://news.google.com/rss/articles/CBMijAFBVV95cUxNOW0wbWNYNkVKdms0eW04LUJnRGRISERzYVF3M19lcXluYnFXcjJKVVpzNFI2WEVqd2gwMFl4eHdjbmVfZ0lkWjI3eTNFSXFTUUxxbHc4YUZRVGNTUVhYbXRKWGtwb0hJNTRWQnVBckhmNTVqNlhhbFd4SmE5cU9lZWNCYnYtSkwxU1NkWQ?oc=5" target="_blank">Applied Materials (AMAT) Unveils SENZ To Speed AI Smart Glasses Development</a> <font color="#6f6f6f">Yahoo! Finance Canada</font>
gnews-amat →Jul 7, 2026
News Mention: AMAT Stock Analysis 2026: Is AMAT Stock a Good Buy After 165% Rally? -...
AMAT Stock Analysis 2026: Is AMAT Stock a Good Buy After 165% Rally? - WEEX <a href="https://news.google.com/rss/articles/CBMioAFBVV95cUxNSjFQSW8ybHZnZVFxNmVWSzV4eHd6VFJFaGJvYkZWNmxUaGlGLWtndVNoaUFIUGEwbmhIZG9PSzRaNGY1TVNuTFYxNTY5YkU0al9yWVZ0V2Y1QTk5cmF1UklBWUFTQ3ZEOGwySjVRN1A2cDFQOURZNm5lZW80WUcxU0JJOUYzdDgtRW9MTnROcXdFalNTWXpPNWI2SVFvcUZf?oc=5" target="_blank">AMAT Stock Analysis 2026: Is AMAT Stock a Good Buy After 165% Rally?</a> <font color="#6f6f6f">WEEX</font>
gnews-amat →Jul 7, 2026
News Mention: Applied Materials’ SWOT analysis: stock gains favor amid semiconductor equipment growth - Investing.com <a...
Applied Materials’ SWOT analysis: stock gains favor amid semiconductor equipment growth - Investing.com <a href="https://news.google.com/rss/articles/CBMi2wFBVV95cUxPOEZWNFRDckFObVVrVmYxaTR0LW5HSnM1b1diRW1xVEZ0MlRUTVEtclRzMVVQaFAtRHZGM2EwQVplQnJCOWJ2S3lZUTk3Z2FGSmxVRGVsbWYyZElvUDFwVHFnUzJfaUYteXZFTk5mREtiZEFrN1pFYTBTWGVMbVBUbVBNNll1RDFnQ2hxX2g3SnpPYjRUc29JdUVMTnd5UURqUUF1MkpfR2tFS29Cc2pzZlg3enFCUXJIZk5XQzlFZ1VEdE44SFk1R01lOFlfSW1rRVM5TUNkdGFwQ1k?oc=5" target="_blank">Applied Materials’ SWOT analysis: stock gains favor amid semiconductor equipment growth</a> <font color="#6f6f6f">Investing.com</font>
gnews-amat →Jul 8, 2026
News Mention: Applied Materials outlines chip-equipment growth path amid AI demand - AD HOC NEWS <a...
Applied Materials outlines chip-equipment growth path amid AI demand - AD HOC NEWS <a href="https://news.google.com/rss/articles/CBMixgFBVV95cUxQSHl3WldtejBOYmZxd2xYM0o3NHF6UVNPaHptOWk3elpJc1dPTlZfYnZFYmswRTFQTzFraTNRYWpZWHVRbkt5OTQ1RjBZNVU1ZF9BLTZWOUVJZ3ZFMUhFT012YjZHbG96bW9lRDVGc0E2c3JlU3hKS0FPMEFVU2ZaOGV6bGlvbnlneXlfY3c1VXpQX2RieHdXMEdqMzhaYUM5c3I1NWtOODZ6UXRiOGRXQlFxaEJudHUzZ0xiLVRnZWc4VGp6TGc?oc=5" target="_blank">Applied Materials outlines chip-equipment growth path amid AI demand</a> <font color="#6f6f6f">AD HOC NEWS</font>
gnews-amat →Jul 8, 2026
News Mention: Can AMAT's Advanced Packaging Drive Its Next Growth Phase? - TradingView <a href="https://news.google.com/rss/articles/CBMiswFBVV95cUxPcHVYZWpreUNBS0UyckFhU0tZcmRHQ0pDdFpZNkZid2Z3TkhJVE1KX3F1X01Pc3ZOZkljZnIweFNCN05XSXQydTZhUGZtWVlzbUlYTEdSQ3VteXVZOVJ4VlZqdDl5UGsxUkxUT3pGZGdOLWM3ckdfaVhMSk1PMTZjYV9ObTlYVGttUXA4UnZibkhPV3BScnVPUXc5LTJjNFhKMmJMbGtYd1JBTXZWWmtMczZzRQ?oc=5" target="_blank">Can...
Can AMAT's Advanced Packaging Drive Its Next Growth Phase? - TradingView <a href="https://news.google.com/rss/articles/CBMiswFBVV95cUxPcHVYZWpreUNBS0UyckFhU0tZcmRHQ0pDdFpZNkZid2Z3TkhJVE1KX3F1X01Pc3ZOZkljZnIweFNCN05XSXQydTZhUGZtWVlzbUlYTEdSQ3VteXVZOVJ4VlZqdDl5UGsxUkxUT3pGZGdOLWM3ckdfaVhMSk1PMTZjYV9ObTlYVGttUXA4UnZibkhPV3BScnVPUXc5LTJjNFhKMmJMbGtYd1JBTXZWWmtMczZzRQ?oc=5" target="_blank">Can AMAT's Advanced Packaging Drive Its Next Growth Phase?</a> <font color="#6f6f6f">TradingView</font>
gnews-amat →Jul 9, 2026
News Mention: Applied Materials (AMAT) Is Down 12.4% After Russell Reclassification And AI Tool Launches Has...
Applied Materials (AMAT) Is Down 12.4% After Russell Reclassification And AI Tool Launches Has The Bull Case Changed? - simplywall.st <a href="https://news.google.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
gnews-amat →Jul 9, 2026
News Mention: Applied Materials stock jumps as Meta AI chip plan lifts semiconductor names - TradingView...
Applied Materials stock jumps as Meta AI chip plan lifts semiconductor names - TradingView <a href="https://news.google.com/rss/articles/CBMizAFBVV95cUxPb2lFeWRQT3F2U252Z0FNN2lBRGxoZ2FJVU1oMXlCa1VTc1p2cld6eF93RmxMc1NqdVZOSXhYTzh1TVdaNXFvNXh5bl9GRUNTRzc0Um04LXRiS3g0VzhCYkFkSTM5YXpVWFhKMFgtVEVsQlE4QlhKSm1Jczk5S1lOT1NZVUNFWS03cW8teVB3cTBjM1NfOV9jVGVIQjBudlU4MGZwMk15UmtaQmpqVVZxVFZXUEdjX1Y0RXZycVFQcDJlNzZVazRvV3FpWkU?oc=5" target="_blank">Applied Materials stock jumps as Meta AI chip plan lifts semiconductor names</a> <font color="#6f6f6f">TradingView</font>
gnews-amat →Jul 9, 2026
News Mention: Applied Materials surges as CEO signals multi-year chip boom - StreetInsider <a href="https://news.google.com/rss/articles/CBMiuAFBVV95cUxNQU90VjZtNWE0ODQ1MG5VTHAxajh0RC1ma0h0RHowN19hWVl3OHpVaTJISGZtVG1xMTlDN1dwVVdJTFdPeHJLNXplNG5HbkMzUzlGakdZU2piLTFpMTF6UW1QUXFWX2FQWXZKU2w1UlhlWkRGcjlfNWIwbDJ4MXBfVkFiSk5aTDNKbzhTaGo5clpTY0ZSbVBLcGM2VFdKUTFEemZHdWdXeHZzYVRxdko4a2I5RTE0ZUxD?oc=5" target="_blank">Applied...
