Applied Mat에 대한 매도 수량은 투자자에게 Applied Mat의 주식 하락에 베팅하는 정도를 알려줍니다. 매도 수량 데이터는 2주마다 업데이트됩니다.

Applied Mat (NASDAQ:AMAT) 주식, 공매도 수량 보고

Applied Mat

Applied Materials Inc is the largest semiconductor wafer fabrication equipment, or WFE, manufacturer in the world. Applied Materials has a broad portfolio spanning nearly every corner of the WFE ecosystem. Specifically, Applied Materials holds a market share leadership position in deposition, which entails the layering of new materials on semiconductor wafers. It is more exposed to general-purpose logic chips made at integrated device manufacturers and foundries. It counts the largest chipmakers in the world as customers, including TSMC, Intel, and Samsung.

Applied Materials

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반도체 섹터는 최근 몇 년 간 눈부신 성장을 이루었지만, 2024년은 더 선택적인 해가 되었다. 일부 칩 제조사들은 세 자릿수의 상승률을 기록하며 급등한 반면, 다른 회사들은 겨우 버티는 상태였다. 트레이더들이 2025년을 바라보면서 새로운 질문이 떠오른다: 승자들을 쫓아야 할까, 낙오된 주식들을 고를까, 아니면 애널리스트들의 강력한 지지를 받는 저평가된 기회에 집중해야 할까?

2025년 월스트리트 애널리스트들이 급등할 것으로 예상하는 5개의 반도체 주식

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벤징가는 지난주 많은 투자자들이 선호하는 주식들의 전망을 조사한 결과를 바탕으로, 다음과  같이 주요 뉴스 몇 가지를 요약했다. 미국 주식 시장은 상승세를 지속하고 있으며, S&amp;P 500과 나스닥은 각각 0.96%와 3.34% 상승하며 3주 연속 상승세를 기록했다. 반면, 다우 지수는 0.6% 하락했다.

벤징가 불스 앤 베어스: 테슬라, 게임스탑, 엔비디아, 비트코인 그리고 도지코인

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어플라이드 머티어리얼즈(NASDAQ:AMAT) 주가는 월요일(2일) 4.9% 상승한 183.26달러로 마감했다. 바이든 행정부가 중국 반도체 산업을 겨냥한 수출 통제를 강화한다고 발표한 후였다. 

5% 가까이 상승한 어플라이드 머티어리얼즈, 무슨 일일까?

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Shares of chip stocks are trading lower following soft guidance from Texas Instruments.

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Shares of major semiconductor companies are trading lower amid comments from an Nvidia supplier suggesting the global chips market has an uncertain outlook in 2025. Additionally, Elon Musk has expressed doubt about the Stargate project which may be weighing on sentiment.

On Tuesday, <a target="_blank" href="https://www.cnbc.com/2025/01/21/jim-crame-taiwan-semis-bullish-earnings-revives-optimism.html" rel="noreferrer noopener">CNBC&#8217;s&nbsp;Jim Cramer</a> called out the market reaction to Taiwan Semiconductor Manufacturing Co&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) <a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/43099745/taiwan-semiconductor-touts-1-5-billion-in-us-subsidies-confident-trump-will-maintain-chips-act-backing" rel="noreferrer noopener">quarterly print</a>. The sector, especially capital equipment companies, got a boost from the chipmaker&#8217;s report and guidance.
Taiwan Semiconductor reported&nbsp;fourth-quarter revenue&nbsp;of $26.88 billion, up by 39%, topping the analyst consensus of $26.28 billion.
Also Read: <a target="_blank" href="https://www.benzinga.com/analyst-ratings/price-target/25/01/43110913/apples-iphone-dependence-remains-but-services-wearables-offer-growth-potential-analyst" rel="noreferrer noopener">Apple&#8217;s iPhone Dependence Remains, But Services, Wearables Offer Growth Potential: Analyst</a>
The gross margin was 59%, up 600 bps, backed by its 3-nm and 5-nm technologies.
The company expects first-quarter 2025 revenue of $25.0 billion—$25.8 billion, compared to the&nbsp;$24.97 billion consensus estimate. It has also earmarked $38 billion—$42 billion in fiscal 2025 capex versus the actual fiscal 2024 capex of $29.8 billion.&nbsp;
Taiwan Semiconductor shared plans to boost manufacturing capabilities, marking its focus on advanced process technologies.
Cramer correlated advanced process technologies with equipment catering to Nvidia Corp&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) GPUs and other accelerators. Taiwan Semiconductor&#8217;s plan to boost capex on equipment triggered a rally in its supplier stocks, including&nbsp;Applied Materials, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>),&nbsp;Lam Research&nbsp;Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>), and&nbsp;KLA Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>), Cramer reasoned. However, the rally reflected investor conviction on the companies&#8217; prospects.
Cramer also attributed the rally to investor expectations that the Trump administration would soften some of the Biden government&#8217;s advanced semiconductor technology embargo as the former took charge on Monday.
Taiwan Semiconductor won a $1.5 billion grant from the U.S. for its semiconductor facilities in Arizona, where the chipmaker has invested over $65 billion.
Trump verbally attacked Taiwan Semi during&nbsp;<a target="_blank" href="https://www.benzinga.com/25/01/43053982/taiwan-semiconductor-chief-calls-us-semiconductor-sanctions-manageable-to-skip-trump-inauguration" rel="noreferrer noopener">his presidential campaign</a> for allegedly&nbsp;undermining America&#8217;s chip industry. He also criticized the U.S. CHIPS Act and promised to slap tariffs on Taiwanese chips.
Recently, Taiwan Semiconductor chief C.C. Wei dismissed concerns over U.S. AI sanctions, calling them &#8220;manageable.&#8221; He voiced the chipmaker&#8217;s focus on advanced packaging, citing that non-AI sectors like automotive and crypto mining remain unaffected by sanctions.
Bernstein analyst Rupal Agarwal reiterated an Outperform rating on Taiwan Semiconductor with a $258.00 price target, marking it as the firm&#8217;s 2025 top pick.
Taiwan Semiconductor stock surged over 93% in the last 12 months.
Price Action: TSM stock traded higher by 2.41% to $223.97 at the last check on Wednesday.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/25/01/43065280/intel-gains-8-on-speculation-of-buyout-details-remain-unclear" target="_blank" rel="noreferrer noopener">Intel Stock Gains On Speculative Buyout Report, Details Remain Unclear</a></li>
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Taiwan Semiconductor's Capex Plans Boost These Chip Stocks, Jim Cramer Says

