Applied Materials (AMAT)

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“Too big to fail” is how we would describe the megacap stocks in this article today. While they will likely stand the test of time, it’s not all sunshine and...

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What Happened? A number of stocks fell in the morning session after hotter-than-expected inflation data compounded fears that elevated borrowing costs will c...

One designs the chips, the other builds the machines, but their financial health and risk profiles tell very different stories.

Intel's foundry turnaround has resulted in heavy losses and negative free cash flow, while Qualcomm generates robust cash with half the valuation multiple.

Semiconductor manufacturers are expanding production capacity as fast as they can, and both stocks stand to benefit.

There's still a lot of upside left in this semiconductor giant.

Applied Materials earned a 24.7% net margin and generated nearly $5.7 billion in free cash flow in fiscal 2025, and Intel recorded a small net loss and negative free cash flow in 2025 as it works on a manufacturing turnaround.

Intel swung to near breakeven while Marvell posted a 32.6% net margin, but valuation tells a different story about which has more room to run.

Intel's revenue jumped 18% in its latest quarter while Marvell posted eight straight quarters of growth — but the gap between them tells a different story.

Applied Materials (NASDAQ:AMAT) outlined an expanded growth strategy tied to artificial intelligence demand at its SEMICON West technology breakfast, saying it expects to gain more than two percentage points of wafer-fab-equipment market share by 2030 while increasing profitability and service reven

Applied Materials gave uncertain 2030 guidance that may have underwhelmed bullish investors.

One makes the chips, the other designs them. But their valuations and risk profiles diverge sharply.

Intel's turnaround is burning cash while NVIDIA's margins hit 55.6%, leaving investors to weigh recovery risk against dominance.

SK Hynix trades at a fraction of Applied Materials' valuation while posting a 44% net margin, but volatility in the memory market poses a different risk.