Applied Materials surges as CEO signals multi-year chip boom - StreetInsider <a href="https://news.google.com/rss/articles/CBMiuAFBVV95cUxNQU90VjZtNWE0ODQ1MG5VTHAxajh0RC1ma0h0RHowN19hWVl3OHpVaTJISGZtVG1xMTlDN1dwVVdJTFdPeHJLNXplNG5HbkMzUzlGakdZU2piLTFpMTF6UW1QUXFWX2FQWXZKU2w1UlhlWkRGcjlfNWIwbDJ4MXBfVkFiSk5aTDNKbzhTaGo5clpTY0ZSbVBLcGM2VFdKUTFEemZHdWdXeHZzYVRxdko4a2I5RTE0ZUxD?oc=5" target="_blank">Applied Materials surges as CEO signals multi-year chip boom</a> <font color="#6f6f6f">StreetInsider</font>
gnews-amat →Jul 9, 2026
News Mention: Chipmakers are preparing for years of expansion: Applied Materials CEO - Nikkei Asia <a...
Chipmakers are preparing for years of expansion: Applied Materials CEO - Nikkei Asia <a href="https://news.google.com/rss/articles/CBMiugFBVV95cUxPalZxNGZ1TERRZzhRLUw4NTloOS1xZUZjT1VMTW9xVi1PR1A3NmZXTEdVU2xlYW5yRmliMVJZSjhGUl85OU9TNldFUVJzTkt2al9xeElWMEx1NTBEa2VlWmI1emFxdkxCamJ0TUZsb1dFNVpFaTY0NlpPcUpQOEltZTJXdFg2OU0zTlpQeVJWOEk4RXhKRXllc2pCNWZRRzFDRmdEekZPXzJIdmpOakV3THM2OHY4TFRiVHc?oc=5" target="_blank">Chipmakers are preparing for years of expansion: Applied Materials CEO</a> <font color="#6f6f6f">Nikkei Asia</font>
gnews-amat →Jul 9, 2026
News Mention: Mizuho raises Applied Materials stock price target to $650 on AI demand - Investing.com...
Mizuho raises Applied Materials stock price target to $650 on AI demand - Investing.com <a href="https://news.google.com/rss/articles/CBMiygFBVV95cUxQYU8xUU1oOWFtUVU4T2cwaXNFbl9JdFRjbGszQ0dVZ21EV0RzcENzaExIMUNhbHZ2bjVTcDBieVZsNFNtUjJvYjdMdjZvMFhmcExVN2RBTWs4dkFiVmVEbEswNkVqZ0wxbWVrZE1ZSWMtbms1a1BRenFSR0EwYkh3VTNmUzhBc0tKZEV2empnRTZCQ1gzU29td2ZwbGlxRkZfRVpob2N4Z1UybncyMTd6elcwamdrNi1wTDdFaV9rRG1ZNG00MVNOWDVn?oc=5" target="_blank">Mizuho raises Applied Materials stock price target to $650 on AI demand</a> <font color="#6f6f6f">Investing.com</font>
gnews-amat →Jul 9, 2026
News Mention: Applied Materials stock jumps as Meta AI chip plan lifts semiconductor names - Invezz...
Applied Materials stock jumps as Meta AI chip plan lifts semiconductor names - Invezz <a href="https://news.google.com/rss/articles/CBMisgFBVV95cUxQTnlJRko0c3Flb1B3VDRoM3JmVmJ5cXNiRC0xM1VhS0RQcXR4ZU13RFc1aTAxRWhuSlVCckExWjBMZ3RTODMxUGVrUXowSnJPVWxqTnZEX3VzRzZ5SHVlOGhHX3ZjSjFDby1Lc3lJY3BTbXZXZDJLelJDVnVsZ0ZYYTBYRjZ1RlAyXzdYYlRYSWEzeGQwOVRzREd4ekIyeWI3dmNhdTgwSThSNDVqSW1YYVBB?oc=5" target="_blank">Applied Materials stock jumps as Meta AI chip plan lifts semiconductor names</a> <font color="#6f6f6f">Invezz</font>
gnews-amat →Jul 9, 2026
News Mention: $Applied Materials (AMAT.US)$ Why $AMAT surged and why Wall Street is getting even more...
$Applied Materials (AMAT.US)$ Why $AMAT surged and why Wall Street is getting even more bullish - Moomoo <a href="https://news.google.com/rss/articles/CBMirAFBVV95cUxNTG12S1VlbElMdU03dkJjemZjNkhUbmVvc29SSnBKUDdqOU53QmhJTERMYmhtdjlTN2xkTC02aldEQUs0czhQek1EN1QwMGZub1N5TXpZTXY3U2JqSGY2eG9Gb3VlVGRWaDQ5WC05aTctdmZPbXJXNGcySlVfLV8zMUMyb0dsT3ZkVEZERmx2czItMy1KZHY2MW1WcEk1T2pvZUs2a1U1ZjJWWHF1?oc=5" target="_blank">$Applied Materials (AMAT.US)$ Why $AMAT surged and why Wall Street is getting even more bullish</a> <font color="#6f6f6f">Moomoo</font>
gnews-amat →Jul 9, 2026
News Mention: Applied Materials Shares Jump as CEO Highlights Long-Term Chip Investment Outlook (AMAT) - Yahoo...
Applied Materials Shares Jump as CEO Highlights Long-Term Chip Investment Outlook (AMAT) - Yahoo Finance <a href="https://news.google.com/rss/articles/CBMinwFBVV95cUxQQkNsRzI3TjNQSzNEMU1CMWRlQk84dnQ5VUlublZKNG80UktLbFpWMVcybDdSdndKMmtCZUZGSWR1RDNyVHAzNFNoUkotWjFZU0M2U0NhUnh2aEtzZVJGQV9lQXptWkxZYThnaWhfcVdBUEtFOWhGT0dIQWNIM19yMFJEc3Z3UDV0MjBaV3U1MXFGcGoyUFd2WXB2TGFzMzQ?oc=5" target="_blank">Applied Materials Shares Jump as CEO Highlights Long-Term Chip Investment Outlook (AMAT)</a> <font color="#6f6f6f">Yahoo Finance</font>
gnews-amat →Jul 9, 2026
News Mention: Applied Materials and Lam Research Take Off on Meta’s Chip Plans - Barron's <a...
Applied Materials and Lam Research Take Off on Meta’s Chip Plans - Barron's <a href="https://news.google.com/rss/articles/CBMijgFBVV95cUxPNkxpc1ExS2FSUk5lUGxPYkltTjRhQ0U3TXJCajJlaVhmb2VWQUYyTEdZM3dFNVdGSjNpUU91SGhEZG9KU1dOeDdaM3h3c0ZPc01GSDVXdDVjR1lIbGdOQk5xcldmNWRMc0ttRVZmTW5QZDFnNEtmVmZDZXNrVnNKZDh4MmhLTDI0N0U2ZTBR?oc=5" target="_blank">Applied Materials and Lam Research Take Off on Meta’s Chip Plans</a> <font color="#6f6f6f">Barron's</font>
gnews-amat →Jul 10, 2026
News Mention: How Investors Are Reacting To Applied Materials (AMAT) Being Dropped From Key Russell Value...
