Applied Materials

A US appeals court has upheld Thomson Reuters' victory in a closely watched lawsuit over the use of copyrighted material to train artificial intelligence systems. The ruling is seen as a landmark for the AI industry, as it shapes how copyright law applies to AI training data and could influence ongoing disputes between content owners and technology developers.

A new analysis asks whether Applied Materials still represents the company long-term investors originally bought, examining how the semiconductor equipment maker's business and outlook have shifted. The piece is prompting investors to reassess their thesis on the stock amid ongoing debate about chip industry demand and valuation.