2026-10-29 Company Bull
Samsung raises 2026 semi capex to $53B Memory capex hike signals equipment demand, potential tailwind for AMAT
D1 +1.4% · +5d -24.3%
2026-10-27 → 10-28 Capital Bull
AMAT to Raise BESI Stake to ~20%, Deepen Advanced Packaging Collaboration Institutional buying and deepened BESI partnership bolster AMAT's position in AI advanced packaging
D1 +2.2% · +5d -3.5%
› 3 waves of this story2026-10-27 Company filing and independent X posts confirm strategic investment in advanced packaging for AI/HBM2026-10-27 AMAT to lift BESI stake from 9% to ~20%, strengthening hybrid bonding and 3D chip integration for AI processors and HBM advanced packaging2026-10-28 Institutional buying and deepened BESI partnership bolster AMAT's position in AI advanced packaging2026-10-27 8-K filing
8-K: Item 8.01, Item 9.01 D1 +2.2% · +5d -3.5%
2026-10-14 Company Bull
AMAT Sets 2030 Targets: 54% Gross Margin Management reaffirms long-term targets at investor event; multiple outlets and analysts highlight AI-driven growth
D1 -3.8% · +5d -8.4%
› 2 waves of this story2026-10-14 Long-term growth and capital return guidance; service revenue expected to exceed $12B2026-10-14 Management reaffirms long-term targets at investor event; multiple outlets and analysts highlight AI-driven growth2026-10-13 Company Bull
AMAT Unveils $5B EPIC Center in Silicon Valley Company announcement confirms $5B EPIC Center to accelerate semiconductor innovation for AI era
D1 -6.7% · +5d -12.8%
2026-10-06 Company Bull
AMAT, Intel Expand AI Chip R&D Partnership Co-development at EPIC Center and Intel Oregon site for next-gen transistors, interconnects, advanced packaging
D1 -2.2% · +5d -12.5%
2026-10-01 Company Bull
AMAT and Besi Expand Partnership to Advance AI Chip Packaging Besi joins EPIC Center, targeting 3D IC scaling and logic/memory, strengthening AMAT's position in advanced packaging equipment
D1 +3.5% · +5d -3.7%
2026-09-30 Company Bull
AMAT Partners with KIOXIA to Advance Next-Gen Memory Collaboration at EPIC Center bolsters AMAT's position in memory equipment
D1 -0.1% · +5d +1.8%
2026-09-23 Analyst Bull
BofA lifts chip equipment spending forecasts; AMAT among beneficiaries of AI demand BofA raises equipment spending outlook on surging AI, memory and packaging demand
D1 +0.4% · +5d +7.8%
2026-09-21 Company
AMAT to Host Investor Breakfast at SEMICON West Executives to present, may reveal latest business updates
D1 +4.4% · +5d +4.9%
2026-09-17 → 09-18 Company
AMAT Confirms $5B India Investment Plan over Decade Multiple sources confirm India investment, boosting local semiconductor equipment ecosystem
D1 +0.5% · +5d +13.6%
› 2 waves of this story2026-09-17 Announced at SEMICON India to expand semiconductor manufacturing footprint2026-09-18 Multiple sources confirm India investment, boosting local semiconductor equipment ecosystem2026-09-15 Company Bear
AI Leaders Call for Slowdown, AMAT Among Semiconductor Equipment Stocks Hit Musk, Amodei, Altman call for coordinated AI slowdown, triggering global selloff across AI supply chain; AMAT down ~7%
D1 -0.7% · +5d +12.2%
2026-09-15 Company Bull
Musk's Terafab Accelerates AMAT Equipment Buys, H2 Shifts to Advanced Packaging Two independent X sources confirm Terafab pulled front-end orders forward and boosts back-end packaging buys, benefiting AMAT
D1 -0.7% · +5d +12.2%
2026-09-15 Capital Bull
Bank of America Buys New Stake of 7.27M+ AMAT Shares Bank of America established a new AMAT position in the latest quarter, purchasing over 7.27 million shares, indicating institutional accumulation
D1 -0.7% · +5d +12.2%
2026-09-13 Earnings Bull
AMAT Guides to First $10B Quarter, ~51% YoY Growth Midpoint guidance of $10.25B would set record, underscoring strong AI-driven equipment demand
D1 -7.1% · +5d +9.4%
2026-09-08 → 09-10 Company Bull
AMAT CEO at Goldman: AI Demand Strong, Services and Packaging Grow CEO cites multi-year order book, services up >20%, advanced packaging up >70%, reinforcing AI-driven growth
D1 +4.0% · +5d -10.9%
› 2 waves of this story2026-09-08 Company confirms strong AI-driven demand at Citi's Global TMT Conference2026-09-10 CEO cites multi-year order book, services up >20%, advanced packaging up >70%, reinforcing AI-driven growth2026-09-10 Capital
AMAT Declares Quarterly Cash Dividend of $0.53 per Share Board approves quarterly dividend, reflecting cash flow strength and shareholder returns
D1 -3.2% · +5d -8.1%
2026-07-23 → 09-07 Earnings Bull
Evercore Raises 2027 WFE Forecast to $215B, Bolstering AMAT Thesis Evercore ISI lifts 2027 WFE base case to $215B from $180B
D1 +1.6% · +5d -10.8%