How Investors Are Reacting To Applied Materials (AMAT) Being Dropped From Key Russell Value Indices - Yahoo Finance UK <a href="https://news.google.com/rss/articles/CBMilAFBVV95cUxQa2syNWc3eU4ySUVCeUtvNWtRbXV1cVJTMGZlbWFwcVpLZ0JDTk5BMXpLOGtpcTFwamNVZnNYb0RUeGtwa3lTdi1qdmdmQjRjYURfQnpNSlVHcTdFY0J6VHlUbjdWbFJDak9ON0RpU2NTdVNkOEhIeUd6eXFTaktFZlpuaGV2NlRsQjdVMGpNNnNsczYw?oc=5" target="_blank">How Investors Are Reacting To Applied Materials (AMAT) Being Dropped From Key Russell Value Indices</a> <font color="#6f6f6f">Yahoo Finance UK</font>
gnews-amat →Jul 10, 2026
News Mention: Applied Materials (AMAT) Set for Growth Amid AI-Driven Semicondu - GuruFocus <a href="https://news.google.com/rss/articles/CBMisAFBVV95cUxQMElaNE8zTDRSMGJISXRBRnNoa0hoV1V6RC0xeEl4dTVCS3BFeDVfNlZtRG9FQk9tQnEwVEF1OElsVDdSTHZPbVJnYXRMSjd5bURhY01rV0w1QjBmVmp1eVR1MjFyX1JrS2pFa2RGN0M3al9BSk5fc0YwLXE1M0JRdWNjQTNMaGxqdlBsZWNKa0p4QjU4Vk5Zc2lYcl9LU1lDMXBWcDgtdVoxa3RfbUxSUg?oc=5" target="_blank">Applied...
Applied Materials (AMAT) Set for Growth Amid AI-Driven Semicondu - GuruFocus <a href="https://news.google.com/rss/articles/CBMisAFBVV95cUxQMElaNE8zTDRSMGJISXRBRnNoa0hoV1V6RC0xeEl4dTVCS3BFeDVfNlZtRG9FQk9tQnEwVEF1OElsVDdSTHZPbVJnYXRMSjd5bURhY01rV0w1QjBmVmp1eVR1MjFyX1JrS2pFa2RGN0M3al9BSk5fc0YwLXE1M0JRdWNjQTNMaGxqdlBsZWNKa0p4QjU4Vk5Zc2lYcl9LU1lDMXBWcDgtdVoxa3RfbUxSUg?oc=5" target="_blank">Applied Materials (AMAT) Set for Growth Amid AI-Driven Semicondu</a> <font color="#6f6f6f">GuruFocus</font>
gnews-amat →Jul 10, 2026
News Mention: Applied Materials, KLA stocks gain as AI boom lifts chip equipment outlook - CryptoRank...
Applied Materials, KLA stocks gain as AI boom lifts chip equipment outlook - CryptoRank <a href="https://news.google.com/rss/articles/CBMisAFBVV95cUxQMnZjTUxGOV96ZW5EbEZnajYwaXBwdnNDYzRZdU1kaWVkV1d4SW1XMFJROVZ1SkM1S3JuSjg5MF9ZT1FSdnJDdm5KcE84WWxrT0xUWld6UHhQRnJZMXFxWWxsbEFUZ3B4dTRhX3FlUjZMN3A2cFZpbkc0WVh0MHU3bTVXX2xVbUIxNGtoeDd5SkduZVMzMWNrcktvM3pOOUNjNkRFcTZEcXp4MlluS2x0Rw?oc=5" target="_blank">Applied Materials, KLA stocks gain as AI boom lifts chip equipment outlook</a> <font color="#6f6f6f">CryptoRank</font>
gnews-amat →Jul 10, 2026
News Mention: Applied Materials (AMAT) Q4 2025 earnings summary - Quartr <a href="https://news.google.com/rss/articles/CBMieEFVX3lxTE81QjVHRFVYcV90WWRpUmFiSFdkdEllOUxMWEYzRng5UmdtSUpCMGM5VS1CYUo3dW1BWkJ4V3A4STB2clNrLVZIZk5TWHpWZFBjWjJsWUc3d2RQZlBjX3RpSmdFV0VvRm9yOEMzRGpfMkZuXzBfM2pKYQ?oc=5" target="_blank">Applied Materials (AMAT)...
Applied Materials (AMAT) Q4 2025 earnings summary - Quartr <a href="https://news.google.com/rss/articles/CBMieEFVX3lxTE81QjVHRFVYcV90WWRpUmFiSFdkdEllOUxMWEYzRng5UmdtSUpCMGM5VS1CYUo3dW1BWkJ4V3A4STB2clNrLVZIZk5TWHpWZFBjWjJsWUc3d2RQZlBjX3RpSmdFV0VvRm9yOEMzRGpfMkZuXzBfM2pKYQ?oc=5" target="_blank">Applied Materials (AMAT) Q4 2025 earnings summary</a> <font color="#6f6f6f">Quartr</font>
gnews-amat →Jul 11, 2026
News Mention: These 5 Chip Stocks Are Riding the AI Fab Spending Wave - 24/7 Wall...
These 5 Chip Stocks Are Riding the AI Fab Spending Wave - 24/7 Wall St. <a href="https://news.google.com/rss/articles/CBMioAFBVV95cUxNMm5RUTd6cVdkNlVrS1lNcVhyNW9nNUc4QWpkVkZJTmN3aWNhSkwyTjM2M2lSZDlvV0lBOUdlZDF0NGo2YTZQei1mdUJTN2xXNGZaR2RzcTQtdGppbEVqYWpqUHpsRnVTekxHUjB5Mk54ZWFsUXNvNXJ5SFpSVXNBenhoa2ZUNWNiNDZ6bXpHRmhXd1EwaTdFTlhQX2VCdEJG?oc=5" target="_blank">These 5 Chip Stocks Are Riding the AI Fab Spending Wave</a> <font color="#6f6f6f">24/7 Wall St.</font>
gnews-amat →Jul 11, 2026
News Mention: ASML Earnings Wednesday: EUV Bookings Will Show Whether the AI Chip Boom Is Sustainable...
ASML Earnings Wednesday: EUV Bookings Will Show Whether the AI Chip Boom Is Sustainable - Tech Times <a href="https://news.google.com/rss/articles/CBMizwFBVV95cUxPSGN6WUVPVWNXcmtudEpHa0FOTkkxckhsSkptd2ZacU5seHl2YzFiOVliZGNSMTA4RUpoZ0Z1OG9HRlI0RlVZY3hISzF3ZHowZWE5TWQ0VVJTRm1vQzZ5WXBLRFpsYThCV1pWWDJNWWs0SXVibjVpR3VkMjl3Q2tmMzlsSUNfTEtKZXMyZDBGRmJNQ1pkVGR5a1hzUGFwMGNpZ3k3c0RfSmR2UENLR0g0OWM3UFJiUk5LYTBDR2ZPLVAzMGJCbVp2T2ZkOXNtdDQ?oc=5" target="_blank">ASML Earnings Wednesday: EUV Bookings Will Show Whether the AI Chip Boom Is Sustainable</a> <font color="#6f6f6f">Tech Times</font>
gnews-asml →Jul 13, 2026
News Mention: Can AI Chip Boom Help LRCX Reach Record Q4 Sales Target of $6.6B? -...
Can AI Chip Boom Help LRCX Reach Record Q4 Sales Target of $6.6B? - The Globe and Mail <a href="https://news.google.com/rss/articles/CBMi4AFBVV95cUxOVVlhdHdqeFR2RDFsMnBETEc0WVdiR1VOeEVadDhKcVFXaVI4S2gxVDVURlM5V1hhY3hwVDV4UDhha1ZaOGw5OW5wVTdhMGdkVXVqZGVWRkxHb2ZiTUIwa21PZExBOTdZRDJIRktjWFZSVm9MWHZ0aGpyOFRfZ1lZeHU4Y1QwdnJRZWdqTUxMaG9GUUJZd0xuODBBS1p3QjhqNUtiRUxlSDRwVnhZYjljbHhEbXAyUjBwVFNqaC12ZktxRjZ5M1Ryb3NRMFNodmRmNnczSW42a3JYeGp2b08xNg?oc=5" target="_blank">Can AI Chip Boom Help LRCX Reach Record Q4 Sales Target of $6.6B?</a> <font color="#6f6f6f">The Globe and Mail</font>
gnews-amat →Jul 13, 2026
News Mention: Is Onto Innovation Gaining From Rising AI Semiconductor Demand? - TradingView <a href="https://news.google.com/rss/articles/CBMiugFBVV95cUxNUi1JdWJ2QnB5dV9jUWtrYUFjQ0p5d09zcnpsU3AwenR5SzVuN0NkWDZYVDgydW83T29oQlBlMU9DbXAyVUhtRjhtSnM0eXd6WTE3OTl2em5lSmJWY1phRWJpWVNUbzBsLVpkYnVmTE9wTnAyM0xBRUs3MHlGbXNUa1VGMTUwTFVnME9LdklEZHhZaWRXeWxXakVGN3RXSV9CZXdkN2R4R0lpMmE4Tl83TmUtbENJNEYxZ0E?oc=5" target="_blank">Is...
