Bristol Gate Capital Partners, an investment management company, published its Q4 2025 investor letter for the “US Equity Strategy”. A copy of the letter can be downloaded here. Bristol Gate ...

Applied Materials faces headwinds in WFE spending and geopolitical uncertainties, leading to a Hold rating despite resilient pricing strategies and margin expansion. The company’s revenue streams from ...

Applied Materials sees 2Q25 strength amid China spending slowdown and rising competition from SiCarrier Applied Materials reported strong second-quarter results even as it flagged reduced spending in ...

Applied Materials (AMAT) and Lam Research (LRCX) are still Bank of America's top picks in the semiconductor equipment space, as the investment firm now sees equipment spending continuing to rise. “We ...

Applied Materials Inc., the largest US producer of chipmaking equipment, plans to cut 4% of its global workforce as it copes with a sales slowdown and trade turmoil. Oracle cuts over 600 Bay Area jobs ...

The semicap company expects the first half of next year to be relatively flat, but AI-driven demand for leading edge chips and DRAM should lead to acceleration in the latter half, some analysts say ...

Semiconductor equipment companies ASML Holding (NASDAQ:ASML), Applied Materials, Inc (NASDAQ:AMAT), KLA Corp (NASDAQ:KLAC), and Lam Research Corp (NASDAQ:LRCX) became significant beneficiaries of the ...

Brice Hill provided guidance for Q2: "We expect company revenue of $7.65 billion, plus or minus $500 million, which should be up around 9% sequentially. We expect non-GAAP EPS of $2.64 and plus or ...

(Reuters) -Applied Materials said on Thursday it expects spending on chipmaking equipment in China to fall in 2026 as tighter U.S. export controls limit its market access, with overall revenue ...

Applied Materials’ AMAT April-quarter revenue rose 7% year over year to $7.1 billion, down 1% sequentially. Non-GAAP gross margin rose 170 basis points year over year to 49.2%. July-quarter guidance ...