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Applied Materials Inc.
Featured in 3 tracked stories · first seen
Situations
Alphabet/Tesla AI spending and EU AI gigafactory race
12 clusters · 375 sources · last updated
Latest: European Union launches call for seven AI Gigafactories
Alphabet reported Q2 2026 revenue of $119.8 bn, up 24% YoY, driven by Google Cloud and advertising. Net income rose to $112.1 bn, though free cash flow was negative at $‑5.9 bn. The company increased capital-expenditure
Applied Materials holdings, market moves & upgrades
5 clusters · 8 sources · last updated
Latest: Applied Materials shares rise on AI demand as hedge funds adjust holdings
Institutional ownership of Applied Materials has stayed near 80.6% of the float as investors rebalance positions. In early August, Red Spruce Capital trimmed its stake by 40.9%, ending the quarter with 18,124 shares valu
Short‑interest spikes and drops continue
3 clusters · 2 sources · last updated
Latest: Applied Materials Shares Slip 7.8% as AI Chip Demand Raises Market Concerns
Short‑interest activity continues to swing dramatically across a diverse set of firms. In June 2024, Danish logistics group DSV A/S saw its short interest jump 527 % to 3,041 shares, while French software maker Dassault