Breaking
TECHCRUNCH Amazon launches an AI shopping assistant for the search bar, powered by Alexa+  Neutral CNBC TOP STORIES OPEC sees slower demand growth this year as production falls more than 30% on Hormuz clos… Bullish BBC US Court overturns Alex Murdaugh's murder convictions and orders new trial Bearish ROBOTICS & AUTOMATION How Industrial Automation Services Are Modernizing Legacy Facilities Bullish FOX NEWS US Alex Murdaugh's double murder conviction unanimously overturned by South Carolina Supreme… Bearish CBS NEWS Court overturns Alex Murdaugh's murder convictions, orders new trial Bearish ABC NEWS China's Alibaba reports 38% jump in AI and cloud revenue as it races to grow Strong Bullish TECHCRUNCH Anduril raises $5B, doubles valuation to $61B Bullish FREIGHTWAVES UP-NS say revised merger application is ‘comprehensive and complete’ Neutral TECHCRUNCH r/WallStreetBets really hates the SEC’s proposal to weaken quarterly reporting Neutral THE VERGE Swatch’s latest luxury collaboration is a $400 pocket watch Neutral NEW YORK TIMES BUSINESS With a Friend in Trump, the Tobacco Industry Secures a Lucrative Win Strong Bullish THE DAILY CALLER Taiwan Thanks US For Military Aid Amid Trump’s China Summit Neutral MARKET WATCH 20 stocks in the S&P 500 of companies with soaring sales and improving profit margins Strong Bullish CNBC TOP STORIES Altman details Musk's OpenAI fallout, says nonprofit was 'left for dead' Bearish TECHCRUNCH US lawmakers demand answers from Instructure after Canvas data breaches Pessimistic THE DAILY CALLER Another Key Inflation Measure Blows Past Forecasts Bearish THE DAILY CALLER RON HART: RIP Ted Turner, An American Original And A Turner Classic Neutral NORTHERN MINER NGEx hits 208g gold at Lunahuasi project in Argentina Neutral DEFENSE NEWS US special operations leaders frustrated by inability to modify their own equipment Neutral TECHCRUNCH Amazon launches an AI shopping assistant for the search bar, powered by Alexa+  Neutral CNBC TOP STORIES OPEC sees slower demand growth this year as production falls more than 30% on Hormuz clos… Bullish BBC US Court overturns Alex Murdaugh's murder convictions and orders new trial Bearish ROBOTICS & AUTOMATION How Industrial Automation Services Are Modernizing Legacy Facilities Bullish FOX NEWS US Alex Murdaugh's double murder conviction unanimously overturned by South Carolina Supreme… Bearish CBS NEWS Court overturns Alex Murdaugh's murder convictions, orders new trial Bearish ABC NEWS China's Alibaba reports 38% jump in AI and cloud revenue as it races to grow Strong Bullish TECHCRUNCH Anduril raises $5B, doubles valuation to $61B Bullish FREIGHTWAVES UP-NS say revised merger application is ‘comprehensive and complete’ Neutral TECHCRUNCH r/WallStreetBets really hates the SEC’s proposal to weaken quarterly reporting Neutral THE VERGE Swatch’s latest luxury collaboration is a $400 pocket watch Neutral NEW YORK TIMES BUSINESS With a Friend in Trump, the Tobacco Industry Secures a Lucrative Win Strong Bullish THE DAILY CALLER Taiwan Thanks US For Military Aid Amid Trump’s China Summit Neutral MARKET WATCH 20 stocks in the S&P 500 of companies with soaring sales and improving profit margins Strong Bullish CNBC TOP STORIES Altman details Musk's OpenAI fallout, says nonprofit was 'left for dead' Bearish TECHCRUNCH US lawmakers demand answers from Instructure after Canvas data breaches Pessimistic THE DAILY CALLER Another Key Inflation Measure Blows Past Forecasts Bearish THE DAILY CALLER RON HART: RIP Ted Turner, An American Original And A Turner Classic Neutral NORTHERN MINER NGEx hits 208g gold at Lunahuasi project in Argentina Neutral DEFENSE NEWS US special operations leaders frustrated by inability to modify their own equipment Neutral
Wednesday, May 13, 2026
Pulse
01 Anduril Doubles Valuation to $61B on Trump Defense Boom STRONG BULLISH 02 Alibaba's AI Revenue Surge Signals China Tech Rebound STRONG BULLISH 03 OPEC Cuts Demand Outlook as Persian Gulf Supply Collapses 30% BULLISH 04 SoftBank's Profits Surge Nearly 5x on AI Investment Gains STRONG BULLISH
All Stories →
Neutral
Article simplywall.st

Assessing Applied Materials (AMAT) Valuation After New AI Semiconductor Partnership With TSMC

simplywall.st May 12, 2026 · 2:40 pm Read Original
Strong Bullish 88.6
−100 Bearish 0 +100 Bullish

Applied Materials (AMAT) has drawn fresh attention after announcing a new AI focused semiconductor development partnership with TSMC at its planned US$5b EPIC Center in Silicon Valley, alongside new university research collaborations.
See our latest analysis for Applied Materials.
Those EPIC Center partnerships land at a time when momentum in the stock has been strong, with a 7 day share price return of 13.35%, a 90 day share price return of 34.81% and a 1 year total shareholder return of...

Breaking Metrics

Get the insider info on industry, infrastructure, and energy

Market intelligence for everything that makes money and the world move. Free in your inbox.

Actions
Read Read Source
Infographic
Account Login for Pulse AI
Snap Export
Pulse AI
Pulse analysis not available yet. Click "Get Pulse" above.

Generated by Pulse AI, Glideslope's proprietary engine for interpreting market sentiment and economic signals. For informational purposes only — not financial advice.

Article Info
Source simplywall.st
Published May 12, 2026 · 2:40 pm
Article ID 5E7XBZ6
Original URL Open source
Sentiment Signal
Strong Bullish 88.6
−100Neutral+100
● MACRO ANALYST

Fraywire+

Unlock the AI Macro Analyst to drill down into the data, explore hidden risks, and query the entire market briefing in real-time.

LOG IN / SUBSCRIBE

My Notes

Loading drafts...