Is Onto Innovation Gaining From Rising AI Semiconductor Demand? - TradingView <a href="https://news.google.com/rss/articles/CBMiugFBVV95cUxNUi1JdWJ2QnB5dV9jUWtrYUFjQ0p5d09zcnpsU3AwenR5SzVuN0NkWDZYVDgydW83T29oQlBlMU9DbXAyVUhtRjhtSnM0eXd6WTE3OTl2em5lSmJWY1phRWJpWVNUbzBsLVpkYnVmTE9wTnAyM0xBRUs3MHlGbXNUa1VGMTUwTFVnME9LdklEZHhZaWRXeWxXakVGN3RXSV9CZXdkN2R4R0lpMmE4Tl83TmUtbENJNEYxZ0E?oc=5" target="_blank">Is Onto Innovation Gaining From Rising AI Semiconductor Demand?</a> <font color="#6f6f6f">TradingView</font>
gnews-amat →Jul 13, 2026
News Mention: Who Gets Paid When AI Needs More Memory? A Field Guide to the Toolmakers...
Who Gets Paid When AI Needs More Memory? A Field Guide to the Toolmakers - techi.com <a href="https://news.google.com/rss/articles/CBMiVEFVX3lxTFAtYlpVSEROcVNhTXRHTVI5SnJDWE5CUHFfcEFIZ3hjNDQ5UC1sWnZIUWt4RHllMENmdGgtajEtdm1oZnhZb2tNSTFENDVkcUxfX3dTeg?oc=5" target="_blank">Who Gets Paid When AI Needs More Memory? A Field Guide to the Toolmakers</a> <font color="#6f6f6f">techi.com</font>
gnews-amat →Jul 14, 2026
News Mention: ASML Holding Q2 2026 Preview: EUV and High-NA Momentum Accelerates – What to Expect...
ASML Holding Q2 2026 Preview: EUV and High-NA Momentum Accelerates – What to Expect - Bitget <a href="https://news.google.com/rss/articles/CBMiY0FVX3lxTE5vMWRDczdlWFNpempEb1A3NlYxTjFIOElnOUlIcDExZ2pIR2ZPVXQ0d1VZMmZDOXBueVVHeXBqeG14cGJGTEh6aDhfVWFtNUJ3YTJFNVc4Z01uc0Y1VTNma25IY9IBY0FVX3lxTE5vMWRDczdlWFNpempEb1A3NlYxTjFIOElnOUlIcDExZ2pIR2ZPVXQ0d1VZMmZDOXBueVVHeXBqeG14cGJGTEh6aDhfVWFtNUJ3YTJFNVc4Z01uc0Y1VTNma25IYw?oc=5" target="_blank">ASML Holding Q2 2026 Preview: EUV and High-NA Momentum Accelerates – What to Expect</a> <font color="#6f6f6f">Bitget</font>
gnews-asml →Jul 14, 2026
News Mention: Applied Materials (AMAT) Stock Looks About Fair Value Today - simplywall.st <a href="https://news.google.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
Applied Materials (AMAT) Stock Looks About Fair Value Today - simplywall.st <a href="https://news.google.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
gnews-amat →Jul 14, 2026
News Mention: How Applied Materials (AMAT) Is Positioned in the AI Hardware Build Out - Yahoo...
How Applied Materials (AMAT) Is Positioned in the AI Hardware Build Out - Yahoo Finance <a href="https://news.google.com/rss/articles/CBMimwFBVV95cUxPVVpINXdGLUJ2MUR3emZvVFhjX2JzUXQ1OC12VjBZNlFWeWtMXzZIdWZSMlhnNzVuN1I3NGp1bXR1T1BoSWFpTElQSXV6R2ZVNUxzVjFoUEh5MDdpZVdrVkZ0bWw2bmNCZm5wbmRTM0x4ZUc3RzVyTmNGQ0JxQy1za2V2OElBR1BmcUNpdXBEQXVkOHlZaUtPdk9JTQ?oc=5" target="_blank">How Applied Materials (AMAT) Is Positioned in the AI Hardware Build Out</a> <font color="#6f6f6f">Yahoo Finance</font>
gnews-amat →Jul 15, 2026
News Mention: ASML Raises Full-Year Guidance as Intel Ships First High-NA EUV Logic Chip - Tech...
ASML Raises Full-Year Guidance as Intel Ships First High-NA EUV Logic Chip - Tech Times <a href="https://news.google.com/rss/articles/CBMixAFBVV95cUxORUtWN3g0X0drNUxNVV90eW5CeEIzR05taWZUd1NaaUpGRkVJVkFfWEFCazB1aVNOWUI3SzRYUjJnTG5ZU09kY3NhSjB0STgzV2UwaVo5SkFOSGFUbEw4Y1Vyblg5SURtQ25HYnFYVEhIUHBVY1l2ZzVMY0ZxTDJZT1Z6V0dfSnFIaFdSY2h2Z1ZwVV9jUU05VjA2aE1vUmVFMS1oT2JNS016WXFLMkhSYnlycWp6WTlyS0YzT1JKdTF3SFZv?oc=5" target="_blank">ASML Raises Full-Year Guidance as Intel Ships First High-NA EUV Logic Chip</a> <font color="#6f6f6f">Tech Times</font>
gnews-asml →Jul 15, 2026
News Mention: Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy -...
Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy - 24/7 Wall St. <a href="https://news.google.com/rss/articles/CBMiwgFBVV95cUxOSkNuRVd6UkQzb2F3WEdxaEFHemtCQklXV2psNmZoT2ZwTW5NVDNxMTV6cjVWZEx0SEttN293SzBEbkNVNnVLVS1SQjN5RTZpWFFQVVd2M3NZcVU1aTdiRUhvNm12SFBSM2JIdl9sUENUcFFGelB2TDdTbnhWcGx6SmJNaTNtdmNQX2o0ekdZTUduTzZZNWFlbkVNUnZ6N2NxS2Nia3JYZmR1TlE3ZzNoczBLbFVGanQtQmF4cUdLU1pUQQ?oc=5" target="_blank">Applied Materials Vs. KLA Corporation: This AI Infrastructure Play Is A Better Buy</a> <font color="#6f6f6f">24/7 Wall St.</font>
gnews-amat →Jul 15, 2026
News Mention: Intel Foundry Hits 85% Yield, Winning Chip Orders as ASML Validates High NA EUV...
