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, Inc. dropped 3.1% on Thursday, closing at $346.53. That brings the chip-equipment giant roughly 12.5% under its February 25 peak, when AI enthusiasm had sent the stock surging. This drop stands out—Applied is widely seen as a direct way to play the AI push on Wall Street. Shares shot up 11% last month after the company posted a bullish forecast. “Artificial intelligence infrastructure demand is immense, and supply is scarce,” noted Morningstar’s William Kerwin.
March 6, 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

New York, Feb 25, 2026, 11:44 — Regular session Applied Materials Inc. jumped 3.6% to $391.61 as of 11:44 a.m. EST Wednesday, moving within a range from $384 up to $394.39 — right at the high end of its 52-week stretch. Lam Research tacked on 2.1%, with KLA not far behind, up 2.8%. Applied’s stock, meanwhile, has surged roughly 52% year to date.
February 25, 2026
KLA stock steadies on ex-dividend day as chip-tool names track Fed-rate bets
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KLA stock steadies on ex-dividend day as chip-tool names track Fed-rate bets

New York, Feb 17, 2026, 15:32 ET — Regular session underway. KLA Corp clawed back from earlier losses, up 0.7% to $1,473.71 late Tuesday as chip equipment names stabilized near the bell. Shares moved between $1,427.30 and $1,486.92. Lam Research added 0.8%, Applied Materials climbed 1.5%, and the iShares Semiconductor ETF ticked up 0.2%.
February 17, 2026
Applied Materials stock jumps after earnings beat; AMAT rallies in after-hours as AI demand drives outlook
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Applied Materials stock jumps after earnings beat; AMAT rallies in after-hours as AI demand drives outlook

New York, February 12, 2026, 18:49 EST — After-hours Shares of Applied Materials shot up 13.3% to $371.97 in after-hours action this day, bouncing back from a 3.4% drop at the close, where the stock settled at $328.39. The chip equipment maker outpaced Wall Street estimates for the quarter and delivered a forecast that landed ahead of expectations. Figures are from Public market data.
February 13, 2026
Applied Materials jumps after bullish forecast signals AI memory boom for chip gear makers
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Applied Materials jumps after bullish forecast signals AI memory boom for chip gear makers

Santa Clara, Calif., February 12, 2026, 13:58 PST Applied Materials is looking for stronger second-quarter revenue and profit than analysts had penciled in, pointing to rising demand for AI processor-related equipment as a key driver. Shares climbed roughly 9% after hours. https://www.reuters.com/business/applied-materials-forecasts-second-quarter-sales-above-estimates-2026-02-12/
February 12, 2026