› 22 waves of this story2026-07-23 Company announces Aug 13 post-market call, key catalyst for guidance2026-07-24 Multiple outlets spotlight AMAT ahead of earnings as key test for AI buildout in semis equipment2026-08-01 Lam Research's record results and strong guidance boosted sector sentiment, sending AMAT up 15% to $501.77, though still >30% below its high2026-08-06 Ahead of Aug 13 print, multiple outlets weigh AI hardware demand support vs binary event risk; stock ~$534.2026-08-06 Multiple outlets highlight earnings growth expectations amid downgrade risk2026-08-08 Multiple sources confirm AMAT earnings next week; CNBC previews trade setup2026-08-09 Multiple independent X accounts list AMAT in weekly earnings previews, confirming Aug 13 Q3 release, consistent with prior event.2026-08-09 Four independent sources (M2, M3, M4, M5) all flag AMAT as a key earnings report this week, confirming Thursday Aug 13 release2026-08-09 Multiple independent sources confirm earnings date, raising market attention2026-08-10 Multiple X accounts and financial media preview this week's earnings; AMAT scheduled for Thursday, Aug 132026-08-11 Earnings imminent; multiple media and trading platforms flag AMAT as key watch this week, Zacks previews estimates2026-08-11 Ahead of earnings, multiple media and trading platforms highlight AMAT as a key name this week2026-08-14 Revenue and EPS beat estimates; strong AI demand drives raised Q4 outlook2026-08-14 Record Q3 revenue of $9.1B, EPS $3.50 beat; Q4 guide $10.25B above consensus; stock dips on valuation2026-08-15 Q3 rev $9.12B +25% YoY; Q4 guide $10.25B & EPS $4.02 beat, but margins & valuation in focus2026-08-16 Record Q3 revenue of $9.1B, Q4 guide $10.25B, strong growth in advanced packaging and services2026-08-20 JPMorgan sees 40% systems revenue growth; R&D ecosystem expands2026-08-27 CEO reiterates AI-driven WFE demand at summit2026-09-01 ASML's EUV dominance and Morgan Stanley's WFE growth outlook reinforce AMAT's AI semi investment exposure2026-09-02 UBS lifts 2026 WFE forecast to $158B (+36% Y/Y) with strong memory spend, reinforcing AMAT equipment demand outlook2026-09-04 UBS sees higher ASPs adding $10-30B to 2028 WFE, benefiting AMAT2026-09-07 Evercore ISI lifts 2027 WFE base case to $215B from $180B2026-09-07 Capital
Institutional Q3 Moves in AMAT: Mixed Buys and Sells CalSTRS boosts stake sharply while Greenland cuts, showing institutional divergence
D1 +4.0% · +5d -10.9%
2026-09-03 Company Bull
AI-Driven WFE Demand Benefits AMAT Advanced Packaging Zacks reports AMAT benefits from AI chip demand, with advanced packaging, DRAM, HBM fueling growth
D1 -0.6% · +5d +4.7%
2026-09-02 Company
AMAT Shares Drop 14% in a Month Despite Record Quarter; Valuation Debate Intensifies Multiple outlets highlight record results vs. premium valuation, fueling cautious sentiment
D1 -0.8% · +5d +3.5%
2026-08-28 8-K filing
8-K: Item 5.02, Item 7.01, Item 9.01 D1 -4.3% · +5d -1.5%
2026-08-28 Capital
Multiple Institutions Buy AMAT Shares in Q3 Three independent funds disclosed new AMAT positions in recent 13F filings, showing institutional interest
D1 -4.3% · +5d -1.5%
2026-08-27 Company
AMAT Appoints Qualcomm CFO to Board Adds industry veteran for strategic semiconductor insight
D1 +0.5% · +5d -9.6%
2026-08-22 → 08-26 Capital Bull
AMAT Gets Institutional Buying, Analyst Upside, Record AGS Revenue Arete new stake, analysts see 34.7% upside, AGS record revenue
D1 -1.7% · +5d -5.3%
› 2 waves of this story2026-08-22 Institutional stake surge and analyst reiteration confirm AI manufacturing demand, though PT cut to $6802026-08-26 Arete new stake, analysts see 34.7% upside, AGS record revenue2026-08-26 Company Bear
AMAT China Revenue at Risk from CXMT and DUV Competition Quarterly China revenue of $2.087B faces pressure from local memory and DUV alternatives
D1 -0.1% · +5d -8.6%
2026-08-20 Capital Bull
ABN AMRO Boosts AMAT Stake by 13.1% Institutional Q2 increase signals long-term positioning
D1 +0.0% · +5d -2.8%
2026-07-20 → 08-17 Capital
Multiple Institutions Adjust AMAT Positions in Q2: Mixed Buys and Sells At least 7 institutions disclosed Q2 stake changes in AMAT, showing mixed sentiment
D1 -0.7% · +5d -1.7%
› 8 waves of this story2026-07-20 AIA new position, Boston Common +138.8%, Cantillon -48.8%, showing institutional divergence2026-07-21 Andra AP fonden cut 69.9%, Boston Common raised 138.8%, Cantillon trimmed 48.8%2026-07-22 New details: Alesco new position, Andra AP cut 69.9%, Arvest cut 39.3% in Q12026-07-22 Alesco opens $986K position; Arvest cuts 39.3% to 14,870 shares, extending institutional moves2026-07-23 Coatue's latest 13F shows heavy AI infrastructure bets; AMAT cited as beneficiary by multiple sources2026-08-03 First National Bank of Mount Dora Trust disclosed Q1 cut of 22.1% in AMAT, extending institutional repositioning theme.2026-08-04 Bangor Savings Bank cuts 9.9% in Q2; First National Bank of Mount Dora cuts 22.1% in Q12026-08-17 At least 7 institutions disclosed Q2 stake changes in AMAT, showing mixed sentiment
