AMD, AVGO, AMAT & INTC: Stephen Sopko's AI Leadership Picks Beyond NVDA

Stephen Sopko takes investors through his takeaways on the slew of tech summits adding color to an evolving tech industry. Applied Materials (AMAT) focusing on efficiency research is something he believes is leading industry innovation and will shape the space.

Nearly 40% of the S&P 500 is in a bear market. Here are 10 of those stocks that analysts say can gain up to 81%.

The S&P 500's strong overall performance reflects its heavy weighting at the top. Under the surface, more than a third of the index's stocks are down at least 20% from their 52-week highs.

Market Watch • Oct 16, 2026

Applied Materials and Other Chip Equipment Stocks Are Down—but Maybe Not Out

Shares of chip-equipment makers headed for historic losing streaks on Friday, dragged down by concerns about the hot pace of artificial-intelligence spending.

Barrons • Oct 16, 2026

ASML vs. Applied Materials: Which Chip-Equipment Stock Is the Better Buy?

Applied Materials holds a broad portfolio of leading wafer fabrication equipment. ASML dominates the lithography equipment market.

The Motley Fool • Oct 15, 2026

Applied Materials vs. Broadcom: Which Tech Stock Is a Better Buy in 2026?

Applied Materials maintains a dominant position in providing essential equipment for semiconductor manufacturing. Broadcom combines high-growth AI networking chips with a recurring infrastructure software business.

The Motley Fool • Oct 15, 2026

Applied Materials Cratered in The last 3 Months: One Wall Street Sell Side Firm Predicts it Will Nearly Double Within 12 Months

Applied Materials just posted its fifth consecutive earnings beat while the stock cratered 22% in three months, and at least one Wall Street firm thinks that disconnect points to one of the more compelling setups in the chip equipment sector

24/7 Wall Street • Oct 14, 2026

Applied Materials CEO on Doubling Revenue Thanks To AI

Applied Materials CEO Gary Dickerson says he expects revenue to double over the next few years. He notes that Applied Materials had opened a $5 billion research and development center in Silicon Valley to speed development of next-generation chips.

Bloomberg Technology • Oct 14, 2026

Wall Street Analysts Think Applied Materials (AMAT) Could Surge 39.39%: Read This Before Placing a Bet

The average of price targets set by Wall Street analysts indicates a potential upside of 39.4% in Applied Materials (AMAT). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

Zacks Investment Research • Oct 14, 2026

Applied Materials (AMAT) Declines More Than Market: Some Information for Investors

In the latest trading session, Applied Materials (AMAT) closed at $446.63, marking a -3.79% move from the previous day.

Zacks Investment Research • Oct 14, 2026

Applied Materials vs. Intel: Which Technology Stock Is a Better Buy in 2026?

Applied Materials reported fiscal 2025 revenue of about $28.4 billion and a 24.7% net margin, with revenue up about 25% in the quarter ended July 26, 2026. Intel's second-quarter 2026 revenue grew 25%, but a $12.5 billion noncash charge tied to escrowed shares led to a GAAP net loss attributable to Intel of $11.0 billion.

The Motley Fool • Oct 14, 2026