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A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.

This article was written and reviewed by Doug Nathman and his team at Trefis. For questions, email help@trefis.comWhen it comes to investors' perspectives on AI winners, the typical companies that come to mind include: Nvidia (NVDA), TSMC, or memory producers such as Micron (MU).

Applied Materials, Inc. (AMAT) Presents at Bank of America 2026 Global Technology Conference Transcript

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

The smartest technology analyst you've probably never heard of just published a presentation that reframes the entire AI investment thesis — and if you're still thinking about this as a software story, you're already behind.

Lumentum Holdings and Applied Materials are important players in the AI infrastructure space, which explains why their stock prices have been soaring this year.

Jim Cramer called it “the greatest time in the history of the industry” on Mad Money Thursday night, and the data is screaming the same thing: Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) is up 75% year to date as the AI data center buildout has triggered shortages across every node, every fab, and every piece of capital equipment that touches a wafer.

Applied Materials CEO Gary Dickerson joins 'Mad Money' host Jim Cramer to talk quarterly results, AI demand, and more.

Applied Materials CEO Gary Dickerson said the semiconductor industry is experiencing its strongest period ever. He said artificial intelligence is driving unprecedented computing demand and long-term growth.
Applied Materials NASDAQ: AMAT Chief Executive Officer Gary Dickerson said artificial intelligence is driving a multi-year expansion in semiconductor manufacturing demand, with the company positioned around the areas he described as the fastest-growing parts of wafer fab equipment spending.

Applied Materials, Inc. (AMAT) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

AMAT gains an edge in the AI chip equipment race as broader tech exposure and stronger growth forecasts set it apart.

SANTA CLARA, Calif., May 26, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT), the leader in materials engineering solutions for the semiconductor industry, today announced that SCREEN Semiconductor Solutions Co., Ltd. (SCREEN SPE), a group company of SCREEN Holdings Co., Ltd. (TSE: 7735), has joined the EPIC Center as its newest innovation partner. The collaboration will bring together SCREEN SPE's expertise in wafer cleaning technology with Applied's leadership in materials engineering to develop co-optimized process solutions for the world's most advanced chips.

Collaborative R&D at Applied's EPIC Center in Silicon Valley will enable higher yields and faster commercialization of next-generation chips Partnership deepens long-standing joint development relationship to overcome process challenges in leading-edge chipmaking SANTA CLARA, Calif. , May 26, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc.

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m.

Here is how Applied Materials (AMAT) and Chegg (CHGG) have performed compared to their sector so far this year.

Tucked inside SpaceX's pre-IPO S-1 filing are two project names most investors have never heard.

MALVERN, Pa.--(BUSINESS WIRE)--Applied Energy Systems has earned a Supplier Excellence Award from Applied Materials, Inc., the leader in materials engineering solutions for the semiconductor industry. Applied Materials' Supplier Excellence Awards recognize the company's top-performing suppliers for outstanding technical and operational achievements in areas including quality, service, sustainability, lead time, delivery, cost and responsiveness. Applied Energy Systems received the award for Bes.

Samsung and the memory chip cohort, riding a euphoric wave of HBM pricing and AI memory demand, have become the loudest trade in tech right now.

AMAT's operating leverage surges as AI demand, premium chip tools and recurring services lift margins to a 25-year high.

LITE, UCTT, and AMAT made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 20, 2026.

Applied Materials, Inc. (AMAT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript

Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.

AMAT's AIx software, diversified tools and cheaper valuation give it an edge over LRCX as AI chip spending accelerates.

Applied Materials NASDAQ: AMAT executives highlighted continued momentum tied to artificial intelligence-related semiconductor demand, with strength concentrated in advanced logic, DRAM and advanced packaging, during a presentation at J.P. Morgan's 54th annual Technology, Media and Communications Conference.

Companies to collaborate on R&D to accelerate introduction of advanced packaging technologies for next-generation AI chips and systems Partnership will leverage Applied's global network of innovation centers, including new EPIC Center in Silicon Valley SANTA CLARA, Calif., May 20, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT), the leader in materials engineering for the semiconductor industry, today announced that Broadcom Inc. (Nasdaq: AVGO) will join Applied's EPIC platform as an innovation partner to accelerate development of advanced chip packaging technologies critical to next-generation AI systems.

Brian Macauley highlights opportunities beyond mega-cap AI names, pointing to Applied Materials (AMAT) and Altus Group Limited. He also flags emerging plays like AST SpaceMobile (ASTS) and Shenandoah Telecommunications (SHEN).

Applied Materials (AMAT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Review Applied Materials' (AMAT) international revenue performance and how it affects the predictions of financial analysts on Wall Street and the future prospects for the stock.

Applied Materials (AMAT) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

AMAT hits its highest gross margin in 25 years as AI chip demand, premium products and services fuel profitability growth.

