NASDAQ:AMAT 12 February 2026 - 3 March 2026

Why Applied Materials (AMAT) Stock Is Sliding Even as AI Chip Spending Stays Hot
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Why Applied Materials (AMAT) Stock Is Sliding Even as AI Chip Spending Stays Hot

Applied Materials shares fell 3.1% Thursday to $346.53, now down 12.5% from a Feb. 25 high after an AI-fueled rally. The company recently settled U.S. allegations of illegal exports to China for $252 million and warned that tighter export controls will further cut China sales in 2026. Applied had forecast strong second-quarter sales driven by AI demand. China revenue share has dropped from nearly 40% to the mid-20% range.
March 6, 2026
KLA (KLAC) stock drops nearly 6% as chip-equipment shares slide on oil-and-inflation fears
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KLA (KLAC) stock drops nearly 6% as chip-equipment shares slide on oil-and-inflation fears

KLA Corp shares dropped 5.9% to $1,444.25 Tuesday afternoon, leading declines among chip-equipment makers as Lam Research fell 6.3%, Applied Materials 5.7%, and ASML 3.8%. The selloff followed renewed energy-price concerns tied to Middle East tensions. Investors are watching Friday’s U.S. jobs report for signals on interest rates.
March 3, 2026
Applied Materials stock jumps near 52-week high as chip toolmakers rally ahead of Nvidia earnings
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Applied Materials stock jumps near 52-week high as chip toolmakers rally ahead of Nvidia earnings

Applied Materials shares rose 3.6% to $391.61 by late morning, trading near a 52-week high ahead of Nvidia’s earnings. Director Judy Bruner sold 3,969 shares on Feb. 23 at prices around $376–$378, according to a regulatory filing. Lam Research and KLA also gained as investors watched for signs of continued AI-driven demand in the chip sector.
February 25, 2026
Lam Research stock price rises as Applied’s AI outlook lifts chip-equipment names
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Lam Research stock price rises as Applied’s AI outlook lifts chip-equipment names

Lam Research shares climbed 2.3% to $236.72 Friday morning, recovering from Thursday’s drop as chip equipment stocks rallied after Applied Materials issued a strong forecast. The move followed softer U.S. inflation data, which lowered Treasury yields and boosted rate-cut hopes. Applied Materials jumped 8.8%. U.S. markets will close Monday for Presidents Day, reopening Tuesday.
February 13, 2026