Intel Foundry Hits 85% Yield, Winning Chip Orders as ASML Validates High NA EUV - Tech Times <a href="https://news.google.com/rss/articles/CBMiyAFBVV95cUxPNFAtd3gwZnMyQ1B6NmV6b2l2Z3lxVkEzX05GbS1iVzJrWWZKU21BbVNvYk9lRU9UZWpISk1uUU93ajUzTmxFYXhacmFibTlqUUx1X3pUOENfWnpGS3hzQjhYamVfRG1xSlZHa01Uc3BvRnBfUFJYZjVMZGNMSzRabzhPU1R6T0pHMmkwamlsdTEtX1pYTWZ4UDlYM2I3MjZfQWFRNlJZeTVuZDMzcXpsMVg1dXJMOHBzSWd4Mnc5b2NtWjFCMWdReQ?oc=5" target="_blank">Intel Foundry Hits 85% Yield, Winning Chip Orders as ASML Validates High NA EUV</a> <font color="#6f6f6f">Tech Times</font>
gnews-asml →Jul 15, 2026
News Mention: Applied Materials (AMAT) Swings On Chip Sector Jitters, Is It 2.9% Overvalued? - simplywall.st...
Applied Materials (AMAT) Swings On Chip Sector Jitters, Is It 2.9% Overvalued? - simplywall.st <a href="https://news.google.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
gnews-amat →Jul 16, 2026
News Mention: Applied Materials (AMAT) Swings On Chip Sector Jitters, Is It 2.9% Overvalued? - Sahm...
Applied Materials (AMAT) Swings On Chip Sector Jitters, Is It 2.9% Overvalued? - Sahm <a href="https://news.google.com/rss/articles/CBMiwgFBVV95cUxNSVo2Um55Y1lWVlZIRHJPdXA1ZGUyODdWTDV5UnUtOEV4bVp1OEhYTHNQWms1Vm95bkZXTWl6M2pfN1R6bGd3bUtfdGJFME92RnVEYVNKLVlkaUN6b3NkZ0VhTWZJOGZPcDlNZERNSVpxc2RZWVFVY3FqdldxeEpYbWVWa0hXV3NubG5mNGhSXzB0cGM4SjlSR3doSUtTdFJ2UG42NmNuOFZTWDdDem5Xel9sWHJLb3NpeU5ScW9ISTVBQQ?oc=5" target="_blank">Applied Materials (AMAT) Swings On Chip Sector Jitters, Is It 2.9% Overvalued?</a> <font color="#6f6f6f">Sahm</font>
gnews-amat →Jul 16, 2026
News Mention: After the AI Sector Pullback, Capital Begins Seeking New Certainty: Could Semiconductor Equipment Stocks...
After the AI Sector Pullback, Capital Begins Seeking New Certainty: Could Semiconductor Equipment Stocks Be the Next Major Theme? - TradingKey <a href="https://news.google.com/rss/articles/CBMiuAFBVV95cUxPdzFVY0FhdUxZMExkYlQ5NlVsVjBxUV9BdWh2c1EwUU5FMDNBeVZOLUFqZ2Z6MElNNU5zZTFpeHoxMFZGUDFxRXdqVVF2M3pJVmJwMWdaR3lMQ0tSdWZseXVkY1BRWVJvX1Q1OVUzbXNBWUxLOVY4R0FJeVBtaUpNejlka0VtaVJMaHFPUURORDFnNnRlOF9zMVdWdThfNmo2bUZvTTlxYXZFMTl3eXgyQ3VKQk8tUzdF?oc=5" target="_blank">After the AI Sector Pullback, Capital Begins Seeking New Certainty: Could Semiconductor Equipment Stocks Be the Next Major Theme?</a> <font color="#6f6f6f">TradingKey</font>
gnews-amat →Jul 16, 2026
News Mention: Applied Materials stock holds gains as AI chip demand supports outlook - ad-hoc-news.de <a...
Applied Materials stock holds gains as AI chip demand supports outlook - ad-hoc-news.de <a href="https://news.google.com/rss/articles/CBMiyAFBVV95cUxQeWNqV0xIRmV5RDdmR0JEeXlEX0lmTWpTdWVyd18yblBfS3d3ZnY2OEVKQnVLRTg4QzVtVGRrMGJjalRyNHZaMldvd1JwMXhJUWNBUm1XUkduY3NHYlNtbVhXeWZQbW85cE9yWjVrWkFKQXFLQUY1ek12Q2hYQS1LQ0VOb0pYcll1N09rN1JibGNCZWFMOGRObWZ3cS1TRDRvZ0xhZHAyTTM0NHZjcVNmTkltLU9Pci1Udm15cVVnOHU0S2x3QVZtWg?oc=5" target="_blank">Applied Materials stock holds gains as AI chip demand supports outlook</a> <font color="#6f6f6f">ad-hoc-news.de</font>
gnews-amat →Jul 17, 2026
News Mention: Lithography Machine Sales Boom: ASML Confirms Stable Chinese Market, Intel Ranks No.1 in Key...
Lithography Machine Sales Boom: ASML Confirms Stable Chinese Market, Intel Ranks No.1 in Key Customer List - 36 Kr <a href="https://news.google.com/rss/articles/CBMiU0FVX3lxTE1ZblJuQU9CNTR6WGY1WXAyWFZsQUNiLTNzU3c3WXNOTnBib2Z0cnNaRGpkWUFycTZDampDU180RDN5MERNRGRvamJwTzl5cmlyTjJR?oc=5" target="_blank">Lithography Machine Sales Boom: ASML Confirms Stable Chinese Market, Intel Ranks No.1 in Key Customer List</a> <font color="#6f6f6f">36 Kr</font>
gnews-asml →Jul 17, 2026
News Mention: Applied Materials stock trades firm as AI chip demand supports orders and margins -...
Applied Materials stock trades firm as AI chip demand supports orders and margins - ad-hoc-news.de <a href="https://news.google.com/rss/articles/CBMizAFBVV95cUxQQzVHdWNVOURrb1ltTHBfbXV3R0JOcHV2QzYwUUgwM3NrQlRaR3pJNFpLOTZHYUdpNmdXQ1JpYV8taDJuSHdUcGZkNVZ6TzdyRWFPRWZuZ1I0cklJYUdiQjYyb0ViSlRKMjlPeUFzVU85cUl2VzBEV2hBZWxjeFhQTFRfY05jY0NnSnItS0p6YkpXT0oxODhpYlpHaXNxdUItNF9CZWFWNXNBbDZTUHhRQy1fM3pVTEl6N242OWtqNnJKWTNzbmc2bXBGUE0?oc=5" target="_blank">Applied Materials stock trades firm as AI chip demand supports orders and margins</a> <font color="#6f6f6f">ad-hoc-news.de</font>
gnews-amat →Jul 18, 2026
News Mention: Applied Materials stock trades near record territory as AI chip demand boosts growth -...
Applied Materials stock trades near record territory as AI chip demand boosts growth - ad-hoc-news.de <a href="https://news.google.com/rss/articles/CBMiyAFBVV95cUxPNU10Nkc0STVXdGFaV093bVdqYTFBcFc3QUJfNGlNc2trYzlCWmdjWXdvZFZDYUZEVjk4Q0tqdl9VdlFSUWdmcHZRQlNEcUVjT0gta3dZZWZ3Smd4a2ZXbDFsdDYxaTdNekM1VWd6NEpZQzBvVG5tVGNRbExVbmdrRUdaVmxLYkFUdmxXNmtoTmZGU1BBLTM4TEp3c0JER0h5NmxXSW1NRWp2c3ktRXdHNWwtVUJnb2RJMjdwMVQtTUFKSi1HNVJ1Tg?oc=5" target="_blank">Applied Materials stock trades near record territory as AI chip demand boosts growth</a> <font color="#6f6f6f">ad-hoc-news.de</font>
gnews-amat →Jul 18, 2026
News Mention: ASML stock steadies as investors weigh cyclical demand and AI-driven lithography orders - ad-hoc-news.de...