Applied Materials shares are trading higher after Susquehanna raised its price target on the stock from $155 to $165.

Susquehanna analyst Mehdi Hosseini maintains Applied Mat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) with a Neutral and raises the price target from $155 to $165.

Susquehanna Maintains Neutral on Applied Mat, Raises Price Target to $165

Whales with a lot of money to spend have taken a noticeably bearish stance on Applied Mat.
Looking at options history for Applied Mat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) we detected 42 trades.
If we consider the specifics of each trade, it is accurate to state that 33% of the investors opened trades with bullish expectations and 57% with bearish.
From the overall spotted trades, 20 are puts, for a total amount of $1,923,691 and 22, calls, for a total amount of $1,596,993.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $130.0 to $280.0 for Applied Mat over the last 3 months. 
<h3>Insights into Volume &amp; Open Interest</h3>
Looking at the volume and open interest is a powerful move while trading options. This data can help you track the liquidity and interest for Applied Mat's options for a given strike price. Below, we can observe the evolution of the volume and open interest of calls and puts, respectively, for all of Applied Mat's whale trades within a strike price range from $130.0 to $280.0 in the last 30 days. 
<h3>Applied Mat Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737491421_0.png" alt="Options Call Chart" />
<h3>Significant Options Trades Detected:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMAT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/15/27</td>
<td>$22.65</td>
<td>$21.3</td>
<td>$21.8</td>
<td>$170.00</td>
<td>$763.0K</td>
<td>99</td>
<td align="right">350</td>
</tr>
<tr>
<td>AMAT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$19.8</td>
<td>$18.85</td>
<td>$19.0</td>
<td>$180.00</td>
<td>$190.0K</td>
<td>1.8K</td>
<td align="right">117</td>
</tr>
<tr>
<td>AMAT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$53.2</td>
<td>$51.85</td>
<td>$51.85</td>
<td>$175.00</td>
<td>$139.9K</td>
<td>63</td>
<td align="right">27</td>
</tr>
<tr>
<td>AMAT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$7.5</td>
<td>$7.5</td>
<td>$7.5</td>
<td>$280.00</td>
<td>$135.0K</td>
<td>369</td>
<td align="right">180</td>
</tr>
<tr>
<td>AMAT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$5.1</td>
<td>$5.0</td>
<td>$5.1</td>
<td>$210.00</td>
<td>$132.6K</td>
<td>2.0K</td>
<td align="right">496</td>
</tr>
</tbody>
</table>

