The S&P 500 Index ($SPX) (SPY) on Friday closed down -0.05%, the Dow Jones Industrials Index ($DOWI) (DIA) closed down -0.59%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.42%.  September E-mini S&P futures (ESU25) fell -0.06%, and September E-mini Nasdaq futures (NQU25) rose +0.41%. Stock indexes settled mixed on Friday, as higher bond yields sparked long liquidation in equities.  The 10-year T-note yield rose +5 bp to 4.06%.  Also, the larger-than-expected decline in the University of Michigan US S ...

The S&P 500 Index ($SPX) (SPY) today is up +0.09%, the Dow Jones Industrials Index ($DOWI) (DIA) is down -0.31%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.37%.  September E-mini S&P futures (ESU25) are up +0.06%, and September E-mini Nasdaq futures (NQU25) are up +0.36%. Stock indexes are mostly higher today, with the S&P 500 and Nasdaq 100 posting new all-time highs.  Today’s news on weaker-than-expected report on US consumer sentiment for September added to this week’s Fed-friendly news that has bol ...

The Board of Directors of Colgate-Palmolive today declared a quarterly cash dividend of $0.52 per common share, payable on November 14, 2025, to shareholders of record on October 17, 2025. The Company has paid uninterrupted dividends on its common stock since 1895.The Meta Platforms board of directors today declared a quarterly cash dividend of $0.525 per share of the company's outstanding Class A common stock and Class B common stock, payable on September 29, 2025 to stockholders of record as of the close ...

Applied Materials, Inc. (NASDAQ:AMAT) is included in our list of the 11 Best Roth IRA Stocks to Invest in Now. Applied Materials, Inc. (AMAT) Reaffirms Its Forecast for High-End Chipmaking Tools; Cantor Fitzgerald Maintains Bullish Stance Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process. On August 28, 2025, Applied Materials, Inc. (NASDAQ:AMAT) provided reassurance ...

Mizuho Securities downgrades the semiconductor-equipment company to Neutral from Outperform. ...

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每经AI快讯，9月12日，应用材料公司（AMAT）股价盘前下跌1%。 ...

在华尔街投资巨鳄Loop Capital以及Wedbush看来，以AI算力硬件为核心的全球人工智能基础设施投资 浪潮远远未完结，现在仅仅处于开端，在前所未有的"AI算力需求风暴"推动之下，这一轮AI投资浪潮 规模有望高达2万亿美元。 智通财经APP获悉，近期全球芯片股"超级牛市行情"激情演绎的时刻，尤其是与AI训练/推理系统密切 相关联的半导体/芯片股涨势如虹之际，高盛最新发布的半导体行业研报可谓为无比火热的AI看涨情 绪"再添一把火"。在该机构举办的覆盖全球最顶尖半导体公司的Communacopia + Technology 大会之 后，高盛研究团队表示，对于半导体行业继续维持"AI驱动的结构性牛市"主线判断。 高盛在研报中表示，在全球半导体行业中，与AI密切相关的基础设施最具长期"牛市叙事"确定性—— 比如英伟达AI GPU、博通AI ASIC以及SK海力士、美光所主导的至关重要AI算力硬件组件——HBM 存储系统。其次则是高盛长期看涨的"半导体设备端"，尤其是聚焦 HBM/先进封装与GAA/BPD工艺推 升的中长期巨额增量半导体设备领域。在高盛看来，阿斯麦、应用材料以及泛林集团等半导体设备领军 者堪称" ...

Key Takeaways Applied Materials expanded non-GAAP operating margin by 190 bps in Q3 fiscal 2025.Gross margin hit 49.2% in Q2 fiscal 2025, the highest since 2000, fueled by high-margin products.AMAT keeps its margins high by selling high-margin products and prudent cost management.Applied Materials (AMAT) has been continuously ramping up its R&D investments. For instance, AMAT set up the Equipment and Process Innovation and Commercialization center for research, which is expected to be operational by 2026. T ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 9 September 2025 | 10:27PM EDT Americas Technology: Semiconductors Communacopia and Technology Conference 2025 - Day 2 Takeaways James Schneider, Ph.D. +1(212)357-2929 | jim.schneider@gs.com Goldman Sachs & Co. LLC Anmol Makkar +1(212)357-1366 | anmol.makkar@gs.com Goldman Sachs & Co. LLC Chris Kress +1(212)902-6696 | chris.kress@gs.com Goldman Sachs & Co. LLC David Balaban +1(212)357-6369 | david.balaban@gs.com Goldman Sachs & Co. LLC Luya You +1(212)902-5297 | luya.you@gs.com ...