Cross-Sector entity

Applied Materials

Company AMAT
6.8

Applied Materials is most often covered alongside Micron Technology, which appears in 9 of these 15 stories. The 150-day window averages about 0.7 stories each week. The busiest single day carried 4. Coverage clusters in earnings, which accounts for 3 of those 15, with the remainder spread across 6 other categories.

15 verified stories tracked

Last mentioned: Jul 20, 2026

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Entity pulse

Recent coverage · Applied Materials

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15 stories
6.8 avg impact
47% positive
40% negative

Coverage balance Positive coverage leads. Positive coverage exceeds negative coverage by 7 percentage points.

  • 47% positive
  • 13% neutral
  • 40% negative

Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.

What the coverage shows about Applied Materials

Applied Materials is most often covered alongside Micron Technology, which appears in 9 of these 15 stories. The 150-day window averages about 0.7 stories each week. The busiest single day carried 4. Coverage clusters in earnings, which accounts for 3 of those 15, with the remainder spread across 6 other categories. The tracked stories average 4.9 original sources each. This profile follows 15 Cross-Sector stories mentioning Applied Materials across the period from February 21, 2026 to July 20, 2026. 40% of these stories carry negative sentiment.

Stories tracked
15
Per week
0.7
Negative
40%
Sources per story
4.9

Computed from the 15 stories linked to this entity. Beat comparisons are omitted because no baseline was available for this window.

Coverage cohort

Appears alongside

Other entities that clear the same relevance threshold in stories also covering Applied Materials. Shared-story counts are live from our verified record — not editorial picks.

Timeline

  1. Moonshot Announces Kimi K3

    Chinese startup Moonshot unveils Kimi K3, a powerful low-cost AI model, evoking memories of the DeepSeek shock and sparking a fresh global tech rout.

  2. Global AI Stock Sell-Off

    U.S. indexes fall sharply (S&P -1%, Dow -0.8%, Nasdaq -1.4%); Asian markets tumble (Taiex -6.5%, Nikkei -4%, Shanghai -3%); Nvidia drops 2.2%, Applied Materials -5.6%.

  3. Oil Prices Rise on Iran War

    Crude oil continues its climb as the war with Iran fuels supply disruptions fears, adding to the risk-off sentiment in equity markets.

  4. Kospi Plunges 8.9%

    In a second rout, Kospi crashes nearly 9%, intensifying concern over AI stock valuations ahead of Friday's global sell-off.

  5. S&P 500 Nears All-Time High

    The S&P 500 comes within 0.5% of its record before profit-taking sets in; Kospi drops 6.4% on the same day.

  6. Kospi Surges 6.2%

    South Korea's Kospi index experiences a single-day 6.2% rally, reflecting the heightened volatility in AI-linked stocks led by Samsung and SK Hynix.

  7. Micron and Qualcomm forecasts spark $400B after-hours rally

    After market close, Micron posts blowout earnings guidance on AI memory demand, while Qualcomm announces $15B data center sales target by 2029. Chip stocks surge in extended trade, adding over $400 billion in market value.

  8. PHLX chip index tumbles 8%

    The PHLX Semiconductor Index suffers its worst single-day drop of the year as investors worry about stretched AI valuations and delayed returns from massive data center capex.

  9. Summit Conclusion

    Final reports on investment strategies and workforce evolution are released.

  10. Investment & Workforce

    Closing tracks on capital allocation and the future of the energy-tech workforce.

  11. Chip Design & Robotics

    NVIDIA and AMD leaders discuss the future of energy-efficient hardware.

  12. Infrastructure Deep-Dive

    Sessions focused on AI data centers and the energy grid bottleneck.

  13. CERAWeek Opening

    The world's preeminent energy conference begins in Houston.

  14. Programming Announcement

    S&P Global reveals the headline roster of tech leaders for CERAWeek.

  15. Dividend Hike

    Board approves 15% increase in quarterly cash dividend to $0.53/share.

  16. AI Memory Partnership

    Collaboration with Micron and SK Hynix announced for next-gen AI memory chips.

  17. S&P 100 Inclusion

    AMAT is added to the S&P 100 Index, highlighting its growing role in the AI economy.

  18. Regulatory Settlement

    Applied Materials agrees to pay $252.5M to settle export violations related to China.

  19. Public Disclosure

    Advantest confirms the ransomware attack and the involvement of third-party experts.