<h3>About Applied Mat</h3>
Applied Materials Inc is the largest semiconductor wafer fabrication equipment, or WFE, manufacturer in the world. Applied Materials has a broad portfolio spanning nearly every corner of the WFE ecosystem. Specifically, Applied Materials holds a market share leadership position in deposition, which entails the layering of new materials on semiconductor wafers. It is more exposed to general-purpose logic chips made at integrated device manufacturers and foundries. It counts the largest chipmakers in the world as customers, including TSMC, Intel, and Samsung.
Having examined the options trading patterns of Applied Mat, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Applied Mat's Current Market Status</h3>
<ul>
<li>Trading volume stands at 3,822,939, with AMAT's price up by 1.4%, positioned at $194.74.</li>
<li>RSI indicators show the stock to be may be overbought.</li>
<li>Earnings announcement expected in 23 days.</li>
</ul>
<h3>What Analysts Are Saying About Applied Mat</h3>
In the last month, 5 experts released ratings on this stock with an average target price of $207.4.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; In a positive move, an analyst from Keybanc has upgraded their rating to Overweight and adjusted the price target to $225. 
&#x2A; An analyst from Mizuho persists with their Outperform rating on Applied Mat, maintaining a target price of $210. 
&#x2A; An analyst from Wells Fargo persists with their Overweight rating on Applied Mat, maintaining a target price of $200. 
&#x2A; Consistent in their evaluation, an analyst from Goldman Sachs keeps a Buy rating on Applied Mat with a target price of $202. 
&#x2A; Consistent in their evaluation, an analyst from Barclays keeps a Equal-Weight rating on Applied Mat with a target price of $200. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Applied Mat options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

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Behind the Scenes of Applied Mat's Latest Options Trends

Investors with a lot of money to spend have taken a bullish stance on Applied Mat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AMAT, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 25 uncommon options trades for Applied Mat.
This isn't normal.
The overall sentiment of these big-money traders is split between 32% bullish and 32%, bearish.
Out of all of the special options we uncovered, 7 are puts, for a total amount of $422,323, and 18 are calls, for a total amount of $2,190,960.
<h3>Projected Price Targets</h3>
Based on the trading activity, it appears that the significant investors are aiming for a price territory stretching from $82.5 to $250.0 for Applied Mat over the recent three months. 
<h3>Volume &amp; Open Interest Trends</h3>
In today's trading context, the average open interest for options of Applied Mat stands at 1420.53, with a total volume reaching 1,505.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Applied Mat, situated within the strike price corridor from $82.5 to $250.0, throughout the last 30 days.
<h3>Applied Mat Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737139523_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMAT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/17/25</td>
<td>$36.0</td>
<td>$34.5</td>
<td>$35.49</td>
<td>$155.00</td>
<td>$695.7K</td>
<td>712</td>
<td align="right">200</td>
</tr>
<tr>
<td>AMAT</td>
<td>CALL</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>02/21/25</td>
<td>$27.6</td>
<td>$27.25</td>
<td>$27.4</td>
<td>$165.00</td>
<td>$501.4K</td>
<td>307</td>
<td align="right">217</td>
</tr>
<tr>
<td>AMAT</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/15/27</td>
<td>$101.6</td>
<td>$99.2</td>
<td>$100.0</td>
<td>$100.00</td>
<td>$300.0K</td>
<td>151</td>
<td align="right">35</td>
</tr>
<tr>
<td>AMAT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$9.1</td>
<td>$8.95</td>
<td>$8.95</td>
<td>$170.00</td>
<td>$122.6K</td>
<td>1.2K</td>
<td align="right">1</td>
</tr>
<tr>
<td>AMAT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$12.9</td>
<td>$12.75</td>
<td>$12.82</td>
<td>$185.00</td>
<td>$114.8K</td>
<td>1.1K</td>
<td align="right">165</td>
</tr>
</tbody>
</table>

<h3>About Applied Mat</h3>
Applied Materials Inc is the largest semiconductor wafer fabrication equipment, or WFE, manufacturer in the world. Applied Materials has a broad portfolio spanning nearly every corner of the WFE ecosystem. Specifically, Applied Materials holds a market share leadership position in deposition, which entails the layering of new materials on semiconductor wafers. It is more exposed to general-purpose logic chips made at integrated device manufacturers and foundries. It counts the largest chipmakers in the world as customers, including TSMC, Intel, and Samsung.
Having examined the options trading patterns of Applied Mat, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Applied Mat's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 3,611,515, the AMAT's price is up by 2.37%, now at $190.9. </li>
<li>RSI readings suggest the stock is currently may be overbought.</li>
<li>Anticipated earnings release is in 27 days.</li>
</ul>
<h3>Expert Opinions on Applied Mat</h3>
A total of 5 professional analysts have given their take on this stock in the last 30 days, setting an average price target of $207.4.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Goldman Sachs has decided to maintain their Buy rating on Applied Mat, which currently sits at a price target of $202. 
&#x2A; Consistent in their evaluation, an analyst from Wells Fargo keeps a Overweight rating on Applied Mat with a target price of $200. 
&#x2A; An analyst from Mizuho has decided to maintain their Outperform rating on Applied Mat, which currently sits at a price target of $210. 
&#x2A; An analyst from Keybanc has elevated its stance to Overweight, setting a new price target at $225. 
&#x2A; Consistent in their evaluation, an analyst from Barclays keeps a Equal-Weight rating on Applied Mat with a target price of $200. 
Options trading presents higher risks and potential rewards. Astute traders manage these risks by continually educating themselves, adapting their strategies, monitoring multiple indicators, and keeping a close eye on market movements. Stay informed about the latest Applied Mat options trades with real-time alerts from <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.

