Sputtering Equipment Market Size to Hit USD 4.19 Billion by 2035 | Research by SNS Insider

The global sputtering equipment market, valued at USD 2.41 billion in 2025, is projected to reach USD 4.19 billion by 2035, growing at a CAGR of 5.83%. Growth is driven by rising semiconductor fabrication demand, thin-film deposition applications, and expanding solar photovoltaic manufacturing. Magnetron sputtering equipment leads the market with 42.25% share, while Asia-Pacific dominates regionally with 45.35% market share.

06/19/2026, 7:30 AM • GlobeNewswire

Small Caps Near Record Highs, Robinhood Rallies 12%: Stock Market Today

U.S. stocks traded higher midday Wednesday with semiconductor equipment names and small caps leading gains ahead of Fed Chair Kevin Warsh's first interest-rate decision. The Russell 2000 jumped 1.2% to a record high. Applied Materials surged 7% after Citi raised its price target, while Robinhood rallied 12.2% on strong trading volumes. Exchange operators fell sharply after Kalshi's Bitcoin futures approval raised competitive concerns.

06/17/2026, 1:33 PM • Benzinga

Applied Materials Advances AI Wearables With SENZ Platform

Applied Materials launched SENZ, an integrated ambient visual platform for AI-powered smart glasses that combines waveguide optics and light engine technology. The company also signed a long-term joint development agreement with EssilorLuxottica to advance next-generation intelligent optical systems for AR and AI-powered smart eyewear. AMAT shares rose 7.58% to $611.30 on the announcement.

06/17/2026, 1:17 PM • Benzinga

Applied Materials Unveils SENZ™, a Fully Integrated Visual System for Next-Gen Smart Glasses

Applied Materials unveiled SENZ™, an integrated ambient visual platform combining waveguide optics, light engine, sensing, and vision correction technology for next-generation smart glasses. The solution aims to reduce time-to-market and manufacturing complexity through strategic partnerships with GlobalFoundries, Qualcomm Technologies, and EssilorLuxottica.

06/17/2026, 10:00 AM • GlobeNewswire

EssilorLuxottica e Applied Materials insieme per sviluppare sistemi ottici di realtà aumentata per gli smart glasses del futuro

EssilorLuxottica and Applied Materials announced a long-term joint development agreement to accelerate the creation of next-generation optical systems for augmented reality and AI-integrated smart eyewear. The collaboration combines EssilorLuxottica's expertise in lenses and smart eyewear with Applied Materials' capabilities in materials engineering and waveguide technologies, aiming to develop scalable, high-performance optical platforms for future wearable devices.

06/16/2026, 12:44 PM • GlobeNewswire

EssilorLuxottica and Applied Materials Join Forces to Advance Augmented Reality Optics Platforms for Next-Generation Smart Glasses

EssilorLuxottica and Applied Materials announced a long-term joint development agreement to accelerate commercialization of next-generation intelligent optical systems for augmented reality and AI-powered smart eyewear. The collaboration combines EssilorLuxottica's expertise in lenses and smart eyewear with Applied Materials' capabilities in materials engineering and waveguide technologies to develop lightweight, high-performance optical platforms for scalable AR experiences.

06/16/2026, 12:44 PM • GlobeNewswire

EssilorLuxottica et Applied Materials s’unissent pour faire progresser les dispositifs optiques de réalité augmentée destinés aux nouvelles générations de lunettes intelligentes

EssilorLuxottica and Applied Materials announced a long-term joint development agreement to accelerate the commercialization of next-generation intelligent optical systems for augmented reality and AI-enabled smart glasses. The collaboration combines EssilorLuxottica's expertise in lenses and smart eyewear with Applied Materials' materials engineering and waveguide technology capabilities to develop lightweight, high-performance optical platforms for future wearable devices.

06/16/2026, 12:44 PM • GlobeNewswire

Semiconductor Equipment Market Size to Hit USD 329.73 Billion by 2035 | Research by SNS Insider

The global semiconductor equipment market is valued at $138.64 billion in 2025 and is expected to grow to $329.73 billion by 2035, with a CAGR of 9.05%. Growth is driven by rising AI and 5G adoption, government-backed fab investments, and increasing demand across consumer electronics, automotive, and telecommunications sectors. Wafer fabrication equipment dominates the market, while testing equipment and inspection & metrology segments show the fastest growth rates.

