Semiconductor Materials

Business

Analysts Bullish on Applied Materials as AI Spending Fuels Semiconductor Equipment Demand

A wave of analyst upgrades for Applied Materials underscores growing confidence in global semiconductor capital expenditure, driven by the AI infrastructure boom and demand for advanced manufacturing tools. The company's strategic position in wafer fabrication equipment places it at the heart of the industry's next growth phase.

Jan 31, 2026

Business

Applied Materials Stock Slumps Amid AI Demand Hype and Geopolitical Headwinds

Shares of semiconductor equipment giant Applied Materials fell sharply as investor optimism over its pivotal role in supplying AI chip manufacturing tools collides with persistent uncertainty surrounding U.S. export controls to China. The upcoming earnings report is seen as a critical test for the company's near-term trajectory.

Feb 5, 2026

Business

Applied Materials Stock: Wall Street's Bullish Bet on the AI Chip Boom

As Applied Materials stock soars past the market, analysts are increasingly optimistic about the semiconductor equipment giant's pivotal role in powering the next wave of AI-driven chip manufacturing.

Feb 4, 2026

Business

Applied Materials Stock Soars 80% in a Year: Is the Rally Running Out of Steam?

Shares of semiconductor equipment giant Applied Materials have skyrocketed over 80% in the past 12 months, fueled by the AI boom and chipmaking expansion. As the stock trades near $318, investors are grappling with a critical question: is this a sign of enduring strength or a warning of overvaluation?

Feb 4, 2026

Business

Applied Materials Poised for AI-Driven Surge as Chip Demand Accelerates

Semiconductor equipment giant Applied Materials (AMAT) is demonstrating remarkable resilience and strategic positioning to capitalize on the next wave of AI infrastructure spending, with strong financials and a deep technological moat signaling potential upside.

Feb 4, 2026

Business

Analysts Bullish on Applied Materials as Chip Spending Surge Lifts Equipment Giant

Driven by a global wave of semiconductor investment, Applied Materials (AMAT) has received a series of analyst upgrades. Mizuho and Deutsche Bank are among those highlighting the company's strategic position to benefit from expansive fab construction in the U.S., Taiwan, and Japan, and its key role in next-generation chip technologies.

Feb 2, 2026

Business

Cramer's Contrition: Calls Solstice Advanced Materials 'Fantastic,' Admits Premature Sale

CNBC's Jim Cramer heaped praise on Solstice Advanced Materials (SOLS), a Honeywell spin-off, calling it a 'terrific' stock and expressing regret for selling his position too early during a recent 'Mad Money' segment.

Feb 4, 2026

Business

Geopolitics, Power, and Supply Chains: The New Bottlenecks Reshaping Nvidia and the Semiconductor Cycle

While Nvidia's China sales await a regulatory green light, a deeper shift is underway. The AI boom's next phase is being constrained by power management, memory, and advanced packaging, reshaping value across the semiconductor landscape and turning mature foundries into critical enablers.

Feb 4, 2026

Business

AXT, Inc.: The Unseen Semiconductor Play Powering the AI Infrastructure Boom

As data centers scramble to upgrade for the AI era, a critical bottleneck has emerged in optical communications. AXT, Inc., a specialist in compound semiconductor substrates, finds itself at the center of this shift, leveraging a unique supply chain advantage to meet explosive demand for indium phosphide.

Feb 3, 2026

Business

Mizuho Upgrades Applied Materials to Outperform, Citing Strong Global Chip Equipment Demand

Mizuho Securities raised its rating on Applied Materials (AMAT) to Outperform, with a $370 price target, forecasting accelerated growth in global wafer fab equipment spending driven by major chipmakers' capital expenditure plans.

Jan 30, 2026

Business

Solstice Advanced Materials Bets Big on Nuclear Revival and Data Center Boom

Fresh off its spin-off from Honeywell, Solstice Advanced Materials (NasdaqGS: SOLS) is capitalizing on renewed interest in nuclear energy and surging power demand from data centers. As the sole U.S. provider of uranium hexafluoride conversion—a critical step in fuel production—the company's strategic reopening of its Metropolis Works facility positions it at the heart of America's energy security and infrastructure plans.