Check Out What Whales Are Doing With AMAT

Applied Materials shares are trading higher after KeyBanc upgraded the stock from Sector Weight to Overweight.

Keybanc analyst Steve Barger upgrades Applied Mat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) from Sector Weight to Overweight and maintains the price target from $225 to $225.

Upgrades

Keybanc Upgrades Applied Mat to Overweight, Maintains Price Target to $225

Barclays analyst Tom O'Malley maintains Applied Mat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) with a Equal-Weight and lowers the price target from $225 to $200.

Barclays Maintains Equal-Weight on Applied Mat, Lowers Price Target to $200

Wall Street paused for a breather on Thursday, following Wednesday's big rally sparked by a softer-than-predicted December inflation report that fueled speculation on the Federal Reserve delivering interest rate <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43003047/stocks-rise-on-core-inflation-slowdown-banks-rally-after-strong-q4-earnings-treasury-yields-plummet">cuts during the year. </a>
By midday, stocks were little changed as attention shifted to the next major event: Donald Trump's inauguration as 47th U.S. president on Monday.
On the data front, December retail sales rose 0.4% from the previous month, a slower pace than November's 0.8% increase and below expectations of 0.6%. Jobless claims climbed by 16,000 to 217,000, slightly higher than <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/43027744/retail-sales-slow-jobless-claims-rise-is-us-consumer-loosing-steam">the projected 210,000. </a>
See Also: <a href="https://www.benzinga.com/25/01/43020430/cathie-wood-sounds-alarm-over-inflation-pressures-and-consumer-woes-peter-schiff-flags-oil-spike-what-economists-are-saying">Cathie Wood Says Inflation Worries Dampen Expectations, Schiff Singles Out Wall Street For Swallowing Narrative Even As Prices Soar</a>
The weaker data sent Treasury yields lower, with the 10-year yield slipping four basis points to 4.61%, extending the previous day's 14-basis-point decline.
Falling yields helped gold climb 0.9% to $2,970 per ounce, reaching a two-month high as investors moved toward safe-haven assets. 
Semiconductor stocks stood out the best-performing industry, with the iShares Semiconductor ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SOXX#NASDAQ">SOXX</a>) gaining 1.8%. Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TSM#NYSE">TSM</a>) jumped more than 5% after delivering strong quarterly earnings, lifting the broader chip industry. Applied Materials Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) and ASML Holding N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ASML#NASDAQ">ASML</a>) advanced 7% and 6%, respectively.
Oil prices pulled back 2.6%, giving up part of Wednesday's 4% gain. Traders speculated that Trump's policies could ease sanctions on Russian energy exports as part of a broader effort to negotiate peace in Ukraine. 
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) edged down 1% to $99,000, following a slight pullback across cryptocurrency markets.
<h3 class="wp-block-heading">Thursday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,958.43</td>
<td>0.1%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>43,255.53</td>
<td>0.1%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,264.04</td>
<td>0.0%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>21,239.38</td>
<td>0.0%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated 12:40 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent011525&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) remained unchanged at $593.10.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;flattened at $432.18.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) was unchanged at $516.54.</li>
<li>The&nbsp;iShares Russell 2000 ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) inched 0.1% to $224.31.</li>
<li>The&nbsp;Utilities Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) outperformed, up 2.1%; the&nbsp;Health Care Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) lagged, down 0.5%.</li>
</ul>
<h3 class="wp-block-heading">Thursday&#8217;s Stock Movers</h3>
<ul>
<li>Bank of America Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAC#NYSE">BAC</a>) fell 2% following quarterly earnings. Peer Morgan Stanley (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>) rose 2.7%.</li>
<li>Other stocks reacting to earnings were UnitedHealth Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNH#NYSE">UNH</a>), down 4.7%, Infosys Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INFY#NYSE">INFY</a>), down 5.2%, PNC Financial Services Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PNC#NYSE">PNC</a>), down 2%, U.S. Bancorp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USB#NYSE">USB</a>), down 5.3%, M&amp;T Bank Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MTB#NYSE">MTB</a>), down 2.8%, First Horizon Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FHN#NYSE">FHN</a>). </li>
<li>Tesla Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>) fell by 3.6% after the EV giant announced reduced selling prices on its Cybertruck, in a strategy to revive demand. </li>
<li>Apple Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>) dropped 3% after the European Commission's competition chief confirmed that the investigation into the company under the Digital Markets Act will move forward as scheduled, with enforcement anticipated by March 2024.</li>
</ul>
Check Out: 
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<li><a href="https://www.benzinga.com/general/travel/25/01/43036258/polar-vortex-brings-winters-coldest-air-for-trumps-inauguration-day-what-it-means-for-utilities-retailers-energy-stocks">Polar Vortex Brings Winter&#8217;s Coldest Air For Trump&#8217;s Inauguration Day: What It Means For Utilities, Retailers, Energy Stocks</a></li>
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Image: Shutterstock

Broad U.S. Equity ETFs

Commodities

Treasuries

Econ #s

SPDR Dow Jones Industrial Average ETF Trust

INFY

TSX:XL

Stocks Pause, Chipmakers Rise, Gold Hits 2-Month Highs: What's Driving Markets Thursday?