  20. Growth Thesis Recognition

    Major financial analysts highlight LRCX as a top 20-year growth stock for the AI era.

Stories mentioning Applied Materials 15

Climate market trends Negative 6

Oil Surges on Iran War as AI Stocks Erase 1.4% on Nasdaq

Oil prices continued to climb on escalating Iran war tensions, while AI-heavy indexes shed 1.4%. The divergence highlights the energy sector's renewed allure and the risks to green transition momentum from sustained high fossil fuel prices.

13 sources
AI earnings Strongly positive 9

AI Hardware Demand Validated: Micron, Qualcomm Drive $400B Chip Rally

Micron’s strong earnings guidance and Qualcomm’s 2029 data center target provide fresh proof that AI infrastructure spending is not a bubble but an accelerating megatrend. The $400 billion after-hours valuation jump reflects renewed confidence in AI's hardware foundation.

2 sources
SaaS infrastructure Strongly positive 9

Qualcomm’s $15B Data Center Bet Signals a Cloud Compute Arms Race

Qualcomm’s goal of $15 billion in data center sales by 2029 signals a massive expansion of chip supply for cloud AI workloads. For SaaS platforms, this means more accessible, powerful compute that could reshape infrastructure costs and product capabilities.

2 sources
Finance earnings Strongly positive 9

Chip Stocks Add $400B in After-Hours as Micron, Qualcomm Reset AI Narrative

A staggering $400 billion in semiconductor market cap returned in after-hours trading after Micron’s blowout forecast and Qualcomm’s $15B data center target directly countered Tuesday’s AI sell-off. The rally highlights the sector’s extreme sensitivity to guidance and the enduring faith in AI infrastructure spending.

2 sources

Source: Noel Randewich (my) · Channelnewsasia

SaaS leadership Positive 7

Big Tech Giants Converge at CERAWeek to Tackle AI and Energy Infrastructure

Leaders from AWS, Google, Microsoft, NVIDIA, and Meta are headlining CERAWeek 2026 to address the critical intersection of AI, data centers, and global energy. The weeklong Houston event marks a strategic shift as cloud hyperscalers and chipmakers seek to secure the massive power resources required for the next generation of AI scaling.

2 sources
Startups leadership Positive 7

Big Tech Converges on CERAWeek: The Energy-AI Nexus Takes Center Stage

A high-profile cohort of Big Tech executives from NVIDIA, Microsoft, and Google is descending on CERAWeek 2026 to address the critical intersection of AI infrastructure and energy demand. The weeklong programming signals a shift where energy availability has become the primary bottleneck for the next generation of venture-backed AI startups and hyperscale data centers.

2 sources
Finance markets Positive 7

Tech Giants Converge on CERAWeek as AI Power Demands Reshape Energy Markets

A coalition of the world's largest technology firms, including NVIDIA, Microsoft, and Google, will headline CERAWeek 2026 to address the critical intersection of AI infrastructure and energy supply. The weeklong programming focuses on the massive power requirements of data centers and the role of chip design and robotics in the evolving energy landscape.

2 sources
Climate market trends Positive 7

Big Tech Takes Center Stage at CERAWeek 2026 to Address AI-Energy Nexus

Leaders from NVIDIA, Microsoft, Google, and Amazon are descending on Houston for CERAWeek 2026 to tackle the massive power demands of artificial intelligence. The conference marks a pivotal shift as tech giants and energy providers seek to align on data center infrastructure, chip design, and grid stability.

2 sources
Supply Chain disruptions Negative 7

Ransomware Attack Hits Advantest, Threatening Semiconductor Test Supply Chain

Advantest, a global leader in semiconductor automatic test equipment (ATE), has confirmed a ransomware attack that forced the isolation of its IT systems. The incident underscores the growing vulnerability of the semiconductor manufacturing ecosystem as cybercriminals increasingly target critical equipment suppliers.

2 sources

Source: Sead Fadilpašić (us) · TechRadar

Finance markets Neutral 5

Lam Research Positioned as Long-Term Growth Pillar in Semiconductor WFE

Lam Research (LRCX) is emerging as a critical long-term growth play as the semiconductor industry shifts toward complex 3D architectures and AI-driven memory requirements. The company's recent expansion in Boise underscores its strategic role in the resurgence of U.S. semiconductor manufacturing and the global AI infrastructure build-out.

2 sources

Source: insidermonkey.com · finance.yahoo.com