ASML stock steadies as investors weigh cyclical demand and AI-driven lithography orders - ad-hoc-news.de <a href="https://news.google.com/rss/articles/CBMixgFBVV95cUxQcWU5WTF0UVRRd0I3Y2dadnd4ZkltSTdiUDJzcTJBaXpRbFR5WTlNQklnazd2RjZlNzRTOWF0VTZ2SEpUUkVpNUFNM0VmeG0yRlJ1a0MtZERhU2dmbG9ZS0ZmSUtDWnNFUnY2MjBEc2tiQkVNME53Z2JZZkk2SURqSUxKV3p1U3B2R2JUUC14TlJ3LVlkRUdsRGl1YWtoTEpxNWFUbXpKNnBSanU2SHQwTGs1OTI0enB0bEEyOWc1YS1nMFY4UWc?oc=5" target="_blank">ASML stock steadies as investors weigh cyclical demand and AI-driven lithography orders</a> <font color="#6f6f6f">ad-hoc-news.de</font>
gnews-asml →Jul 19, 2026
News Mention: Applied Materials stock holds gains as chip-equipment demand and AI spending underpin outlook -...
Applied Materials stock holds gains as chip-equipment demand and AI spending underpin outlook - ad-hoc-news.de <a href="https://news.google.com/rss/articles/CBMixAFBVV95cUxQQ2JDLUhwZ0dIeU1tSG5XZC11czRWWUJOZVNOeWUwU0ExUWtxZC1hcHAxcnJpQzlpQ0J3N3hXaWNBRm5lOFZHeVZnOWQ5eWQzbkJBWlZqaXFzMDQzaWVSMWdlZ21nN2dxZ2RZRDhZOGtTbmpiZjBjSEVQcjBGSGdCYk80ZW9JcFUwOFlwbHRKN3FvQWpEOHZMVWRTZXVoM29vVXd6YVRRR2xjc2RoQ1FTZnlYelpDU19tYjREbmZFX0JjaHZT?oc=5" target="_blank">Applied Materials stock holds gains as chip-equipment demand and AI spending underpin outlook</a> <font color="#6f6f6f">ad-hoc-news.de</font>
gnews-amat →Jul 20, 2026
News Mention: Applied Materials stock trades near record territory as investors weigh AI chip equipment demand...
Applied Materials stock trades near record territory as investors weigh AI chip equipment demand and - Ad-hoc-news.de <a href="https://news.google.com/rss/articles/CBMizgFBVV95cUxQY2h3YUMxeFJXNXlNcUVXeUxFMGZuOWk0S2JBMFFfLTRXbGo2aTF3MXVXU0ZpLTlLM2c4b2V3WktoU0VKdTktQmpVdFZVTFgxZnJnb3BfalJSalJVQU93bDhlYlktUGdKZWNtZjh1a3FhWUZhTi1xZEF0TGNoWVI3a1ZlQUlpSmNVOFhwbDVXRWRPTzIxUGF3a0xNZ0RRWGRDSndmWDlHMkJpaWpzb0FfS1BjdHQ1YUlvc3h5SDQzTWxpbWNRRnFPUXNqTTg1QQ?oc=5" target="_blank">Applied Materials stock trades near record territory as investors weigh AI chip equipment demand and</a> <font color="#6f6f6f">Ad-hoc-news.de</font>
gnews-amat →Jul 21, 2026
News Mention: Bernstein Report: AI Data Centers Could Drive $736 Billion in WFE Spending by 2029...
Bernstein Report: AI Data Centers Could Drive $736 Billion in WFE Spending by 2029 - KuCoin <a href="https://news.google.com/rss/articles/CBMiqwFBVV95cUxPRkJFYWl3TFY1NHc1Z2NTM1VqbG9QcnpBWEpvcFEtaTRKb3FOM2tDaHpfbnpVdFE2RlAyUk5FbGZQUlJtRU1XZGlGU1FCaFNKYzNvS3dNNWhsXzU3WUJHbkhPNmNQV2dTaVNXRnByOEtuYkM2MDdqWjV1UUlzTjJQUHJWcFlvY1V5VmllN1BqemZGTDdpLU83VTdmakNTTGNXTGJRSU45RHNPMlU?oc=5" target="_blank">Bernstein Report: AI Data Centers Could Drive $736 Billion in WFE Spending by 2029</a> <font color="#6f6f6f">KuCoin</font>
gnews-amat →Jul 21, 2026
News Mention: Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor - TradingView <a href="https://news.google.com/rss/articles/CBMi0AFBVV95cUxPSmpydU5FV0hJNGdRdzZ3Qm5telgzQW51bFAwdFE4VHpVUEVhZDVxc0J2cE9rM2RkWjVCcVNYelFrTEZKOWlRTURhb0l1UzNwZFBsejhqUnBJYU5pWmNkb3BuNFJvcjlkc182dGR4SThWaG5vYktRLTZ4WlFjSVpvUno2MG5fNEtyckNKejJmTXRUenNVYzFCQTR4dG0taWVuY3UxOHBJV0hHTzhKdjhEems2OFlwZTIyb09JWHhnaDZHVHdyX3RzMjhtcHFRclV3?oc=5"...
Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor - TradingView <a href="https://news.google.com/rss/articles/CBMi0AFBVV95cUxPSmpydU5FV0hJNGdRdzZ3Qm5telgzQW51bFAwdFE4VHpVUEVhZDVxc0J2cE9rM2RkWjVCcVNYelFrTEZKOWlRTURhb0l1UzNwZFBsejhqUnBJYU5pWmNkb3BuNFJvcjlkc182dGR4SThWaG5vYktRLTZ4WlFjSVpvUno2MG5fNEtyckNKejJmTXRUenNVYzFCQTR4dG0taWVuY3UxOHBJV0hHTzhKdjhEems2OFlwZTIyb09JWHhnaDZHVHdyX3RzMjhtcHFRclV3?oc=5" target="_blank">Zacks Industry Outlook Highlights Applied Materials, Lam Research and FormFactor</a> <font color="#6f6f6f">TradingView</font>
gnews-amat →Jul 21, 2026
News Mention: Bernstein Analysis: 50GW of Computing Power Revalues Equipment Stocks—Has the AI Hardware Super Cycle...
Bernstein Analysis: 50GW of Computing Power Revalues Equipment Stocks—Has the AI Hardware Super Cycle Arrived? - 富途牛牛 <a href="https://news.google.com/rss/articles/CBMiswFBVV95cUxQd3JJOHhWZlJRYVlROHNJQzVQRVNWWjdHNGhqTmMwYm96Z0FGeUNzcDRpM1hMT3hZNmkxeUFjV2c5Z1NoY1ZuMHliMFhMaFdxQTVtb2JTVzY2WDlCOTJkQW0zN0Jrb2VsZms0T2drUGo3aHJHR2Z3MnJIYThNMzhaTWdkNXNjN0hQLTNncmd1dGlLR1JaUm5VUy16R2QtODBmdjRtSUtwVTBSVHM3R1QtLTJEdw?oc=5" target="_blank">Bernstein Analysis: 50GW of Computing Power Revalues Equipment Stocks—Has the AI Hardware Super Cycle Arrived?</a> <font color="#6f6f6f">富途牛牛</font>
gnews-amat →Jul 21, 2026
News Mention: 伯恩斯坦解读： 50GW 算力重估设备股， AI 设备超级周期来了？ - odaily.news <a href="https://news.google.com/rss/articles/CBMiUEFVX3lxTE1UNllMUFpaUFNLUkJTckgyNjJHTEZxdS00X0wyYk1vaGRLNTdsbkEtZnNVOXBZZWJ2RlBnbURydG5oaE4wSmNUanZzYjBoUHht?oc=5" target="_blank">伯恩斯坦解读： 50GW 算力重估设备股， AI 设备超级周期来了？</a> <font...