Pre-Market Stock Futures: Futures are trading lower after a spectacular week came to an abrupt end Friday, as all the major indices were absolutely hammered. Voices across financial media were busy pointing out that the market is the most expensive based on the Schiller PE (price-to-earnings) metric since the dot-com crash in 2001. Pair that with... Here Are Monday's Top Wall Street Analyst Research Calls: Applied Materials, CoreWeave, Deckers Outdoor, F5, Lam Research, Salesforce, ServiceNow, Zscaler, and More

AMAT posts record Q2 results as AI-driven chip demand lifts revenue, margins and customer forecasts for 2027 growth.

Eight Wall Street firms hiked their price targets on Applied Materials (NASDAQ:AMAT | AMAT Price Prediction) in a single coordinated wave on May 15, following the chip equipment giant's record Q2 FY2026 results.

Alkane Resources Ltd (ASX:ALK, OTC:ALKEF) has delivered a record quarterly profit of $93 million for the March 2026 quarter, driven by strong gold and...

CSCO, AVGO, ADI and AMAT stand out as the S&P 500 tops 7,500 on AI optimism and a tech-led market rebound.

Applied Materials Inc. (NASDAQ:AMAT) on Thursday reported better-than-expected second-quarter financial results and issued strong third-quarter guidance.

Dow and Nasdaq futures have plunged over 400 points as investors suffer from a cooling tech sector and U.S.-China policy fatigue

St George Mining Ltd (ASX:SGQ, FRA:S0G, OTC:SGQMF) earlier this week announced the appointment of Worley Engenharia Ltda, the Brazilian subsidiary of global...

Nu's AI scaling boosts revenue, Cerebras soars 68% on IPO, and more

Resolution Minerals Ltd (ASX:RML, OTCQB:RLMLF, FRA:NC3) has kicked off a major 2026 drilling campaign at its Horse Heaven antimony-tungsten-gold-silver...

Provaris Energy Ltd (ASX:PV1, OTC:GBBLF, FRA:WS90) earlier this week discussed how Germany’s implementation of the EU Renewable Energy Directive III (RED...

Nova Minerals Ltd (ASX:NVA, NASDAQ:NVA, FRA:QM3) will host a quarterly update webinar with Redchip Companies, giving shareholders, investors and the broader...

Small caps are heading into the end of the week with sentiment still heavily influenced by the AI-driven rally on Wall Street, even as rising bond yields...

Applied Materials, Inc. (AMAT) Q2 2026 Earnings Call Transcript

Revenue: $7.91 billion, up 13% sequentially and 11% year-over-year.Non-GAAP Gross Margin: 50%, increased 80 basis points year-over-year.Non-GAAP Operating Marg

Applied Materials (AMAT) came out with quarterly earnings of $2.86 per share, beating the Zacks Consensus Estimate of $2.68 per share. This compares to earnings of $2.39 per share a year ago.

Applied Materials NASDAQ: AMAT reported record fiscal second-quarter revenue and earnings, with executives saying accelerating demand for artificial intelligence infrastructure is reshaping semiconductor equipment spending toward areas where the company holds leading positions.

Applied Materials Inc (NASDAQ:AMAT, XETRA:AP2) shares rose about 4% in after-hours trading on Thursday after the semiconductor equipment maker reported stronger-than-expected fiscal second quarter results and issued upbeat guidance, supported by continued demand tied to artificial intelligence investments. The company posted record revenue of $7.91 billion for the quarter ended April 26, up 11% from a year earlier and above analyst expectations of $7.69 billion.

Chief Executive Gary Dickerson said the results mark a record quarterly performance, and the company expects its growth to continue alongside the rapid global buildout of AI computing infrastructure.
Applied Materials on Thursday forecast third-quarter revenue above Wall Street estimates, betting that heavy spending on data centers and AI infrastructure would sustain strong demand for its chip-making tools.

SANTA CLARA, Calif., May 14, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (NASDAQ: AMAT) today reported results for its second quarter ended Apr. 26, 2026.

Applied Materials (AMAT) will report fiscal second-quarter earnings after markets close Thursday, with investors closely watching whether booming artificial intelligence-related semiconductor spending can continue offsetting slowing growth from China. Shares of the semiconductor equipment maker have surged roughly 70% this year as investors bet the company will remain a major beneficiary of the global AI infrastructure buildout despite export restrictions and softer Chinese demand.

Ryan Shrout breaks down why Applied Materials (AMAT) could continue riding the AI-driven tech rally, while warning that China export risks remain a key concern. He also looks ahead to revenue guidance, the state of the chip trade, and George Tsilis walks us through an example trade.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Applied Materials Inc. (NASDAQ:AMAT) trended this week after multiple Wall Street firms raised their price forecasts, citing accelerating AI-driven semiconductor spending, rising demand for advanced memory chips, and expanding investment in next-generation chip manufacturing facilities.

Applied Materials, Inc. (NASDAQ:AMAT) will release earnings for its second quarter after the closing bell on Thursday, May 14.

Applied Materials reports earnings Thursday as investors look for signs that AI-driven chip spending can outweigh slowing sales growth in China.

Applied Materials (AMAT) is due to report fiscal second-quarter results after the market closes on Thursday, with investors watching whether demand tied to arti