U.S. stocks were lower, with the Dow Jones index falling almost 100 points on Thursday.
Shares of Symbotic Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SYM#NASDAQ">SYM</a>) rose sharply during Thursday's session after the company disclosed a deal to acquire Walmart Inc.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WMT#NYSE">WMT</a>) Advanced <a href="https://www.benzinga.com/news/contracts/25/01/43026684/symbotic-soars-after-robotics-deal-with-walmart-whats-going-on">Systems and Robotics business</a>.
The acquisition's total consideration is $200 million in cash and Symbotic will pay Walmartup to $350 million in additional contingent consideration in future periods dependent upon the quantity of APD systems ordered.
Symbotic shares jumped 17.7% to $31.48 on Thursday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>DouYu International Holdings Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DOYU#NASDAQ">DOYU</a>) shares jumped 28.6% to $15.80 as the company appointed Simin Ren as Co-CEO and declared a special cash dividend.</li>
<li>Sezzle Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEZL#NASDAQ">SEZL</a>) gained 20.4% to $312.60 after the company announced it expects to exceed its previously provided 2024 revenue and income guidance.</li>
<li>Agora, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/API#NASDAQ">API</a>) shares surged 18% to $4.7188.</li>
<li>Rezolve AI Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RZLV#NASDAQ">RZLV</a>) shares gained 16.8% to $2.8150.</li>
<li>Spire Global, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPIR#NYSE">SPIR</a>) gained 15.8% to $16.00.</li>
<li>ImmunityBio, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IBRX#NASDAQ">IBRX</a>) shares surged 11.7% to $2.6700. ImmunityBio reported submission of applications for ANKTIVA + BCG to EMA and MHRA.</li>
<li>HUYA Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HUYA#NYSE">HUYA</a>) rose 11% to $3.3650.</li>
<li>BigBear.ai Holdings, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BBAI#NYSE">BBAI</a>) shares jumped 10% to $3.7320 after the company announced a CEO transition.</li>
<li>Archer Aviation Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ACHR#NYSE">ACHR</a>) shares rose 7.7% to $9.47. Needham analyst Chris Pierce reiterated Archer Aviation with a Buy and maintained a price target of $11.</li>
<li>Ingram Micro Holding Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/INGM#NYSE">INGM</a>) gained 7.1% to $22.17 after Morgan Stanley upgraded the stock from Equal-Weight to Overweight and raised its price target from $25 to $27.</li>
<li>Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) rose 5.4% to $225.51 after Hindenburg Research, which previously issued a short report on the stock, announced it will close down.</li>
<li>Applied Materials, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) gained 4.5% to $186.55.</li>
</ul>
Now Read This: 
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<li><a href="https://www.benzinga.com/25/01/43025282/wall-streets-most-accurate-analysts-views-on-3-energy-stocks-with-over-7-dividend-yields">Wall Street&#8217;s Most Accurate Analysts&#8217; Views On 3 Energy Stocks With Over 7% Dividend Yields</a></li>
</ul>

Intraday Update

Movers

ACHR

BBAI

CVNA

DOYU

HUYA

IBRX

INGM

RZLV

SEZL

SPIR

Symbotic, DouYu International, Sezzle And Other Big Stocks Moving Higher On Thursday

AEHR

ATOM

HIMX

INDI

MRVL

QCOM

SMTC

SYNA

Shares of semiconductor companies are trading higher amid overall market strength after CPI data was in line with estimates and core CPI rose by less than expected.

Applied Mat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) has outperformed the market over the past 10 years by 10.91% on an annualized basis producing an average annual return of 22.07%. Currently, Applied Mat has a market capitalization of $141.30 billion. 
Buying $1000 In AMAT: If an investor had bought $1000 of AMAT stock 10 years ago, it would be worth $7,348.71 today based on a price of $173.65 for AMAT at the time of writing.
<h3>Applied Mat's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736891108_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In This Stock 10 Years Ago Would Be Worth This Much Today