伯恩斯坦解读： 50GW 算力重估设备股， AI 设备超级周期来了？ - odaily.news <a href="https://news.google.com/rss/articles/CBMiUEFVX3lxTE1UNllMUFpaUFNLUkJTckgyNjJHTEZxdS00X0wyYk1vaGRLNTdsbkEtZnNVOXBZZWJ2RlBnbURydG5oaE4wSmNUanZzYjBoUHht?oc=5" target="_blank">伯恩斯坦解读： 50GW 算力重估设备股， AI 设备超级周期来了？</a> <font color="#6f6f6f">odaily.news</font>
gnews-amat →Jul 21, 2026
News Mention: Applied Materials stock trades near record territory as AI chip demand supports growth -...
Applied Materials stock trades near record territory as AI chip demand supports growth - Ad-hoc-news.de <a href="https://news.google.com/rss/articles/CBMiyAFBVV95cUxQTWtVWXV4OExHODMxZ0FOREdDand5RjM2ZzZienFyczd0c0lYcExteHBSc0NYZ2dpdnRyOXVXbXJydVhyMDgtdXBYT1doMmJlT0IzdEVyNnFjMU5KWWhhQVdHYjRqamVrVllvLUVPVWJNSURFWjRqWHB3RTZLODRFd3RxbG1mZG1TSDJvQ09SYW96TnN4T29TZVZ2bmtFM1JHTkVUMUNJa0o3R3JEdkRDU1FZU1MycWl2R1k3NlZkczl4WTM4Vkx6VQ?oc=5" target="_blank">Applied Materials stock trades near record territory as AI chip demand supports growth</a> <font color="#6f6f6f">Ad-hoc-news.de</font>
gnews-amat →Jul 22, 2026
News Mention: Ichor Growth Story Tracks AI Chip Spending and Etch Demand Boom Ahead - TradingView...
Ichor Growth Story Tracks AI Chip Spending and Etch Demand Boom Ahead - TradingView <a href="https://news.google.com/rss/articles/CBMiwwFBVV95cUxPV0hTVWFxZnp0c1RTYW9Oa0FfYXZfRVIzTWF3bm5SLVpIVVJCd2hIcFZJQTZXRnlvNldLdlNCSFhJMW9ZSHVhc2R6UFlmSjhRR2hIWG42ZV9hcUNkMks5bXNoQV9FV3JGNTg5UlBkeC1KVlVSMmRiTE5JWUlPYndfRVI2Nkp4WVQyTjc2WUZPdV80SXlyU2pBUzJON1NqTzIzYjh6bDVITUZUUHZCdkQ0S2dmeVI5dVVMU0lPZUtZaVQ3UEE?oc=5" target="_blank">Ichor Growth Story Tracks AI Chip Spending and Etch Demand Boom Ahead</a> <font color="#6f6f6f">TradingView</font>
gnews-amat →Jul 22, 2026
News Mention: ICHR Stock Outlook Hinges on AI Demand and Margin Expansion Now - TradingView <a...
ICHR Stock Outlook Hinges on AI Demand and Margin Expansion Now - TradingView <a href="https://news.google.com/rss/articles/CBMiuwFBVV95cUxPY1NjdEhKajUxTGc5eTNCZjVNd0hiSzU5TEtFX2RDZGdzQ3BhZFdFNnpJWXI4c3pxNENkMkFadFkyTFJRMG1CZFdEV29Kc3dSaFZ4Y0I3VFpZNklYQjQ2QjlFVGNKcDE5aXRKeHpQbTFPOU13bzc4eE1kWjE2d3M3MTl4VkNyXy1TVWt4YngwTF9VWENPUzlUQy1ZejI2MU5jdEVvaDZqaHQxQW9QakU4LVlndzlGMkEyQlZv?oc=5" target="_blank">ICHR Stock Outlook Hinges on AI Demand and Margin Expansion Now</a> <font color="#6f6f6f">TradingView</font>
gnews-amat →Jul 23, 2026
News Mention: Jim Cramer reveals 4 surging chip stocks he likes best - thestreet.com <a href="https://news.google.com/rss/articles/CBMi0wFBVV95cUxPVHRmWjhxYkh1N0djY0JNQzBLS3A5R3QyNE1YbEhjY1ZIaTZhR2cwTWNZbFRONDRkZUl5bUt4Vkd5Y1VWdGJRN3VfelZYc1pGZWcxdlM5S2oyUU9NU3lGNmRuTVdYb0JKR2tZWnFBYXBybXFpWjBBcno3TWtBZ3FURFd5d2tZVXdCdU5wU3puT2k4SG5fWWp1dGxVSnpiQ2MxWGM0MklUazJBTnpwbm05ak52X1ZqM2RXWk55TGlHYS01TkZFdG1lajlxNzM2d2dZNWVr?oc=5"...
Jim Cramer reveals 4 surging chip stocks he likes best - thestreet.com <a href="https://news.google.com/rss/articles/CBMi0wFBVV95cUxPVHRmWjhxYkh1N0djY0JNQzBLS3A5R3QyNE1YbEhjY1ZIaTZhR2cwTWNZbFRONDRkZUl5bUt4Vkd5Y1VWdGJRN3VfelZYc1pGZWcxdlM5S2oyUU9NU3lGNmRuTVdYb0JKR2tZWnFBYXBybXFpWjBBcno3TWtBZ3FURFd5d2tZVXdCdU5wU3puT2k4SG5fWWp1dGxVSnpiQ2MxWGM0MklUazJBTnpwbm05ak52X1ZqM2RXWk55TGlHYS01TkZFdG1lajlxNzM2d2dZNWVr?oc=5" target="_blank">Jim Cramer reveals 4 surging chip stocks he likes best</a> <font color="#6f6f6f">thestreet.com</font>
gnews-amat →Jul 23, 2026
News Mention: Jim Cramer Bets on Micron, AMAT, Intel, AMD as AI Spending Floods the Chip...
Jim Cramer Bets on Micron, AMAT, Intel, AMD as AI Spending Floods the Chip Supply Chain - finance.biggo.com <a href="https://news.google.com/rss/articles/CBMidkFVX3lxTE45UDBjVlV6by1uUXkwNkt5RDZvck5mYU5qNnRQRllMWHdKeWhhdXFSTGVRX0YydDVkUzBhWUtVNDN3Ty10eS1iZWtmc20wOW44N3dOZERDMG1JMnlNXzhmNmFLd09id1lVdy1iXy1TRmhXNTN3ZkE?oc=5" target="_blank">Jim Cramer Bets on Micron, AMAT, Intel, AMD as AI Spending Floods the Chip Supply Chain</a> <font color="#6f6f6f">finance.biggo.com</font>
gnews-amat →Jul 24, 2026
News Mention: Applied Materials (AMAT) Could Be 3% Undervalued After Intel Capex Boost - simplywall.st <a...
Applied Materials (AMAT) Could Be 3% Undervalued After Intel Capex Boost - simplywall.st <a href="https://news.google.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
gnews-amat →Jul 24, 2026
News Mention: AMAT vs. Q: Which Advanced Packaging Stock is a Safer Bet Right Now? -...
AMAT vs. Q: Which Advanced Packaging Stock is a Safer Bet Right Now? - TradingView <a href="https://news.google.com/rss/articles/CBMivgFBVV95cUxQdjE1UWlKZC1CbzhzYkMtbWxwUi0ySlY5MnAzMi1ZeDhPcTA1bjNDZVhOYjRvY2hwT1pnaURYVFJqVXF4ZWJLWEVodkdlVGxESXluNl9wc2R4TWpzUWhQSHVKUlAxOW1hMHZ0OVRWVm5mQ0ZFTkVlbGhJUUhpLVdTTlpseEF3Yl9iY2Jvb1M4MFJDZGx3a01wMEo4aUxFNGU3dHBIRmZodGppdDhjWHRVcmtGR0lqQnpzQ25INTdB?oc=5" target="_blank">AMAT vs. Q: Which Advanced Packaging Stock is a Safer Bet Right Now?</a> <font color="#6f6f6f">TradingView</font>
gnews-amat →Jul 24, 2026
News Mention: Applied Materials stock holds gains as AI chip demand supports outlook - AD HOC...
