Applied Materials, Inc. vs Core Scientific Inc — how do they compare? Applied Materials, Inc. trades at $547.44 (market cap $417.31B), while Core Scientific Inc trades at $20.81 (market cap $6.35B). The key difference: Applied Materials, Inc. is far larger — about 65.7× Core Scientific Inc's market cap, and Applied Materials, Inc. pays a 0.4% dividend while Core Scientific Inc pays none. Which is the better fit depends on your goals.
| AMAT | CORZ | |
|---|---|---|
Market Cap | $417.31B | $6.35B |
Sector | Technology | Technology |
52-Week High | $723.00 | $29.16 |
52-Week Low | $156.25 | $13.55 |
Enterprise Value | $416.34B | $8.88B |
Dividend Yield | 0.4% | — |
Signals from Pluang's Aura AI — not financial advice
Applied Materials (AMAT) trades at $522.12, down 3.16% on the day, amid a neutral technical signal with support at $510 and resistance at $546. The company has consistently beaten earnings estimates in recent quarters, with Q1 2026 EPS of $2.86 surpassing the $2.68 forecast. Strong profitability is evident with a net margin of 29.31% and ROE of 39.69%, though valuation ratios like a P/E of 49.45 are elevated. Recent news highlights robust AI-driven demand in semiconductor equipment, with CEO Gary Dickerson calling it the industry's strongest period ever (CNBC, 2026-05-28).
The outlook remains positive given analyst consensus with a $662.82 price target and 76.9% buy ratings, but risks include high valuation sensitivity and cyclical semiconductor capital spending. Revenue growth to $29.0B in 2026 with a projected 29.31% net margin supports upside, though investors should monitor competitive pressures and macroeconomic impacts on tech spending.
CORZ trades at $21.30, up 9.57% in the last 24 hours, showing strong momentum despite a bearish technical signal. The stock faces fundamental challenges with a net income margin of -324.9% and negative EPS misses, but recent developments include a significant partnership with AMD for up to 2.5 gigawatts of data center capacity, potentially driving future revenue growth. Analyst sentiment remains overwhelmingly positive with 86% buy ratings and a consensus price target of $35.88.
The outlook for CORZ hinges on executing its AI infrastructure strategy, with the AMD deal offering substantial upside if successfully monetized. Key risks include persistent cash burn, competitive pressures, and reliance on long-term contracts. Investors should weigh the high growth potential against the current lack of profitability and volatile stock performance.
Trailing returns across standard periods
Latest headlines on both assets
Applied Materials is the world's largest supplier of semiconductor manufacturing equipment, providing materials engineering solutions to help make nearly every chip in the world. The firm's systems are used in nearly every major process step with the exception of lithography. Key tools include those for chemical and physical vapor deposition, etching, chemical mechanical polishing, wafer- and reticle-inspection, critical dimension measurement, and defect-inspection scanning electron microscopes.
Read more on AMAT →Core Scientific provides digital infrastructure for Bitcoin mining and high-performance computing (HPC). It operates purpose-built data centers to support digital asset production and AI-related workloads.
Read more on CORZ →