Investors with a lot of money to spend have taken a bullish stance on Applied Mat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>).
And retail traders should know.
We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.
Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with AMAT, it often means somebody knows something is about to happen.
So how do we know what these investors just did? 
Today, <a href="https://pro.benzinga.com/?utm_source=insights">Benzinga</a>'s options scanner spotted 24 uncommon options trades for Applied Mat.
This isn't normal.
The overall sentiment of these big-money traders is split between 58% bullish and 33%, bearish.
Out of all of the special options we uncovered, 4 are puts, for a total amount of $1,295,935, and 20 are calls, for a total amount of $968,497.
<h3>Projected Price Targets</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $120.0 and $210.0 for Applied Mat, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
In terms of liquidity and interest, the mean open interest for Applied Mat options trades today is 935.79 with a total volume of 2,321.00.
In the following chart, we are able to follow the development of volume and open interest of call and put options for Applied Mat's big money trades within a strike price range of $120.0 to $210.0 over the last 30 days.
<h3>Applied Mat Option Volume And Open Interest Over Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1736887551_0.png" alt="Options Call Chart" />
<h3>Biggest Options Spotted:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMAT</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$18.8</td>
<td>$17.9</td>
<td>$18.2</td>
<td>$160.00</td>
<td>$1.0M</td>
<td>884</td>
<td align="right">600</td>
</tr>
<tr>
<td>AMAT</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/31/25</td>
<td>$19.25</td>
<td>$19.0</td>
<td>$19.25</td>
<td>$190.00</td>
<td>$144.4K</td>
<td>52</td>
<td align="right">75</td>
</tr>
<tr>
<td>AMAT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$8.2</td>
<td>$8.0</td>
<td>$8.2</td>
<td>$165.00</td>
<td>$126.2K</td>
<td>2.4K</td>
<td align="right">155</td>
</tr>
<tr>
<td>AMAT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$2.47</td>
<td>$2.24</td>
<td>$2.44</td>
<td>$175.00</td>
<td>$97.0K</td>
<td>2.3K</td>
<td align="right">442</td>
</tr>
<tr>
<td>AMAT</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$5.8</td>
<td>$5.65</td>
<td>$5.65</td>
<td>$190.00</td>
<td>$66.6K</td>
<td>1.8K</td>
<td align="right">120</td>
</tr>
</tbody>
</table>

<h3>About Applied Mat</h3>
Applied Materials Inc is the largest semiconductor wafer fabrication equipment, or WFE, manufacturer in the world. Applied Materials has a broad portfolio spanning nearly every corner of the WFE ecosystem. Specifically, Applied Materials holds a market share leadership position in deposition, which entails the layering of new materials on semiconductor wafers. It is more exposed to general-purpose logic chips made at integrated device manufacturers and foundries. It counts the largest chipmakers in the world as customers, including TSMC, Intel, and Samsung.
Following our analysis of the options activities associated with Applied Mat, we pivot to a closer look at the company's own performance.
<h3>Present Market Standing of Applied Mat</h3>
<ul>
<li>With a volume of 2,183,774, the price of AMAT is up 0.68% at $172.03. </li>
<li>RSI indicators hint that the underlying stock may be approaching overbought.</li>
<li>Next earnings are expected to be released in 30 days.</li>
</ul>
<h3>Expert Opinions on Applied Mat</h3>
Over the past month, 3 industry analysts have shared their insights on this stock, proposing an average target price of $204.0.
Unusual Options Activity Detected: Smart Money on the Move
Benzinga Edge's Unusual Options board spots potential market movers before they happen. See what positions big money is taking on your favorite stocks. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22bz20&amp;utm_source=benzinga-insights">Click here for access</a>. 
&#x2A; An analyst from Goldman Sachs has decided to maintain their Buy rating on Applied Mat, which currently sits at a price target of $202. 
&#x2A; An analyst from Wells Fargo has decided to maintain their Overweight rating on Applied Mat, which currently sits at a price target of $200. 
&#x2A; An analyst from Mizuho persists with their Outperform rating on Applied Mat, maintaining a target price of $210. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Applied Mat, <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a> gives you real-time options trades alerts.

A Closer Look at Applied Mat's Options Market Dynamics

Wells Fargo analyst Joseph Quatrochi maintains Applied Mat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) with a Overweight and lowers the price target from $210 to $200.