Applied Materials stock holds gains as AI chip demand supports outlook - AD HOC NEWS <a href="https://news.google.com/rss/articles/CBMiyAFBVV95cUxPczF5bGFKV0J5OFhpc3RJQ2JGanBZNWF2U01NeUZ0QjU4dFItM2cwTEIweUhvbHF1NDcyRURuM2x1SGZyOEN5X0huaDZETXVNcE03VVlKWFk2bE9WMDN3WEtNVVozWkF3WGtHMGhTZ1ExRlVpX0lxYWRCZUt4R1lPYlZBR0JxeUFzSFdFRE5DdlJKbm1RaXdWckQ4Zmk3MHF6VGN5WS1rdklTSHRXMExGOTJzbFc2emhRSDBQNjhfeDlQdTJJOHI1Yg?oc=5" target="_blank">Applied Materials stock holds gains as AI chip demand supports outlook</a> <font color="#6f6f6f">AD HOC NEWS</font>
gnews-amat →Jul 25, 2026
News Mention: Applied Materials stock trades steady as AI chip spending and recent earnings shape outlook...
Applied Materials stock trades steady as AI chip spending and recent earnings shape outlook - AD HOC NEWS <a href="https://news.google.com/rss/articles/CBMixgFBVV95cUxPUFBJQmdaTmpaZVAxUklfVkxqSkpwMnp3WmNuSFp5bHpTd3pNcWQ0Q2p6UlMwelNFdWZZZk1JbE5RS0ZjU2ZqQUpvTnhoY2FuOFNKbmM1eDJXV2ZNTTZUbV82SUwwaVQySlZtejVwZ3l5ZzVUb3VyQ1lzWG02enNibHQ5NWxNbmM5QUx1cGtJWW1HY3ZhbUQ2aW5qMUlJb3psUk1PenlOZmN0ZDJFSy1JY3Vzc1dkRzJlUVdkWEtLek5acVdXb0E?oc=5" target="_blank">Applied Materials stock trades steady as AI chip spending and recent earnings shape outlook</a> <font color="#6f6f6f">AD HOC NEWS</font>
gnews-amat →Jul 26, 2026
News Mention: Applied Materials stock trades near yearly high as AI spending lifts outlook - Ad-hoc-news.de...
Applied Materials stock trades near yearly high as AI spending lifts outlook - Ad-hoc-news.de <a href="https://news.google.com/rss/articles/CBMixgFBVV95cUxQbjFzZ3RkaEoyQWVxMDBRQVpPQzRqeS1tMm41ZUpicXppMWJGcFpPZGpuTEgxZ2VVU3cyTnZRYUpXSEdmUGRyZnBfek5yZV9rdzIzT0dEUGpNUGQyeEdWYmplOUF1Z195blNIWUpKSGc5LUN3TnFhc0tnenB0eTJjeVBtOGxLYXRPcDZGYkRnaHZUeFJSZEk5OTQyMmYyeTFUd0hlQXZBRnI4ZHpSaUcycXpDRXhOTFJYaUFjNTBUR3I5RVd4cEE?oc=5" target="_blank">Applied Materials stock trades near yearly high as AI spending lifts outlook</a> <font color="#6f6f6f">Ad-hoc-news.de</font>
gnews-amat →Jul 27, 2026
News Mention: 3 Semiconductor Stocks Likely to Outpace Q2 Earnings Estimates - TradingView <a href="https://news.google.com/rss/articles/CBMiugFBVV95cUxOUTVqRGI1NnZsRTZqVk9abFZCNmFxY1Q4NXpOd3R4eFNBUERsRW9PdXZKdXRFMzhxMlZfMVJZMWd3cThVLWVCUW5JSFp5TmRNWE1EVDF3UG13UGw2cDktZEpzTWRxeWZEMnBFdXpKekVZNEd0M0NMcmhiYlNBRnVvLUczeTg5WkpFM0VFbWdKUmZLUzhfN1hoS1B3bjRsVlNrSU9nTm8tSUZpb2hoRVZIcDhLM0RjV2ZCZlE?oc=5" target="_blank">3...
3 Semiconductor Stocks Likely to Outpace Q2 Earnings Estimates - TradingView <a href="https://news.google.com/rss/articles/CBMiugFBVV95cUxOUTVqRGI1NnZsRTZqVk9abFZCNmFxY1Q4NXpOd3R4eFNBUERsRW9PdXZKdXRFMzhxMlZfMVJZMWd3cThVLWVCUW5JSFp5TmRNWE1EVDF3UG13UGw2cDktZEpzTWRxeWZEMnBFdXpKekVZNEd0M0NMcmhiYlNBRnVvLUczeTg5WkpFM0VFbWdKUmZLUzhfN1hoS1B3bjRsVlNrSU9nTm8tSUZpb2hoRVZIcDhLM0RjV2ZCZlE?oc=5" target="_blank">3 Semiconductor Stocks Likely to Outpace Q2 Earnings Estimates</a> <font color="#6f6f6f">TradingView</font>
gnews-amat →Jul 27, 2026
News Mention: 3 Reasons Lam Research Is Worth a Closer Look Before July 29 Q4 Earnings...
3 Reasons Lam Research Is Worth a Closer Look Before July 29 Q4 Earnings - 24/7 Wall St. <a href="https://news.google.com/rss/articles/CBMitwFBVV95cUxQS0NyeVVQei1tZ1lsbjFTX0o1S2Z3N3NJSFQ5Vm84TkNyVG5udnVibm50b0tLNUNYTFBVakR2UERaMDk4TDJDSDRrMGVhY0RrSW9mT2M4eF83eGh3ZWJzc200cm91TjF5dUV6TzdmVTVweXFLZGNZOWRmajFwMTZPYm5QOVJlT05idzdZbXpVeEt1dUU0RFMwdzBfQ1lOZ0o0X0VySjQ4Um82THFMSUNPVkQ2ZGozZ1k?oc=5" target="_blank">3 Reasons Lam Research Is Worth a Closer Look Before July 29 Q4 Earnings</a> <font color="#6f6f6f">24/7 Wall St.</font>
gnews-amat →Jul 28, 2026
News Mention: Applied Materials (AMAT) Rose on AI-Driven Wafer Fabrication Spending - Yahoo Finance <a href="https://news.google.com/rss/articles/CBMilgFBVV95cUxPellYTFZiaHFSaG9GTU83bmJFdU41WWNrNFJwdlA2T29FQVJBTWd3cHp3YUJOa2xMa242djJOTXhGMTVjRkVmNmx3YVJuXzdKMVlwdWIzYU5iNWUxdTFON2d2anp1RXRKSGJTbU1sNjktZHBUSFhCSjZfMXYtWWYwSnhncVp5UnRZc0pTRkpIeEotMC1UUXc?oc=5"...
Applied Materials (AMAT) Rose on AI-Driven Wafer Fabrication Spending - Yahoo Finance <a href="https://news.google.com/rss/articles/CBMilgFBVV95cUxPellYTFZiaHFSaG9GTU83bmJFdU41WWNrNFJwdlA2T29FQVJBTWd3cHp3YUJOa2xMa242djJOTXhGMTVjRkVmNmx3YVJuXzdKMVlwdWIzYU5iNWUxdTFON2d2anp1RXRKSGJTbU1sNjktZHBUSFhCSjZfMXYtWWYwSnhncVp5UnRZc0pTRkpIeEotMC1UUXc?oc=5" target="_blank">Applied Materials (AMAT) Rose on AI-Driven Wafer Fabrication Spending</a> <font color="#6f6f6f">Yahoo Finance</font>
gnews-amat →
Milestones merged from 0 curated events, 0 verified facts (with observed dates), and 56 business signals from the last 24 months. Deduped by date + label; curated entries take precedence.
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