Applied Materials

AMAT

Market cap $253B

Chipmakers and manufacturers of semiconductor equipment were some of the top performers on the market for the day after TSMC beat on earnings. TSMC reported 35% year-over-year profit growth for the quarter.

AMAT aims to double its HBM business from $1.5 billion to $3 billion, leaning on hybrid bonding leadership and its Kinex system as demand ramps.

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Taiwan Semiconductor Manufacturing's heavy spending is great news for companies which sell machinery and other tools for chip manufacturing.

Applied Materials' NAND sales nearly double to $1.41 billion in FY25 as 3D NAND upgrades and new metrology tools boost its flash memory momentum.

Applied Materials (AMAT) closed the most recent trading day at $292.2, moving 1.29% from the previous trading session.

JPMorgan, RTX, and Applied Materials lead today???s top research picks, highlighting growth, order backlogs, and semiconductor strength.

Applied Materials is up 114% from its 52-week low as AI-driven wafer fab demand boosts growth, but export limits, competition and valuation raise the hold-or-sell question.

Semiconductor stocks start out 2026 with powerful tailwinds in their corner after vastly outperforming in 2025, but these tailwinds have the potential to turn into headwinds. The semiconductor sector continues to do better than most, although lately gains are driven by fewer stocks with many more lagging behind. Artificial intelligence or AI continues to underpin the semiconductor sector, but there are increasingly undesirable developments to be found.

The semiconductor trade was mostly riding high on Monday as enthusiasm for the artificial-intelligence boom carried into the new year.