Key Takeaways Applied Materials stock rose 39% in three months, trailing its industry's 38.7% growth.AI-fueled demand and strong DRAM sales boosted AMAT's Q3 top line and operating margin.China export limits and weak memory markets pose headwinds, making AMAT a hold for now.Applied Materials (AMAT) stock has gained 38.9% in the past three months, outperforming the Zacks Electronics - Semiconductors industry’s return of 38.7%.AMAT YTD Performance ChartImage Source: Zacks Investment ResearchAMAT is currently ...

Key Takeaways AMAT launched three advanced systems Kinex, Xtera, and PROVision to power next-generation AI chips.New tools target efficiency and precision in hybrid bonding, GAA transistors, and 3D chip metrology.Despite tech gains, AMAT's earnings outlook has softened.Applied Materials (AMAT) is benefiting from rising demand for AI infrastructure as the global data center, cloud and technology space moves toward AI integration. These factors are increasing the demand for fabrication, patterning and advance ...