Shares of semiconductor companies are trading higher. Nvidia's $105 billion of an Ohio data center and comments regarding OpenAI commitments of approximately $600 billion for its compute capacity may help support the demand outlook across the sector.

8-K filing — APPLIED MATERIALS INC /DE (AMAT)

Filed: 2026-08-27 AccNo: 0001628280-26-059257 Size: 210 KB Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers Item 7.01: Regulation FD Disclosure Item 9.01: Financial Statements and Exhibits

Mizuho Maintains Outperform on Applied Materials, Lowers Price Target to $590

Mizuho analyst Vijay Rakesh maintains Applied Materials (NASDAQ:AMAT) with a Outperform and lowers the price target from $650 to $590.

Applied Materials Sees Years Of AI-Fueled Growth Ahead

Applied Materials positions for strong growth as AI drives 80% of chip equipment demand. JPMorgan reiterates an Overweight rating.

A 10-Year Treasury Bond Now Pays More Than 118 Of America's Biggest Companies

Only 3.85% of S&P 500 stocks now yield more than the 10-year Treasury, the lowest since May 2007. Benzinga found 118 mega-caps that pay less.

B of A Securities Initiates Coverage On Amkor Technology with Buy Rating, Announces Price Target of $70

B of A Securities analyst Ruplu Bhattacharya initiates coverage on Amkor Technology (NASDAQ:AMKR) with a Buy rating and announces Price Target of $70.

Shares of semiconductor and chip companies are trading lower. The industry may be pulling back ahead of Nvidia's Q2 earnings report due August, 26.