Wells Fargo Maintains Overweight on Applied Mat, Lowers Price Target to $200

Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) and peer chip stocks, including Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) and Broadcom Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), are trading lower Friday as the chip companies <a target="_blank" href="https://www.benzinga.com/government/regulations/25/01/42897081/nvidia-and-ai-chip-stocks-brace-for-impact-as-biden-administration-considers-new-china-export-ban-report" rel="noreferrer noopener">remain susceptible to</a> potential sanctions on China regarding artificial intelligence chip exports.
The Biden administration could restrict Nvidia&#8217;s AI chip shipments with three-tier export rules favoring allies like Taiwan and barring Tier 3 nations like China.
The Chinese semiconductor equipment industry was estimated to reach $230 billion in 2024, <a target="_blank" href="https://www.statista.com/statistics/1345380/china-size-of-the-semiconductor-equipment-market/" rel="noreferrer noopener">according to</a> Statista.
Also Read: <a href="https://www.benzinga.com/25/01/42900314/nvidia-teams-up-with-dutch-government-to-build-cutting-edge-ai-supercomputer-facility" target="_blank" rel="noreferrer noopener">Nvidia Teams Up with Dutch Government to Build Cutting-Edge AI Supercomputer Facility</a>
Also on Friday, Taiwan Semiconductor <a href="https://www.benzinga.com/government/regulations/25/01/42907937/taiwan-semiconductor-hits-26-3-billion-q4-revenue-reportedly-ends-powerair-deal-over-huawei-chip-breach-amid-us-sanctions" target="_blank" rel="noreferrer noopener">reported consolidated revenue</a> of 2.89 trillion New Taiwan dollars between January and December 2024 (up by 33.9% year-on-year), implying it made a consolidated revenue of 868.46 billion New Taiwan dollars ($26.3 billion versus a consensus of $26.2 billion) for the December quarter, up from $19.62 billion a year ago.
Goldman Sachs analyst Toshiya Hari pointed out that the semiconductor and semiconductor capital equipment sectors offer significant potential for generating alpha in 2024, particularly among companies supporting the build-out of AI infrastructure.
<h3 class="wp-block-heading">Top Performers in AI Infrastructure</h3>
Several stocks in the sector have greatly outperformed the broader market, delivering strong returns:
<ul>
<li>Credo Technology Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CRDO#NASDAQ">CRDO</a>) +245%</li>
<li>Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) +171%</li>
<li>Broadcom (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>) +108%</li>
<li>Marvell Technology (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MRVL#NASDAQ">MRVL</a>) +83%</li>
<li>Arm Holdings (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ARM#NASDAQ">ARM</a>) +64%</li>
</ul>
<h3 class="wp-block-heading">Underperformers in Analog, MCU, and Power</h3>
In contrast, stocks in the Analog, MCU, and Power sectors have significantly underperformed, with notable declines in:
<ul>
<li>Microchip Technology Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MCHP#NASDAQ">MCHP</a>) -36%</li>
<li>Qorvo, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QRVO#NASDAQ">QRVO</a>) -38%</li>
<li>ON Semiconductor Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ON#NASDAQ">ON</a>) -25%</li>
<li>Skyworks Solutions, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SWKS#NASDAQ">SWKS</a>) -21%</li>
</ul>
<h3 class="wp-block-heading">Weak Performance in Semiconductor Capital Equipment</h3>
Similarly, stocks in the Semiconductor Capital Equipment and Materials segments also lagged behind, including:
<ul>
<li>Cohu, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COHU#NASDAQ">COHU</a>) -25%</li>
<li>Entegris, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ENTG#NASDAQ">ENTG</a>) -17%</li>
<li>Lam Research Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LRCX#NASDAQ">LRCX</a>) -8%</li>
<li>Applied Materials, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) +&lt;1%</li>
<li>KLA Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KLAC#NASDAQ">KLAC</a>) +8%</li>
</ul>
In 2025, Hari recommended investors to own industry leaders in AI and cyclical names as he expected the magnitude of AI earnings beats to moderate, while he envisioned earnings revisions in broad-based semiconductors to turn positive in the latter half of the year. Hari&#8217;s Buy-rated ideas include Nvidia, Broadcom, Lam Research, Micron Technology, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), Teradyne, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TER#NASDAQ">TER</a>) (also on the Conviction List) and Entegris.
Hari noted Nvidia&#8217;s GPU as the industry standard, which is supported by the company&#8217;s large installed base, robust developer ecosystem, and presence in all major Clouds. Nvidia and its partners&#8217; ability to innovate will help them preserve their moat.
Broadcom is favorably positioned alongside Nvidia, backed by continued growth in the AI Semiconductor business with a potential acceleration in Networking, a recovery in the cyclical parts of its Semiconductor portfolio, sustained revenue growth, and margin expansion in Software.
In 2025, although challenging supply-demand dynamics in conventional DRAM and NAND are likely to keep a lid on Street estimates and Micron&#8217;s valuation multiple in the near term, Hari expects share gains in HBM and enterprise SSD, together with a gradually improving supply-demand backdrop in conventional DRAM and NAND, to catalyze positive EPS revisions and, in turn, better relative stock price performance.
Hari expects Lam Research to outperform its immediate peers in 2025. In addition to a quarterly recovery in the overall Wafer Fab Equipment market, he expects idiosyncratic drivers such as the adoption of Gate-All-Around transistors in leading-edge Foundry/Logic and the resumption of technology transitions in 3D NAND to support revenue growth that exceeds the overall WFE market.&nbsp;&nbsp;
Hari expects Teradyne to benefit from share gains in Compute SoC test, HBM test, recovery in Mobile SoC test and stabilization and /acceleration in Robotics revenue growth.
The analyst also upgraded NXP Semiconductors (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NXPI#NASDAQ">NXPI</a>) from Neutral to Buy and downgraded AMD from Buy to Neutral.
The NXP upgrade reflects the analyst&#8217;s belief that the Automotive MCUs market will begin to price in a cyclical recovery in 2025. Additionally, NXP is taking sufficient strategic steps, mainly its growing focus on the Chinese OEMs, to gain a share in the Automotive semiconductor market over the medium to long run. There is ample potential for NXP&#8217;s gross and operating margins to expand on a cross-cycle basis.
Although Hari remains constructive on the company&#8217;s ability to take share from Intel Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>) in x86-based computing across PCs and traditional servers, the analyst is increasingly concerned that the rise of Arm-based custom CPUs coupled with the competitive intensity in accelerated computing will weigh on AMD&#8217;s revenue growth relative to peers, exert upward pressure on AMD&#8217;s operating expenditure profile and, in turn, weigh on the stock&#8217;s multiple. 
The underperformance reflects weakness in PC and traditional end-demand and, more recently, slower-than-expected growth in Data Center GPUs.
Also Read:
<ul>
<li><a href="https://www.benzinga.com/25/01/42896233/japanese-chipmaker-rapidus-sets-sights-on-broadcom-to-emulate-taiwan-semiconductors-market-dominance" target="_blank" rel="noreferrer noopener">Japanese Chipmaker Rapidus Sets Sight on Broadcom to Emulate Taiwan Semiconductor&#8217;s Market Dominance</a></li>
</ul>
Photo: Shutterstock