Feb 5, 2026

Business

TSMC to Produce Cutting-Edge 3nm AI Chips in Japan, Bolstering Tokyo's Semiconductor Ambitions

Taiwan Semiconductor Manufacturing Company (TSMC) announced plans to manufacture its most advanced 3-nanometer semiconductors at a new plant in Japan, a strategic move to meet surging AI demand and significantly advance Japan's goal of reclaiming leadership in high-tech chip production.

Feb 5, 2026

Business

Maas Group Strikes $1.2bn Deal to Exit Construction Materials, Pivots to AI and Digital Infrastructure

Australian conglomerate Maas Group agrees to sell its core construction materials division to Heidelberg Materials in a landmark deal, freeing up capital to accelerate its strategic shift into next-generation digital and AI-driven infrastructure projects.

Feb 5, 2026

World

TSMC to Produce World's Most Advanced 3nm Chips in Japan, Bolstering Tokyo's Semiconductor Ambitions

Taiwan Semiconductor Manufacturing Company (TSMC) announced plans Thursday to manufacture cutting-edge 3-nanometer semiconductors at its second plant in Kumamoto, Japan. The move, a significant win for Prime Minister Sanae Takaichi's industrial policy, aims to meet soaring global AI demand and reshapes the geopolitics of advanced chipmaking.

Feb 5, 2026

Business

Solstice Advanced Materials Stock Surges 32% in a Month: Is the Rally Justified?

Shares of Solstice Advanced Materials (SOLS) have rocketed over 30% in the past month, prompting investors to scrutinize whether the move aligns with the company's fundamentals. A deep dive into valuation metrics reveals a complex picture, with discounted cash flow models suggesting significant upside while traditional multiples paint a more cautious story.

Feb 5, 2026

Business

Cabot Navigates Turbulent Tire Market as Battery Materials Shine in Q1

Cabot Corporation's fiscal Q1 2026 results reveal a tale of two segments: its core Reinforcement Materials business faces stiff headwinds from weak tire demand and Asian imports, while its Performance Chemicals unit, led by battery materials, posts robust growth. The company tightens its full-year EPS guidance and outlines cost-cutting measures to bolster cash flow.

Feb 5, 2026

Business

Beyond the Foundry: How Tower Semiconductor Powers the AI Optics Boom

As data centers strain under AI workloads, a critical bottleneck is emerging in data transmission. Tower Semiconductor, often overlooked as a specialty foundry, is emerging as a key enabler of the pluggable optics technology set to dominate the next phase of AI infrastructure.

Feb 5, 2026

Business

MP Materials: A Rare Earth Powerhouse Trading at a Discount or a Pricey Speculative Bet?

MP Materials' stock has surged over 150% in the past year, riding the wave of critical mineral supply chain focus. Yet, a deep dive into its valuation reveals a stark contradiction: while a cash flow model suggests significant undervaluation, its sky-high revenue multiple signals caution. Investors are left weighing its strategic position against its current price tag.

Feb 5, 2026

US

DOJ Review Finds Attorney Mishandled Sensitive Materials in Politically Charged Investigations

An internal Justice Department review has found that attorney Ed Martin, a Trump appointee, improperly shared grand jury materials related to investigations of political figures. The findings led to his removal from a key role and eventual departure from the department.

Feb 4, 2026

Business

Energy Fuels Moves to Acquire Australian Strategic Materials, Accelerating Push for Non-Chinese Rare Earths Supply

In a strategic move to diversify global supply chains for critical minerals, uranium and rare earths producer Energy Fuels has entered into an agreement to acquire Australian Strategic Materials. The deal aims to bolster a Western-centric supply chain for rare earth elements, reducing reliance on Chinese production.

Feb 4, 2026