06/16/2026, 3:30 AM • GlobeNewswire

Are There Opportunities in Europe’s “Digital Sovereignty”?

Europe is pursuing digital sovereignty by building its own tech infrastructure in AI, semiconductors, and payment systems, creating regulatory challenges for U.S. tech giants like Apple while potentially opening opportunities for infrastructure and equipment suppliers. The discussion also covers elevated market valuations (CAPE ratio at 38) and cash management strategies for investors.

06/15/2026, 5:19 PM • The Motley Fool

1 Top ETF to Buy for the $1 Trillion AI Infrastructure Boom

Global data center capital expenditures are projected to exceed $1 trillion by 2026, driven by AI infrastructure buildout. The iShares Semiconductor ETF (SOXX) is recommended as a diversified way to capitalize on this trend, holding about 30 chip stocks across the supply chain including Nvidia, Broadcom, and AMD. However, investors should be cautious as semiconductor stocks are cyclical, valuations have risen sharply, and the sector carries concentration risk.

06/15/2026, 1:07 PM • The Motley Fool

Consumer Tech News (Jun 8-12): SpaceX Debuts On Nasdaq, Big Tech Faces Political Scrutiny & More

SpaceX debuted on Nasdaq with a 29% premium to its IPO price, making Elon Musk close to becoming a trillionaire. Big Tech faced political scrutiny with Senator Elizabeth Warren criticizing Meta's CEO and Nvidia's CEO declining to testify. Major tech companies reported earnings, announced layoffs, and made strategic pivots in AI investments and pricing strategies.

06/14/2026, 7:30 AM • Benzinga

This Index’s Comeback Is a Lesson in Long-Term Investing

The MSCI USA Value Enhanced Value Index (M2USEV) has demonstrated a powerful comeback since 2025, outperforming the S&P 500 by 69.9% versus 25.4% through May 2026. The sector-neutral value index's resurgence, driven primarily by strong stock selection in semiconductors and memory chips, illustrates the importance of diversification and patience in long-term investing. The index has delivered 169.3% total returns since August 2020 versus 125.3% for the S&P 500, with semiconductor positions in Micron, Intel, Applied Materials, and Western Digital generating over three-quarters of the strategy's outperformance.

06/12/2026, 11:52 AM • Investing

S&P 500 Rebound Looks Fragile as Chip Strength Masks Thin Breadth

U.S. equities rebounded Thursday driven by semiconductor strength, with Intel, Applied Materials, and Arm Holdings surging on AI chip demand. However, gains were narrow and fragile, masked by weak breadth as small-caps declined and Oracle tumbled on disappointing cloud revenue guidance. Hot inflation data (4.2% CPI, 6.5% PPI) reinforced expectations for Fed rate hikes, keeping the Russell 2000 under pressure and limiting broader market participation.

06/11/2026, 1:36 PM • Investing

Chips Lead Nasdaq 100 Rebound, Oracle Sinks 11%: Stock Market Today

The Nasdaq 100 rose 1.1% on Thursday, led by semiconductor equipment makers rallying on positive analyst upgrades and AI data-center demand outlook. However, Oracle plunged 11.6% despite record earnings, citing a $40 billion financing plan and 162% increase in capital spending for AI infrastructure. Software stocks broadly declined while small caps and chip-related equities outperformed.

06/11/2026, 1:14 PM • Benzinga

Looking Beyond Semiconductors? These 8 Tech Stocks Offer Up to 60% Upside

US semiconductor stocks rebounded strongly on Monday after a sharp selloff, with Intel, Micron, and Marvell among the biggest gainers. However, despite the recovery, these semiconductor stocks remain significantly overvalued according to Fair Value estimates. The article highlights alternative large-cap tech stocks trading at meaningful discounts (35.5%-60.5%) with strong growth prospects, including Futu Holdings and Leidos Holdings, which offer more attractive valuations than the crowded semiconductor sector.

06/09/2026, 10:06 AM • Investing