Downgrades

COHU

ENTG

QRVO

SWKS

Nvidia, Broadcom Among Goldman Highlights For AI Opportunities

Mizuho analyst Vijay Rakesh maintains Applied Mat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) with a Outperform and lowers the price target from $220 to $210.

Mizuho Maintains Outperform on Applied Mat, Lowers Price Target to $210

LEDS

RMBS

Shares of semiconductor stocks are trading lower amid a push by US President Biden to curb AI chip exports to China.

Goldman Sachs analyst Toshiya Hari maintains Applied Mat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMAT#NASDAQ">AMAT</a>) with a Buy and lowers the price target from $230 to $202.

Goldman Sachs Maintains Buy on Applied Mat, Lowers Price Target to $202

Barclays analyst Tom O'Malley lowered the firm's price target on Applied Materials (AMAT) to $200 from $225 and keeps an Equal Weight rating on the...

Applied Materials price target lowered to $200 from $225 at Barclays

Applied Materials, Lam Research upgraded due to AI-related devices: KeyBanc

The stock of Applied Materials ($AMAT) has been upgraded to a Buy-equivalent rating at KeyBanc Capital Markets on growing hopes for a rebound in mi...

Analyst Pounds the Table on Applied Materials (AMAT) Stock

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need...

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Columbia Select Large Cap Value Fund Q4 2024 Commentary

XNTK: Technology Dashboard For January

Susquehanna analyst Mehdi Hosseini raised the firm's price target on Applied Materials (AMAT) to $165 from $155 and keeps a Neutral rating on the s...

Applied Materials price target raised to $165 from $155 at Susquehanna

Applied Materials Will Be A Semiconductor Leader In 2025

Applied Materials: Why It May Be Too Late To Buy For Big Returns

This article features a short list of some of the many stocks going ex-dividend during the next month, which can be helpful for traders and investors

Stocks Going Ex Dividend In February 2025

ASMLF

BACRP

BRSP

CROX

CSCO

DOCU

EPAM

FLUT

GOOG

JBLU

LINK

LITE

MNDY

MSTLW

ORCL

RSPT

SPOT

TSMWF

UBER

WFCNP

WRBY

XNTK

Earnings

Press Releases

Applied Materials Announces Fourth Quarter and Fiscal Year 2024 Results

Applied Materials to Participate in Upcoming Investor Conferences

SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Applied Materials, Inc. - AMAT

General

Applied Materials Announces New Collaboration Model for Advanced Packaging at Summit on Energy-Efficient Computing

Applied Materials Breakthrough To Bring OLED Displays to Tablets, PCs and TVs

Applied Materials Issues Statement on Latest U.S. Export Regulations

Dividends

Applied Materials Announces Cash Dividend

The Law Offices of Frank R. Cruz Continues Its Investigation of Applied Materials, Inc. (AMAT) on Behalf of Investors

SolarEdge Appoints New Directors to its Board of Directors

Applied Materials to Report Fiscal First Quarter 2025 Results on February 13, 2025

SEDG

SPWR

Axcelis Technologies, Inc. - Common Stock

Axcelis Technologies

ACM Research, Inc. - Class A Common Stock

ACM Research

Aehr Test System

Amkor Tech

ASML Holding N.V. - New York Registry Shares

ASML Holding

Atomera

Cohu

DAQO New Energy Corp. American Depositary Shares, each representing five ordinary shares

Daqo New Energy

Enphase Energy

Entegris

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