Applied Materials is trading 4.14% up now at $547.38 as semiconductor-equipment stocks rally on stronger expectations for AI infrastructure and server investment.
- Industry commentary on August 12, 2026, attributed related equipment-stock gains to large orders and investment plans from U.S. AI infrastructure companies.
- The plans reinforced demand expectations for chipmaking tools, while the Nasdaq Composite is up 0.77%.
- Fiscal third-quarter results are scheduled for August 13 after the close.